Senior Financial Solutions Advisor
**MUST RESIDE IN THE ATLANTA, GA AREA** Work at Home Opportunity
Senior Financial Solutions Advisor - Full-time
BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Financial Specialists. We are a fast-paced team of high performers that work extremely hard but also know how to have a great time. Culture is a top priority and our values are lived out daily.
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Below are the position requirements.
Job purpose
The Senior Financial Solutions Advisor is an executive-level, consultative sales professional responsible for diagnosing a company’s financial reality and designing the right outsourced financial leadership solution.
This role is built for experienced CFOs, Controllers, and senior finance leaders who love strategy and are energized by closing deals, driving growth, and winning.
The Senior Financial Solutions Advisor will act as a trusted financial advisor in the sales process, helping founders and executive teams uncover cash flow issues, operational gaps, and growth blockers, then guiding them into the right financial solution.
This is a revenue-generating sales role, not a delivery position. You will not manage client books or provide ongoing advisory services post-sale. Your focus is on accurate diagnosis, right-fit solution design, and closing high-value, recurring engagements.
Duties and responsibilities
As a BELAY Corporate Team member, you will professionally represent the company in all virtual and in-person interactions. You are expected to exemplify our mission, vision and core values daily, fostering a collaborative and positive team environment.
Executive-Level Discovery & Financial Diagnosis
- Lead high-impact discovery conversations with founders, CEOs, COOs, and finance leaders
- Rapidly assess financial maturity, complexity, and operational gaps
- Diagnose:
- Cash flow constraints and profitability leaks
- Missing financial systems and reporting
- Growth blockers tied to financial infrastructure
- Identify the appropriate level of support across:
- Hourly accounting and clerical support
- Dedicated one-to-one bookkeeping
- Full outsourced accounting teams (Accountant, Controller, CFO)
- Fractional CFO and strategic advisory services
Solution Design & Deal Ownership
- Architect customized Financial Solutions packages aligned to each client’s growth stage and complexity
- Own the full sales cycle from discovery through proposal, negotiation, and close
- Confidently manage larger, more complex deal sizes and multi-stakeholder buying groups
- Clearly articulate scope, outcomes, and value, setting accurate expectations for delivery teams
- Close high-value, recurring service engagements
Revenue Growth & Sales Excellence
- Convert inbound and SDR-qualified opportunities into high-quality consultative sales engagements
- Apply financial expertise to increase close rates, deal size, and solution mix
- Partner with marketing, SDRs, and sales leadership to improve qualification and opportunity quality
- Maintain accurate CRM documentation, forecasting, and pipeline management
- Collaborate with leadership on go-to-market strategy and growth initiatives
Qualifications
This role requires a motivated and trustworthy self-starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well-organized and ready to roll up their sleeves to get the job done!
Experience & Background
- 10+ years of progressive finance leadership experience, including one or more of:
- Chief Financial Officer (CFO)
- Controller
- VP of Finance
- Senior Finance Director
- Deep understanding of:
- Accounting operations
- Financial reporting
- Cash flow management
- Budgeting and forecasting
- Financial strategy and business modeling
- Experience supporting small to mid-market businesses; multi-entity and enterprise experience is a plus
- Prior experience in advisory, consulting, professional services, or complex solution selling strongly preferred
Sales Mindset & Competencies
- Energized by selling, closing, and driving revenue, not just advising
- Strong consultative selling and discovery skills
- Ability to translate complex financial concepts into clear, business-focused language
- Comfort managing longer, more complex sales cycles
- High attention to detail in scoping and expectation-setting
- Strong judgment with a client-first, accuracy-driven mindset
- Builder mentality, competitive, accountable, and ownership-oriented
Working conditions
BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time/part-time, exempt/non-exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.
Physical requirements
This position does not have any physical requirements at this time.
Direct reports
N/A
DISCLAIMER: We’ve recently seen job postings claiming to be from BELAY that aren’t affiliated with our company. Please be sure to only apply to our positions on https://belaysolutions.com/jobs/ and only reply to emails ending in @belaysolutions.com.