Senior Client Advisor & CFO Advisory (Remote)

Club Capital; United States; Remote; USD 80,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Medical insurance

Dental insurance

Vision insurance

401k with company match

PTO

Paid holidays

Job summary

Club Capital is seeking a Senior Client Advisor to deliver exceptional service to small business owners. You will manage a portfolio, review financial statements, establish targets, and provide CFO advisory services, acting as a trusted partner across operations.

Responsibilities include coordinating monthly accounting, preparing statements, mentoring junior staff, and expanding advisory services while maintaining strong client relationships and delivering high-quality work on time.

Qualifications

• 4+ years of accounting experience (bookkeeping, public accounting, or small business accounting).
• 3+ years in a client-facing role.
• Ability to manage multiple clients, tasks, and projects simultaneously.
• Strong problem solving and deadline-driven mindset.
• Excellent verbal and written communication with clients.

Responsibilities

• Serve as the subject matter expert for clients and be the primary contact for portfolio services.
• Review monthly financials and EOY statements and conduct growth calls.
• Prepare financial statements to support client decision making.
• Oversee month-end close with the bookkeeping team.
• Prepare budgets and revenue targets with clients.
• Lead quarterly Growth Sessions and identify industry trends.
• Mentor other Client Advisors and address payroll questions.
• Maintain strong client relationships with high-quality service.
• Coordinate cross-team communication (Tax, Client Experience) on client status.
• Grow the client portfolio and advisory services; pursue CFO certification.

Skills

Accounting proficiency

Client service

Verbal & written communication

Multi-client management

Education

Bachelor's or Master’s in Accounting or Business

Job description

Club Capital is seeking a Senior Client Advisor to deliver exceptional service to small business owners. You will manage a portfolio, review financial statements, establish targets, and provide CFO advisory services, acting as a trusted partner across operations.

Responsibilities include coordinating monthly accounting, preparing statements, mentoring junior staff, and expanding advisory services while maintaining strong client relationships and delivering high-quality work on time.