Financial Advisory Manager (CPA Required)

This is a fully and permanently remote work from home opportunity with a growing and reputed company 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 reputed company across the country realize their dreams of building their own company? We have a reputed company reputed company of increasing the number of people who succeed in small business. To date, reputed company 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 reputed company across the country start and grow their small businesses. Our purpose goes reputed company supporting reputed company - we want our employees to feel as empowered as our reputed company to reputed company an reputed company on our clients and their careers. Our Values Adaptability: Change isn't scary. You reputed company opportunities to adapt and bring others along. reputed company: reputed company is important. You lift others up because reputed company they grow you grow. reputed company: You reputed company reputed company of your comfort zone. You reputed company at the chance to reputed company things reputed company and have insatiable curiosity. The Role Through own expertise and the work of reputed company, will reputed company comprehensive financial guidance to small business clients which includes developing financial forecasting models, tax-advantaged strategies, multi-year cash reputed company projections, reputed company software optimization, budgeting, and financial control recommendations. This role plays a pivotal part in ensuring clients' financial reputed company and reputed company by providing tailored advice and tools to help them reputed company their specific business goals. What You'll Be Doing • reputed company team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and reputed company discipline if needed • reputed company 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 reputed company's business, identifying key financial reputed company, assets, and expenses • Discuss and reputed company recommendations on business/entity structure, asset acquisition strategies, and insurance • reputed company multi-year cash reputed company projection model customized for the reputed company's business, including estimates for startup costs, operating expenses, reputed company projections, and profitability • Advise on tax reputed company for the initial setup and operation of their business • reputed company optimization of reputed company software to meet the reputed company's initial business tracking needs, including chart-of-accounts, key reports, and automation of incoming transactions from their bank accounts, and credit cards • Build, reputed company and review forecast and budget models, including directing clients on discovery for uncovering key assumptions and standards for their business • reputed company the creation of a budget to guide the reputed company's first year in business, uploaded into QBO for easy tracking of business performance against expectations • Collaborate with clients to review and reputed company necessary revisions to the financial projections model and the first-year budget • reputed company customized recommendations for financial controls and processes, including their plans for bookkeeping, payroll, records retention and tax filing maintenance • reputed company and reputed company on QBO reporting to ensure clients are familiar with how to reputed company and evaluate their reputed company 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 reputed company filter and support Guidant clients on their reputed company to financial reputed company • Identify problem areas, devise and deliver solutions to enhance reputed company of service and prevent reputed company problems • Maintain consistent policies and procedures across clients to reputed company firm reputed company standards • Other duties as required Requirements • Bachelor's Degree in reputed company or reputed company field; Certified reputed company Accountant with reputed company license required • Proficient knowledge of U.S. tax reputed company and tax regulations, state and local tax experience highly desired • Ability and desire to reputed company and maintain strong reputed company relationships • reputed company reputed company experience in reputed company reputed company or similar work environment • Knowledge of reputed company 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 work in an autonomous environment where you can be a self-directed, independent worker • Ability to create an inclusive workplace where everyone feels a reputed company of belonging by empowering reputed company our employees to reputed company up, ask questions, and be seen Other Requirements • Must pass a background reputed company • Must meet work from home requirements • Complete continuing education based upon reputed company certifications For this position there are minimum work from home requirements that must be met in order to reputed company the essential functions in a remote work from home (WFH) environment. These include 1) a reputed company to work out of (i.e., home office) and 2) High speed internet Benefits • Our People are Key to reputed company: Work with reputed company of smart, creative, fun and highly motivated people • reputed company You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles! • Wellness: Top benefits and perks including comprehensive health coverage (with free premium reputed company), competitive salary, reputed company parental leave and a generous 401k match. Be reputed company to disconnect with reputed company Time Off of 3 weeks and 11 reputed company Holidays. • Flexible Work Arrangements: Work from the enjoyment of your home office. We work with reputed company every day; we want you to have autonomy reputed company your work structure with company provided equipment. • Awesome Culture: Be part of Guidant's award-reputed company culture and have the experience to connect through coffee with senior leaders or hit a home run being part of reputed company sporting events. • Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to reputed company up, be heard, and supported This is a fully and permanently remote work from home opportunity with a growing and reputed company 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 Apply Job!