We are seeking a Finance Manager to support the organization’s financial structure, planning, and internal decision-making. This role centers on managing financial data, tracking performance, and ensuring accurate reporting to support sustainable growth. The Finance Manager works closely with leadership to monitor budgets, analyze trends, and improve financial processes. Working with clients, this position focuses on operational clarity, strategic insight, and disciplined financial management. This opportunity is well-suited for individuals who are analytical, organized, and comfortable working with numbers, systems, and people. Attention to detail, accountability, and the ability to translate data into insight are key to success. The role offers long-term career development, increasing responsibility over time, and the opportunity to grow alongside a scaling organization. Responsibilities: • Meet with clients via Zoom or phone • Review financial information and goals • Educate clients on financial and protection strategies • Follow established systems and processes • Maintain basic documentation and follow-up Qualifications: • Strong communication and organizational skills • Coachable and willing to learn • Self-motivated and reliable • Finance, sales, or customer-facing experience a plus (not required) • Willingness to obtain required licensing if applicable (training provided) Compensation: $80,000 - $100,000 yearly

• Meet with clients via Zoom or phone • Review financial information and goals • Educate clients on financial and protection strategies • Follow established systems and processes • Maintain basic documentation and follow-up