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Financial Coach/QuickBooks Advisor - Work from Home!

  • BDR
  • Houston, TX, USA
  • Jul 29, 2019

Job Description

Job Description

Job Title: Financial Coach/QuickBooks Advisor

Work Hours: 7:00am to 4:00pm, Monday through Friday, some weeknights and some weekends. Overnight travel also required. Work from your Home!

Primary Job Function:

  • To assist Head Coach in delivery of quality coaching to our clients based upon the BDR core principles and ideologies empowering our clients to drive profit and growth in their businesses.
  • To empower our clients with knowledge and understanding necessary to produce accurate and timely reports necessary for the leadership team to drive profit and growth.
  • Examine, analyze and interpret accounting records for the purpose of giving advice including systems of recording costs or other financial and budgetary data.
  • Travel is required

Reports to: Sr Financial Coach

Required Qualifications:

  • Previous Bookkeeper/Controller experience
  • Demonstrated core customer service skills always exhibiting customer-oriented decisions
  • Ability to speak with candor and use balanced judgment in accessing skill of others
  • Ability to motivate and encourage others
  • Strong communication skills, verbally and in writing
  • Strong active listening skills
  • Quality phone presence
  • Compassionate, heartfelt caring for dealer group
  • Embraces change
  • Seeks to improve self and Company
  • Strives for organizational excellence
  • Exhibits high energy
  • Applies good judgment
  • Competitive spirit
  • Team player
  • Ability to follow directions and written processes / procedures
  • Ability to multi-task effectively
  • Strong organization skills
  • Possess exceptional typing skills
  • Strong attention to detail
  • A minimum of 2 years customer service experience or equivalent education
  • A minimum of 4 years financial accounting experience or equivalent education
  • A minimum of 2 years accounting software experience and complete understanding of internal workings of accounting software
  • Proficient in various accounting software programs including QuickBooks, Microsoft Outlook, Word, Excel and PowerPoint.