财务经理
Financial Manager
职能支持限定地区（需当地身份）
公司CleverProfits
薪资$120,000/年
工作地点United States
地域资格限定地区（需当地身份）
时区要求日间重叠约 9 小时，基本正常作息
用工类型Full Time
发布时间21 天前
数据来源Himalayas
注意地域限制：该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者，通常需要当地工作身份才能投递，或需与雇主确认是否接受独立合同（Contractor）形式合作。
你的职责与影响：
作为CleverProfits的客户CFO，你将推动财务卓越和战略增长，为我们的多样化客户群提供服务。该职位结合战略领导、客户关系管理及市场创新，以提供顶级的财务服务。
主要职责
👥战略领导：
- 设计并实施全面的财务和收入策略，整合财务管理、税务规划和客户成功。
- 领导并指导高绩效团队，培养协作、问责和持续改进的文化。
- 与高管团队合作，确保财务策略支持整体公司目标。
📈财务管理：
- 分析并提交客户的月度财务报告。
- 向客户提供财务运营和现金流管理的最佳实践建议。
🤝客户参与：
- 与关键客户建立并维护牢固的关系，通过定期互动和月度电话会议提供战略建议和见解。
- 管理项目和客户合作，确保及时准确地交付财务服务。
- 与其他专业人士和组织建立关系，促进长期合作关系。
🚀市场创新：
- 跟踪市场趋势，提供创新解决方案和建议。
- 识别新的业务机会和合作伙伴关系，拓展收入来源和市场影响力。
- 优化定价策略和收入模型，在保持客户满意度的同时最大化盈利能力。
📊协作与分析：
- 监控和分析销售业绩指标、财务数据和其他相关KPI，跟踪进展并识别改进领域。
- 与跨职能团队（包括产品开发、财务和运营）合作，确保工作与业务目标一致。
要求：
- 会计、金融或相关领域的学士学位（MBA或更高学位优先）
- 持有CPA、CMA或EA认证
- 至少5年以上相关专业经验
- 有管理多个客户并处理多样优先级和截止日期的经验
- 精通QuickBooks Online以及Google Sheets或Excel
优选经验：
- 在小型到中型团队中工作或合作过
- 熟悉销售/营销技术、CRM系统及其他相关工具/软件
你具备：
- 强大的战略规划和分析能力，能够将数据转化为可执行的策略
- 优秀的沟通和人际交往能力，能够与客户和团队有效协作
查看英文原文
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.
Key Responsibilities
👥Strategic Leadership:
- Architect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success.
- Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.
- Collaborate with C-level peers to ensure financial strategies support overall company objectives.
📈Financial Management:
- Analyze and submit monthly financial reports for clients.
- Recommend best practices in financial operations and cash flow management to clients.
🤝Client Engagement:
- Develop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls.
- Manage projects and client engagements, ensuring timely and accurate delivery of financial services.
- Build relationships with other professionals and organizations to foster long-term partnerships.
🚀Market Innovation:
- Stay ahead of market trends to provide innovative solutions and recommendations.
- Identify new business opportunities and partnerships to expand revenue streams and market presence.
- Optimize pricing strategies and revenue models to maximize profitability while maintaining customer satisfaction.
📊Collaboration and Analysis:
- Monitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement.
- Work with cross-functional teams, including product development, finance, and operations, to align efforts with business objectives.
Requirements:
- Bachelor's degree in Accounting, Finance, or related field (MBA or advanced degree a plus)
- CPA, CMA, or EA certification
- Minimum 5+ years of relevant professional experience
- Experience managing multiple clients with diverse priorities and deadlines
- Proficiency in QuickBooks Online and Google Sheets or Excel
Preferred Experience:
- Working on/with small to mid-sized team(s)
- Familiarity with sales/marketing technologies, CRM systems, and other relevant tools/software
Who You Are:
- Strong strategic planning and analytical skills, translating data into actionable strategies
- Excellent communication, negotiation, and interpersonal skills, capable of building effective relationships
- Strong network with a track record of effective presentation and communication
- Enjoyment in building meaningful relationships and collaborating with diverse stakeholders
- Ability to connect with and influence business owners, demonstrating an entrepreneurial mindset
- Energetic, motivated, and determined to drive results and foster innovation
Salary: Starting at 120,000Originally posted on Himalayas
本页面信息整理自 Himalayas，版权归原发布方所有。职位可能随时关闭，投递请以原始页面为准。
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