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Account & Relationship Management in Miami

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Category:Account & Relationship Management

Tired of the New Medicare Rules? There’s a Better Way | Help Teachers64841599132546120

Tired of the New Medicare Rules? There’s a Better Way | Help Teachers

If the latest Medicare changes have made your business harder — you’re not alone. Agents everywhere are dealing with stricter compliance, shrinking renewals, and endless red tape. But what if you could use your skills without the stress? We help teachers and school staff plan for retirement — a stable, year-round market with qualified clients waiting for you every day. Why Agents Are Leaving Medicare for This Model ✔ Year-round opportunity (no more seasonal chaos) ✔ 100+ qualified prospects under one roof — schools ✔ No cold calls or lead buying ✔ Payroll deduction means chargebacks under 5% ✔ Residual income and long-term renewals ✔ CRM, training, and full support provided ✔ Approved vendor access in schools — instant credibility You already know how to educate clients, explain benefits, and build trust — now you can do it in a calmer, more consistent environment with loyal clients and real stability. What’s Changed in Medicare (and Why It’s Driving Agents Away) If you’ve been frustrated by: New CMS marketing and compliance restrictions Tighter call recording and disclaimer rules Lower renewal commissions and plan confusion Clients overwhelmed by constant plan changes You’re not alone — many top Medicare agents are transitioning to our system for the consistency, freedom, and long-term income that’s missing in the Medicare world. Who We’re Looking For ✔ Licensed insurance agents (or willing to get licensed — we’ll help) ✔ Medicare or health agents tired of the grind ✔ Professionals who care about helping others plan for their future ✔ Self-starters ready for real work-life balance and financial growth Compensation 💼 100% commission-based (uncapped) 💰 Six-figure potential in your first year following our system 🎯 Activity-based bonuses to help you earn right away 💸 Residuals and renewals that grow year after year Ready to Take the Next Step? Reply with your: Full name Location Phone number Email License status (licensed or willing to obtain) This is a 1099 independent contractor role — flexible schedule, proven system, and purpose-driven work helping educators retire with confidence.

64 N Andrews Ave, Fort Lauderdale, FL 33301, USA

Negotiable Salary

Tired of Cold Calls? Work With Teachers | Six-Figure Potential64841598332675121

Tired of Cold Calls? Work With Teachers | Six-Figure Potential

Are you tired of cold calls, buying leads, or driving all over town for one appointment? We’ve built a better way — one that puts you in front of qualified clients every day. What Makes This Different ✔ Clients are already in schools — 100+ prospects under one roof ✔ Approved vendor status gives you instant credibility ✔ A proven system you can follow step by step ✔ Chargebacks managed through payroll deduction — typically under 5% ✔ Residual income: build a book of business that pays you for years ✔ Training, licensing help, CRM, and virtual tools provided ✔ Flexible schedule and real work-life balance My Story I started out like most agents: Driving all over town like a truck driver just to get one appointment Buying expensive leads that rarely converted Dealing with constant no-shows and cancellations Watching chargebacks wipe out my commissions Competing with dozens of other agents all chasing the same broke prospects It was exhausting. Then I found a better way. Instead of chasing people, I started meeting directly with teachers and school staff — real clients, with real needs, and money to solve them. No more cold calls, no more endless driving, and no more constant chargebacks. Now I build lasting relationships in schools, earn consistent six-figure income, and mentor others who want to do the same. Who We’re Looking For ✔ Licensed life insurance agents (or willing to get licensed — we’ll coach you through the process) ✔ People who connect easily with others and enjoy helping ✔ Self-motivated, growth-minded professionals ✔ Educators or career changers who want something more ✔ Ambitious individuals aiming for six-figure income and beyond Compensation 100% commission-based (uncapped) Six-figure potential in your first year if you follow the system Activity-based bonuses available to help you start earning right away while building your pipeline Ready to Take the Next Step? Reply with your: Full name Location Phone number Email License status (licensed or willing to obtain) This is a 1099 independent contractor role. Set your own hours, work with purpose, and take control of your career.

64 N Andrews Ave, Fort Lauderdale, FL 33301, USA

Negotiable Salary

Full Charge Bookkeeper and Administrative Assistant (Sunny Isles Blvd)64841597974146122

Full Charge Bookkeeper and Administrative Assistant (Sunny Isles Blvd)

We are a full charge Bookkeeping and Accounting firm located in the Financial District. All of our Bookkeepers are tested on QuickBooks, accounting principles (GAAP) and Excel during interviews. We will only hire qualified candidates. We currently have a need for a bookkeeper / administrative assistant in Sunny Isles Beach, FL . This is NOT a remote position. All of our employees will work for our company and NOT the client. We will pay via W2. Current students feel free to apply as long as you're majoring in the following: accounting, finance or business management $20/hour - $22.50/hour (subject to experience) - Flexible Schedule - ONLY WORK WEEKDAYS! - Paid time off (sick days + paid vacation) Bookkeeper Responsibilities: - Data entry into QuickBooks - Creating financial statements and general bookkeeping/accounting work. - This position requires a strong bookkeeping background with recent job experience. Bookkeeper Required Skills: - Must know accounting principles really well. - Must be highly skilled in QuickBooks (debits, credits). - Must be efficient in MS Office, especially Excel (SUMIF, VLOOKUP). - Must be fluent in English, written and verbal. - Have excellent communication skills (written and verbal). - Must be organized. - Experience in administrative work is a plus. Please send us a resume.

3069 NE 183rd Ln, Aventura, FL 33160, USA

NOW HIRING: Office assistant64707733917827123

NOW HIRING: Office assistant

We are looking for a full time employee, with some accounting experience team player that can work with others. Bilingual is a must! Royal Trucking Express 19000 sw 192 St Miami, FL 33187 📞 Call for more info: Carlos Brugueras (786-251-7254) Se habla espanol

19406 SW 184th St, Miami, FL 33187, USA

Negotiable Salary

Bookkeeper & Adm. assistant (Downtown Miami)64707561906305124

Bookkeeper & Adm. assistant (Downtown Miami)

GENERAL STATEMENT OF DUTIES: Performs administrative duties Downtown Accounting office. This position performs a wide range of bookkeeping and office support activities for the President of the company. (Part-time or full-time options are available.) DUTIES AND RESPONSIBILITIES: The following duties and responsibilities are illustrative of the primary functions of this position and are not intended to be all-inclusive. This position may complete other duties as assigned. - Bookkeeping. - Administrative Support. DESIRED QUALIFICATIONS: Education and Experience Required: • Accounting and tax knowledge (students are ok). • Experience with Microsoft Office, QuickBooks desktop or QBO (students are ok). • Experience filing Individual and corporate Tax Returns. SALARY RANGE: $17 -$20 per hour depending experience.

3 NE 1st Ave, Miami, FL 33132, USA

Bookkeeper/Accounting Specialist Needed (Doral)64716618140547125

Bookkeeper/Accounting Specialist Needed (Doral)

We are seeking a detail-oriented and experienced Bookkeeper/Accounting Specialist to join our company. The ideal candidate will possess a strong background in accounting principles and practices, with proficiency in Quickbooks online accounting software 2-5 years . Job Responsibilities: - Maintain accurate and up-to-date financial records, including accounts payable/receivable and reconciliations such as bank accounts and credit card statements. -Prepare and maintain accurate journal entries to reflect financial transactions. - Oversee bill payments, monitor loan accounts, process invoices and payroll. -Making sure received orders are billed correctly to the clients. - Review and analyze financial statements to identify areas for optimization. -Maintain general ledger accounting to ensure all transactions are recorded accurately. -Sales Tax filing -Reporting monthly to Trade Manager about financial status of the company Skills and qualifications: • An Associate or bachelors degree in accounting or equivalent work experience. • Minimum of 2 years of practical experience with QuickBooks Online (required). • English is a must, Spanish is a plus • Good communication and organizational skills • Valid working permit is required.

1729 NW 84th Ave, Doral, FL 33126, USA

JOB OFFER: BILINGUAL ADMINISTRATIVE ASSISTANT / SECRETARY (HiALEAH)64707563615106126

JOB OFFER: BILINGUAL ADMINISTRATIVE ASSISTANT / SECRETARY (HiALEAH)

JOB OFFER: BILINGUAL ADMINISTRATIVE ASSISTANT / SECRETARY We are seeking a proactive and organized individual to join our construction company team in Hialeah, The role requires bilingual communication skills and basic accounting knowledge. Requirements: Language: Must be Bilingual (English/Spanish). Experience: Prior office experience is required. Skills: Proficiency in Microsoft Office, particularly Excel and general office basics. Accounting: Basic understanding of accounting principles/bookkeeping. Attributes: Detail-oriented, organized, and proactive attitude. Conditions: Training: Minimal initial training will be provided on our internal systems. Compensation: Competitive and based on experience. How to Apply schedule an interview.7868067437 tex send Resume

1100 W 48th St, Hialeah, FL 33012, USA

Negotiable Salary

TAX PREPARE NEEDED IN HIALEAH ... (HIALEAH, FL)64707561262851127

TAX PREPARE NEEDED IN HIALEAH ... (HIALEAH, FL)

Coming Up 2025 Tax Season !!! in (Hialeah) Compensation: $15.00 hr Employment type: Full-time Tax Preparers, Secretary and Marketing Specialists Needed in (Hialeah, FL) Job Title: Tax Preparers, Secretary and Marketing Specialists Job Type: Seasonal full time positions offered Pay Type: $15.00 hr Location: Hialeah, FL Our office is hiring for multiple positions. We are looking for energetic individuals, self motivated, career oriented that would like to earn a significant income from January through April. If you are interested and have no related experience, we do offer paid training. Requirements: • Tax preparation experience preferred but not required (We'll train you) • Basic computer skills in Windows 11 • Experience in Word, Excel and Outlook • Self motivated individual • Great customer service skills • Team player • Be able to follow instructions • Fast learner • Bilingual (English and Spanish) • Must have last two years of tax returns done • Have your own reliable vehicle Email your resume to the address provided, make sure to include your contact information. Type the word "Candidate" in the subject line of the email. • Principals only, recruiters please DO NOT contact this job poster • do NOT contact us with unsolicited services or offers

1100 W 48th St, Hialeah, FL 33012, USA

Searching for Life Insurance Agent - High PAY💰+ Training Provided64707560112002128

Searching for Life Insurance Agent - High PAY💰+ Training Provided

Looking for a Career with Purpose, Flexibility & Freedom? If you’ve been craving more time, more income, and more meaning in your work — this could be exactly what you’ve been searching for. Ask yourself 👇 ✅ Ready to start earning as soon as this week (or next)? ✅ Want an income that supports your family and your dreams? ✅ Craving freedom, flexibility, and time to actually enjoy life? ✅ Tired of building someone else’s dream instead of your own? ✅ Love the idea of working from anywhere — with a team that truly supports you? If you said “yes” (even once), keep reading! 💼 Step Into Financial Services We’re growing our team of Independent Life Insurance Agents — people who are motivated to learn, eager to grow, and ready to make an impact while being rewarded for their effort. ✨ What You’ll Love About This Opportunity: • No experience required — we train you from day one • Work fully remote (from your phone or laptop) • Part-time or full-time options available • Control your schedule — total flexibility • Build your own agency if you choose • Uncapped earning potential (yes, seriously!) 💰 Income Potential: • Part-Time (15–20 hrs/week): $2,000–$6,000+/month • Full-Time (35–45 hrs/week): $8,000–$15,000+/month ⚡ What Makes This Different: 🚫 No cold calling 🚫 No chasing family & friends 🚫 No MLM or pyramid setups 🚫 No hidden fees or quotas ✅ Pre-qualified warm leads only ✅ Commissions paid directly by carriers (often daily) ✅ Health insurance option available ✅ Fast promotions + leadership growth ✅ Ongoing mentorship & culture of support ✅ Incentive trips & recognition events 🚫 This Probably Isn’t for You If: • You can’t start within the next 1–2 weeks • You’re not willing to invest in your license (a few hundred dollars) • You’re looking for an hourly job or guaranteed salary • You want “easy money” or hate personal growth ✔️ You’ll Thrive Here If You: • Are self-motivated and love helping people • Are coachable, positive, and growth-minded • Want to build something meaningful — not just punch a clock • Already have (or are willing to get) your life insurance license • Value integrity, service, and ownership 📅 Ready to Take the Leap? We’re actively hiring and onboarding within the next 7–10 days! Schedule your interview here 👉 🔗 Book Your Interview Now https://calendly.com/maria-e-kelley2024/new-meeting 📌 A Quick Note: Please respect our time — be punctual, prepared, and let us know 24+ hours in advance if you need to reschedule. We can’t wait to meet you and help you build the career (and life) you’ve been dreaming of. 💫

13300 SW 10th St, Pembroke Pines, FL 33027, USA

$2,000-20,000/month

Tax Preparer / Analyst64707646324609129

Tax Preparer / Analyst

Position Summary: The Tax Analyst will be responsible for managing and preparing a large volume of personal and corporate tax returns. This is a demanding role that requires deep technical knowledge, outstanding organizational skills, and a strong sense of responsibility. In addition to tax preparation, this individual will oversee payroll processing, monthly and quarterly sales tax filings, supporting basic accounting tasks in QuickBooks, and any ad hoc request from management. Key Responsibilities: Prepare and file personal and corporate federal and state tax returns in an accurate and timely manner Process payroll for multiple clients Filing and remitting Sales and Use Tax Ensure all tax documents are compliant with current tax laws and regulations Collaborate with accounting staff to reconcile accounts and ensure financial data accuracy Maintain client files and ensure confidentiality of sensitive financial information Manage deadlines efficiently and prioritize a high volume of work during tax season Required Qualifications: Bilingual (English and Spanish) – Required High school Diploma Minimum 3 years of experience in tax preparation (personal and corporate) Proficiency with tax preparation software and QuickBooks (Online and Desktop) Experience processing payroll and Sales and Use Tax filings Strong understanding of U.S. tax codes and regulations High attention to detail and organizational skills Excellent communication and customer service skills Ability to work independently and manage multiple priorities Preferred Qualifications: Experience with foreign corporate tax preparation Accounting background and the ability to assist in general bookkeeping Knowledge of multi-state tax filings Prior experience working in a fast-paced accounting or tax office environment Position Summary: The Tax Analyst will be responsible for managing and preparing a large volume of personal and corporate tax returns. This is a demanding role that requires deep technical knowledge, outstanding organizational skills, and a strong sense of responsibility. In addition to tax preparation, this individual will oversee payroll processing, monthly and quarterly sales tax filings, supporting basic accounting tasks in QuickBooks, and any ad hoc request from management. Key Responsibilities: Prepare and file personal and corporate federal and state tax returns in an accurate and timely manner Process payroll for multiple clients Filing and remitting Sales and Use Tax Ensure all tax documents are compliant with current tax laws and regulations Collaborate with accounting staff to reconcile accounts and ensure financial data accuracy Maintain client files and ensure confidentiality of sensitive financial information Manage deadlines efficiently and prioritize a high volume of work during tax season Required Qualifications: Bilingual (English and Spanish) – Required High school Diploma Minimum 3 years of experience in tax preparation (personal and corporate) Proficiency with tax preparation software and QuickBooks (Online and Desktop) Experience processing payroll and Sales and Use Tax filings Strong understanding of U.S. tax codes and regulations High attention to detail and organizational skills Excellent communication and customer service skills Ability to work independently and manage multiple priorities Preferred Qualifications: Experience with foreign corporate tax preparation Accounting background and the ability to assist in general bookkeeping Knowledge of multi-state tax filings Prior experience working in a fast-paced accounting or tax office environment

5200 NW 21st St, Miami, FL 33122, USA

Bilingual Accounting Assistant (MIAMI)647075636567071210

Bilingual Accounting Assistant (MIAMI)

We are seeking a bilingual Spanish-English accounting assistant with basic accounting knowledge and skills to handle various software for a full-time position.

807 NW 137th Ave, Miami, FL 33182, USA

Entry Level Accounts Payable Specialist Wanted (Fort Lauderdale)647166194716171211

Entry Level Accounts Payable Specialist Wanted (Fort Lauderdale)

Pay: $17.00 - $20.00 per hour Job description: Entry Level Accounts Payable Specialist Wanted Location: Fort Lauderdale, 33315 Job Type: Full-Time About the Role: We are seeking an entry level Accounts Payable Specialist to join our team. This role is vital in ensuring vendor relationships and customer satisfaction are maintained with professionalism, accuracy, and efficiency. Key Responsibilities: Review statements/invoices for accuracy. Follow all policies and Procedures provided during training. Work with all departments to assure deadlines for payments are met timely. Process check, electronic and credit card payments to vendors. Verify all steps in the internal process are completed and accurate before submitting payment. Communicate with internal staff and vendors to resolve discrepancies or disputes. Keep up with a fast paced and high-volume work environment. What we are looking for: Strong multitasking abilities and attention to detail. Able to use Microsoft Office, including Word, Excel and Outlook. The ability to problem solve and communicate. Basic mathematics understanding and/or basic bookkeeping skills. Self-motivated with excellent organizational skills. Able working independently and as a team to complete daily tasks and deadlines. Certificates, Licenses, Registrations: Proof of eligibility to work in the United States. Schedule: Monday to Friday: 8:00 AM – 4:30 PM or 8:30 AM – 5:00 PM. Occasional flexibility to work outside regular hours during industry events. What We Offer: A dynamic and supportive work environment. Opportunities for growth and development. Annual Raises based on performance. How to Apply: If you meet these qualifications and are excited about the opportunity to contribute to a growing team, apply and send us your resume today! Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance Work Location: In person

211 SW 28th St, Fort Lauderdale, FL 33315, USA

Bookkeeper / Accountant with QBO Expertise - PART TIME or FULL TIME (Miami Beach)647166186428181212

Bookkeeper / Accountant with QBO Expertise - PART TIME or FULL TIME (Miami Beach)

About the Role We’re a boutique hotel looking for a detail-oriented Bookkeeper / Accountant with a strong accounting background and advanced QuickBooks Online (QBO) skills. This role is perfect for someone who thrives in both structured accounting work and problem-solving, with the flexibility to work onsite in Miami Beach and remotely as needed. ALL APPLICANTS MUST PUT THEIR BIO AND COVER NOTE IN THE BODY OF THE EMAIL AS ATTACHMENTS MAY NOT BE OPENED. Key Responsibilities • Accounts Receivable & Payable o Process customer invoices accurately and on time o Manage vendor bills, approvals, and ensure timely payments o Adjusting invoices incorrectly paid to an inter-related company • Bank Feeds & Automation o Set up and maintain bank feeds o Import transactions and create bank rules for automation o Review coding for accuracy and exceptions o Reconcile bank, credit card, and clearing accounts monthly • Accounting & Reporting o Reconcile accounts to keep books current and accurate o Ensure transactions are correctly reflected in both the P&L and Balance Sheet o Maintain and update Products & Service Codes in QBO for accurate reporting o Support month-end close and reporting tasks o Prepare reconciliations for AR/AP, payroll liabilities, intercompany balances, and other balance sheet accounts o Analyze F&B performance o Calculate ADR/RevPAR, other KPIs • Intercompany Transactions o Record intercompany charges, reimbursements, and transfers o Reconcile due-to/due-from accounts monthly across entities o Investigate and resolve variances promptly • Systems & Process Development o Implement best practices for QBO setup and automation o Create and maintain SOPs (standard operating procedures) o Provide management with checklists and reporting tools for financial clarity • Interface with Investors and Senior Management Requirements • Strong accounting background with understanding of AR, AP, Balance Sheet, and P&L • Advanced QuickBooks Online experience (must be proficient with complex transactions) • Experience handling partial payments, security deposits, job costing, and billable expenses • Ability to work independently, problem-solve, and maintain attention to detail • Excellent communication skills to work with both internal teams and clients Preferred • Accounting degree or equivalent experience • Prior experience as a bookkeeper or accountant • Knowledge of intercompany accounting and reconciliations • Familiarity with automation tools (bank rules, recurring templates, imports).

2301 Collins Ave, Miami Beach, FL 33139, USA

Negotiable Salary

Staff Accountant- Bookkeeping (Fort Lauderdale)647077329571851213

Staff Accountant- Bookkeeping (Fort Lauderdale)

Currently seeking a staff accountant with bookkeeping and tax preparation experience to join our team. This is a great opportunity to gain hands-on experience in a professional accounting environment. We are a small boutique CPA Firm located in downtown Fort Lauderdale. Must be proficient in Tax Preparation, have experience with QuickBooks and Excel. You will be assisting the Partner and Staff Person with a lot of basic work, no set responsibilities, just a variety of interesting work. Please indicate your availability when applying. Send Resume and requested compensation. No remote, in office work. Indicate whether you are seeking a full-time or part-time position. If part time, please advise what days and hours you are available? We look forward to reviewing your application.

1548 SE 14th St, Fort Lauderdale, FL 33316, USA

Negotiable Salary

Licensed Life Insurance Agents-Up to 100% Commission-Remote FLORIDA (Fort Lauderdale)647076470814741214

Licensed Life Insurance Agents-Up to 100% Commission-Remote FLORIDA (Fort Lauderdale)

We are actively recruiting currently licensed life insurance agents for a remote, commission-based production opportunity. This position offers up to 100% commission based on contract level and production. This role is designed for experienced, motivated agents who want strong mentorship, flexibility, and the ability to scale income without artificial caps. Schedule an Interview: https://calendly.com/jeffnjoseph/licensed-agent-interview What We Offer Up to 100% commission-based compensation Work-from-home / remote flexibility Higher contract levels for proven producers Lead generation guidance available One-on-one mentorship from agency leadership Ability to build and retain your own book of business Advancement into agency ownership opportunities Primary Responsibilities Conduct virtual consultations with clients Assess life insurance needs and present appropriate coverage Submit applications and manage active cases Maintain compliance with all licensing requirements Follow ethical sales standards and agency guidelines Build and maintain long-term client relationships Required Qualifications Active life insurance license (REQUIRED) Strong communication and presentation skills Self-motivated and performance driven Professional, ethical sales approach Reliable phone, computer, and internet access Ability to thrive in a fully remote environment Compensation Disclosure This is a 1099 independent contractor position. Compensation is commission-only and based on production. How to Apply Licensed agents may schedule a confidential interview using the link below: https://calendly.com/jeffnjoseph/licensed-agent-interview

101 SE 15th Ave, Fort Lauderdale, FL 33301, USA

Negotiable Salary

Bilingual Secretary (Fort Lauderdale)647075635086091215

Bilingual Secretary (Fort Lauderdale)

Our Tax office is looking for an experienced office Secretary that is capable of handling high volumes of phone calls as well as completing data entry tasks. We want motivated, career-driven, and dedicated individuals to be a part of our team. We aim to provide excellent customer service to our clients, to ensure the client’s satisfaction is met. We provide a comfortable and well-equipped environment for our staff. Office Hours (Monday, Tuesday, Thursday and Friday) 9 TO am 5pm (Wednesday and Saturday) 10am-2pm Position Starts Monday January 5th Closed on Sundays Responsibilities: Greet and welcome clients that come to the office Answer, screen, follow up and forward all incoming phone calls Schedule client's appointments based on availability Ensure the reception area is kept clean Provide accurate information in person and via phone/email Enter data entry into the tax software Maintain office security by following safety procedures Perform other clerical receptionist duties such as filing, photocopying, printing, and faxing Requirements: Fluent in English and Spanish written and oral Work experience as a receptionist, customer service rep, or similar role Proficiency in Microsoft Office Suite Hands-on experience with office equipment (e.g. fax machines and printers) Professional attitude and appearance Must be able to obtain IRS Ptin (Have to have filed previous year taxes) Ability to be resourceful and proactive when issues arise Excellent multitasking and time management skills with the ability to prioritize effectively Excellent customer service skills Able to work on your own initiative

101 SE 15th Ave, Fort Lauderdale, FL 33301, USA

TAX PREPARE WITH EXPERINCE647075609925141216

TAX PREPARE WITH EXPERINCE

WE ARE LOOKING FOR GIRS NEAR BY LAUDERHILL WITH TAX PREPARATION EXPERIENCE , WE WILL PROVIDE OFFICE AND SOFTWARE TO WORK BY COMMISSION $$$$. A GOOD TIME TO MAKE A GOOD MONEY IF YOU HAVE CLIENTS WE WILL GET YOU A GOOD PERCENTAJE

2324 NW 13th Ct, Fort Lauderdale, FL 33311, USA

Negotiable Salary

FP&A Analyst638470720380191217

Neon Flux is a next-generation growth strategy and performance marketing partner helping consumer brands scale across digital channels. As we expand, we're seeking a highly analytical, strategic, and entrepreneurial FP&A Analyst to join our Strategy and Finance teams and work directly with our Chief Strategy Officer. This is a high-impact role designed for someone who thrives at the intersection of finance, growth strategy, and storytelling. You’ll help shape the future of our client partnerships and the agency’s internal forecasting by turning numbers into clear, actionable narratives. Key Responsibilities 1. New Client Diligence & Forecasting Evaluate financial and performance data of prospective clients across eCommerce, retail, and DTC channels. Build dynamic financial models to forecast ROI, CAC, LTV, media efficiency, and scale potential. Assist the Sales Team in creating deal proposals to support new client acquisition and close rate. Collaborate with Growth, Creative, and Marketing teams to align assumptions with campaign levers. 2. Ongoing Client Performance Tracking Own and maintain “Budget vs. Actual” tracking models for active clients. Monitor key performance indicators (KPI), paid media spend, revenue targets, and contribution margins. Flag early indicators of underperformance and support the strategy team in recommending course corrections. Analyze seasonal trends, marketing mix effectiveness, and cohort behavior across channels. 3. Internal Agency Forecasting Consolidate client-level forecasts into a master agency revenue and margin model. Partner with the CSO and finance team to track how client budgets impact Modern Agency’s internal P&L. Support capacity planning and hiring roadmap based on client pipeline and budget shifts. Proactively identify risks and opportunities across the client portfolio. Requirements 2–4 years of experience in FP&A, investment banking, management consulting, or strategic finance, with exposure to eCommerce or digital marketing Strong Excel/Google Sheets modeling skills Ability to distill complex financial data into clear, strategic insights for non-financial stakeholders Exceptional attention to detail, but also capable of zooming out and identifying macro-level trends Comfortable working in a fast-paced, remote-first startup environment Familiarity with DTC metrics (CAC, LTV, MER, retention curves, etc.) and ad platform data (Meta, TikTok, Google) Benefits Direct mentorship from agency leadership The opportunity to shape the financial strategy of some of the most exciting consumer brands Competitive salary and performance bonus Entrepreneurial team culture and office environment Exposure to top-tier operators across eCommerce, paid media, and venture-backed growth

Negotiable Salary

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