Manage a portfolio of 5–6 small business clients in a hybrid model.
Act as a financial firefighter and strategic coach, driving urgent change, real results, and lasting impact where it matters most.
Master Cogent methodology and client approach, supporting clients in driving financial improvement.
Act as Co-CEO, collaborating with internal teams and driving urgency with clients to help drive behavior and organizational change.
Improve clients' businesses through monitoring KPIs and finances.
Travel approximately 3 days of domestic travel per week, working remotely with clients on non-travel days.

Minimum 4 years of consulting or equivalent experience (such as business ownership, executive leadership, or multi-unit management), with a proven track record of delivering measurable results and driving operational and financial improvement.
Demonstrated experience managing projects and client relationships with strategic, financial, and operational accountability.
Strong financial literacy, including the ability to analyze and improve performance across P&L, balance sheet, and cash flow.
Ability to travel Sunday through Friday to client sites across the U.S.
Authorized to work in the United States.
Advanced computer proficiency, including Microsoft Office, financial software, dashboards, CRMs, and project management tools.
Valid driver’s license and current auto insurance.
Preferred: Experience managing budgets of $10M+ and/or previous business ownership.

Innovative Consultant – SMB Business Operations, Management

Key skills