Financial Performance Coach jobs in United States
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ProfitCoach · 4 weeks ago

Financial Performance Coach

ProfitCoach is a company that focuses on excellence in property management, seeking a Financial Performance Coach to enhance their coaching capabilities. The role involves coaching clients to build profitable, self-managing companies while ensuring effective client engagement and support.

Real Estate

Responsibilities

Partner with the ProfitCoach Data Team to ensure timely setup of client dashboards and forecasts
Review client dashboards and forecasts to understand structure, assumptions, and client-specific nuances
Develop fluency in interpreting financial data in preparation for coaching conversations
Build working knowledge of NARPM Accounting Standards, metrics, and benchmarks
Develop mastery over time of the ProfitCoach ProfitScore dashboard and underlying drivers
Learn to customize and adjust client forecasts in real time with increasing confidence and speed
Execute pre-call preparation and post-call follow-up with consistency and discipline
Conduct coaching calls using ProfitCoach methodologies and question-based communication, guiding clients toward self-discovery, clarity, and commitment
Provide timely, accurate, and relational client support via email, phone, or Zoom
Contribute ideas and feedback toward the evolution of ProfitCoach coaching tools, content, and methodologies
Actively participate in training, peer learning, and continuous improvement initiatives

Qualification

Financial confidenceCoaching intuitionSpreadsheet proficiencyClient engagementNARPM Accounting StandardsProfessional communicationLeadership exposureTechnology adaptabilityOrganizational skills

Required

A strong cultural fit marked by ownership, humility, initiative, and collaboration
A self-starting mindset with the ability to move work forward without constant direction
Coaching intuition or a clear aptitude for coaching conversations and client guidance
Financial confidence and curiosity, with the ability to work fluidly in spreadsheets, model scenarios, and interpret financial statements in real time
The capacity to identify patterns, ask sharp questions, and work toward root causes
Comfort engaging business owners and professionals, even while continuing to grow your expertise
A bias toward action, learning, and improvement in fast-paced environments
Clear and professional communication skills, both verbal and written
Strong organizational skills and the ability to manage multiple priorities effectively
High comfort with technology and the ability to quickly learn new tools and systems
Exposure to leadership, management, or advisory roles (strongly valued)

Preferred

Experience in property management or adjacent industries (or a demonstrated commitment to rapidly learning the space)

Benefits

PTO
Health stipend

Company

ProfitCoach

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ProfitCoach is a proven resource to property management entrepreneurs.

Funding

Current Stage
Early Stage

Leadership Team

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Daniel Craig
CEO
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David Craig
Chief Financial Officer
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Company data provided by crunchbase