Financial Consultant

4 weeks ago


San Bernardino, California, United States Now CFO Full time
Job Overview

Now CFO is a full-service consulting firm specializing in outsourced CFO, Controller, accounting, and finance needs. Our team of skilled professionals provides expert solutions to address the accounting and finance challenges faced by businesses.

We are seeking a full-time Consultant to join our San Bernardino County team. As a key member of our team, you will be responsible for providing accounting services to a select group of clients in the San Bernardino County area.

Key Responsibilities:

  • Act as a trusted advisor to clients, demonstrating knowledge of industry trends and identifying potential issues and conflicts.
  • Prepare engagement deliverables, including financial statements, technical accounting memos, and account reconciliations, ensuring quality control standards are met.
  • Develop and maintain proficient technical skills to handle client responsibilities, including knowledge of industry trends and alternatives.
  • Understand client organizations, procedures, and internal policies.
  • Participate in client meetings, presentations, and proposal development.
  • Manage and retain multiple client relationships, engagements, and special projects.
  • Responsible for billing and realization on assigned clients.
  • Supervise, train, and mentor staff, ensuring effective communication and teamwork.
  • Foster a positive team environment, demonstrating support for management decisions and promoting a positive culture.

Qualifications:

  • Bachelor's degree required; Master's degree preferred in Accounting, Finance, or a relevant field.
  • Minimum of 10 years of experience in progressive accounting roles, including public accounting-audit and corporate roles.
  • Active CPA preferred.
  • Ability to manage deadlines, work on multiple assignments, and prioritize tasks as necessary.
  • Demonstrated ability to communicate effectively throughout all levels of the organization, both internally and externally.
  • Proficient use of applicable technology.

Benefits:

  • Competitive salaries and a range of benefits, including W2 employee benefits, 401K, and company match.
  • Paid vacation and sick time, as well as employee and client referral bonuses.

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