Fractional CFO & Senior Accounting Advisor

Private Wealth Law Group•Salt Lake City, UT

8d•$100,000 - $150,000•Onsite

About The Position

We are seeking an experienced Fractional CFO & Senior Accounting Advisor to provide high-level financial guidance and accounting oversight to a portfolio of business clients. This is not simply an accounting or bookkeeping role. We are looking for someone who can become a trusted financial partner to our clients. This person will develop an in-depth understanding of each client's business, accounting systems, financial position, goals, and challenges—and use that knowledge to help business owners make better, more informed decisions. The ideal candidate has extensive accounting knowledge, is an expert in QuickBooks Online, and is equally comfortable digging into the details of a client's financials and sitting across the table from a business owner to explain what those numbers mean for their business.

Requirements

Extensive accounting and financial management experience
Advanced knowledge of accounting principles and financial statements
Expert-level proficiency in QuickBooks Online
Strong experience with budgeting, forecasting, cash flow management, and financial analysis
Ability to understand both the details of a client's accounting and the larger financial picture of the business
Ability to quickly learn different businesses, industries, revenue models, and financial structures
Strong analytical skills with the ability to identify the story behind the numbers
Ability to translate complex financial information into practical, understandable business advice
Excellent communication and presentation skills
Strong client-service skills and the ability to build trusted relationships with business owners
Exceptional attention to detail and a high degree of accuracy
Ability to manage multiple clients, priorities, deadlines, and financial reporting cycles simultaneously
Comfortable working independently while collaborating effectively with the rest of the team

Nice To Haves

CPA designation is a significant plus.
Experience in public accounting, outsourced accounting, Client Advisory Services (CAS), fractional CFO services, controllership, or working with a portfolio of small and midsize businesses is highly desirable.

Responsibilities

Serve as the primary financial partner and Fractional CFO for an assigned portfolio of clients
Develop a thorough understanding of each client's business, including its operations, revenue model, expenses, cash flow, accounting practices, financial goals, and unique challenges
Learn the details of each client's accounting and become intimately familiar with their financial history and current financial position
Review financial statements and underlying accounting data for accuracy, completeness, trends, risks, and opportunities
Meet with each client monthly to review financial results, discuss the financial health of the business, and identify issues that require attention
Build and maintain annual budgets for each client
Develop financial forecasts and projections based on historical performance, current results, and the client's plans for the business
Present budgets, forecasts, financial statements, KPIs, and other relevant financial information to clients in a clear and understandable way
Translate financial data into meaningful business insights and actionable recommendations
Help clients understand the financial implications of important business decisions
Proactively identify cash flow concerns, profitability issues, unusual trends, and opportunities for improvement
Help clients establish and monitor meaningful financial and operational KPIs
Work with clients to improve financial processes, reporting, and internal controls
Maintain a high level of accuracy and organization while managing the financial details of multiple clients
Develop strong, long-term client relationships and become a trusted resource for financial and business decisions