Are you looking for a unique opportunity to work with a diverse range of clients and make a significant impact on their financial success? Riley Wigle CPAs, LLC is a growing and dynamic accounting firm dedicated to providing exceptional client advisory services alongside our tax preparation and planning services. We are seeking a highly motivated and experienced individual to join our team as a Fractional CFO/Bookkeeper.

About the Role:

As a Fractional CFO/Bookkeeper, you will provide a comprehensive suite of financial services to our clients, acting as their trusted advisor and helping them achieve their business goals. This role requires a strong understanding of accounting principles, financial analysis, and business strategy, combined with hands-on bookkeeping experience. You will be responsible for delivering high-quality services, including financial reporting, budgeting, forecasting, cash flow management, and strategic planning support.

Responsibilities:

* Fractional CFO Services:

* Develop and implement financial strategies aligned with client business objectives.

* Provide financial analysis, including variance analysis, profitability analysis, and key performance indicator (KPI) tracking.

* Prepare and present financial reports to clients, explaining complex financial information in a clear and concise manner.

* Develop and manage budgets and forecasts.

* Advise clients on cash flow management, working capital optimization, and financing options.

* Assist with strategic planning, including market analysis, competitive analysis, and business development initiatives.

* Evaluate and recommend improvements to financial processes and internal controls.

* Participate in client meetings and presentations.

* Bookkeeping Services:

* Perform day-to-day bookkeeping tasks, including accounts payable, accounts receivable, and general ledger entries.

* Reconcile bank accounts and credit card statements.

* Prepare and analyze financial statements (balance sheet, income statement, cash flow statement).

* Maintain accurate and organized financial records.

* Ensure compliance with accounting standards and regulations.

* Utilize accounting software (e.g., QuickBooks, Xero) to manage client financials.

* Client Relationship Management:

* Build and maintain strong relationships with clients, understanding their unique needs and challenges.

* Proactively communicate with clients, providing regular updates and addressing their questions and concerns.

* Collaborate with other team members to ensure seamless service delivery.

Qualifications:

* Bachelor's degree in Accounting or Finance required; CPA or MBA preferred.

* Minimum of 5 years of experience in accounting and bookkeeping, with demonstrated experience in a fractional CFO or similar role.

* Strong understanding of accounting principles (GAAP) and financial reporting.

* Proficiency in accounting software (e.g., QuickBooks, Sage, Xero).

* Excellent analytical, problem-solving, and communication skills.

* Ability to work independently and manage multiple clients simultaneously.

* Strong client service orientation and commitment to delivering high-quality work.

* Experience with various industries a plus.

Benefits:

* We provide paid time off, flexible work schedule, retirement plan and matching, health insurance, and paid continuing education.

To Apply:

Please submit your resume and cover letter to [email address or application link]. In your cover letter, please highlight your experience in fractional CFO services, bookkeeping, and client relationship management, and explain why you are a strong fit for this role.

Job Type: Full-time

Pay: $68,000.00 - $90,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Vision insurance

Schedule:

Monday to Friday
Weekends as needed

Ability to Relocate:

Bend, OR 97703: Relocate before starting work (Required)

Work Location: Hybrid remote in Bend, OR 97703

Riley Wigle CPAs LLC

New Jobs

Accountant/Fractional CFO