Financial Advisory Manager - Laredo, Texas, 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 …

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Job Profile


North America


United States


Accounting Accounting software optimization Bookkeeping Budgeting Cash flow projections Communication Financial control Financial Forecasting Financial guidance Organization Regulations Sales Tax strategies Teams Verbal communication

  • Advise on tax strategy
  • Analyze business intricacies
  • Build budget models
  • Collaborate with clients
  • Communicate expectations
  • Develop cash flow projections
  • Educate and coach on QBO reporting
  • Educate on QBO reporting
  • Lead team
  • Optimize accounting software
  • Oversee optimization
  • Oversee optimization of accounting software
  • Provide financial control recommendations
  • Provide Recommendations
  • Review financial projections
  • Review forecast and budget models

Accounting Bachelor's Bachelor's degree Business


Available in select states across the US Must meet Work from Home requirements Select states across the US


America/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9