CleverProfits
11 - 50 employees
💸 Finance
🤝 B2B
☁️ SaaS
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
🕒 April 1
⚔️ Virginia – Remote
💵 $120k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
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CleverProfits
11 - 50 employees
💸 Finance
🤝 B2B
☁️ SaaS
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.
📋 Description
• Architect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success • Analyze and submit monthly financial reports for clients • Develop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls • Stay ahead of market trends to provide innovative solutions and recommendations • Monitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement
🎯 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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