Financial Account Manager

About Role


We are seeking a talented, ambitious Senior Financial Account Manager to join our team at CleverProfits. If you are entrepreneurial and have a passion for shaping and enhancing the performance of online businesses, this job would be a great fit for you!

The work you do will be an instrumental component of our Perfect P&L formula – a unique performance measurement strategy designed to maximize success for our clients. Over the last five years, we’ve constructed and optimized our formula through our work with numerous rapidly-growing online businesses. You will have the opportunity to work with a diverse spectrum of clients, ranging from digital marketing agencies, to thought leaders and course creators.


  • Act as the Senior Account Manager/Fractional CFO for clients
  • Review financial statements, expenses, and previous tax returns to identify the best strategy for organizing and monitoring
  • Present weekly, monthly, quarterly, and yearly financial reports to the owners – using our integrated CFO Dashboard
  • Conduct weekly, bi-weekly or monthly strategy calls with clients to help improve their
  • financial performance
  • Oversee the general bookkeeping and organize financial forms, documents and receipts for the clients you manage.
  • You will have a dedicated bookkeeper(s) and financial analyst to work with.
  • Ensure all financial transactions within the company are accounted for and follow legal standards



CleverProfits is a fractional CFO service for online entrepreneurs. We are a small team with a progressive culture. Enjoy a flexible work schedule with the option to work remotely. Most of all, we are looking for an exceptional person to take on this adventure with us!

Why work with CleverProfits?  

As a start-up, we’re a young dynamic team that puts our people first. We provide our team with opportunities for career advancement and professional development within a rapidly growing company. We work hard, we help each other succeed, and it is our shared mission to provide a higher level of service to our clients. We use our core values of Growth, Innovation, Fulfilment, and Team Work to guide us to be better people, teammates, and professionals.

CleverProfits is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Even if you don’t check every box, but see yourself contributing, please apply.



  • Licensure as a Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is strongly preferred.
  • Professional experience working with confidential and sensitive information.
  • Knowledge of state and federal tax form processes and how to accurately and properly prepare forms for each.
  • Ability to prioritize daily tasks and meet timely obligations with many clients.
  • Knowledge of accounting processes and advanced mathematical skills.
  • Experience consulting tax handbooks or other printed materials to determine the proper.
  • procedure for preparing challenging returns.
  • Skilled using various accounting software and experience in troubleshooting common
  • accounting program problems.
  • Personal integrity when working with personal and sensitive financial information.
  • Professional experience in financial forecasting and risk analysis.
Competitive Salary and Benefits offered.

To apply for this job, please fill out the form below and upload all the documents required by the role.

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