Accountant, Client Advisory

Club Capital

9h•$70,000 - $80,000•Remote

About The Position

Client Advisors at Club Capital provide small business owners with a high-quality customer experience and manage a portfolio of business advisory clients. They serve as trusted advisors on clients’ day-to-day operations, reviewing monthly financial statements, helping establish targets and goals, and providing controller and CFO advisory services. Client Advisors are the primary point of contact for their portfolio and work closely with internal teams to support clients, including more complex engagements. The role builds business advisory relationships through regular email, chat, and Zoom communications. Client Advisors coordinate and oversee monthly accounting for their portfolio, facilitate monthly financial reporting, and support other key service areas. The position also involves managing the assigned bookkeeping team and month-end close processes, advising on financial performance and budgets, and addressing payroll questions. The role calls for a desire to expand the client portfolio and advisory services, and willingness to become CFO certified.

Requirements

At least 2 years of accounting experience in bookkeeping, public accounting, small business accounting, or similar experience demonstrating understanding of accounting and business financials.
B.S. or M.S. in Accounting or Business, or equivalent experience.
At least 1 year of related experience in a client-facing role.
Ability to manage multiple clients, tasks, and projects simultaneously.
Solutions-driven approach, with strong deadline management and problem-solving skills.
Excellent verbal and written communication skills.
Well organized with strong attention to detail.
Ability to provide exceptional client service and develop lasting client relationships.

Responsibilities

Serve as the subject matter expert and first point of contact for clients, reviewing monthly financials, bookkeeping records, and year-end financials and conducting review and growth calls.
Prepare financial statements to support clients’ decision-making.
Manage the bookkeeping team assigned to the client portfolio and oversee month-end close processes.
Prepare budgets and revenue targets with clients.
Conduct quarterly and ad hoc Growth Sessions to review financial performance, create and adjust budgets, and identify industry trends.
Address payroll questions and concerns and provide first-level troubleshooting.
Provide clients with expert guidance and support.
Manage workload to deliver high-quality work on time.
Communicate performance expectations effectively with internal and external stakeholders and management.
Coordinate across teams, including Tax and Client Experience, to keep colleagues informed of client status.
Grow and expand the client portfolio and advisory services, with willingness to become CFO certified.