Business Financial Strategy Manager Jobs in Alpharetta, United States - Everything Inc

    Everything Inc
    Everything Inc Alpharetta, United States

    3 weeks ago

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    You are here :
    Home Jobs Business Financial Strategy Manager Jobs In Alpharetta United States
    Business Financial Strategy Manager Jobs in Alpharetta, United States


    You are here :
    Home Jobs Business Financial Strategy Manager Jobs In Alpharetta United States

    Business Financial Strategy Manager Jobs in Alpharetta, United States

    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, VAThe 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 ValuesAdaptability:
    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.

    The RoleThrough 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 neededClearly communicate the expectations for the financial consulting process to clientsCollaborate with clients to understand financial goals and objectives.

    Analyze and comprehend the intricacies of the client's business, identifying key financial levers, assets, and expensesDiscuss and provide recommendations on business/entity structure, asset acquisition strategies, and insuranceDevelop multi-year cash flow projection model customized for the client's business, including estimates for startup costs, operating expenses, revenue projections, and profitabilityAdvise on tax strategy for the initial setup and operation of their businessOversee 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 cardsBuild, oversee and review forecast and budget models, including directing clients on discovery for uncovering key assumptions and standards for their businessOversee the creation of a budget to guide the client's first year in business, uploaded into QBO for easy tracking of business performance against expectationsCollaborate with clients to review and make necessary revisions to the financial projections model and the first-year budgetProvide customized recommendations for financial controls and processes, including their plans for bookkeeping, payroll, records retention and tax filing maintenanceEducate and coach on QBO reporting to ensure clients are familiar with how to access and evaluate their future financial dataExplain our maintenance services to clients and refer them to the sales teams as appropriate Original jobs :

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