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    Chief Financial Officer - Salt Lake City, United States - Preferred CFO

    Preferred CFO
    Preferred CFO Salt Lake City, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    Chief Financial Officer

    (Outsourced Services)


    JOB TYPE: Full-Time/Part-Time

    JOB LOCATION: Utah (virtual work from home office and visit client locations)

    CATEGORY: Finance and Accounting


    JOB SUMMARY:

    Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies. We are seeking an experienced individual to assume the outsourced CFO position for a select group of our existing clients. This position delivers part-time/fractional CFO services to a variety of companies simultaneously. Being a key team member for several different clients provides the CFO with the opportunity to deliver immediate results and influence meaningful impact within the assigned client companies. As a trusted advisor to the executive management teams within these companies, the CFO oversees the tactical finance and accounting function within the company from a high-level, while providing practical, strategic, CFO-level guidance and oversight focused on maximizing and uncovering value and mitigating potential risk.


    ESSENTIAL FUNCTIONS:

    • Oversee the work of the controller and senior accountant assigned to the client
    • Assist with month-end reconciliation workbook, as required
    • Provide monthly financial reporting package to client each month (no later than 10th day following month end)
    • Create and maintain a robust financial forecast and budget (expected to master the PCFO forecasting tools and methodology)
    • Create and maintain a 13-week cash flow forecast
    • Meet with the client regularly to review in detail the monthly reporting package and the forecast
    • Provide clients with strategic insight into the financial performance of the company
    • Analyze financial statement trends and KPIs and make recommendations for client actions to address insights from such
    • Develop strong working relationships with clients and other stakeholders
    • Suggest and implement operational best practices within the finance and accounting department
    • Employ good, sound judgment and become a trusted advisor within the company
    • Develop and manage financial controls in accordance with the company's procedures
    • Generate qualified leads for future engagements by networking with other professional trusted advisors

    QUALIFICATIONS:

    • Bachelor's degree in accounting or finance required (CPA, MBA or MAcc a plus)
    • 2+ years of CFO experience (will coach the right candidate with controller only experience)
    • Advanced working knowledge of GAAP accounting
    • Strong understanding of forecasting methodologies
    • QuickBooks knowledge
    • Strong financial analysis abilities
    • Advanced Microsoft Excel skills required
    • Ability to plan, direct, and control the strategic accounting function for multiple client companies at any given time
    • A decisive individual who possesses a "big picture" perspective and is well versed in implementing and maintaining effective accounting controls and systems
    • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems
    • Willing to travel to local and regional client locations (out-of-state travel is very limited)
    • Exceptional ability to motivate, coach, and develop junior accounting professionals
    • Impeccable communication and interpersonal skills
    • Ability to present reports accurately and concisely to the assigned CFO and/or executive management team
    • Unquestionable business ethics and personal integrity
    Job Posted by ApplicantPro
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