Financial Manager

  • Remote — United States
  • Finance
  • Full Time
  • Starting at $120,000 per year
  • As Soon As Possible

About Role

Your Role and Impact:

As a Client CFO at CleverProfits, you’ll drive financial excellence and strategic growth for our diverse client base. This role blends strategic leadership, client relationship management, and market innovation to deliver top-tier financial services.

Description

Key Responsibilities

👥 Strategic Leadership:

  • Architect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success.
  • Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.
  • Collaborate with C-level peers to ensure financial strategies support overall company objectives.

📈 Financial Management:

  • Analyze and submit monthly financial reports for clients.
  • Recommend best practices in financial operations and cash flow management to clients.

🤝 Client Engagement:

  • Develop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls.
  • Manage projects and client engagements, ensuring timely and accurate delivery of financial services.
  • Build relationships with other professionals and organizations to foster long-term partnerships.

🚀 Market Innovation:

  • Stay ahead of market trends to provide innovative solutions and recommendations.
  • Identify new business opportunities and partnerships to expand revenue streams and market presence.
  • Optimize pricing strategies and revenue models to maximize profitability while maintaining customer satisfaction.

📊 Collaboration and Analysis:

  • Monitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement.
  • Work with cross-functional teams, including product development, finance, and operations, to align efforts with business objectives.

  • Qualifications

Requirements:

  • Bachelor’s degree in Accounting, Finance, or related field (MBA or advanced degree a plus)
  • CPA, CMA, or EA certification
  • Minimum 5+ years of relevant professional experience
  • Experience managing multiple clients with diverse priorities and deadlines
  • Proficiency in QuickBooks Online and Google Sheets or Excel

Preferred Experience:

  • Working on/with small to mid-sized team(s)
  • Familiarity with sales/marketing technologies, CRM systems, and other relevant tools/software

Who You Are:

  • Strong strategic planning and analytical skills, translating data into actionable strategies
  • Excellent communication, negotiation, and interpersonal skills, capable of building effective relationships
  • Strong network with a track record of effective presentation and communication
  • Enjoyment in building meaningful relationships and collaborating with diverse stakeholders
  • Ability to connect with and influence business owners, demonstrating an entrepreneurial mindset
  • Energetic, motivated, and determined to drive results and foster innovation
  • Perks
  • Compensation
Starting at $120,000 per year
Apply Now

The Financial Flywheel™

The simple 5-step formula to scaling your online business from 6-7 Figures (and beyond)
 
* Discover how to turn your business into a wealth machine

Hang on! Check these few final steps

Also, if you accidentally entered the wrong email you can go back and try again by clicking the button bellow.

Try again

Step 1

Check your email and find the one from CleverProfits If you’re using Gmail there's a chance that Gmail put the e-email directly into the “Promotions” tab (in Gmail itself) or sends it to spam. Check your Gmail account then drag it out from Spam or the Promotions Folder and move it to the Inbox. That will tell Gmail that you wish to view the e-mail from me in your Inbox.

Step 2

Click on the confirm to subscribe link in the email.

Step 3

Get access to The Financial Flywheel ( + other insight to help you succeed)