Virtual CFO

Anders

6h•$130,000 - $160,000•Hybrid

About The Position

The VCFO Department of one of the fastest-growing accounting firms in the country is seeking a Virtual CFO who is motivated to learn, excited to collaborate and passionate about delivering outstanding results. This individual will have a direct impact on our firm’s mission of serving as a catalyst for those striving to achieve their highest potential. In this role, you will be primarily responsible for participating and collaborating with our clients on all financial aspects of their business. You will identify and regularly review the key drivers of the business to gain a better understanding of the company and to offer insights on improvements. Other Virtual CFO services include maintaining the financial forecast that aligns with the strategy of the business, industry benchmarking, team compensation planning, and managing lending relationships.

Requirements

Bachelor’s degree in accounting or related field
CPA preferred with at least 6 years relevant experience
Extensive experience with Excel (pivot tables, VBA, and macros a plus)
Construction Industry experience required
Ability to work independently with expanding duties and responsibilities
Excellent client service skills with the ability to interact with all levels of management
Forward-thinker who is open to new ideas and a desire to try new technologies and processes
Strong organizational and time management skills with the ability to work on multiple projects simultaneously
Strong communication skills
Works well under pressure
All applicants for this position must be authorized to work in the United States now and in the future without requiring sponsorship.

Nice To Haves

QuickBooks, FreshBooks, and Xero experience a plus
Business (and personal) tax experience a plus

Responsibilities

Maintain the relationship with client’s leadership team and decide the best actions as it relates to client satisfaction
Have final responsibility for all client deliverables; must lead the team in delivering items timely and accurately
Develop a consulting relationship with the client’s leadership team through delivery of the financial statements and forecast as well as providing guidance on future business decisions
Expand knowledge that can be delivered to our clients through internal trainings, meetings, and self study
Understand signed statement of work and pricing model. If client is looking for a change of services be able to accurately quote and articulate new pricing options
Attend two mandatory company retreats per year