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Ambrook

Account Manager, CPA/CFP – Contract

Ambrook

. Advise a portfolio of complex farms, ranches, construction companies, and other Full Service businesses .

Posted 10/15/2026contractRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong bookkeeping and accounting expertise, with a focus on FP&A, tax, and strategic finance. Capable of translating complex financial data into actionable insights for diverse businesses, while fostering trust and effective communication with clients.

Highest-signal resume keywords
BookkeepingAccountingFP&AStrategic FinanceTax

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisData StructuringReport DevelopmentAnalytical ToolsProcess Improvement
Soft Skills
Patient CommunicationTrust-BuildingAttention to DetailCuriosity
Industry Keywords
Full Service BusinessesAgricultureFamily BusinessesStartup FinanceFinancial Insights

About the role

Key responsibilities & impact
  • Advise a portfolio of complex farms, ranches, construction companies, and other Full Service businesses
  • Help customers turn varied financial data into clean books and actionable financial insights
  • Support customers with onboarding and strategic financial decision-making
  • Own end-to-end relationships for a portfolio of Full Service customers
  • Untangle existing books and structure finances around customers’ target insights
  • Identify and build product changes, process improvements, and internal tooling
  • Surface customer-work patterns to Product, Design, and Engineering
  • Help develop reports and analytical tools that scale across the customer base
  • Shadow advisory calls and begin supporting a book of business
  • Contribute to Ambrook’s mission of helping American family-run businesses become more profitable and resilient

Requirements

What you’ll need
  • Strong bookkeeping or accounting background, including FP&A, tax, strategic finance, or startup finance experience
  • Fluency in accounting concepts and their practical application across a variety of businesses
  • Ability to explain accounting topics clearly to non-accounting audiences
  • Patient, trust-building communication style
  • Proactive attention to detail
  • Comfort with the pace and intensity of a startup
  • Curiosity about agriculture, family businesses, and the real economy
  • Availability during typical business hours across US time zones
  • Authorization to work in the United States for any employer
  • No visa sponsorship requirement now or in the future

Benefits

Comp & perks
  • Contract role targeting 40 hours per week, flexible for part-time (20–30 hours) for the right candidate
  • Flexible hours
  • Asynchronous work outside customer meetings whenever works for your schedule
  • Remote work within the US