CFO Services Manager

Brixey and Meyer•Tampa, FL

1d•Hybrid

About The Position

This role is on our CFO Services practice line. The CFO Services Manager is responsible for overseeing multiple client engagements and managing a team of Seniors and Accountants. The client service aspect will focus on outsourced accounting and interim Controller roles. The Manager will also be responsible for coaching and mentoring staff, managing client relationships and networking/ practice development. This role reports to the Senior Manager and Shareholder.

Requirements

Bachelor’s degree in accounting or finance
2+ years of managerial or direct supervisory experience
Advanced computer literacy, including proficient use of all Microsoft Office products
Experience or Interest in leveraging automation or AI based tools
Valid Driver’s license and transportation to client sites up to 1 hour from the home office location
Proven ability to work individually and collaboratively within a team setting
The desire to have fun with your work and to contribute to our unique company culture
Process oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
5+ years of qualified work experience based in public accounting preferred

Nice To Haves

Master’s degree or continuing coursework is preferred
CPA or relevant certification preferred

Responsibilities

Provides high-quality, value add CFO Services to clients
Manages client expectations to provide exceptional service to a book of business
Manages multiple ongoing engagements to meet client deadlines, schedule staff and ensure staff time is properly utilized.
Builds and maintains relationships with key client contacts
Looks for opportunities to create value, reduce costs and maximize efficiencies for clients
Reviews work of seniors and accountants for accuracy of accounting and financial reporting
Mentors and coaches Seniors and Accountants
Assists with Firm administrative tasks for CFO Services as needed (e.g.—scheduling, sales pipelining, performance reviews, billing, etc.)
Becomes an expert in QuickBooks Online and other ERP systems clients utilize. Operates in client systems and performs detailed transactions and analyses as needed.
Assists with hiring, developing, and managing CFO Services team-members as assigned
Meets annual budgeted billable hours
Cultivates new business for the Firm and identifies additional services to provide to current clients of the Firm
Cross-sells and identifies additional services to provide to current clients of the Firm
Participates in Firm committees and activities
Promotes the Firm positively in the community and through professional organizations involvement
Performs other duties as assigned