Finance and Accounting

The Finance and Accounting team at Valmark Financial Group plays a critical role in managing the company's financial health and ensuring compliance with regulatory standards. Their responsibilities include overseeing financial reporting, budgeting, and forecasting, as well as processing commissions and providing financial planning support. This team collaborates closely with other departments to optimize financial performance and deliver valuable insights for strategic decision-making, ultimately enhancing the services offered to clients in wealth management and transfer.