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PREFERRED CFO

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Chief Financial Officer (Outsourced Services)

Chief Financial Officer (Outsourced Services)

JOB TYPE: Full-Time

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

CATEGORY: Executive/Consulting

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 at 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

Apply at: https://www.applicantpro.com/openings/preferredcfo/jobs/1548952-223387

Full-Time Controller (Utah)

CONTROLLER
(Outsourced Services)

JOB TYPE: Full-Time

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

CATEGORY: Executive/Consulting

JOB SUMMARY:

Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies.  We are seeking a dynamic and accomplished individual to assume the outsourced controllership position for a select group of our existing clients.  This position delivers part-time/outsourced controller services to a variety of companies simultaneously. Being a key team member at several different clients provides the controller with broad exposure to different businesses, management styles, and best practices.  As a trusted advisor to the executive management teams within these companies, the controller is expected to oversee the tactical finance and accounting function within the company.

ESSENTIAL FUNCTIONS:

  • Oversee the day-to-day accounting work of the accountant assigned to the client
  • Maintain general ledger and chart of accounts
  • Complete the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
  • Reconcile all balance sheet and income statement accounts as part of the monthly close process
  • Assist the assigned CFO with the monthly reporting package
  • Prepare and record general journal entries, primarily for more complex accounting areas or areas involving judgment and estimates (i.e. revenue recognition)
  • Develop strong working relationships with clients and other stakeholders
  • Provide leadership and support to junior accountants
  • Report risk issues and potential opportunities to the assigned CFO
  • 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
  • QuickBooks Certified (within 90 days of hire)
  • Advanced Microsoft Excel skill required
  • Bill.com and Expensify experience a plus
  • Strong and verifiable technical accounting skills
  • Ability to plan, direct and control the tactical 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

Apply at: https://www.applicantpro.com/openings/preferredcfo/jobs/1548935-223387

Full-Time Accountant (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 accountant to assist with and manage the day-to-day accounting responsibilities for a select group of our existing clients. This position delivers part-time/outsourced accounting services to a variety of companies simultaneously. Being a key team member for several different clients provides the accountant with broad exposure to different businesses, management styles, and best practices. As a trusted team member, the accountant is expected to accurately manage and process the tactical accounting entries and reconciliations on a timely basis.

ESSENTIAL FUNCTIONS:

  • General journal entries – record general journal entries as required (i.e. fixed asset depreciation, accrued interest, prepaid amortization, etc.)
  • Accounts payable – accurately create vendor bills and record payments on a timely basis (i.e. daily)
  • Accounts receivable – create invoices and apply payments on a timely basis (i.e. daily)
  • Payroll – work with third-party payroll providers to record payroll transactions
  • Cash – record all activity in client bank accounts in the accounting system on a timely basis (i.e. daily)
  • Reconcile all bank accounts as part of the monthly close process on a timely basis (i.e. no more than five days after month end)
  • Sales and use tax – calculate quarterly payments and file with state agencies
  • Property tax – calculate annual payments and file with state agencies
  • Vendor 1099 – prepare and send annual 1099 vendor statements
  • Provide A/R Aging reports to clients on a weekly basis
  • Provide A/P Aging reports to clients on a weekly basis
  • Assist controller as required with month-end account reconciliations
  • Maintain general ledger and chart of accounts
  • Assist the controller with the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
  • Assist the controller with all balance sheet and income statement account reconciliations as part of the monthly close process
  • Develop strong working relationships with clients and other stakeholders
  • Report risk issues and potential opportunities to the assigned CFO
  • 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:

  • Strong working knowledge of GAAP
  • QuickBooks Certified (within 90 days of hire)
  • Intermediate Microsoft Excel skills required
  • Bill.com and Expensify experience a plus
  • Strong and verifiable technical accounting skills
  • Ability to plan, organize, and deliver the tactical accounting function for multiple client companies at any given time
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems
  • Willingness and ability to travel to local client locations
  • Impeccable communication and interpersonal skills

 

Part-Time Controller (Outsourced Services)

JOB TYPE: 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 a dynamic and accomplished individual to assume the outsourced controllership position for a select group of our existing clients. This position delivers part-time/outsourced controller services to a variety of companies simultaneously. Being a key team member for several different clients provides the controller with broad exposure to different businesses, management styles, and best practices. As a trusted advisor to the executive management teams within these companies, the controller is expected to oversee the tactical finance and accounting function within the company.

ESSENTIAL FUNCTIONS:

  • Oversee the day-to-day accounting work of the accountant assigned to the client
  • Maintain general ledger and chart of accounts
  • Complete the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
  • Reconcile all balance sheet and income statement accounts as part of the monthly close process
  • Assist the assigned CFO with the monthly reporting package
  • Prepare and record general journal entries, primarily for more complex accounting areas or areas involving judgment and estimates (i.e. revenue recognition)
  • Develop strong working relationships with clients and other stakeholders
  • Provide leadership and support to junior accountants
  • Report risk issues and potential opportunities to the assigned CFO
  • 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)
  • QuickBooks Certified (within 90 days of hire)
  • Advanced Microsoft Excel skills required
  • Bill.com and Expensify experience a plus
  • Strong and verifiable technical accounting skills
  • Ability to plan, direct, and control the tactical 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
Part-Time Accountant (Outsourced Services)

JOB TYPE: 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 accountant to assist with and manage the day-to-day accounting responsibilities for a select group of our existing clients. This position delivers part-time/outsourced accounting services to a variety of companies simultaneously. Being a key team member for several different clients provides the accountant with broad exposure to different businesses, management styles, and best practices. As a trusted team member, the accountant is expected to accurately manage and process the tactical accounting entries and reconciliations on a timely basis.

ESSENTIAL FUNCTIONS:

  • General journal entries – record general journal entries as required (i.e. fixed asset depreciation, accrued interest, prepaid amortization, etc.)
  • Accounts payable – accurately create vendor bills and record payments on a timely basis (i.e. daily)
  • Accounts receivable – create invoices and apply payments on a timely basis (i.e. daily)
  • Payroll – work with third-party payroll providers to record payroll transactions
  • Cash – record all activity in client bank accounts in the accounting system on a timely basis (i.e. daily)
  • Reconcile all bank accounts as part of the monthly close process on a timely basis (i.e. no more than five days after month end)
  • Sales and use tax – calculate quarterly payments and file with state agencies
  • Property tax – calculate annual payments and file with state agencies
  • Vendor 1099 – prepare and send annual 1099 vendor statements
  • Provide A/R Aging reports to clients on a weekly basis
  • Provide A/P Aging reports to clients on a weekly basis
  • Assist controller as required with month-end account reconciliations
  • Maintain general ledger and chart of accounts
  • Assist the controller with the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
  • Assist the controller with all balance sheet and income statement account reconciliations as part of the monthly close process
  • Develop strong working relationships with clients and other stakeholders
  • Report risk issues and potential opportunities to the assigned CFO
  • 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:

  • Strong working knowledge of GAAP
  • QuickBooks Certified (within 90 days of hire)
  • Intermediate Microsoft Excel skills required
  • Bill.com and Expensify experience a plus
  • Strong and verifiable technical accounting skills
  • Ability to plan, organize, and deliver the tactical accounting function for multiple client companies at any given time
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems
  • Willingness and ability to travel to local client locations
  • Impeccable communication and interpersonal skills
Part-Time Recruiting Manager (Remote)

JOB TYPE: Part-Time

JOB LOCATION: Utah (virtual work from home office)

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 recruiting manager to find qualified individuals to fill the accountant, controller, and CFO roles we have available.

ESSENTIAL FUNCTIONS:

  • Evaluate current recruiting procedures to determine whether they can be modified for increased efficiency and effectiveness
  • Modify current recruiting procedures or developing new procedures as needed
  • Monitor key recruitment metrics to identify and resolve issues affecting recruiting procedures.
  • Regularly attend conferences, seminars, job fairs, and other industry events to network and develop long-lasting professional relationships
  • Review and select suitable job advertising options.
  • Conduct interviews with job applicants and create a shortlist of suitable candidates.

QUALIFICATIONS:

  • Impeccable communication and interpersonal skills