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