Financial Manager

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.

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.

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