Department: Client Accounting Services
Job Type: Full - Time
Our client accounting services team supports businesses with annual revenues ranging from $1 million to $50 million across a wide variety of industries, including but not limited to real estate, construction, and healthcare. In this role, you will partner directly with business owners and leadership teams, offering high-level financial strategy and operational insight. This is a client-facing position that blends technical expertise with the ability to translate complex financial data into clean, actionable business decisions.
Essential Duties & Responsibilities:
In this role, you will assist our clients with various CFO services including:
- Providing strategic financial planning and consulting to clients with annual revenues ranging from $1 million to $50 million
- Preparing and maintaining financial models and forecasts
- Managing budgetary processes and analyzing budget vs. actual variances
- Assisting clients with M&A activities and succession/exit planning
- Establishing and implementing accounting systems, processes and internal controls
- Providing cash flow and treasury management for clients
- Developing and maintaining executive dashboards and KPI monitoring and reporting
- Providing financial reporting and analysis to clients
- Providing interim or transitional CFO support
- Explaining our services and value to prospective clients
- Onboarding clients into new CFO services
- Collaborate with the CAS team on engagements and project delivery
Qualifications:
Education – Bachelor's degree in accounting, finance or related field (Master's degree or CPA license a plus)
Skills – Ability to assist in developing a newly created position with the drive to take on leadership role, strong technical skills with the ability to professionally manage multiple client engagements, ability to multi-task, manage priorities and meet deadlines, positive attitude and sound judgment with strong communication, organizational, leadership, supervisory, and computer skills including Word, Excel and accounting software proficiency
Experience – 6+ years of recent CFO-related financial experience
This job description does not list all of the duties of the job. You may be asked by your Advisor and/or other members of the firm to perform other instructions and duties as well. You will be evaluated in part based upon your performance of the tasks listed in this job description.
We offer a competitive salary, great benefits and a professional work environment. We value the opportunity to grow our individuals both personally and professionally while striving to meet firm goals.
