Financial Executive Officer
2 weeks ago
(Specializing in Outsourced Services)
We are seeking a committed professional to assume the role of Chief Financial Officer. In this capacity at Preferred CFO, a leading firm dedicated to providing exceptional finance and accounting solutions to expanding enterprises, you will play a pivotal role in delivering outsourced CFO services.
Key Responsibilities:
- Oversee the controller and senior accountant for each client
- Assist with monthly financial reconciliation activities
- Provide timely financial reports to clients on a monthly basis
- Develop and manage financial forecasts and budgets
- Conduct regular meetings with clients to review reports and forecasts
- Offer strategic financial insights
- Analyze financial trends and recommend actions for clients
- Foster strong relationships with clients and stakeholders
- Implement operational best practices
- Serve as a trusted advisor
- Establish and supervise financial controls
- Generate leads through networking
Qualifications:
- Bachelor's degree in accounting or finance (CPA, MBA, or MAcc preferred)
- At least 2 years of experience in a CFO role
- Proficient in GAAP accounting and forecasting
- Familiarity with QuickBooks and advanced Excel skills
- Ability to manage accounting functions for multiple clients concurrently
- Excellent analytical and communication skills
- Willingness to travel locally and regionally
- Strong leadership and mentoring capabilities
- High ethical standards
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