US CPA – Financial Intelligence Architect (Service SMB Focus)
Core
Design cash-flow intelligence engine and Financial Health Score for 0–10 employee service-based SMBs while serving as a credibility anchor on customer calls.
Role type
Senior Financial Intelligence Architect (US CPA)
Builds
Cash-flow logic, early warning triggers, and decision rules for small business financial health. (via careerplan.io/jobs/61-003-13-46A-us-cpa-financial-intelligence-architect-service-smb-focus-at-team8)
Domain
Financial services / Small business advisory
Deliverable
production ML models
Required skills
US CPA license, cash flow management, early financial distress signal identification, translating accounting data to decision rules, guiding offshore teams, explaining financial concepts simply, challenging business owners, pattern recognition across small businesses, defining financial thresholds and triggers.
Preferred skills
Experience with 0–10 employee service-based SMBs, direct advisory experience with business owners, understanding payroll stress and cash timing gaps, peer-level communication style.