Controller/CFO – Entrepreneurial Mindset, CPA, MBA, CMA
Job Description:
• Oversee the daily workflow of the client delivery team.
• Provide training and constructive feedback to the junior members of the delivery team.
• Manage the monthly, quarterly, and annual close process.
• Prepare balance sheet reconciliations, manage adjusting journal entries, and maintain supporting workpapers.
• Present financial statements to the client’s leadership team, board, or investors with in-depth analysis of variance trends and comparison against budget.
• Drive the client’s annual budgeting process.
• Prepare pro-forma financial statements and forecasts for internal or investor use.
• Forecast client cash needs and cash position.
• Process timely and accurate payroll using third-party payroll software.
• Implement and maintain AP workflows and approval procedures.
Requirements:
• CPA
• Minimum 10 years experience in a financial leadership role.
• Experience working with business owners, principals and executive staff.
• Experience working with ambitious entrepreneurial organizations.
• Comfortable with both written and verbal communication.
• Experience managing technology solutions such as Shopify, Quickbooks Online, Bill.com, Melio, Exepnsify, Fathom, Syft, LivePlan, Rippling, Gusto, Avalara or others.
Benefits:
• Flexible work arrangements
• Professional development
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Apply To this Job
• Oversee the daily workflow of the client delivery team.
• Provide training and constructive feedback to the junior members of the delivery team.
• Manage the monthly, quarterly, and annual close process.
• Prepare balance sheet reconciliations, manage adjusting journal entries, and maintain supporting workpapers.
• Present financial statements to the client’s leadership team, board, or investors with in-depth analysis of variance trends and comparison against budget.
• Drive the client’s annual budgeting process.
• Prepare pro-forma financial statements and forecasts for internal or investor use.
• Forecast client cash needs and cash position.
• Process timely and accurate payroll using third-party payroll software.
• Implement and maintain AP workflows and approval procedures.
Requirements:
• CPA
• Minimum 10 years experience in a financial leadership role.
• Experience working with business owners, principals and executive staff.
• Experience working with ambitious entrepreneurial organizations.
• Comfortable with both written and verbal communication.
• Experience managing technology solutions such as Shopify, Quickbooks Online, Bill.com, Melio, Exepnsify, Fathom, Syft, LivePlan, Rippling, Gusto, Avalara or others.
Benefits:
• Flexible work arrangements
• Professional development
Apply tot his job
Apply To this Job