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Financial Manager

Cleverprofits · Active · BambooHR

Job facts

FieldValue
CompanyCleverprofits
TitleFinancial Manager
Normalized title-
Department / teamFinance
LocationAshburn, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerBambooHR
Posted / first seen2024-07-18 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

Related slices

PageWhat it containsOpen
Company jobsActive postings from Cleverprofits.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through BambooHR.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Ashburn.Open
Department jobsActive postings in Finance.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyCleverprofits
Source7fe38c80-26e1-42d4-9f1c-95cb631cf085
ATS providerBambooHR

Description

Your Role and Impact: As a Client CFO at CleverProfits, you'll drive financial excellence and strategic growth for our diverse client base. This role blends strategic leadership, client relationship management, and market innovation to deliver top-tier financial services. Key Responsibilities 👥 Strategic Leadership: Architect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success. Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement. Collaborate with C-level peers to ensure financial strategies support overall company objectives. 📈 Financial Management: Analyze and submit monthly financial reports for clients. Recommend best practices in financial operations and cash flow management to clients. 🤝 Client Engagement: Develop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls. Manage projects and client engagements, ensuring timely and accurate delivery of financial services. Build relationships with other professionals and organizations to foster long-term partnerships. 🚀 Market Innovation: Stay ahead of market trends to provide innovative solutions and recommendations. Identify new business opportunities and partnerships to expand revenue streams and market presence. Optimize pricing strategies and revenue models to maximize profitability while maintaining customer satisfaction. 📊 Collaboration and Analysis: Monitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement. Work with cross-functional teams, including product development, finance, and operations, to align efforts with business objectives. Requirements: Bachelor's degree in Accounting, Finance, or related field (MBA or advanced degree a plus) CPA, CMA, or EA certification Minimum 5+ years of relevant professional experience Experience managing multiple clients with diverse priorities and deadlines Proficiency in QuickBooks Online and Google Sheets or Excel Preferred Experience: Working on/with small to mid-sized team(s) Familiarity with sales/marketing technologies, CRM systems, and other relevant tools/software Who You Are: Strong strategic planning and analytical skills, translating data into actionable strategies Excellent communication, negotiation, and interpersonal skills, capable of building effective relationships Strong network with a track record of effective presentation and communication Enjoyment in building meaningful relationships and collaborating with diverse stakeholders Ability to connect with and influence business owners, demonstrating an entrepreneurial mindset Energetic, motivated, and determined to drive results and foster innovation

Full job record

Job IDe11491c56e8a857af077f73f98cb222ef07f693a
Org IDf0835e0b-9d82-4626-b176-c40f87abc8b8
Source ID7fe38c80-26e1-42d4-9f1c-95cb631cf085
Board ID7fe38c80-26e1-42d4-9f1c-95cb631cf085
Providerbamboohr
Provider Job Key32
TitleFinancial Manager
Normalized Title
Statusactive
Activeyes
Location Text
DepartmentFinance
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
Region
CityAshburn
Salary Raw
Salary Min
Salary Max
Salary Currency
Salary Period
Source URLhttps://cleverprofits.bamboohr.com/careers/32
Apply URLhttps://cleverprofits.bamboohr.com/careers/32
First Seen At2026-05-30 05:54:40Z
Last Seen At2026-06-06 10:27:50Z
Last Checked At2026-06-06 10:27:50Z
Last Changed At2026-05-30 05:54:40Z
Inactive At
Source Posted At2024-07-18 00:00:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=cleverprofits/date=2026-06-06/2026-06-06T10-27-50-123Z-ba44a69ff604f7a9772c357b4e65e57bac15984217d853df66b300ee4859e87f.json
Event Fields
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  "last_changed_at": "2026-05-30T05:54:40.798Z",
  "active_status": "active"
}
Parsed Structured
{
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  "location": {
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    "city": "Ashburn",
    "region": null,
    "country": "United States",
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:27:50.890Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": "Ashburn, United States",
      "city": "Ashburn",
      "region": null,
      "country": "United States",
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}
Extensions
{}
Native Structured
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    "description": "<p><span style=\"font-weight: bold;\">Your Role and Impact:</span><span> </span></p>\n<p>As a Client CFO at CleverProfits, you'll drive financial excellence and strategic growth for our diverse client base. This role blends strategic leadership, client relationship management, and market innovation to deliver top-tier financial services.</p>\n<p><br></p>\n<p><span style=\"font-weight: bold;\">Key Responsibilities</span></p>\n<p>👥<span> </span><span style=\"font-weight: bold;\">Strategic Leadership:<span> </span></span></p>\n<ul>\n<li>Architect and implement comprehensive financial and revenue strategies integrating financial management, tax planning, and client success.</li>\n<li>Lead and mentor a high-performing team, fostering a culture of collaboration, accountability, and continuous improvement.</li>\n<li>Collaborate with C-level peers to ensure financial strategies support overall company objectives.</li>\n</ul>\n<p><br></p>\n<p>📈<span> </span><span style=\"font-weight: bold;\">Financial Management:</span></p>\n<ul>\n<li>Analyze and submit monthly financial reports for clients.</li>\n<li>Recommend best practices in financial operations and cash flow management to clients.</li>\n</ul>\n<p><br></p>\n<p>🤝<span> </span><span style=\"font-weight: bold;\">Client Engagement:</span></p>\n<ul>\n<li>Develop and maintain strong relationships with key clients, providing strategic advice and insights through regular interactions and monthly calls.</li>\n<li>Manage projects and client engagements, ensuring timely and accurate delivery of financial services.</li>\n<li>Build relationships with other professionals and organizations to foster long-term partnerships.</li>\n</ul>\n<p><br></p>\n<p>🚀<span> </span><span style=\"font-weight: bold;\">Market Innovation:</span></p>\n<ul>\n<li>Stay ahead of market trends to provide innovative solutions and recommendations.</li>\n<li>Identify new business opportunities and partnerships to expand revenue streams and market presence.</li>\n<li>Optimize pricing strategies and revenue models to maximize profitability while maintaining customer satisfaction.</li>\n</ul>\n<p><br></p>\n<p>📊<span> </span><span style=\"font-weight: bold;\">Collaboration and Analysis:</span></p>\n<ul>\n<li>Monitor and analyze sales performance metrics, financial data, and other relevant KPIs to track progress and identify areas for improvement.</li>\n<li>Work with cross-functional teams, including product development, finance, and operations, to align efforts with business objectives.</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold;\">Requirements:</span></p>\n<ul>\n<li>Bachelor's degree in Accounting, Finance, or related field (MBA or advanced degree a plus)</li>\n<li>CPA, CMA, or EA certification</li>\n<li>Minimum 5+ years of relevant professional experience</li>\n<li>Experience managing multiple clients with diverse priorities and deadlines</li>\n<li>Proficiency in QuickBooks Online and Google Sheets or Excel</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold;\">Preferred Experience:</span></p>\n<ul>\n<li>Working on/with small to mid-sized team(s)</li>\n<li>Familiarity with sales/marketing technologies, CRM systems, and other relevant tools/software</li>\n</ul>\n<p><br></p>\n<p><span style=\"font-weight: bold;\">Who You Are:</span></p>\n<ul>\n<li>Strong strategic planning and analytical skills, translating data into actionable strategies</li>\n<li>Excellent communication, negotiation, and interpersonal skills, capable of building effective relationships</li>\n<li>Strong network with a track record of effective presentation and communication</li>\n<li>Enjoyment in building meaningful relationships and collaborating with diverse stakeholders</li>\n<li>Ability to connect with and influence business owners, demonstrating an entrepreneurial mindset</li>\n<li>Energetic, motivated, and determined to drive results and foster innovation</li>\n</ul>",
    "compensation": "Starting at 120,000",
    "departmentId": "18592",
    "locationType": "1",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Financial Manager",
    "departmentLabel": "Finance",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Experienced",
    "jobOpeningShareUrl": "https://cleverprofits.bamboohr.com/careers/32",
    "employmentStatusLabel": "Full-Time"
  }
}
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