Business Advisor

CFS; Saint Petersburg (FL); On-site; USD 125,000 - 175,000; Full time

Job summary

CFS in Saint Petersburg, FL is seeking a Business Advisor to guide client growth and operational improvement. You’ll partner with business owners to evaluate performance, identify opportunities, and deliver actionable recommendations that drive results.

The role emphasizes strategic planning, financial management, and market expansion, with a strong client‑facing focus. The position requires 7+ years in advisory/consulting or public accounting, with Big Four or large regional firm experience

Qualifications

• 7+ years of business advisory, consulting, or public accounting experience.
• Manager+ experience with a Big Four or large regional accounting firm.
• Strong expertise in finance, operations, and business strategy.
• CPA, MBA, or other relevant professional designation preferred, with experience advising privately held and entrepreneur-led businesses.
• Proven success as a trusted advisor to business owners and executives.

Responsibilities

• Partner with business leaders to evaluate organizational performance and identify opportunities for revenue growth, cost optimization, and process improvement.
• Provide strategic guidance on business planning, financial management, and market expansion initiatives.
• Facilitate problem‑solving discussions and develop customized action plans to address client challenges and achieve desired outcomes.
• Monitor key performance indicators (KPIs) and deliver data‑driven recommendations to improve business results.
• Build long‑term client partnerships through proactive communication, ongoing support, and delivery of measurable value.

Skills

Business advisory experience

Consulting/Big Four experience

Financial analysis

Operations strategy

Client advisory

Education

CPA or MBA preferred

Job description

Salary: $125,000 - $175,000

Location: St. Petersburg, FL | 33716

Why This Business Advisor Opportunity Stands Out

• Join a growth-oriented organization where you'll work closely with business owners and leaders, providing strategic guidance that directly influences client success and organizational performance.
• Take ownership of client advisory engagements by evaluating business operations, identifying opportunities for improvement, and delivering actionable recommendations that drive results.
• Engage in a dynamic and consultative role, supporting clients across areas such as financial performance, operational efficiency, business planning, and growth strategy.
• Collaborate with clients and internal stakeholders to develop tailored solutions, foster strong partnerships, and ensure the successful execution of business initiatives.
• Enjoy a rewarding career opportunity with competitive compensation, professional development opportunities, and the ability to make a meaningful impact on the businesses you serve.

Key Responsibilities For The Business Advisor

• Partner with business leaders to evaluate organizational performance and identify opportunities for revenue growth, cost optimization, and process improvement.
• Business Advisor will provide strategic guidance on business planning, financial management, and market expansion initiatives.
• Facilitate problem‑solving discussions and develop customized action plans to address client challenges and achieve desired outcomes.
• The Business Advisor will monitor key performance indicators (KPIs) and deliver data‑driven recommendations to improve business results.
• Build long‑term client partnerships through proactive communication, ongoing support, and delivery of measurable value.

Qualifications For The Business Advisor

• 7+ years of business advisory, consulting, or public accounting experience.
• Manager+ experience with a Big Four or large regional accounting firm.
• Strong expertise in finance, operations, and business strategy.
• CPA, MBA, or other relevant professional designation preferred, with experience advising privately held and entrepreneur‑led businesses.
• Proven success as a trusted advisor to business owners and executives.

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