Advisor

Advisor Position At Upsourced

Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. We combine strong accounting fundamentals with great technology, clear processes, and real financial leadership. Our goal is simple: give our clients clarity and confidence, and give our team a place where smart people can do their best work without burning out.

We move fast. We try new things. We work with interesting businesses. And we don't believe in busy season.

The Role

An Advisor at Upsourced is the financial partner to our clients - functionally, their CFO.

You are the person who turns financials into decisions, and data into direction. You lead client conversations, explain what the numbers mean, and help business owners decide how to grow, invest, hire, and build sustainable, profitable companies.

You don't report on the past - you help shape the future.

What You'll Do

• Serve as the primary financial advisor for 812 growing agency clients
• Lead recurring client meetings focused on:
• Performance vs goals
• Cash flow and profitability
• Growth and hiring decisions
• Interpret financials, KPIs, and forecasts prepared by team members
• Provide clear recommendations based on data and business context
• Build strong, trusted relationships with founders and leadership teams
• Partner with senior firm and client leaders on higher-level strategy and portfolio priorities
• Ensure clients feel supported, informed, and confident

What We're Looking For

• 5+ years of experience in public accounting, consulting, or financial leadership
• Strong understanding of financial statements, KPIs, and business performance
• Excellent communication skills - you can explain complex things simply
• Comfort in client conversations and decision-making environments
• Curiosity about how businesses actually work, not just how they report
• Desire to move beyond accounting into real advisory
• CPA or CPA-track is a strong plus

Compensation & Benefits

• Competitive base salary aligned to role and experience
• Performance-based raises and promotion opportunities
• Medical, dental, and vision insurance
• 401(k) retirement plan - 4% match
• Paid parental leave
• Company-paid laptop and home office setup
• Unlimited paid time off we care about results, not clock-watching
• Paid holidays
• Hybrid and remote-friendly work environment