About Us:

We are a dynamic medium-sized accounting firm that provides comprehensive financial services, including bookkeeping, tax preparation, financial analysis, and consulting to small and medium-sized businesses. Our mission is to empower business owners to achieve financial clarity and success through expert guidance and strategic financial management. We are seeking a seasoned Fractional CFO/Accounting Manager to join our team and support our growing client base.

Position Summary:

As a Fractional CFO/Accounting Manager, you will work with multiple clients to provide high-level financial strategy, operational finance oversight, and accounting leadership. You will play a critical role in ensuring financial integrity, managing cash flow, preparing financial forecasts, and helping clients make data-driven decisions. This role is ideal for a highly experienced financial professional who enjoys working with a variety of businesses and industries and thrives in a consultative environment. You will be getting your hands in all aspects of the accounting including cleaning up books, financial statement preparation, balance sheet recording and oversight.

Key Responsibilities:

Financial Strategy and Leadership:
Provide strategic financial direction and CFO-level insights to clients, aligning financial strategies with business goals.
Collaborate with business owners and executives to improve financial performance and profitability.
Offer advice on financial planning, budgeting, forecasting, and capital structure optimization.
Accounting Oversight and Reporting:
Manage client accounting functions, including general ledger, accounts payable, accounts receivable, payroll, and month-end close processes.
Oversee the preparation of financial statements, ensuring compliance with GAAP standards.
Prepare monthly accounting such as booking transactions, reconciling the balance sheet and keeping everything up to date.
Conduct regular financial reviews, provide variance analysis, and identify opportunities for financial improvement.
Cash Flow and Budget Management:
Develop and monitor cash flow forecasts and budgets for clients to ensure proper financial health and liquidity.
Identify and implement cost-saving initiatives and process improvements where necessary.
Risk Management and Compliance:
Ensure compliance with federal, state, and local regulations, including tax reporting and audit preparation.
Identify financial risks and advise on mitigation strategies to protect client assets.
Client Relationship Management:
Build and maintain strong, long-term relationships with clients, acting as a trusted financial advisor.
Tailor financial strategies to the unique needs of each client, offering customized solutions for growth and stability.
Team Collaboration:
Work closely with the firm's accounting and tax teams to ensure accurate and timely delivery of financial services.
Provide mentorship and guidance to junior staff members as needed.

Additional Responsibilities as an Accounting Manager:

Month-End and Year-End Closing:
Lead and oversee the month-end and year-end close process for clients, ensuring all reconciliations, journal entries, and adjustments are accurate and timely.
Prepare and review trial balances, ensure all supporting documentation is complete, and present results to the CFO or leadership teams.
Tax Compliance and Reporting:
Collaborate with the tax department to ensure accurate and timely preparation of tax filings, including sales tax, payroll taxes, and income tax returns.
Assist with tax planning and provide clients with guidance on how to optimize their tax strategies.
Internal Controls:
Establish, implement, and monitor internal controls to safeguard client assets and ensure accurate and reliable financial reporting.
Regularly review and update client accounting procedures to enhance efficiency and reduce risk of fraud or errors.
Payroll Oversight:
Ensure accurate processing of payroll for clients, including compliance with local, state, and federal payroll regulations.
Reconcile payroll-related accounts and coordinate with HR to ensure all employee benefits and deductions are correctly accounted for.
Financial System Implementation and Optimization:
Assist clients in selecting, implementing, and optimizing accounting systems or ERP solutions to improve financial reporting and operational efficiency.
Provide training and support to client teams on financial software, reporting tools, and process automation.
Audit Preparation and Support:
Coordinate and prepare financial records for external audits or reviews, ensuring that all documentation is organized and complete.
Serve as the main point of contact between clients and external auditors, addressing any queries and assisting in audit planning.
Budgeting and Financial Forecasting:
Work with clients to develop annual budgets, rolling forecasts, and multi-year financial plans based on operational goals and historical performance.
Provide ongoing support with budget monitoring, adjustments, and variance analysis to help clients stay aligned with financial objectives.
Fixed Assets Management:
Manage and oversee the recording, depreciation, and disposal of fixed assets, ensuring accurate reporting of asset values on client financial statements.

Qualifications:

Bachelor’s degree in Accounting, Finance, or related field; CPA is preferred.
10+ years of progressive experience in finance and accounting roles, including experience as a CFO or controller.
Proven experience in managing the finances of small and medium-sized businesses across multiple industries.
Advanced knowledge of accounting principles, financial analysis, and reporting.
Proficiency with accounting software such as QuickBooks Online version and ERP systems. (Financial Cents and Google Drive a plus)
Strong communication, leadership, and client relationship management skills.
Ability to work independently and manage multiple client relationships simultaneously.
Experience working in a fractional or consulting capacity is a plus.

What We Offer:

Flexible work environment using hybrid model of 3 days in the office.
Opportunity to work with a diverse client base across different industries.
Competitive compensation based on experience.
Collaborative and supportive team culture.
401(k) options
2 weeks vacation
STD/LTD
Life

Job Types: Full-time, Part-time

Pay: $40.00 - $45.00 per hour

Expected hours: No less than 20 per week

Benefits:

401(k)
Flexible schedule
Paid time off

Education:

Bachelor's (Preferred)

Experience:

Accounting: 7 years (Preferred)
QB ONLINE version: 4 years (Required)

Work Location: In person

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