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Financial Leadership Executive

2 months ago

Salt Lake, Utah, United States Preferred CFO Full time
Exceptional Role as a Financial Leadership Executive

(Focusing on Outsourced Financial Solutions)

We are seeking a committed professional to step into the role of Financial Leadership Executive. As part of Preferred CFO, a distinguished firm providing exceptional finance and accounting services to expanding enterprises, you will play a vital role in delivering outsourced CFO solutions.

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 suggest client actions
  • Build strong relationships with clients and stakeholders
  • Implement operational best practices
  • Act 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