SB Financial Services Relationship Manager jobs in Kannapolis, NC

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA

The wage for this position is between $110,000 - $120,000 annually

Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company?  We have a bold vision of increasing the number of people who succeed in small business.  To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy.  We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs – we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.  

Our Values

Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.

Connection: Connection is important. You lift others up because when they grow you grow.

Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.

The Role

Through own expertise and the work of a team, will provide comprehensive financial guidance to small business clients which includes developing financial forecasting models, tax-advantaged strategies, multi-year cash flow projections, accounting software optimization, budgeting, and financial control recommendations. This role plays a pivotal part in ensuring clients' financial success and growth by providing tailored advice and tools to help them achieve their specific business goals.

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

• 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
• Complete continuing education based upon current certifications

For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet

• 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, 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

This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA

The wage for this position is between $110,000 - $120,000 annually