Guidant Financial is hiring a
Financial Advisory Manager in United States

Summary

The job description is for a remote financial consultant position with a growing company that provides funding and support to small businesses. The employee will provide comprehensive financial guidance to clients, including developing financial models and strategies, advising on tax matters, and optimizing accounting software. The role also includes team leadership and collaboration with other departments.

Requirements

• Bachelor's Degree in Accounting or related field
• Certified Public Accountant with active license required
• Proficient knowledge of U.S. tax code and tax regulations, state and local tax experience highly desired
• Ability and desire to develop and maintain strong client relationships
• Progressive accounting experience in public accounting or similar work environment
• Knowledge of Microsoft Office software
• Excellent analytical skills with particular attention to detail
• Ability to work independently while managing multiple engagements and competing priorities
• Excellent written and verbal communication skills, IQ, and EQ
• Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen

Responsibilities

• Lead team to deliver on department functions and deliverables, including hiring, training, coaching, 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 their business, identify 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 the client's initial business tracking needs, including chart-of-accounts, key reports, and automation of incoming transactions from their bank accounts and credit cards
• Build, oversee and review forecast and budget models, including directing clients on discovery for uncovering key assumptions and standards for their business
• Oversee the creation of a budget to guide the client's first year in business, uploaded into QBO for easy tracking of business performance against expectations
• Collaborate with clients to review and make necessary revisions to the financial projections model and the first-year budget
• Provide customized recommendations for financial controls and processes, including their plans for bookkeeping, payroll, records retention and tax filing maintenance
• Educate and coach on QBO reporting to ensure clients are familiar with how to access and evaluate their future financial data
• Explain our maintenance services to clients and refer them to the sales teams as appropriate
• Travel to, attend, and present at conferences; present on webinars, other external events and internal meetings
• Collaborate with other departments to drive department and company objectives
• Write and review content that helps us better filter and support Guidant clients on their path to financial success
• Identify problem areas, devise and deliver solutions to enhance quality of service and prevent future problems
• Maintain consistent policies and procedures across clients to uphold firm quality standards

Benefits

• Comprehensive health coverage (with free premium option)
• Competitive salary
• Paid parental leave
• Generous 401k match
• 3 weeks of Paid Time Off
• 11 Paid Holidays