<p>We are looking for an experienced finance leader to guide strategic planning, oversee core accounting operations, and strengthen the organization’s overall financial performance. This role is ideal for someone who can balance high-level financial direction with hands-on oversight of reporting, forecasting, and budgeting activities. The successful candidate will partner with executive leadership to support sound decision-making, improve financial visibility, and maintain disciplined fiscal management across the business.</p><p><br></p><p>This opportunity comes with medical, HSA, dental/vision, 401k match, unlimited PTO, discretionary bonus, and more!</p><p><br></p><p>If interested or you would like to have a private conversation, please reach out on LinkedIn @ Jordan Docken.</p>
<p><strong>Position Summary</strong></p><p>We are seeking a relationship-driven <strong>Financial Coach</strong> to help individuals better understand their financial habits, budgeting behaviors, and the tools and resources available to support their goals. This is <strong>not</strong> a financial advisor role. Instead of directing people on what to do with their money, this position focuses on education, behavior-based coaching, and building confidence.</p><p><strong>Key Responsibilities</strong></p><ul><li>Conduct one-on-one financial coaching sessions using a supportive, nonjudgmental approach</li><li>Help individuals build a clear picture of where their money is going and identify opportunities to move more spending toward savings</li><li>Guide clients through a three-session coaching experience, with the first session focused on creating a visual snapshot of spending and financial habits</li><li>Build trust and rapport quickly during 60-minute sessions where clients may share personal financial information</li><li>Personalize coaching conversations based on each individual’s needs and goals</li><li>Educate clients on available financial tools, resources, and support options</li><li>Promote awareness of coaching services and related offerings through outreach and lead generation efforts</li><li>Support pilot programs and ongoing improvements to the coaching experience</li></ul><p><br></p>