Full-Time Senior Financial Advisor & Personal/Business Finance Manager

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TYPE OF WORK

Full Time

SALARY

$1,105.00

HOURS PER WEEK

40

DATE UPDATED

Jul 7, 2026

JOB OVERVIEW

TOP REQUIREMENTS (Highest Priority)

We are seeking a highly experienced Senior Financial Advisor to work directly with Krystal and DJ, overseeing every aspect of their personal and business finances.

The ideal candidate MUST have:

Proven experience working with large corporate organizations and directly supporting CEOs, founders, and other C-level executives. (This is the single most important qualification.)
Minimum of 20+ years of experience in banking, finance, accounting, or financial services.
An older, seasoned financial professional with a long, stable, and successful career.
Extensive experience in banking operations, financial management, and executive financial planning.
Advanced, hands-on experience managing Stripe, including payment processing, payouts, reconciliation, reporting, disputes, refunds, subscriptions, and financial workflows. Candidates without significant Stripe experience will not be considered.
Position Overview

This role will serve as the trusted financial advisor for both our household and multiple businesses, ensuring complete financial organization, visibility, and accountability. You will work closely with Krystal and DJ to manage all financial operations, improve reporting systems, strengthen internal controls, and provide strategic financial guidance.

You will essentially oversee everything related to money across our personal and business finances.

Core Responsibilities
Personal Financial Management
Manage household budgeting, cash flow, savings, debt, and investments.
Track personal expenses and provide ongoing financial insights.
Assist with long-term wealth planning and financial organization.
Business Financial Management
Oversee business banking across multiple companies.
Monitor account balances, cash flow, reconciliations, and fund allocation.
Build organized financial systems providing clear weekly and monthly visibility into every account.
Prepare financial reports and executive dashboards for Krystal and DJ.
Coordinate with CPAs and tax professionals by preparing accurate documentation for tax filings.
Monitor financial performance and identify opportunities for improved efficiency.
Stripe & Payment Operations
Manage all Stripe accounts and payment workflows.
Reconcile Stripe transactions with accounting records.
Monitor payouts, subscriptions, invoices, payment links, refunds, disputes, and chargebacks.
Ensure accurate reporting and seamless integration with accounting systems.
Identify opportunities to improve payment operations and automate workflows.
Financial Controls & Risk Management
Develop and maintain strong internal financial controls.
Implement processes that reduce the risk of fraud, financial errors, and unauthorized transactions.
Review financial activities for compliance, accuracy, and accountability.
Executive Financial Partnership
Conduct regular financial reviews with Krystal and DJ.
Translate complex financial information into clear, actionable recommendations.
Track charitable giving, tithes, investments, and long-term financial goals aligned with our values.
Provide strategic financial guidance to support sound business and personal financial decisions.
Education

A degree is preferred in one or more of the following fields:

Accounting
Finance
Taxation
Bookkeeping
Fraud Examination
Financial Crime
Business Administration (Finance emphasis)
Required Skills & Qualifications
20+ years of professional experience in banking, finance, or accounting.
Extensive experience supporting CEOs, executives, or high-net-worth individuals.
Corporate finance and banking expertise.
Expert-level knowledge of Stripe and payment operations.
Strong understanding of bookkeeping, accounting, financial reporting, tax preparation support, and banking.
Experience implementing fraud prevention and internal financial controls.
Exceptional attention to detail with the highest standards of confidentiality, discretion, and integrity.
Highly organized with the ability to manage multiple businesses simultaneously.
Comfortable using AI tools to organize financial information, automate reporting, analyze data, and support financial forecasting.
Excellent communication skills with the ability to explain complex financial concepts in a simple, practical manner.

Schedule
Full-Time
40 Hours Per Week
Works directly with Krystal and DJ as a trusted member of the Executive Office.

If you are a seasoned financial executive who has spent decades supporting CEOs, managing complex corporate finances, and bringing clarity and structure to financial operations—including advanced Stripe management—we would love to hear from you.

SKILL REQUIREMENT
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