Business Advisor Associate

Elevated Advisory & Accounting • Kalispell, MT

2d • Hybrid

About The Position

Join a Different Kind of Accounting & Advisory Firm At Elevated Advisory & Accounting, we’re not a transactional, box-checking firm. We’re a relationship-driven team that helps business owners actually understand their numbers — and use them to make smarter decisions with more confidence. At the core of our company is a simple belief: Financial clarity should create freedom. We believe business owners deserve to feel supported, informed, and confident enough to actually enjoy the business and life they’re building — not feel buried by it. And we believe the same thing for our team internally, too. We want to create careers that support growth, flexibility, ownership, connection, and a genuinely fulfilling life outside of work. We meet clients where they are and help them rise higher with clarity, strategy, and support that feels personal, proactive, and human. That same mindset shapes our internal culture. We move quickly. We communicate openly. We step in for each other. We care deeply about the work we do and the people we do it with. We’re constantly improving, building, refining, and looking for smarter ways to serve both our clients and our team. This role is not for someone who wants to quietly complete tasks and wait for direction. This role is for someone who wants ownership. Someone who naturally takes initiative, creates structure, keeps things moving, anticipates needs, and genuinely enjoys making life easier for the people around them. Does that sound like you?

Requirements

• 3-4 years of bookkeeping, accounting, financial operations, or advisory support experience
• Strong understanding of bookkeeping workflows and financial statements
• Experience reviewing reconciliations and identifying discrepancies
• Proficiency in QuickBooks Online
• Strong Excel and Google Sheets skills required — including pivot tables, reporting analysis, data organization, and spreadsheet management
• Strong organizational and project coordination skills
• Excellent written and verbal communication
• Ability to manage multiple priorities simultaneously
• Comfort interacting directly with clients professionally and confidently
• Experience with Google Workspace

Nice To Haves

• Public accounting experience
• Experience preparing management reports or KPI dashboards
• Familiarity with Fathom or other reporting platforms

Responsibilities

• Help Keep Advisory Clients Moving Forward: You’ll act as the operational backbone of our advisory department — helping create consistency, accountability, organization, and an exceptional client experience. Some days that looks like: preparing management reporting packages reviewing financials before meetings coordinating client meetings and recurring schedules preparing agendas and sending follow-ups tracking client action items and implementation progress maintaining KPI dashboards and reporting tools helping leadership stay prepared and ahead organizing priorities and next steps improving recurring workflows and processes ensuring details don’t quietly fall through the cracks You’ll play a huge role in helping our advisory experience feel proactive, organized, and high-touch.
• Deliver Financial & Operational Support: Responsibilities include: reviewing bookkeeping work for quality and completeness assisting with reconciliations and cleanup review supporting month-end reporting workflows identifying inconsistencies or financial concerns maintaining organized client notes and communication supporting recurring reporting and implementation tasks helping improve internal systems and processes over time We value precision, but we also value initiative, ownership, judgement, and follow-through.

Benefits

• 7 Paid Holidays (including your birthday!)
• PTO accrual after 3 months of employment
• Simple IRA with up to 3% employer match
• Professional development support & performance bonuses
• Traditional Group Health Insurance with 50% premium coverage (employee-only)
• Revive Wellness Benefit (100% employer-paid): Telehealth primary care, access to covered medications, and personalized health management support
• Monthly Phone Reimbursement: $35/month

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed