Account Manager, CPA/CFP (Contract)

Ambrook

1d•Remote

About The Position

Ambrook is rebuilding the financial infrastructure for American family-run businesses, helping them become more profitable and resilient. This role involves advising a portfolio of complex businesses, ensuring clean books and providing financial insights for impactful business decisions. The Account Manager will also play a role in building systems, tools, and product features to enhance financial insight and profitability across the customer base. This position is a blend of customer advisory and product building, working at the intersection of customers, strategy, and product operations. The company has experienced significant growth and is seeking individuals to help solve complex problems and scale the customer base, focusing on providing insights for profitability and developing advanced reports and analytical tools within the product.

Requirements

Fluency in accounting concepts and their practical application to a variety of businesses.
Ability to explain accounting topics clearly to individuals without an accounting background.
Patient, trust-building communication skills, especially with those whose expertise is not in accounting.
Motivation to help businesses understand their numbers and become more successful.
Proactive approach and attention to detail.
Excitement for the pace and intensity of a startup environment.
Desire to be closer to end customers and have a direct impact on a product.
Curiosity about agriculture, family businesses, and the real economy.

Nice To Haves

FP&A, tax, strategic or startup finance background.
Strong bookkeeping or accounting background.
Direct experience in agriculture or family businesses.

Responsibilities

Advise a portfolio of complex farms, ranches, construction companies, and other businesses enrolled in Ambrook's Full Service offering.
Help customers with various financial data formats achieve clean books and gain financial insights for business decisions.
Build systems, tools, and product features to enable businesses on Ambrook to have better insight into their numbers and improve profitability.
Work directly with producers to help them make strategic financial decisions.
Identify and build the right processes to ensure customers have confidence in their finances.
Move between work that directly impacts clients and helping to build tools and processes to scale that work.
Help onboard businesses onto Ambrook and analyze financial data for decision-making with tenured customers.
Own the relationship for a full portfolio of Full Service customers, managing the process of untangling books, structuring target insights, and moving towards those goals.
Contribute to the success of Full Service customers broadly by identifying opportunities for product changes, process improvements, or internal tooling, and building some of them.
Surface patterns from customer work back to Product, Design, and Engineering to inform software development, including new reports and tooling.