Cain Watters & Associates, LLC

The Accounting Trainer provides initial software and process training to new clients and internal associates. They are also responsible for preparing financial records, performing monthly compilations, and ensuring compliance with tax regulations.

The analyst will build the data and reporting foundation for growth initiatives, focusing on pipeline, conversion, and revenue performance. They will design standardized dashboards and provide actionable insights to sales, marketing, and leadership to inform strategic planning.

Responsible for the initial setup of new client accounts, including beginning balance roll forwards and general ledger reconciliations. Prepares financial statements, payroll summaries, and ensures compliance with year-end tax reporting requirements.

Deliver comprehensive, goal-based financial planning and wealth management services to clients as a primary advisor. Coordinate investment portfolios, tax strategies, and business planning to help clients achieve long-term financial objectives.