PREFERRED CFO

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Chief Financial Officer (Outsourced Services)

Chief Financial Officer (Outsourced Services)

JOB TYPE: Full-Time

JOB LOCATION: Utah (work from virtual home office and client locations in Utah)

CATEGORY: Executive/Consulting

JOB SUMMARY:

Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies.  We are seeking an experienced individual to assume the outsourced CFO position for a select group of our existing clients.  This position delivers part-time/fractional CFO services to a variety of companies simultaneously. Being a key team member at several different clients provides the CFO with the opportunity to deliver immediate results and influence meaningful impact within the assigned client companies.  As a trusted advisor to the executive management teams within these companies, the CFO oversees the tactical finance and accounting function within the company from a high-level, while providing practical, strategic, CFO-level guidance and oversight focused on maximizing and uncovering value and mitigating potential risk.

ESSENTIAL FUNCTIONS:

  • Oversee the work of the controller and senior accountant assigned to the client
  • Assist with month-end reconciliation workbook, as required
  • Provide monthly financial reporting package to client each month (no later than 10th day following month end)
  • Create and maintain a robust financial forecast and budget (expected to master the PCFO forecasting tools and methodology)
  • Create and maintain a 13-week cash flow forecast
  • Meet with the client regularly to review in detail the monthly reporting package and the forecast
  • Provide clients with strategic insight into the financial performance of the company
  • Analyze financial statement trends and KPIs and make recommendations for client actions to address insights from such
  • Develop strong working relationships with clients and other stakeholders
  • Suggest and implement operational best practices within the finance and accounting department
  • Employ good sound judgment and become a trusted advisor within the company
  • Develop and manage financial controls in accordance with the company’s procedures
  • Generate qualified leads for future engagements by networking with other professional trusted advisors

QUALIFICATIONS:

  • Bachelor’s degree in accounting or finance required
  • CPA, MBA or MAcc a plus
  • 2+ years of CFO experience (will coach the right candidate with controller only experience)
  • Advanced working knowledge of GAAP accounting
  • Strong understanding of forecasting methodologies
  • QuickBooks knowledge
  • Strong financial analysis abilities
  • Advanced Microsoft Excel skills required
  • Ability to plan, direct and control the strategic accounting function for multiple client companies at any given time
  • A decisive individual who possesses a “big picture” perspective and is well versed in implementing and maintaining effective accounting controls and systems
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures and systems
  • Willing to travel to local and regional client locations (out-of-state travel is very limited)
  • Exceptional ability to motivate, coach and develop junior accounting professionals
  • Impeccable communication and interpersonal skills
  • Ability to present reports accurately and concisely to the assigned CFO and/or executive management team
  • Unquestionable business ethics and personal integrity

Apply at: https://www.applicantpro.com/openings/preferredcfo/jobs/1548952-223387

Controller (Utah)

CONTROLLER
(Outsourced Services)

JOB TYPE: Full-Time

JOB LOCATION: Utah (work from virtual home office and client locations)

CATEGORY: Executive/Consulting

JOB SUMMARY:

Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies.  We are seeking a dynamic and accomplished individual to assume the outsourced controllership position for a select group of our existing clients.  This position delivers part-time/outsourced controller services to a variety of companies simultaneously. Being a key team member at several different clients provides the controller with broad exposure to different businesses, management styles, and best practices.  As a trusted advisor to the executive management teams within these companies, the controller is expected to oversee the tactical finance and accounting function within the company.

ESSENTIAL FUNCTIONS:

  • Oversee the day-to-day accounting work of the accountant assigned to the client
  • Maintain general ledger and chart of accounts
  • Complete the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
  • Reconcile all balance sheet and income statement accounts as part of the monthly close process
  • Assist the assigned CFO with the monthly reporting package
  • Prepare and record general journal entries, primarily for more complex accounting areas or areas involving judgment and estimates (i.e. revenue recognition)
  • Develop strong working relationships with clients and other stakeholders
  • Provide leadership and support to junior accountants
  • Report risk issues and potential opportunities to the assigned CFO
  • Suggest and implement operational best practices within the finance and accounting department
  • Employ good sound judgment and become a trusted advisor within the company
  • Develop and manage financial controls in accordance with the company’s procedures
  • Generate qualified leads for future engagements by networking with other professional trusted advisors

QUALIFICATIONS:

  • Bachelor’s degree in accounting or finance required, CPA, MBA or MAcc a plus
  • QuickBooks Certified (within 90 days of hire)
  • Advanced Microsoft Excel skill required
  • Bill.com and Expensify experience a plus
  • Strong and verifiable technical accounting skills
  • Ability to plan, direct and control the tactical accounting function for multiple client companies at any given time
  • A decisive individual who possesses a “big picture” perspective and is well versed in implementing and maintaining effective accounting controls and systems
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures and systems
  • Willing to travel to local and regional client locations (out-of-state travel is very limited)
  • Exceptional ability to motivate, coach and develop junior accounting professionals
  • Impeccable communication and interpersonal skills
  • Ability to present reports accurately and concisely to the assigned CFO and/or executive management team
  • Unquestionable business ethics and personal integrity

Apply at: https://www.applicantpro.com/openings/preferredcfo/jobs/1548935-223387

Bookkeeper

Bookkeeper
(Outsourced Services)

JOB TYPE: Full-Time

JOB LOCATION: Utah – (work from virtual home office and client locations)

CATEGORY: Finance and Accounting

JOB SUMMARY:

Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies. We are seeking an experienced bookkeeper to assist with and manage the day-to-day accounting responsibilities for a select group of our existing clients. This position delivers part-time/outsourced accounting services to a variety of companies simultaneously. Being a key team member for several different clients provides the bookkeeper with broad exposure to different businesses, management styles, and best practices. As a trusted team member, the bookkeeper is expected to accurately manage and process the tactical accounting entries and reconciliations on a timely basis.

ESSENTIAL FUNCTIONS:

  • General journal entries – record general journal entries as required (i.e. fixed asset depreciation, accrued interest, prepaid amortization, etc.)
  • Accounts payable – accurately create vendor bills and record payments on a timely basis (i.e. daily)
  • Accounts receivable – create invoices and apply payments on a timely basis (i.e. daily)
  • Payroll – work with third-party payroll providers to record payroll transactions
  • Cash – record all activity in client bank accounts in the accounting system on a timely basis (i.e. daily)
  • Reconcile all bank accounts as part of the monthly close process on a timely basis (i.e. no more than five days after month end)
  • Sales and use tax – calculate quarterly payments and file with state agencies
  • Property tax – calculate annual payments and file with state agencies
  • Vendor 1099 – prepare and send annual 1099 vendor statements
  • Provide A/R Aging reports to clients on a weekly basis
  • Provide A/P Aging reports to clients on a weekly basis
  • Assist controller as required with month-end account reconciliations
  • Maintain general ledger and chart of accounts
  • Assist the controller with the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
  • Assist the controller with all balance sheet and income statement account reconciliations as part of the monthly close process
  • Develop strong working relationships with clients and other stakeholders
  • Report risk issues and potential opportunities to the assigned CFO
  • Suggest and implement operational best practices within the finance and accounting department
  • Employ good, sound judgment and become a trusted advisor within the company
  • Develop and manage financial controls in accordance with the company’s procedures
  • Generate qualified leads for future engagements by networking with other professional trusted advisors

QUALIFICATIONS:

  • Strong working knowledge of GAAP
  • QuickBooks Certified (within 90 days of hire)
  • Intermediate Microsoft Excel skills required
  • Bill.com and Expensify experience a plus
  • Strong and verifiable technical accounting skills
  • Ability to plan, organize, and deliver the tactical accounting function for multiple client companies at any given time
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems
  • Willingness and ability to travel to local client locations
  • Impeccable communication and interpersonal skills

Apply at: https://www.applicantpro.com/openings/preferredcfo/jobs/1583024-223387

Staff Accountant (Utah-Outsourced)

Staff Accountant
(Outsourced Services)

JOB TYPE: Full-Time

JOB LOCATION: Utah – (work from virtual home office and client locations)

CATEGORY: Finance and Accounting

JOB SUMMARY:

Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies.  We are seeking an experienced staff accountant to assist with and manage the day-to-day accounting responsibilities for a select group of our existing clients.  This position delivers part-time/outsourced accounting services to a variety of companies simultaneously. Being a key team member at several different clients provides the accountant with broad exposure to different businesses, management styles, and best practices.  As a trusted team member, the accountant is expected to accurately manage and process the tactical accounting entries and reconciliations on a timely basis.

ESSENTIAL FUNCTIONS:

  • General journal entries’record general journal entries as required (i.e. fixed asset depreciation, accrued interest, prepaid amortization, etc.)
  • Accounts payable’accurately create vendor bills and record payments on a timely basis (i.e. daily)
  • Accounts receivable’create invoices and apply payments on a timely basis (i.e. daily)
  • Payroll’work with third-party payroll providers to record payroll transactions
  • Cash’record all activity in client’s bank accounts in the accounting system on a timely basis (i.e. daily)
  • Reconcile all bank accounts as part of the monthly close process on a timely basis (i.e. no more than five days after month end)
  • Sales and use tax’calculate quarterly payments and file with state agencies
  • Property tax’calculate annual payments and file with state agencies
  • Vendor 1099’prepare and send annual 1099 vendor statements
  • Provide AR Aging reports to clients on a weekly basis
  • Provide AP Aging reports to clients on a weekly basis
  • Assist controller as required with month-end account reconciliations
  • Maintain general ledger and chart of accounts
  • Assist the controller with the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
  • Assist the controller with all balance sheet and income statement account reconciliations as part of the monthly close process
  • Develop strong working relationships with clients and other stakeholders
  • Report risk issues and potential opportunities to the assigned CFO
  • Suggest and implement operational best practices within the finance and accounting department
  • Employ good sound judgment and become a trusted advisor within the company
  • Develop and manage financial controls in accordance with the company’s procedures
  • Generate qualified leads for future engagements by networking with other professional trusted advisors

QUALIFICATIONS:

  • Strong working knowledge of GAAP
  • QuickBooks Certified (within 90 days of hire)
  • Intermediate Microsoft Excel skill required
  • Bill.com and Expensify experience a plus
  • Strong and verifiable technical accounting skills
  • Ability to plan, organize and deliver the tactical accounting function for multiple client companies at any given time
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures and systems
  • Willingness and ability to travel to local client locations
  • Impeccable communication and interpersonal skills
  • Unquestionable business ethics and personal integrity

Apply at: https://www.applicantpro.com/openings/preferredcfo/jobs/1548917-223387