Financial Advisory Manager (CPA Required)

Grand Rapids, Michigan, United States - Remote

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA

The wage for this position is between $110,000 - $120,000 annually

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company?  We have a bold vision of increasing the number of people who succeed in small business.  To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy.  We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.  

Our Values

Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.

Connection: Connection is important. You lift others up because when they grow you grow.

Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Through own expertise and the work of a team, will provide comprehensive financial guidance to small business clients which includes developing financial forecasting models, tax-advantaged strategies, multi-year cash flow projections, accounting software optimization, budgeting, and financial control recommendations. This role plays a pivotal part in ensuring clients' financial success and growth by providing tailored advice and tools to help them achieve their specific business goals.

What You'll Be Doing

  • Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed
  • Clearly communicate the expectations for the financial consulting process to clients
  • Collaborate with clients to understand financial goals and objectives. Analyze and comprehend the intricacies of the client's business, identifying key financial levers, assets, and expenses
  • Discuss and provide recommendations on business/entity structure, asset acquisition strategies, and insurance
  • Develop multi-year cash flow projection model customized for the client's business, including estimates for startup costs, operating expenses, revenue projections, and profitability
  • Advise on tax strategy for the initial setup and operation of their business
  • Oversee optimization of accounting software to meet …
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Job Profile


North America


United States


Must meet Work from Home requirements

  • Collaborate with clients
  • Communicate expectations
  • Lead team
  • Provide Recommendations

Accounting Bookkeeping Budgeting Communication Financial Forecasting Organization Regulations Sales Teams Verbal communication


Accounting Bachelor's Business




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