Financial Advisory Manager (CPA Required)

March 30

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Guidant Financial

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Helping small business owners get financing to start, buy or grow a business.

retirement fund financing • unsecured loans • small business financing • franchise financing • SBA loans

51 - 200

Description

• Through own expertise and the work of a team, will provide comprehensive financial guidance to small business clients • Lead team to deliver on department functions and deliverables • Clearly communicate the expectations for the financial consulting process to clients • Collaborate with clients to understand financial goals and objectives • Analyze and comprehend the intricacies of the client's business • Discuss and provide recommendations on business/entity structure, asset acquisition strategies, and insurance • Develop multi-year cash flow projection model customized for the client's business • Advise on tax strategy for the initial setup and operation of their business • Oversee optimization of accounting software to meet the client's initial business tracking needs • Build, oversee and review forecast and budget models • Collaborate with clients to review and make necessary revisions to the financial projections model and the first-year budget • Provide customized recommendations for financial controls and processes • Educate and coach on QBO reporting • Explain maintenance services to clients and refer them to the sales teams as appropriate • Travel to, attend, and present at conferences • Collaborate with other departments to drive department and company objectives • Write and review content • Identify problem areas, devise and deliver solutions to enhance quality of service • Maintain consistent policies and procedures across clients • Other duties as required

Requirements

• Bachelor's Degree in Accounting or related field • Certified Public Accountant with active license required • Proficient knowledge of U.S. tax code and tax regulations, state and local tax experience highly desired • Ability and desire to develop and maintain strong client relationships • Progressive accounting experience in public accounting or similar work environment • Knowledge of Microsoft Office software • Excellent analytical skills with particular attention to detail • Ability to work independently while managing multiple engagements and competing priorities • Excellent written and verbal communication skills • Ability to work in an autonomous environment • Ability to create an inclusive workplace • Must pass a background check • Must meet work from home requirements • Complete continuing education based upon current certifications • High speed internet and a home office space

Benefits

• Top benefits and perks including comprehensive health coverage (with free premium option) • Competitive salary • Paid parental leave • Generous 401k match • Paid Time Off of 3 weeks and 11 Paid Holidays