Fractional CFO / CPA for Introductions

About This Role

This full-time remote role involves identifying and introducing qualified businesses to the Employer Health Program (EHP). Utilize financial expertise to highlight cost-reduction opportunities, provide guidance to clients, and maintain professional communication to support strategic relationships.

Responsibilities

• Identify and introduce qualified businesses to the Employer Health Program (EHP)
• Utilize financial expertise to highlight cost-reduction opportunities
• Provide guidance to clients
• Maintain professional communication with participating companies
• Focus on creating strategic relationships and supporting clients

Requirements

• Proficiency in Financial Planning and Financial Statements preparation
• Strong skills in Finance and Financial Reporting
• Excellent Analytical Skills to assess client needs and opportunities
• Bachelor’s degree in Finance, Accounting, or a related field
• Strong communication and interpersonal skills to build lasting client relationships
• Ability to work independently in a remote environment

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field

Nice to Have

• Knowledge of employer health programs or tax benefit strategies

Certifications