Financial Operations Manager

6 days ago


Pinehurst, North Carolina, United States CFO Consultants, LLC Full time
Job Description

We are seeking an experienced Sr. Bookkeeper/Accountant to join our team at CFO Consultants, LLC.

This role plays a crucial part in leading new client engagements and ensuring the accuracy and integrity of financial transactions. The ideal candidate will have at least 3+ years of experience with full-charge bookkeeping and be able to work across various business niches.

The Senior Bookkeeper/Accountant will be responsible for managing multiple client projects, communicating with clients, and preparing financial statements. Key responsibilities include:

  • New Client Onboarding
  • Client Retention and Growth Opportunities
  • Full Cycle Accounting Close
  • Posting Financial Transactions into Subsidiary Books and General Ledgers
  • Reconciling and Balancing Accounts
  • Producing Timely and Accurate Monthly Financial Statements
  • Generating 1099s and W2s and Calculating Tax Statements
  • Frequent Communication with Clients

To succeed in this role, you'll need strong organizational skills, attention to detail, and excellent communication abilities. A Bachelor's degree and relevant certifications are preferred. Experience with accounting software such as QuickBooks Desktop/Online, Creative Solutions, Zoho Books, and proficiency in technology is essential.



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