Financial Client Advisor at Oasis Outsourcing

This role focuses on reviewing financial statements, advising clients on business performance, providing training to bookkeepers, and ensuring overall financial health. It's a consultative position rather than a managerial one, emphasizing client interaction, problem-solving, and financial guidance.

Responsibilities:

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• Review reporting packets prepared by bookkeepers
  
  
• Hold consultations with clients to review the business's performance and give guidance/counsel on things the business can do
  
  
• If there are issues that need to be corrected with the financials or new processes, train the bookkeeper to do that
  
  

Required Hard & Soft Skills:

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• Excellent at financial statement analysis since one will be advising clients on things to consider doing or stopping to improve business performance
  
  
• Proficient with QuickBooks Online
  
  

Desired Hard & Soft Skills

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• loves working with people
  
  
• enjoys training
  
  
• enjoys solving problems and advising clients