Financial Manager

CleverProfits

full-time

Posted on: 4/1/2026

Location Type: Remote

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💰 $120,000 per year

About the role

Architect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success
Analyze and submit monthly financial reports for clients
Develop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls
Stay ahead of market trends to provide innovative solutions and recommendations
Monitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement

Bachelor's degree in Accounting, Finance, or related field (MBA or advanced degree a plus)
CPA, CMA, or EA certification
Minimum 5+ years of relevant professional experience
Experience managing multiple clients with diverse priorities and deadlines
Proficiency in QuickBooks Online and Google Sheets or Excel

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial managementtax planningfinancial reportingsales performance metricsKPI analysisclient success strategiesmarket trend analysis

Soft Skills

relationship managementstrategic advicecommunicationanalytical thinkingproblem-solving

Certifications

CPACMAEA