{"id":3217446,"url":"https://alion.io/job/cleverprofits-financial-manager","title":"Financial Manager","company":{"id":4471874,"name":"CleverProfits","domain":"cleverprofits.com","url":"https://alion.io/company/cleverprofits","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_payroll_markers","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":120000,"max":120000,"currency":"USD","period":"year","gross":null,"usd_annual":120000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Google Sheets","optional":false},{"name":"QuickBooks","optional":false}],"status":"live","first_seen_at":"2026-10-24T20:53:55Z","employer_posted_date":null,"last_verified_at":"2026-10-24T20:53:55Z","board_verified":false,"closed_at":null,"days_open":2,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":2},"description":"Your Role and Impact:As a Client CFO at CleverProfits, you'll drive financial excellence and strategic growth for our diverse client base. This role blends strategic leadership, client relationship management, and market innovation to deliver top-tier financial services.\nKey Responsibilities👥Strategic Leadership:\nArchitect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success.\n\nLead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.\n\nCollaborate with C-level peers to ensure financial strategies support overall company objectives.\n\n📈Financial Management:\nAnalyze and submit monthly financial reports for clients.\n\nRecommend best practices in financial operations and cash flow management to clients.\n\n🤝Client Engagement:\nDevelop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls.\n\nManage projects and client engagements, ensuring timely and accurate delivery of financial services.\n\nBuild relationships with other professionals and organizations to foster long-term partnerships.\n\n🚀Market Innovation:\nStay ahead of market trends to provide innovative solutions and recommendations.\n\nIdentify new business opportunities and partnerships to expand revenue streams and market presence.\n\nOptimize pricing strategies and revenue models to maximize profitability while maintaining customer satisfaction.\n\n📊Collaboration and Analysis:\nMonitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement.\n\nWork with cross-functional teams, including product development, finance, and operations, to align efforts with business objectives.\n\nRequirements:\nBachelor's degree in Accounting, Finance, or related field (MBA or advanced degree a plus)\n\nCPA, CMA, or EA certification\n\nMinimum 5+ years of relevant professional experience\n\nExperience managing multiple clients with diverse priorities and deadlines\n\nProficiency in QuickBooks Online and Google Sheets or Excel\n\nPreferred Experience:\nWorking on/with small to mid-sized team(s)\n\nFamiliarity with sales/marketing technologies, CRM systems, and other relevant tools/software\n\nWho You Are:\nStrong strategic planning and analytical skills, translating data into actionable strategies\n\nExcellent communication, negotiation, and interpersonal skills, capable of building effective relationships\n\nStrong network with a track record of effective presentation and communication\n\nEnjoyment in building meaningful relationships and collaborating with diverse stakeholders\n\nAbility to connect with and influence business owners, demonstrating an entrepreneurial mindset\n\nEnergetic, motivated, and determined to drive results and foster innovation\n\nSalary: Starting at 120,000Originally posted on 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