Financial Coach
Tactical Tradie
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Benefits offered by this job
Job summary
Tactical Tradie is seeking a financial coach to close the gap between numbers and real business profitability for tradies. You will coach members through pricing, margins, cash flow and wages, turning data into actionable decisions.
Ideal candidates read P&L quickly, explain concepts clearly, and are comfortable with reporting platforms and AI tools. Based on the Sunshine Coast, this full-time role offers growth and hands-on client work.
Qualifications
- You've got a real financial or accounting background — an accountant, a bookkeeper, a financial controller, or a CFO type.
- You can read a P&L and cash flow position quickly, and know the difference between a business that looks fine and one that actually is.
- You've explained financial concepts to people who aren't financially trained, and you know how to make it click rather than switch them off.
Responsibilities
- Carry a portfolio of members and coach them through financial mastery — pricing, margins, cash flow, wages and genuine profitability
- Run one-on-one and group sessions that turn a spreadsheet full of numbers into decisions a tradie can actually act on
- Help members build (or finally trust) a simple set of financial systems and reporting they'll keep using long after the session ends
- Set members up with real targets — profit, cash reserves, owner's pay — and hold them to getting there
- Stay genuinely available to your members between sessions, not just on the call
- Attend and help run our live member events around Australia, a few times a year
- Monitor member financial progress and engagement, and work with our Client Success function to help members win
- Spot where members are consistently getting tripped up financially, and help the team build a better fix
- Contribute to the tools, templates and resources that make the numbers side of coaching easier for every member
Skills
Education
Tools
Job description
Most tradies can price a job to the dollar and still have no idea what their business actually made last month. They're brilliant on the tools and in the dark on the numbers — and that gap is exactly what's keeping so many of them stuck.
We're after a financial coach who can close that gap. Someone who genuinely understands business numbers, and — just as importantly — can explain them to a tradie in a way that actually sticks.
Most tradies can price a job to the dollar and still have no idea what their business actually made last month. They're brilliant on the tools and in the dark on the numbers — and that gap is exactly what's keeping so many of them stuck.
We're after a financial coach who can close that gap. Someone who genuinely understands business numbers, and — just as importantly — can explain them to a tradie in a way that actually sticks.
Tactical Tradie is a leading education and coaching business helping tradies build thriving businesses — plumbers, sparkies, roofers, and air conditioning, HVAC and refrigeration specialists among them. We help tradies build profitable businesses so they can have both the income and the lifestyle they want for their families.
Founder Tom grew his own plumbing business in Melbourne to over 60 staff in five years, and built Tactical Tradie to hand that playbook to other tradies. Four years on, we're a full-time team of five based in a beautiful office in Minyama on the Sunshine Coast, backed by around ten contractors — coaches, our virtual CFO, VAs and sales closers among them. We run live coaching, member events across the country, and a growing online community — and we're scaling fast.
Carry a portfolio of members and coach them through financial mastery — pricing, margins, cash flow, wages and genuine profitability
Run one-on-one and group sessions that turn a spreadsheet full of numbers into decisions a tradie can actually act on
Help members build (or finally trust) a simple set of financial systems and reporting they'll keep using long after the session ends
Set members up with real targets — profit, cash reserves, owner's pay — and hold them to getting there
Stay genuinely available to your members between sessions, not just on the call
Attend and help run our live member events around Australia, a few times a year
Monitor member financial progress and engagement, and work with our Client Success function to help members win
Spot where members are consistently getting tripped up financially, and help the team build a better fix
Contribute to the tools, templates and resources that make the numbers side of coaching easier for every member
This is a role for someone who's genuinely comfortable in the numbers, not just aware of them:
-
You've got a real financial or accounting background — an accountant, a bookkeeper, a financial controller, or a CFO type. You don't need to have run your own business to be brilliant at this
You can read a P&L and cash flow position quickly, and know the difference between a business that looks fine and one that actually is
You've explained financial concepts to people who aren't financially trained, and you know how to make it click rather than switch them off
A few other things that'll set you apart:
You're genuinely tech-savvy, and properly comfortable in reporting platforms like Fathom and Spotlight — this role lives in that kind of software, not just spreadsheets
You are also aware how AI can be leveraged in this space like Claude and Chat GBT
You care as much about a member actually using the numbers as you do about the numbers being right
You can have a direct conversation about where someone's business is bleeding money, without it feeling like an attack
You chase your own development because you enjoy getting better, not because someone's asking you to
We'll be upfront: this one probably won't suit you if you'd rather build the report than talk someone through it, if you find it hard to simplify without dumbing down, or if you're more comfortable behind a desk than in a room with a tradie who wants a straight answer. If none of that sounds like you, we'd genuinely love to hear from you.
A full-time role, based in our Minyama office, with an attractive salary + super
Real purpose — help tradies across Australia get control of their numbers, their profit and their future
A high-growth environment — join a business that's scaling fast, with real career growth for the right person
Travel — attend member events around Australia each year
A close-knit team — small enough that your work and your voice actually matter, backed by a wider crew of coaches, closers and support who all pull in the same direction
A down-to-earth culture — our clients are tradies, and so are we at heart. We work hard, move fast, and have a laugh along the way
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