Financial Advisory Manager (CPA Required) - Remote | WFH - Get It Recruit - Finance
Cornelius, NC 28031
About the Job
Join Our Team as a Financial Consultant (Fully Remote)
Are you passionate about helping entrepreneurs achieve their dreams of business success? We're on a mission to empower small business owners across the nation, and we need your expertise to make it happen. As a member of our team, you'll play a vital role in shaping the financial futures of countless entrepreneurs, all from the comfort of your own home.
About Us
At [Company Name], we're not just another company - we're a community dedicated to fostering growth and innovation. With over $5 billion in funding deployed and thousands of businesses launched, we're proud to have made a significant impact on the economy. Our commitment goes beyond numbers; we're here to empower both entrepreneurs and employees alike to reach their full potential.
Our Values
Adaptability: We embrace change and see it as an opportunity for growth.
Connection: We believe in lifting each other up and fostering meaningful connections.
Excellence: We strive for excellence in everything we do, pushing boundaries and challenging the status quo.
The Role
As a Financial Consultant, you'll be at the forefront of our mission, providing tailored financial guidance to small business owners. From developing comprehensive financial models to offering tax strategies, you'll be instrumental in helping our clients achieve their goals. Here's what you'll be doing:
- Lead and Mentor: Guide and support a team to deliver exceptional service, ensuring alignment with company values and goals.
- Client Collaboration: Work closely with clients to understand their financial objectives and provide expert advice tailored to their needs.
- Financial Analysis: Analyze the intricacies of each client's business, identifying key financial levers and opportunities for growth.
- Strategic Recommendations: Provide recommendations on business structure, asset acquisition, tax strategies, and more.
- Budgeting and Forecasting: Develop multi-year cash flow projections and budgets to guide clients towards financial success.
- Technology Optimization: Oversee the optimization of accounting software and provide guidance on financial controls and processes.
Requirements
- Bachelor's Degree in Accounting or related field; CPA license required
- Proficient knowledge of U.S. tax code and regulations
- Strong analytical skills and attention to detail
- Excellent communication skills, both written and verbal
- Ability to work autonomously and manage multiple priorities effectively
Additional Details
- Fully remote position available in select states across the US
- Competitive salary range of $110,000 - $120,000 annually
- Comprehensive benefits package including health coverage, 401k match, and paid time off
- Flexible work arrangements and supportive company culture
Join Our Team
If you're ready to make a meaningful impact and grow your career alongside a dynamic team, we want to hear from you. Apply today to be part of our mission to empower entrepreneurs and shape the future of small business in America.
Employment Type: Full-Time
Salary: $ 110,000.00 120,000.00 Per Year
Are you passionate about helping entrepreneurs achieve their dreams of business success? We're on a mission to empower small business owners across the nation, and we need your expertise to make it happen. As a member of our team, you'll play a vital role in shaping the financial futures of countless entrepreneurs, all from the comfort of your own home.
About Us
At [Company Name], we're not just another company - we're a community dedicated to fostering growth and innovation. With over $5 billion in funding deployed and thousands of businesses launched, we're proud to have made a significant impact on the economy. Our commitment goes beyond numbers; we're here to empower both entrepreneurs and employees alike to reach their full potential.
Our Values
Adaptability: We embrace change and see it as an opportunity for growth.
Connection: We believe in lifting each other up and fostering meaningful connections.
Excellence: We strive for excellence in everything we do, pushing boundaries and challenging the status quo.
The Role
As a Financial Consultant, you'll be at the forefront of our mission, providing tailored financial guidance to small business owners. From developing comprehensive financial models to offering tax strategies, you'll be instrumental in helping our clients achieve their goals. Here's what you'll be doing:
- Lead and Mentor: Guide and support a team to deliver exceptional service, ensuring alignment with company values and goals.
- Client Collaboration: Work closely with clients to understand their financial objectives and provide expert advice tailored to their needs.
- Financial Analysis: Analyze the intricacies of each client's business, identifying key financial levers and opportunities for growth.
- Strategic Recommendations: Provide recommendations on business structure, asset acquisition, tax strategies, and more.
- Budgeting and Forecasting: Develop multi-year cash flow projections and budgets to guide clients towards financial success.
- Technology Optimization: Oversee the optimization of accounting software and provide guidance on financial controls and processes.
Requirements
- Bachelor's Degree in Accounting or related field; CPA license required
- Proficient knowledge of U.S. tax code and regulations
- Strong analytical skills and attention to detail
- Excellent communication skills, both written and verbal
- Ability to work autonomously and manage multiple priorities effectively
Additional Details
- Fully remote position available in select states across the US
- Competitive salary range of $110,000 - $120,000 annually
- Comprehensive benefits package including health coverage, 401k match, and paid time off
- Flexible work arrangements and supportive company culture
Join Our Team
If you're ready to make a meaningful impact and grow your career alongside a dynamic team, we want to hear from you. Apply today to be part of our mission to empower entrepreneurs and shape the future of small business in America.
Employment Type: Full-Time
Salary: $ 110,000.00 120,000.00 Per Year
Source : Get It Recruit - Finance