ProfitCoach

Boost your Financial Performance through Operations Insights!

Financial Performance Coach

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 11-50Since 2019H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

3 days ago

Salary

$70K - $100K / year

English

Job Description

• Provide the ProfitCoach Experience (Owning the Outcome, Ease of Doing Business, and Extraordinary Service) through coaching conversations that facilitate client commitment and change toward building highly profitable, self-managing PM companies resulting in greater entrepreneurial freedom for PC clients. • Partner with the ProfitCoach Data Team to ensure timely setup of client dashboards and forecasts • Review client dashboards and forecasts to understand structure, assumptions, and client-specific nuances • Develop fluency in interpreting financial data in preparation for coaching conversations • Build working knowledge of NARPM Accounting Standards, metrics, and benchmarks • Develop mastery over time of the ProfitCoach ProfitScore dashboard and underlying drivers • Learn to customize and adjust client forecasts in real time with increasing confidence and speed • Execute pre-call preparation and post-call follow-up with consistency and discipline • Conduct coaching calls using ProfitCoach methodologies and question-based communication, guiding clients toward self-discovery, clarity, and commitment • Provide timely, accurate, and relational client support via email, phone, or Zoom • Contribute ideas and feedback toward the evolution of ProfitCoach coaching tools, content, and methodologies • Actively participate in training, peer learning, and continuous improvement initiatives • Assist tenured coaches during the training phase with inbox management, drafting client responses, and calendar management

Job Requirements

  • A strong cultural fit marked by ownership, humility, initiative, and collaboration
  • A self-starting mindset with the ability to move work forward without constant direction
  • Coaching intuition or a clear aptitude for coaching conversations and client guidance
  • Financial confidence and curiosity, with the ability to work fluidly in spreadsheets, model scenarios, and interpret financial statements in real time
  • The capacity to identify patterns, ask sharp questions, and work toward root causes
  • Comfort engaging business owners and professionals, even while continuing to grow your expertise
  • A bias toward action, learning, and improvement in fast-paced environments
  • Clear and professional communication skills, both verbal and written
  • Strong organizational skills and the ability to manage multiple priorities effectively
  • High comfort with technology and the ability to quickly learn new tools and systems
  • Exposure to leadership, management, or advisory roles (strongly valued)

Benefits

  • Salary
  • PTO
  • Health stipend

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