Financial Coach Role
We are on a mission to empower trade business owners with the knowledge and skills they need to manage their finances effectively.
This is an exciting opportunity for a skilled financial coach to join our team and help tradies gain control of their numbers, leading to increased profitability and reduced stress.
Your role will involve working closely with our members to build their financial capability and provide guidance on better decision-making.
You will also be responsible for creating practical tools and templates that our members can use immediately, such as pricing and costing calculators, cashflow trackers, and dashboard/report packs.
In addition, you will co-deliver high-value Masterclasses and contribute to scalable learning content, collaborating with fellow coaches and our content/delivery team to share insights and lift member outcomes.
Other responsibilities include supporting live member events and online workshops, engaging in our app community to answer questions and point members to the right tools and learning, and providing expertise on topics such as cashflow management, navigating payment terms, processes and systems, debt management, managing and increasing profit, cost of hiring, billable hours, impact of efficiency, customising reports, and accounting software.
Requirements:
* Strong grounding in management accounting and accounting/finance credentials: CA/CPA or equivalent tertiary qualifications.
* Coaching capability: simplify complexity, meet people where they're at, and turn insight into action.
* Tech comfort: cloud accounting, spreadsheets, and learning new tools quickly.
* Values & vibe: no ego, straight talk, practical, action-focused, generous with your know-how.