BDR, Inc.
  • Profit Coach
  • $45,000-$65,000 DOE
  • Base + Commission
  • Full Time

Full Benefits


Business Development Resources (BDR) is the premier provider of business training and coaching services to HVAC contractors. Our goal is simple: empower our clients with our industry experience and information to give them the knowledge and skills they need to drive profit and growth in their business. We are currently looking for a Financial/QuickBooks Advisor to assist our clients with accurate financial reporting within the skilled trades industry.

Job Title: Financial/QuickBooks Advisor

Work Hours: 7:00 am to 4:00 pm, Monday through Friday, some weeknights and some weekends. Overnight travel 1-2 times per month also required. 

Location: Remote!

Pay Scale: $45,000-$65,000 DOE. Additional opportunity to earn bonuses and spiffs!

Primary Job Function: 

  • To assist in delivery of quality coaching to our clients based upon the BDR core principles and ideologies empowering our clients to drive profit and growth in their businesses.
  • To empower our clients with knowledge and understanding necessary to produce accurate and timely reports necessary for the leadership team to drive profit and growth.
  • Examine, analyze and interpret accounting records for the purpose of giving advice including systems of recording costs or other financial and budgetary data.
  • Recommend process improvements to clients and /or additional training where needed for staff to help reduce time needed to perform services
  • Reviews Financial statements for accuracy and completeness
  • Write clear and concise business case studies, ROI Reports and Improvement results along with opportunity dollars based on successful adaptation and implementation.
  • Attend client events as directed

Reports to: Sr Financial Coach

Required Qualifications:

  • Previous Bookkeeper/Controller experience
  • A minimum of 2 years customer service experience or equivalent education
  • A minimum of 4 years financial accounting experience or equivalent education
  • A minimum of 2 years accounting software experience and complete understanding of internal workings of accounting software
  • Proficient in various accounting software programs including QuickBooks, Microsoft Outlook, Word, Excel and PowerPoint. 
  • Strong communication skills, verbally and in writing
  • Quality phone presence

 

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