Values

The Role

What You'll Be Doing

• 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

• Clearly communicate the expectations for the financial consulting process to clients

• 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

• Discuss and provide recommendations on business/entity structure, asset acquisition strategies, and insurance

• Develop multi-year cash flow projection model customized for the client's business, including estimates for startup costs, operating expenses, revenue projections, and profitability

• Advise on tax strategy for the initial setup and operation of their business

• 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

• Build, oversee and review forecast and budget models, including directing clients on discovery for uncovering key assumptions and standards for their business

• 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

• Collaborate with clients to review and make necessary revisions to the financial projections model and the first-year budget

• Provide customized recommendations for financial controls and processes, including their plans for bookkeeping, payroll, records retention and tax filing maintenance

• Educate and coach on QBO reporting to ensure clients are familiar with how to access and evaluate their future financial data

• Explain our maintenance services to clients and refer them to the sales teams as appropriate

Additional Functions

• Travel to, attend, and present at conferences; present on webinars, other external events and internal meetings

• Collaborate with other departments to drive department and company objectives

• Write and review content that helps us better filter and support Guidant clients on their path to financial success

• Identify problem areas, devise and deliver solutions to enhance quality of service and prevent future problems

• Maintain consistent policies and procedures across clients to uphold firm quality standards

• Other duties as required

Requirements

• Bachelor's Degree in Accounting or related field; Certified Public Accountant with active license required

• Proficient knowledge of U.S. tax code and tax regulations, state and local tax experience highly desired

• Ability and desire to develop and maintain strong client relationships

• Progressive accounting experience in public accounting or similar work environment

• Knowledge of Microsoft Office software

• Excellent analytical skills with particular attention to detail

• Ability to work independently while managing multiple engagements and competing priorities

• Excellent written and verbal communication skills, IQ, and EQ

• Ability to work in an autonomous environment where you can be a self-directed, independent worker

• 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

Other Requirements

• Must pass a background check

• Must meet work from home requirements to qualify

• Complete continuing education based upon current certifications

Benefits

• Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people

• When You Grow, We Grow: 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!

• Wellness: Top benefits and perks including comprehensive health coverage (with free premium option), competitive salary, and paid parental leave and a generous 401k match. Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.

• Flexible Work Arrangements: 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.

• Awesome Culture: 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.

• Empowering Equity and Inclusion: Be part of an inclusive work environment that gives employees a voice to speak up, be heard, and supported.