Chief Financial Officer (Outsourced Services)

Overview 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. Responsibilities 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 #J-18808-Ljbffr