Account Manager, CPA/CFP (Contract)

Added
19 days ago
Type
Contract
Salary
Salary not provided

Related skills

communication accounting financial analysis customer relationship management bookkeeping

πŸ“‹ Description

  • Advise a portfolio of complex farms, ranches, construction companies, and other businesses enrolled
  • Help customers with various financial data get to clean books and financial insights
  • Build systems, tools, and product features for better insight and profitability
  • Work directly with producers to make strategic financial decisions
  • Build processes to ensure customers have confident finances
  • Own end-to-end process of untangling customer books and structuring target insights

🎯 Requirements

  • Strong bookkeeping or accounting background (FP&A, tax, strategic or startup finance)
  • Fluent in accounting concepts and practical application
  • Patient, trust-building communicator
  • Love working with people and helping businesses understand their numbers
  • Proactive and detail-oriented
  • Excited about startup pace and impact

🎁 Benefits

  • Flexible hours
  • Remote within the US
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