Source Job

US

  • Perform client engagements involving accounting, financial reporting, bookkeeping, reconciliations, and project coordination.
  • Assess client requirements, organize work plans, meet deadlines, and communicate status and risks proactively.
  • Prepare accurate workpapers, reports, procedures, and other client deliverables while identifying process improvements.

Accounting Financial Reporting Microsoft Excel Analytical Client Service

20 jobs similar to New Financial Consultant

Jobs ranked by similarity.

  • Support accurate financial records and reporting.
  • Assist with daily accounting operations.
  • Suited for professionals with 2-5 years of experience.

Suricats Consulting is a professional consulting firm focused on accounting and financial services for clients. Company size and culture are not specified in the posting.

US

  • Oversee daily accounting operations and manage month-end closing activities.
  • Prepare accurate financial statements and management reports.
  • Supervise and support a Staff Accountant while improving accounting processes.

The partner is a mission-driven healthcare organization focused on expanding access to addiction treatment. It is a growing, collaborative company that values kindness, empathy, integrity, and excellence.

  • Manage day-to-day bookkeeping tasks, including accounts payable and receivable, monthly closings, and financial report preparation.
  • Prepare and file U.S. corporate and individual income tax returns, including 1099s and year-end filings, while assisting with audits and reconciliations.
  • Support client onboarding, use company software for accounting and tax tasks, and analyze financial data to forecast revenue and evaluate profit margins.

Manay CPA is a global, full-service accounting and advisory firm headquartered in Atlanta, GA, with over 20 years of experience and a diverse team across 4 continents. Recognized as a Top 100 Small Business by the U.S. Chamber of Commerce, the firm fosters a collaborative, growth-oriented culture focused on innovation and integrity.

Global

  • Review and analyze customer contracts for ASC 606 compliance to ensure accurate revenue recognition.
  • Support monthly close processes including journal entries, reconciliations, and financial documentation.
  • Leverage advanced Excel and AI tools to streamline accounting workflows and improve efficiency.

Kaseya is the leading provider of AI-powered IT management and cybersecurity software, serving Managed Service Providers (MSPs) and internal IT organizations worldwide. Backed by Insight Partners, the company supports over 15 million endpoints globally and fosters a culture of builders and problem-solvers.

US

  • Process and record financial transactions accurately and within deadlines.
  • Manage accounts payable, accounts receivable, and bank reconciliations.
  • Support monthly financial reporting and maintain digital financial records.

ProfitShare Partners is a financial services company specializing in accounting and business funding operations. The company emphasizes integrity, accountability, and professionalism in a remote work environment.

Global 1w PTO

  • Perform detailed audits, reconcile accounts, and manage financial records to ensure accuracy and compliance.
  • Oversee ledger reconciliation, accounts payable/receivables, and liaise with tax accountants on payments and returns.
  • Work remotely in a stable, recession-resistant industry with opportunities for overtime and career advancement.

Cube Care is a leading US-based custom-manufacturing company. We offer a collaborative, technology-driven culture with career growth and recognition based on results.

Global

  • Record and maintain accurate financial transactions, including accounts payable, accounts receivable, expenses, and general ledger entries.
  • Assist with bank reconciliations, monthly closing activities, and financial reporting for management review.
  • Maintain organized digital records, monitor invoices, and collaborate with departments to resolve accounting questions.

Caliber Fitness is a growing digital fitness business offering fitness products and services. The company values accuracy, accountability, and reliable financial practices in a collaborative remote environment.

$45,000–$55,000/yr
US

  • Support day-to-day accounting operations including cash applications, account reconciliations, and accounts receivable activities.
  • Accurately process customer payments across multiple payment methods and resolve discrepancies to maintain accurate financial records.
  • Prepare journal entries in NetSuite, assist with month-end closing, and contribute to process improvements.

PerfectServe is a leading provider of clinical communication and physician scheduling solutions in the health IT space. With 400+ employees, 30,000+ customers, and $100 million+ in annual revenue, the company fosters a collaborative, tech-forward culture focused on improving patient care.

$80–$150/hr
Global

  • Create realistic accounting tasks covering bookkeeping, journal entries, accounts payable and receivable, bank reconciliations, and financial statement preparation.
  • Develop reference solutions with accurate calculations, supporting documentation, and clearly explained accounting treatment.
  • Evaluate AI agents on classifying transactions, reconciling accounts, correcting discrepancies, and preparing accounting reports.

Anyone AI is a company developing AI agents and uses domain experts to create evaluation tasks. It operates as a remote, project-based organization with flexible hours and a focus on expert-driven quality.

Philippines

  • Prepare financial statements and general ledger entries, reconciling bank, payroll, and other accounts.
  • Complete monthly, quarterly, and annual financial statements and prepare tax returns for corporations and individuals.
  • Follow industry trends and track tax changes while accurately preparing necessary tax paperwork.

Tax Legacy is an accounting and tax services firm that prepares financial statements and tax returns for corporate and individual clients. The company fosters a friendly, multinational work environment with a focus on continuous improvement and training.

US 2w maternity 2w paternity

  • Perform and review complex revenue projections consistent with GAAP.
  • Maintain accuracy of AR aging, applying payments and following up on collections.
  • Lead cross-departmental revenue review meetings and assist in month-end closing.

Clearlink is a technology company that builds brands guiding users toward decisions that enhance their lives. Founded in 2001, it fosters an inclusive, forward-thinking culture where employees achieve together and bring their whole selves to work.

$45,000–$55,000/yr
US

  • Provide financial and administrative support to the Collections team, including client onboarding, payment processing, account reconciliation, refunds, financial reporting, and vendor documentation.
  • Investigate payment discrepancies, resolve account-related issues, and collaborate with internal departments and external stakeholders to ensure accurate and efficient transactions.
  • Maintain accurate financial records, prepare reports, and deliver high-quality client service while meeting deadlines and following company procedures.

A global managed services organization supporting legal and professional services firms through financial and administrative operations. The company values diversity, collaboration, and continuous improvement in a fully remote, client-focused environment.

$63,000–$77,000/yr

  • Assist with month-end closing, reconcile and analyze general ledger accounts, and prepare journal entries.
  • Conduct variance analysis and provide financial insights to management for decision-making.
  • Support interim and year-end audits and assist with ad hoc projects like automation or system implementation.

Dynata delivers high-quality first-party data to help businesses worldwide gain precise insights and measure impact. It is a global company with a collaborative culture focused on innovation and growth.

US

  • Prepare client invoices and process revenue entries in the ERP system.
  • Reconcile billing data, investigate discrepancies, and maintain accurate financial records.
  • Collaborate with project managers and finance team to meet billing deadlines and support month-end close.

Energy Solutions focuses on market-based programs that deliver large-scale energy, carbon, and water savings since 1995. It is a growing company with a supportive, remote-first culture and a diverse team of talented professionals.

United States Israel

  • Manage daily accounting operations including bookkeeping, accounts payable/receivable, and payroll processing using QuickBooks Online and other platforms.
  • Prepare monthly financial reports, intercompany allocations, and bank/balance sheet reconciliations across multiple business entities.
  • Ensure compliance with US accounting and payroll standards, including W-9 collection and 1099 reporting.

Limitlessli is a recruiting and staffing company that connects healthcare facilities with high-caliber remote professionals. It offers tailored staffing solutions and fosters a remote-friendly, collaborative culture with an international team.

Global

  • Design realistic, multi-step finance and accounting tasks based on professional workflows such as FP&A, financial reporting, auditing, and reconciliations.
  • Develop objective grading criteria and evaluation standards to assess AI system performance consistently.
  • Create scenarios requiring financial judgment, analytical reasoning, and error identification, supported by materials like Excel spreadsheets and financial statements.

The client organization focuses on the development and evaluation of advanced AI systems, particularly for complex professional tasks. It brings together experienced finance and accounting professionals to establish evaluation standards and improve AI-driven solutions.

$40–$90/hr
Global

  • Design realistic, multi-step finance and accounting benchmark tasks across FP&A, reporting, audit, and reconciliations.
  • Build clear instructions and objective grading rubrics that enable consistent reviewer evaluation.
  • Prepare supporting materials like spreadsheets and financial statements, and review tasks for accuracy and gradability.

Jobgether is a talent matching platform that uses AI to connect candidates with employers and streamline the hiring process. The company operates as a lean, tech-driven team focused on fast, objective, and fair candidate evaluation.

$75,000–$100,000/yr
US

  • Own financial oversight for client accounts, including revenue forecasting, margin analysis, and reporting.
  • Monitor project burn, budget utilization, and lead monthly financial reviews with stakeholders.
  • Develop and deliver dashboards and KPIs to support decision-making and drive profitability.

CourtAvenue accelerates digital transformation for ambitious companies. It is powered by entrepreneurs, technologists, and data scientists in a culture that values innovation and growth.

US

  • Investigate credit and financial information for prospective and existing commercial clients.
  • Analyze business and personal financial statements, tax returns, cash flow, and collateral.
  • Prepare credit approval packages and ensure compliance with internal policies and regulations.

Banner Bank is a community bank providing personal and business banking products and services across the Pacific Northwest. With more than $18 billion in assets and 150 branches, it fosters a culture of mutual respect and teamwork and is Great Place to Work Certified.

Latin America

  • Perform balance sheet and P&L reconciliations, ensuring accuracy and timely resolution of differences.
  • Analyze business processes to drive standardization and automation initiatives.
  • Prepare monthly, quarterly, and annual reporting packages and support external and internal audits.

Coderio designs and delivers scalable digital solutions for global companies. They are a remote-first company with a collaborative international team and strong technical leadership.