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
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
Turn Payroll Into Profit. Empower Clients. Earn Residuals.
Funding
Current Stage
Early StageCompany data provided by crunchbase