Financial Advisory Operations Lead at MavenAide LLC | Torre
Financial Advisory Operations Lead
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MavenAide LLC

Financial Advisory Operations Lead

MavenAide LLC
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You'll elevate client financial success and streamline advisory operations for U.S. businesses.
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Full-time

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Remote (for United States residents)
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Gus García
 4 days ago

Requirements and responsibilities

We're Hiring | Financial Advisory Operations Lead.If you know U.S. accounting inside out, can hold your own in a client meeting, and thrive in a fast moving advisory environment, this one's for you.This is not a bookkeeping only role. We need someone who can manage client relationships, review financial reports, support Profit First implementation, and keep our advisory operations running without handholding.You must have:3+ years supporting U.S.-based businessesQuickBooks Online proficiencyPayroll experience (Gusto preferred)Strong client communication skillsCRM experience (GoHighLevel preferred)Bonus points for:Profit First certificationFractional CFO firm backgroundmulti-entity or real estate experienceRemote | U.S. hours required
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