Teams at Business Financial Group

Own B2B cold email lead-generation campaigns for U.S. businesses, including strategy, prospect targeting, campaign setup, sequencing, testing, deliverability, compliance, reporting, and CRM attribution. The role uses Instantly, Seamless AI, Inframail, and Zoho CRM to generate qualified leads and booked sales meetings. Responsibilities also include list validation, reply routing, KPI reporting, SOP development, and training internal staff.

Plan, launch, manage, and optimize Google and Meta advertising campaigns for tax, accounting, and financial services. Write direct-response ad and landing-page copy, conduct audience and keyword research, improve conversion rates, configure tracking, coordinate CRM attribution, analyze lead quality and acquisition costs, manage budgets, and deliver performance reports. The role requires independently driving qualified leads, consultations, and acquired clients through measurable paid-media strategies.

Provides fractional CFO advisory support focused on weekly cash flow oversight, liquidity planning, forecasting reliability, variance analysis, financing support, and management recommendations. Reviews financial data in Clockwork and QuickBooks Online, prepares cash flow and lender reporting packages, tracks financial actions, and leads recurring cash flow discussions while coordinating with the partner firm, controller, and client accounting team.