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

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

Financial Manager

Key skills