CleverProfits
Finance ⢠B2B ⢠SaaS
CleverProfits is a company specializing in providing financial services such as bookkeeping, payroll processing, financial reporting, and tax strategy. They offer customized financial solutions to help businesses reduce uncertainty, increase value, and achieve long-term success. CleverProfits focuses on building enduring relationships with their clients by deeply understanding their financial goals and providing insightful guidance to optimize business decisions. Their services aim to minimize tax liabilities and enhance business value, ensuring both business success and personal growth for their clients.
Financial Manager
Job not on LinkedIn
February 8
âď¸ Virginia â Remote
đľ $120k / year
â° Full Time
đĄ Mid-level
đ Senior
đ¸ Financial Planning and Analysis (FP&A)
CleverProfits
Finance ⢠B2B ⢠SaaS
CleverProfits is a company specializing in providing financial services such as bookkeeping, payroll processing, financial reporting, and tax strategy. They offer customized financial solutions to help businesses reduce uncertainty, increase value, and achieve long-term success. CleverProfits focuses on building enduring relationships with their clients by deeply understanding their financial goals and providing insightful guidance to optimize business decisions. Their services aim to minimize tax liabilities and enhance business value, ensuring both business success and personal growth for their clients.
đ Description
⢠Drive financial excellence and strategic growth for clients. ⢠Architect and implement comprehensive financial strategies. ⢠Analyze and submit monthly financial reports for clients. ⢠Develop and maintain strong relationships with key clients. ⢠Stay ahead of market trends for innovative solutions. ⢠Monitor and analyze sales performance metrics and financial data.
đŻ 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
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