Business Financial Strategy Manager
Guidant Financial, United States
Job Description
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
Passion:You champion our mission and think like an entrepreneur
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
Diversity:You encourage diversity, equity and inclusion. You help empower our community and foster an environment that encourages different perspectives and values each team member's individual experiences
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 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
Additional Functions
- 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
- Other duties as required
Requirements
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