Capital CFO+

Business Development Rep

• Develop and execute a business development strategy focused on sustainable revenue growth.
• Identify, prospect, and cultivate new client relationships throughout the Capital Region and surrounding markets.
• Build relationships with business leaders, nonprofit executives, board members, and referral partners.
• Attend networking events, chamber meetings, conferences, and community events as a representative of Capital CFO+.
• Schedule and conduct introductory meetings with prospective clients.
• Present Capital CFO+'s Accounting, Human Resources, and Marketing services to prospective clients.
• Develop strategic referral partnerships with complementary service providers.
• Maintain an active sales pipeline and consistently follow up on opportunities.
• Work closely with leadership to develop proposals and transition new clients into service.
• Meet monthly business development activity and revenue goals.
• Represent the company with professionalism, integrity, and exceptional customer service.

Business Development Manager

Financial Planning and Analysis

• Manage a portfolio of nonprofit and for-profit client engagements.
• Review monthly financial reports for quality and accuracy.
• Provide financial guidance and operational recommendations to clients.
• Ensure all client deliverables are completed accurately and on schedule.
• Lead accounting cleanup projects for new and existing clients.
• Oversee client onboarding, including assessment of accounting records, accounting system setup, and transition planning.
• Support implementation of accounting best practices, internal controls, and standardized procedures.
• Assist with special accounting projects and process improvement initiatives.
• Complete QuickBooks online transitions and training sessions.
• Supervise and mentor a team of CFOs and bookkeepers.
• Provide coaching, training, and performance feedback to accounting staff.
• Manage performance reflections for accounting staff.
• Serve as an escalation point for accounting questions and client issues.

Business Development Manager

Finance Operations Manager