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Client Accounting Manager

MoFi in Missoula, MT, USA


$60,000 to $65,000 Annually

Benefits Offered

401K, Dental, Life, Medical, Vision

Employment Type


Why Work Here?

“MoFi offers great benefits, opportunities for growth, and a fun company culture.”

We are seeking a Client Accounting Manager to join our team!


MoFi provides entrepreneurs and business owners with business financing when they are not eligible for financing at a bank. MoFi’s clients are low wealth, low income, lacking in assets, and/or starting a new business—but within 36 months, most of MoFi’s clients are eligible for a bank loan. In order to help our loan clients build their businesses, increase profitability, and eventually get refinanced, we provide accounting assistance and financial management consulting.

This position works with clients across our portfolio to help them build and understand their financial systems. You will be responsible for working with clients to create managerial financial statements so that they can increase their profitability and cashflow, increase their net worth, and build personal credit. MoFi provides 1:1 consulting services over the life of the loan to improve our clients’ financial stability and help them access the financial mainstream.


1. Support clients with Financial Management:

  • Work with borrowers to setup accounting systems, usually consisting of creating a simple and effective chart of accounts, recording opening balance journal entries, and connecting bank feeds and third-party applications to the accounting software
  • Recommend appropriate software and subscription levels depending on the nature and size of a client’s business
  • Provide resources and training that increase the client’s ability to take ownership of financial management
  • Provide on-going accounting and finance support related to handling unique and/or non-routine transactions, recommending software solutions and troubleshooting problems, tracking sales and payroll tax, and other bookkeeping tasks
    Advise clients on general business questions, including pricing strategy, vendor relationships, and cash management.
  • Work with clients to develop financial dashboards and metrics so that they can successfully monitor their business financial health
  • Meet with clients regularly to maintain and develop working relationship and efficiently address any client concerns

2. Assist Consulting Services Team with monitoring financial performance of clients:

  • Review client financials to ensure completeness and accuracy
  • Monitor client health by analyzing profitability, debt service, and liquidity
  • Advise clients experiencing negative trends on how to improve business operations
  • Work with the consulting team to accomplish annual work plan goals and targets

3. Help Consulting Services Team ensure clients obtain re-financing:

  • Create an action plan with measurable targets that, when met, indicate client eligibility for re-financing
  • Implement action plan and ensure clients are taking steps to achieve agreed-upon targets
  • Facilitate client and banker relationships that will be utilized when clients are ready to be re-financed


  • CPA required
  • 2-4 years of public accounting experience, ideally in audit
  • Proficient with Quickbooks or a demonstrated ability to learn and use accounting software
  • Excellent team player with humility, flexibility, and collaborative nature
  • Excellent written and verbal communication skills
  • Detail oriented and strong organizational skills

About MoFi:

MoFi provides financing and consulting to entrepreneurs and small business owners across Northern Rockies, as well as affordable housing solutions. We continue to expand our services where needed while staying true to our mission of transforming lives and strengthening community prosperity.

Company website:

Company address: 229 E. Main Street Missoula, MT

Posted date: 13 days ago

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