CFO Services Senior Manager

Client Challenge•Tampa, FL

2d•Hybrid

About The Position

Brixey & Meyer is a rapidly growing firm recognized for its excellence and commitment to its employees and clients. The CFO Services Senior Manager will be responsible for the management and growth of the practice, involving client service for outsourced accounting and interim CFO roles, business development, client relationship management, and team leadership. This role reports directly to a Partner.

Requirements

Bachelor’s degree in accounting or finance; MBA/MACC preferred
CPA or CMA certification in good standing
7+ years of qualified work experience based in public accounting or related experience
3+ years of management experience
Advanced computer literacy, including proficient use of all Microsoft Office products
Valid Driver’s license and transportation to client sites up to 1 hour from the home office location
Excellent attention to detail and accuracy
Proven leadership qualities in managing others, includes both internal team-members as well as external client relationships
Process-oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
Proven ability to work individually and collaboratively within a team setting
Excellent interpersonal, oral, and written communication skills
Experience or interest in leveraging automation and AI-based tools
Working knowledge of QuickBooks and/or other accounting systems and ability to dig into detailed transactions when needed
Desire to have fun with your work and to contribute to the Firm’s unique culture

Nice To Haves

Ability to navigate QuickBooks Online and other ERP and accounting systems utilized by clients.

Responsibilities

Provides high-quality, value add CFO Services to clients
Manages client expectation 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
Assists with Firm administrative tasks for CFO Services as needed (e.g.—scheduling, sales pipelining, performance reviews, billing, etc.)
Assists with recruiting, hiring, developing, and managing CFO Services team-members as assigned
Assists and works alongside Partners with strategic direction and growth of the firm. This includes monitoring realization on existing clients, targeting new business and determining staffing needs for the office, and other areas as determined.
Meets annual budgeted billable hours
Cultivates and closes on new business for the Firm
Cross-sells and identifies additional services to provide to current clients of the Firm
Encourages an environment within the Firm that promotes its core values
Promotes the firm brand in the marketplace through firm initiatives, civic organizations, board participation and networking events
Mentors and coaches team-members by providing constructive feedback to assist with professional growth.
Takes ownership for engagement profitability including billing and collections. Including managing WIP and A/R for assigned clients to maximize realization and cash collections.
Identifies engagement and project resource needs and properly assigns qualified staff-members as needed
Participates in Firm committees and activities
Promotes the Firm positively in the community and through professional organizations involvement
Performs other duties as assigned