Fractional CFO/CEO | Partner Advisor Program jobs in United States
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Profit Line Advisors ยท 1 day ago

Fractional CFO/CEO | Partner Advisor Program

Profit Line Advisors empowers CFOs, CPAs, and benefit professionals to generate new revenue streams while delivering measurable savings for their clients through the Employer Health Program (EHP). The Fractional CFO/CEO will identify qualified businesses and assist clients while providing financial analysis and advisory support.

Financial Services

Responsibilities

Identify qualified businesses
Communicate the value of the Employer Health Program (EHP)
Assist in connecting clients with the Profit Line Advisors team for onboarding and support
Financial analysis
Collaborating with business advisors
Offering guidance to maximize value for both clients and their teams

Qualification

Financial PlanningFinancial Statements preparationFinancial ReportingAnalytical SkillsAdvisory skillsCFO/CPA advisory experienceCommunication skillsIndependent work

Required

Skills in Financial Planning and Financial Statements preparation
Proficiency in Finance and strong Analytical Skills
Experience in Financial Reporting and interpreting financial data
Excellent communication and advisory skills
Ability to work independently in a remote, part-time capacity

Preferred

Background in working with or advising CFOs, CPAs, or financial professionals is a plus

Benefits

Enhanced wellness services
Telehealth access
Mental health resources
Prescription savings

Company

Profit Line Advisors

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Turn Payroll Into Profit. Empower Clients. Earn Residuals.

Funding

Current Stage
Early Stage
Company data provided by crunchbase