Kpi Development Finance Jobs

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30d ago

Finance Partner

Cornerstone Finance Remote 🌍 Remote

Remote

30d ago Closed

$40 - $75/hr Full time Accounting Accounting Operations Accounting Software

This position is no longer accepting applications (closed Sep 12, 2026).

Job Description

Cornerstone Finance is seeking experienced Finance Partners to act as trusted financial and strategic leaders for a portfolio of startup and small business clients. The role combines relationship ownership with advisory support, helping clients translate financial information into clear actions while coordinating with Cornerstone specialists as needs evolve.

Role Responsibilities

Serve as the primary financial leader and trusted advisor for a portfolio of startup and small business clients
Build strong relationships with business owners and leadership teams by understanding business goals, challenges, and opportunities
Own the overall financial health of client relationships, including financial reporting, forecasting, budgeting, cash flow management, KPI development, and financial decision support
Provide leadership and oversight across accounting, bookkeeping, payroll, tax, and other financial functions, working with Cornerstone specialists and client team members
Translate financial information into practical insights and recommendations that business owners can understand and act upon
Support strategic planning by helping clients establish priorities, goals, financial plans, and actionable roadmaps
Proactively identify risks, opportunities, and areas where Cornerstone can help improve business performance
Step beyond a traditional finance scope when appropriate, supporting challenges involving operations, systems, people, pricing, processes, and strategy
Help business owners evaluate important decisions using both financial and broader business perspectives
Coordinate Cornerstone’s broader team and resources to deliver proactive, integrated support
Hold clients and internal team members accountable to agreed-upon priorities, commitments, and action items
Continuously develop capabilities as a financial leader and strategic advisor
Proactively contribute ideas to improve Cornerstone’s services, systems, and methodologies
Model Cornerstone’s values and encourage clients to build financially healthy, sustainable businesses that honor people and stakeholders

Required Qualifications

5+ years of relevant experience in finance, accounting, FP&A, financial consulting, controllership, CFO advisory, or a related field
Strong understanding of financial statements, accounting principles, budgeting, forecasting, cash flow, and financial analysis
Experience working directly with business owners, executives, clients, or other senior stakeholders
Ability to analyze a business, identify key issues, and translate financial information into actionable recommendations
Comfort operating in entrepreneurial environments where responsibilities may extend beyond a narrowly defined finance role
Strong written and verbal communication skills
Strong financial modeling and spreadsheet skills
Comfort learning and using multiple systems, including Google Workspace, QuickBooks Online, Reach Reporting, Bill.com, Gusto, and related small business technology
Bachelor’s degree in accounting, finance, economics, business, or a related field (preferred)
CPA, CMA, MBA, or other relevant professional credentials are a plus but not required
Experience with startups, small businesses, consulting, professional services, Big Four/public accounting, corporate FP&A, or entrepreneurial environments is a plus

Performance Expectations

Build strong, trusted relationships with clients and become someone business owners value having alongside them
Take ownership of client outcomes rather than only completing assigned deliverables
Demonstrate strong engagement and team presence, including proactive communication, transparency, kindness, and professionalism
Think proactively by identifying issues, opportunities, and next steps without waiting for direction
Develop a deep understanding of each client’s business beyond financial statements
Prepare for client and internal meetings and follow through on commitments and action items
Communicate clearly and proactively when expectations, timelines, or availability change
Maintain appropriate availability during US ET working hours for scheduled client and team commitments unless otherwise agreed
Keep client plans, project management systems, financial tools, and other relevant materials reasonably current
Collaborate with accountants, bookkeepers, tax professionals, analysts, and other Cornerstone team members
Exercise sound judgment, confidentiality, and integrity when advising business owners and handling sensitive information
Take ownership of work by leading, acting proactively, moving with urgency, communicating clearly, and continuously improving

Key Skills, Knowledge & Abilities

Strong financial and analytical capabilities
Business and strategic acumen
Excellent problem-solving and decision-making skills
Executive-level communication and relationship-building ability
Ability to simplify complex financial concepts for entrepreneurs and non-financial leaders
Curiosity and willingness to understand all aspects of a client’s business
High degree of ownership, initiative, and personal accountability
Ability to influence and lead without relying on formal authority
Strong organizational and time-management skills
Comfort managing multiple client relationships and competing priorities
Entrepreneurial mindset and comfort operating in environments that are still being built
Humility and willingness to learn, receive feedback, and collaborate with specialists
High standards of confidentiality and integrity
Strong alignment with Cornerstone’s values and commitment to serving clients, employees, and other stakeholders well

Location

Remote (remote)

Compensation

Variable compensation based on client portfolio and level of responsibility
Designed to allow Finance Partners to begin with a limited number of clients and grow their portfolio, income, and responsibilities over time
$40 - $75 per hour

Technologies

Google Workspace
QuickBooks Online
Reach Reporting
Bill.com
Gusto
Spreadsheets

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