Financial Services Manager

6 days ago


Salt Lake, Utah, United States Preferred CFO Full time
Job Overview

We are seeking a highly skilled and experienced Controller to join our team at Preferred CFO. As a key member of our finance department, you will be responsible for overseeing the tactical accounting function for multiple client companies.

The ideal candidate will have a strong background in accounting and finance, with experience in QuickBooks and advanced Microsoft Excel skills. You will also possess excellent communication and interpersonal skills, as well as the ability to analyze existing operations and recommend effective changes.


Job Responsibilities
  • Oversee day-to-day accounting work of assigned accountants
  • Maintain general ledger and chart of accounts
  • Complete month-end close workbook for each client on a timely basis
  • Reconcile balance sheet and income statement accounts as part of the monthly close process
  • Assist CFO with monthly reporting package
  • Prepare and record general journal entries for complex accounting areas
  • Develop strong relationships with clients and stakeholders


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