CAAS CFO Senior Associate

Rehmann • Tampa, FL

5d

About The Position

Rehmann’s Business Solutions group combines executive-level talent with technology tools to provide industry-specific financial guidance and customized solutions that support clients’ strategic decisions and day-to-day operations. The CAAS CFO Senior Associate reviews and oversees financial processes, analysis, budgeting, forecasting, cash flow, cost accounting, and financial reporting; advises clients and external accounting teams; and helps strengthen engagement profitability. The role also includes managing client relationships, reviewing tax returns, and coaching and developing associates.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• At least 6 years of relevant experience in industry or public accounting consulting roles.
• Strong presentation and communication skills.
• Technical experience with annual budgeting and strategic processes.
• Technical experience with financial analysis and forecasting processes.
• Costing experience.
• Ability to recommend client internal controls and policies.
• Adaptability to new technology.
• Oversight experience with department structuring and management.
• Oversight experience with month-end close processes and internal financial statements.
• Oversight experience with cash management and key metrics.
• Out-of-the-box thinking and an entrepreneurial spirit.
• A perspective and ideas that support continuous improvement.

Responsibilities

• Review transactional processes for efficiency, recommend improvements, and oversee implementation.
• Manage client relationships and expectations.
• Lead operational conversations with management.
• Review month-end close procedures and ensure compliance.
• Review budget-to-actual comparisons and prepare complex variance analyses.
• Manage budgeting and forecasting assumptions and processes.
• Review prepared financial statements and analyses.
• Review cash flow projections.
• Review cost accounting and margin performance.
• Recommend KPI dashboards and aids.
• Advise and oversee external accounting teams on month-end close procedures and the preparation and analysis of financial statements.
• Review intermediate business and/or personal income tax returns.
• Participate in client billing and quoting.
• Assess engagement economics and leverage the team to increase profitability.
• Review engagement letter renewals.
• Coach, develop, and train associates.

Benefits

• Programs and benefits that encourage growth and development and align with associates’ needs and goals.
• Benefits focused on physical and mental health.
• Paid time off for volunteering and diversity-related activities.
• Flexible work arrangements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior