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
• Competitive compensation package
• Medical
• Dental
• Vision
• 401k with company match
• PTO
• Paid holidays

Company Overview