Profit Line Advisors ยท 3 days ago
CFO/CPA Client Advisor
United States
Part-time
Remote
Senior LevelProfit Line Advisors specializes in empowering CFOs, CPAs, and benefit professionals to create new revenue streams while delivering measurable savings for their clients through the Employer Health Program (EHP). The CFO/CPA Client Advisor role involves identifying businesses for the EHP and providing financial analysis and advice without sales or implementation responsibilities.
Financial Services
Responsibilities
Identifying and introducing businesses to the Employer Health Program (EHP)
Providing financial analysis
Delivering client advice
Collaborating with the Profit Line Advisors team to ensure seamless program onboarding and compliance
Qualification
Required
Proficiency in Financial Planning, Financial Statements, and Finance
Strong Analytical Skills, including the ability to assess financial situations and identify opportunities for business improvement
Experience in Financial Reporting and effectively presenting findings to clients or stakeholders
Excellent communication and client relationship management skills
Ability to work independently in a remote environment
Preferred
A CPA certification or finance-related degree is strongly preferred
Previous experience as a CFO, CPA, or financial advisor is advantageous
Company
Profit Line Advisors
Turn Payroll Into Profit. Empower Clients. Earn Residuals.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase