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Financial Manager
Cleverprofits · Active · BambooHR
Job facts
| Field | Value |
|---|---|
| Company | Cleverprofits |
| Title | Financial Manager |
| Normalized title | - |
| Department / team | Finance |
| Location | Ashburn, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | BambooHR |
| Posted / first seen | 2024-07-18 / 2026-05-30 |
| Changed / last seen | 2026-05-30 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Cleverprofits. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through BambooHR. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Ashburn. | Open |
| Department jobs | Active postings in Finance. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Cleverprofits |
| Source | 7fe38c80-26e1-42d4-9f1c-95cb631cf085 |
| ATS provider | BambooHR |
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 ID | e11491c56e8a857af077f73f98cb222ef07f693a |
| Org ID | f0835e0b-9d82-4626-b176-c40f87abc8b8 |
| Source ID | 7fe38c80-26e1-42d4-9f1c-95cb631cf085 |
| Board ID | 7fe38c80-26e1-42d4-9f1c-95cb631cf085 |
| Provider | bamboohr |
| Provider Job Key | 32 |
| Title | Financial Manager |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | — |
| Department | Finance |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | — |
| City | Ashburn |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://cleverprofits.bamboohr.com/careers/32 |
| Apply URL | https://cleverprofits.bamboohr.com/careers/32 |
| First Seen At | 2026-05-30 05:54:40Z |
| Last Seen At | 2026-06-06 10:27:50Z |
| Last Checked At | 2026-06-06 10:27:50Z |
| Last Changed At | 2026-05-30 05:54:40Z |
| Inactive At | — |
| Source Posted At | 2024-07-18 00:00:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=bamboohr/board=cleverprofits/date=2026-06-06/2026-06-06T10-27-50-123Z-ba44a69ff604f7a9772c357b4e65e57bac15984217d853df66b300ee4859e87f.json |
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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>",
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