Client CFO

CFO ASSOCIATES LLC • San Juan, PR, US, PR

9d • $50,000 - $70,000 • Hybrid

About The Position

At CFO Associates, we help businesses make confident financial decisions by providing outsourced accounting, controller, and CFO services. We're a rapidly growing CPA firm known for our forward-thinking approach, collaborative team, and client-first culture.

Requirements

• Bachelor's Degree in Accounting, Finance, or related field
• 3+ years of experience in public accounting or similar role
• Working knowledge of Puerto Rico Act 60 tax incentive programs — including Individual Investors Act (Chapter 2), Export Services (Chapter 3), and related decree compliance requirements — strongly preferred
• Knowledge of GAAP (CPA license a plus)
• Advanced Excel and Microsoft Office skills
• Strong communication skills and client-facing confidence
• Highly organized, analytical, and detail-oriented
• Familiarity with QuickBooks Online & Bill.com required

Nice To Haves

• Experience with job and project accounting, commission tracking, or property management systems is a plus

Responsibilities

• Serve as the primary accounting point of contact for Act 60 decree holders, ensuring compliance with reporting, audit, and annual report requirements
• Monitor and document client adherence to Act 60 decree conditions, including employment thresholds, investment requirements, and charitable contribution obligations
• Manage all day-to-day accounting operations for assigned clients
• Oversee Accounts Receivable, Accounts Payable, and cash flow
• Prepare and review weekly, bi-weekly and/or Month-End Financial Statements and Forecasts
• Reconcile General Ledger activity and ensure data accuracy
• Build and maintain client relationships through proactive communication
• Analyze financial trends and identify opportunities for growth and efficiency
• Provide insight on job costing, budgeting, and project profitability
• Assist in implementing automation tools and process improvements
• Work with software like QuickBooks Online/Desktop, Bill.com, and Fathom

Benefits

• Hybrid work schedule: in-office Monday and Tuesday at our San Juan, PR office; remote the remainder of the week
• 401(k) with company match
• Health, Dental, and Vision insurance
• Professional development support
• Generous paid time off
• Uncapped Commissions
• Work in a growth-oriented, supportive, and innovative firm

What This Job Offers

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