Responsibilities
- Serve as the primary financial advisor for 8–12 growing agency clients
- Lead recurring client meetings focused on: Performance vs goals
- Lead recurring client meetings focused on: Cash flow and profitability
- Lead recurring client meetings focused on: Growth and hiring decisions
- Interpret financials, KPIs, and forecasts prepared by team members
- Provide clear recommendations based on data and business context
- Build strong, trusted relationships with founders and leadership teams
- Partner with senior firm and client leaders on higher-level strategy and portfolio priorities
- Ensure clients feel supported, informed, and confident
Work Arrangement
Hybrid
Additional Information
- Unlimited paid time off – we care about results, not clock-watching
- Paid holidays
- Company-paid laptop and home office setup
