Small Business Consultant / Financial Analyst - Remote

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timePosted 8 days ago location United States salarySalary undisclosed

Job Description

Financial Consultant Job Description
  • The experience of 12 years empowering Small Business Entrepreneurs (SBE's) and the current economic crisis have taught us that SBE's need done-for-you accounting, benchmarked financials AND industry specific consultation. We are expanding our "what" to include consultation to our SBE's. The Financial Consultant is a new role that will deliver this consultation.
The Role of the Ceterus Financial Consultant
  • Own an industry vertical customer base of small business entrepreneurs with a primary objective of driving structured advisory services that are valued by customers.
  • Proactive services provided via:
    • post new client contract intro/consult
    • structured outreach (e.g., budgeting, cash flow , break even, leveraging an approved tool that is promoted in a webinar)
    • serving as a brand expert to drive content (via webinars or other)
    • coordinating/proposing support from other subject matter experts where possible (tax consultants)
    • working with leadership to propose learning aids for customers (general or brand specific)
    • drive Edge engagement, build financial literacy
  • On a reactive basis, be available to customers via email or scheduled call to:
    • respond to customer questions (planning, educational)
    • drive awareness of customer needs, advocate for quality service
    • refer accounting questions/quality issues to PABS/Operations Team need for remedial work
Responsibilities
  • Set up proactive consult/education calls with customers (high priority and ones identified when addressing incoming emails).
  • Develop "Standardized" responses for regular financial inquiries with intent to delegate to Customer Service Rep/Accounting team in future.
  • Set up new store "consult/approval of financials" for all new onboards
  • Launch new tools as developed by Chief Solutions Officer (Budgets, Cash Flow Projections, Benchmarking, Break-Even Analysis)
  • First pass review/response for client questions/requests in CRM. Pass accounting related items to the Senior Accountant.
  • Adjudicate escalations from Customer Success Representative
  • Focus on communication, verbal and written with customers. Ability to create "Ah Ha" moments to create stickiness with customers
  • Forward repeat or complex accounting items to the Director, Accounting Operations.