Note: The job is a remote job and is open to candidates in USA. Club Capital LLC is a rapidly growing business management services firm, providing accounting, tax, advisory and digital marketing solutions to clients across the country. As a Client Advisor, you will manage a portfolio of business advisory clients, providing guidance on financial statements and helping them achieve their business goals.
Responsibilities
- Serve as the subject matter expert and first point of contact for clients; becoming a trusted advisor for all portfolio services by reviewing monthly financials, bookkeeping records, EOY financials, and conducting review and growth calls
- Prepare financial statements to facilitate the clients decision making process
- Manage the bookkeeping team assigned to your client portfolio and oversee processes for month end close
- Prepare budgets and revenue targets with clients
- Conduct quarterly and ad hoc Growth Sessions with clients to review financial performance, create and adjust budgets, and identify industry trends
- Address payroll questions/concerns and provide first-level troubleshooting
- Delight customers with expert guidance and support
- Manage personal workload to deliver high quality work products on time
- Effectively communicate with internal and external stakeholders and management on established performance expectations
- Work across teams to keep others informed of client status (i.e. Tax, client experience)
- The desire to grow and expand your client portfolio and advisory services, willingness to become CFO certified
Skills
- Minimum of 2 years of accounting experience; bookkeeping, public accounting, small business accounting or similar understanding of accounting and business financials (Required)
- B.S or M.S in Accounting or Business or equivalent experience
- No less than 1 year of related experience in a client facing role
- Ability to manage multiple clients, tasks, and projects simultaneously
- Solutions driven individual who is exceptional at deadlines and problem solving
- Excellent verbal and written communication skills
- Well organized and strong attention to detail
- Ability to provide exceptional client service along developing lasting client relationships
Benefits
- Fully remote
- Medical
- Dental
- Vision
- 401k with company match
- PTO
- Paid holidays
Company Overview