Passionate about delivering exceptional customer experiences, the full-time Client Advisor will manage a portfolio of business advisory clients remotely, providing expert guidance on financial statements, budgeting, and growth strategies while serving as the primary point of contact. Key responsibilities Serve as the subject matter expert and first point of contact for clients, reviewing financials and conducting growth calls Prepare financial statements and facilitate decision-making processes for clients Manage the bookkeeping team for the client portfolio and oversee month-end close processes Required qualifications Minimum of 2 years of accounting experience, including bookkeeping and small business accounting B.S. or M.S. in Accounting or Business or equivalent experience At least 1 year of experience in a client-facing role Ability to manage multiple clients and projects simultaneously Desire to grow client portfolio and willingness to pursue CFO certification
Client Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.