Client Advisor

Job Summary

Passionate about providing exceptional customer experiences, the remote Client Advisor will manage a portfolio of small business advisory clients, reviewing financial statements, establishing growth targets, and offering controller and CFO advisory services.

Key responsibilities

• Serve as the subject matter expert and primary point of contact for clients, reviewing financials and conducting growth calls
• Prepare financial statements and budgets to aid clients in decision-making and financial planning
• Coordinate with the bookkeeping team to oversee month-end close processes and facilitate monthly financial reporting

Required qualifications

• Minimum of 2 years of accounting experience in bookkeeping, public accounting, or 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
• Willingness to pursue CFO certification and expand advisory services