PREFERRED CFO

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
(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
(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