Strategic CPA/CFP Account Manager (Remote, Contract)

Ambrook; United States; À distance; USD 55 000 - 96 000; Temps partiel

Résumé du poste

Ambrook is recruiting an Account Manager (CPA/CFP) for a contract role. You will advise and manage a portfolio of farms and real economy businesses enrolled in Full Service, helping them reconcile books and derive actionable financial insights.

You’ll also help design processes and features to scale advisory work and build stronger customer outcomes. Remote within the US, 40 hours/week, flexible for 20–30 hours for the right candidate.

Qualifications

• Fluent understanding of accounting concepts and practical application across diverse businesses.
• Experience communicating complex financial topics clearly to non-accountants.
• Startup finance or FP&A background is a plus.

Responsabilités

• Own the relationship for Full Service customers and manage end-to-end book cleanup and insights.
• Identify opportunities for product changes, process improvements, or internal tooling.
• Surface customer patterns to Product/Design/Engineering to shape reports and tooling.

Connaissances

FP&A

Bookkeeping

Accounting concepts

Communication

Outils

Excel

QuickBooks

NetSuite

Description du poste

Ambrook is recruiting an Account Manager (CPA/CFP) for a contract role. You will advise and manage a portfolio of farms and real economy businesses enrolled in Full Service, helping them reconcile books and derive actionable financial insights.

You’ll also help design processes and features to scale advisory work and build stronger customer outcomes. Remote within the US, 40 hours/week, flexible for 20–30 hours for the right candidate.