Advisor, Finance & Banking, Financial Advisor ​/ Consultant

Advisor Position At Upsourced The Role

An Advisor at Upsourced is the financial partner to our clients - functionally, their CFO.

You are the person who turns financials into decisions, and data into direction. You lead client conversations, explain what the numbers mean, and help business owners decide how to grow, invest, hire, and build sustainable, profitable companies.

You don't report on the past - you help shape the future.

• Serve as the primary financial advisor for 812 growing agency clients
• Lead recurring client meetings focused on:
  • Performance vs goals
  • Cash flow and profitability
  • Growth and hiring decisions
• Interpret financials, KPIs, and forecasts prepared by team members
• Provide clear recommendations based on data and business context
• Build strong, trusted relationships with founders and leadership teams
• Partner with senior firm and client leaders on higher-level strategy and portfolio priorities
• Ensure clients feel supported, informed, and confident

• 5+ years of experience in public accounting, consulting, or financial leadership
• Strong understanding of financial statements, KPIs, and business performance
• Excellent communication skills - you can explain complex things simply
• Comfort in client conversations and decision‑making environments
• Curiosity about how businesses actually work, not just how they report
• Desire to move beyond accounting into real advisory
• CPA or CPA‑track is a strong plus

• Competitive base salary aligned to role and experience
• Performance-based raises and promotion opportunities