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Financial Advisory Lead • TalentRemedy TalentRemedy

TalentRemedy Remotivealmost 2 years ago

Apply Nowalmost 2 years ago

finance / legalfinance / legal🇺🇸 usa only🇺🇸 usa only

Apply Now

< class="h1">Description

This is a remote position.

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Business Financial Advisory Lead, Virtual

Are you a solid Finance professional with outstanding interpersonal skills, looking for a dynamic organization to continue to grow your career? Do you have an interest in working with small businesses owners and non-profit organizations to help them manage and grow their businesses and make strategic decisions? If you want to work with an amazing team of professional people that care about each other and are vested in each other’s growth, then this is the job you've been looking for!

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Our client is a boutique accounting firm that specializes in providing management accounting services to small businesses and non-profit organizations. They are expanding and ready to hire a customer-centered accounting professional to join their firm as their Financial Strategist. Their dynamic firm engages in high level strategic consulting, detailed bookkeeping work, and other critical administrative duties. They are a one-stop shop for all the financial needs of their clients, ensuring that all the pieces of the financial picture are functioning as one cohesive unit.

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This position is perfect for an experienced professional in business financial advisory that would like to help grow this new department of our company and help to grow the company overall.

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Essential Duties and Responsibilities:

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Provide outsourced CFO advisory services to clients
Responsible for guiding clients related to the financial control and strategy of their organization
Maintain client relationships and serve as main point of contact with clients on a daily basis
Leads financial strategy meetings with clients
Implements strategies and systems to improve financial performance of clients.
Identifies, manages, and implements projects for clients based on needs
Identifies and addresses clients’ potential financial risks
Review monthly financial reports and statements, with analysis and commentary, to help clients understand and utilize financial information to achieve goals
Ensure complete/accurate financial and accounting records for clients
Prepare updated financial projections on a regular basis
Works with clients in the understanding and utilization of key financial reports to gain insight into their business, reduce costs, and drive a profitable strategy for success
Assists clients in defining financial goals and directs preparation of the annual budget
Projects income, expenses, profits and asset/liability growth
Analyzes budgets and allocates operating budget
Manages the annual financial attestation and tax preparation process (with an external CPA firm)
Manage the cash flow for clients and resolve any potential cash flow deficiencies (including assisting the client in obtaining lines of credit and term loans)
Creates and updates e-courses focused on financial strategy topics, and presents webinars to the public

Management Functions-

Hire and manage a team of professionals to work under your supervision, and build stronger operational processes and procedures, as you help to grow our advisory services department
Work with the executive management team of the company, to help solve company-wide issues and direct the company towards overarching goals

< class="h3">Requirements < class="SCXW149322784 BCX8" style="margin: 0px; padding: 0px; color: #000000; font-style: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; background-color: #ffffff;"> < class="OutlineElement Ltr SCXW149322784 BCX8" style="margin: 0px; padding: 0px; overflow: visible; clear: both; position: relative; direction: ltr;">

Qualifications:

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5+ years’ strong experience as a full-charge bookkeeper/senior accountant (7+ years if no degree or certification)
2+ years’ experience in financial consulting / advisory role
CFO level experience required
Master’s Degree in Business (with Accounting Concentration), or relevant prior experience
Certified Management Accountant certification or equivalent certification highly desired
Experience working with small businesses; non-profit experience a plus
Ability to build rapport within team and clients
Knowledge and proficiency with QuickBooks required
Ability to read financial statements and understand small business finances

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High level of professionalism, diplomacy, and interpersonal skills are critical to success
Excellent analytical skills, people skills, and self-direction
Ability to work within deadlines and under pressure
Knowledge and proficiency with Microsoft Office applications and spreadsheets
Strong technology experience and ability to work remotely with virtual systems

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Ability to work with, guide and provide on-the-job training to junior associate staff members
Have a yearning to help small businesses and non-profit organizations grow

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< class="h3">Benefits < class="SCXW149322784 BCX8" style="margin: 0px; padding: 0px; color: #000000; font-style: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; background-color: #ffffff;"> < class="OutlineElement Ltr SCXW149322784 BCX8" style="margin: 0px; padding: 0px; overflow: visible; clear: both; position: relative; direction: ltr;">

Don’t miss this opportunity to be a part of this growing firm, where you will:

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Experience the excitement of working with multiple small businesses across different industries-- including tech start-ups, retail stores, non-profits, and law firms (to name a few).
Be groomed to become an expert in financial management for small businesses and help guide clients to financial success.
Engage in ongoing education, training and development while growing your career.
Earn a competitive salary and benefits, while working a flexible schedule, and the opportunity to work from home!

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Benefits include health, dental, and vision insurance, life insurance, matching 401(k) plan, paid holidays and PTO.

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Interested in applying? Please submit your resume AND a cover letter explaining why you would be a good fit for this position. We would love to hear from you!

EOE