Financial Manager

Your Role and Impact

As a Client CFO at Clever Profits, you'll drive financial excellence and strategic growth for our diverse client base. This role blends strategic leadership, client relationship management, and market innovation to deliver top-tier financial services.

• Architect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success.
• Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.
• Collaborate with C-level peers to ensure financial strategies support overall company objectives.

• Analyze and submit monthly financial reports for clients.
• Recommend best practices in financial operations and cash flow management to clients.

• Develop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls.
• Manage projects and client engagements, ensuring timely and accurate delivery of financial services.
• Build relationships with other professionals and organizations to foster long‑term partnerships.

• Stay ahead of market trends to provide innovative solutions and recommendations.
• Identify new business opportunities and partnerships to expand revenue streams and market presence.
• Optimize pricing strategies and revenue models to maximize profitability while maintaining customer satisfaction.

• Monitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement.
• Work with cross-functional teams, including product development, finance, and operations, to align efforts with business objectives.

• 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 Quick Books Online and Google Sheets or Excel

• Working on/with small to mid-sized team(s)
• Familiarity with sales/marketing technologies, CRM systems, and other relevant tools/software

• Strong strategic planning and analytical skills, translating data into actionable strategies
• Excellent communication, negotiation, and interpersonal skills, capable of building effective relationships
• Strong network with a track record of effective presentation and communication
• Enjoyment in building meaningful relationships and collaborating with diverse stakeholders
• Ability to connect with and influence business owners, demonstrating an entrepreneurial mindset
• Energetic, motivated, and determined to drive results and foster innovation