
Financial Growth Specialist
1 week ago
Are you an accountant looking for a new challenge? Do you thrive on connecting with people, uncovering business challenges, and crafting solutions that make a difference?
This is not a traditional accountant role. You'll spend your time where it matters most: with clients, exploring problems, diagnosing needs, and connecting them to the right solutions.
In this role, you'll be at the front line of our Go-to-Market function, identifying both new and existing clients who would benefit from our Virtual CFO (VCFO) and Advisory services. You'll work alongside Accounting, Tax, and Wealth teams to help clients access proactive, integrated support, not just look backward at their financials.
The Business Solutions Partner will lead discovery meetings with clients to uncover business needs, challenges, and untapped potential. Connect clients with the right specialists across our Accounting, Tax, VCFO, and Wealth teams. Drive the end-to-end process, from lead assessment to proposal and onboarding. Collaborate with Marketing and GTM teams to convert warm leads into engaged clients.
A competitive salary awaits, along with flexible arrangements to suit your lifestyle. Grow fast in a high-performing team with clear career paths. Work with diverse stakeholders and thrive in a collaborative environment. Ready to move from reports to relationships? Help us reshape what advisory work looks like – for you and for your clients.
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- Key Skills:
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- Excellent communication skills
- Business acumen and problem-solving skills
- Ability to build strong relationships with clients and stakeholders
- Knowledge of accounting, tax, and wealth management principles
- Experience working in a fast-paced, dynamic environment
Benefits:
Competitive salary and flexible arrangements
Opportunities for growth and development in a high-performing team
Collaborative environment with diverse stakeholders
Chance to reshape what advisory work looks like
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