Guidant Financial

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage for this position is between $110,000 - $120,000 annuallyAre you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company?&nbsp; We have a bold vision of increasing the number of people who succeed in small business. &nbsp;To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy.&nbsp; We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers. &nbsp;Our ValuesAdaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.Connection: Connection is important. You lift others up because when they grow you grow.Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.The RoleThrough own expertise and the work of a team, will provide comprehensive financial guidance to small business clients which includes developing financial forecasting models, tax-advantaged strategies, multi-year cash flow projections, accounting software optimization, budgeting, and financial control recommendations. This role plays a pivotal part in ensuring clients' financial success and growth by providing tailored advice and tools to help them achieve their specific business goals.What You'll Be Doing<ul> <li>Lead team to deliver on department functions and deliverables; includes hiring, training, coaching, living Guidant values and guiding principles, setting priorities, performance management, and progressive discipline if needed</li> <li>Clearly communicate the expectations for the financial consulting process to clients</li> <li>Collaborate with clients to understand financial goals and objectives. Analyze and comprehend the intricacies of the client's business, identifying key financial levers, assets, and expenses</li> <li>Discuss and provide recommendations on business/entity structure, asset acquisition strategies, and insurance</li> <li>Develop multi-year cash flow projection model customized for the client's business, including estimates for startup costs, operating expenses, revenue projections, and profitability</li> <li>Advise on tax strategy for the initial setup and operation of their business</li> <li>Oversee optimization of accounting software to meet the client's initial business tracking needs, including chart-of-accounts, key reports, and automation of incoming transactions from their bank accounts, and credit cards</li> <li>Build, oversee and review forecast and budget models, including directing clients on discovery for uncovering key assumptions and standards for their business</li> <li>Oversee the creation of a budget to guide the client's first year in business, uploaded into QBO for easy tracking of business performance against expectations</li> <li>Collaborate with clients to review and make necessary revisions to the financial projections model and the first-year budget</li> <li>Provide customized recommendations for financial controls and processes, including their plans for bookkeeping, payroll, records retention and tax filing maintenance</li> <li>Educate and coach on QBO reporting to ensure clients are familiar with how to access and evaluate their future financial data</li> <li>Explain our maintenance services to clients and refer them to the sales teams as appropriate</li> </ul>Additional Functions<ul> <li>Travel to, attend, and present at conferences; present on webinars, other external events and internal meetings</li> <li>Collaborate with other departments to drive department and company objectives</li> <li>Write and review content that helps us better filter and support Guidant clients on their path to financial success</li> <li>Identify problem areas, devise and deliver solutions to enhance quality of service and prevent future problems</li> <li>Maintain consistent policies and procedures across clients to uphold firm quality standards</li> <li>Other duties as required</li> </ul>Requirements<ul> <li>Bachelor's Degree in Accounting or related field;&nbsp;Certified Public Accountant with active license required </li> <li>Proficient knowledge of U.S. tax code and tax regulations, state and local tax experience highly desired</li> <li>Ability and desire to develop and maintain strong client relationships</li> <li>Progressive accounting experience in public accounting or similar work environment</li> <li>Knowledge of Microsoft Office software</li> <li>Excellent analytical skills with particular attention to detail</li> <li>Ability to work independently while managing multiple engagements and competing priorities</li> <li>Excellent written and verbal communication skills, IQ, and EQ</li> <li>Ability to work in an autonomous environment where you can be a self-directed, independent worker</li> <li>Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen</li> </ul>Other Requirements<ul> <li>Must pass a background check</li> <li>Must meet work from home requirements</li> <li>Complete continuing education based upon current certifications</li> </ul>For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internetBenefits<ul> <li> Our People are Key to Success:&nbsp;Work with a team of smart, creative, fun and highly motivated people</li> <li> When You Grow, We Grow:&nbsp;Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles! &nbsp;&nbsp;</li> <li> Wellness:&nbsp;Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.</li> <li> Flexible Work Arrangements:&nbsp;Work from the enjoyment of your home office. We work with entrepreneurs every day; we want you to have autonomy within your work structure with company provided equipment.</li> <li> Awesome Culture:&nbsp;&nbsp;Be part of Guidant’s award-winning culture and have the experience to connect through coffee with senior leaders or hit a home run being part of our company sporting events.</li> <li> Empowering Equity and Inclusion:&nbsp;Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported</li> </ul>This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VAThe wage for this position is between $110,000 - $120,000 annually