REMOTE Outsourced CFO and Business Advisor

Remote Outsourced CFO needed to advise and provide solutions to a portfolio of CPA firm clients. Must have passion for advising small businesses. CPA license and 6-8 years of PUBLIC ACCOUNTING required!

Do you have a passion for the fitness community, thrive when you’re helping businesses grow, and excel at providing insight to business owners making critical decisions? Our client, a public accounting firm who provides outsourced CFO, accounting, payroll and tax services to the fitness industry, is asking us to assist in their efforts to recruit an Outsourced CFO to provide advisory services to their clients. This position is not for everyone. The firm is an entirely virtual public accounting firm who has experienced sizable growth. This gives you the opportunity to be an instrumental part of its success. The firm works odd hours and on tight deadlines, responds quickly to client requests, are agile in their approach, and navigates through difficult client situations. The fitness industry is full of successes, but also failures as 80% of businesses fail within the first 5 years. This makes the firm uniquely positioned to help reduce that fail rate while helping other locations excel in their profitability.

Our client provides outsourced CFO, accounting, payroll, and tax services to the fitness industry. With oversight from the firm’s founder, you will provide advisory services on a CFO level directly to their clients based upon financial data provided by their team of senior staff accountants who are all CPAs. Occasionally, you will need to roll up your sleeves and assist staff in completing transactional financial work. This entirely remote position is a full-time, virtual role. As such, the ability to communicate clearly via video, email, and telephone is crucial.

JOB RESPONSIBILITIES:

This is an advisory level role that requires:

• Experience working in a public accounting setting managing the needs of multiple clients.
• Ability to analyze and read the numbers, find patterns; drawing insightful conclusions; makes recommendations.
• Building financial models to guide the clients’ operational decisions.
• Communicating the findings to the client, and use financial info to advise on business action items.
• Understanding tax implications and incorporating the tax team’s work into client communication and planning.
• Preparing outlines and leading all Monthly and Quarterly Strategy Calls with clients.
• Assisting in timely and courteously answering client questions via email and video; meeting virtually with all clients.
• Performing some basic but necessary hands-on accounting work that’s needed to pull together the clients reporting for deeper level analysis.
• Leading exceptional client onboarding experience, holding staff accountable for milestones, initial oversight provided by firm founder.
• Encouraging and promoting a company culture that is consistent with firm’s core values and mission statement.

QUALIFICATIONS

• CPA designation REQUIRED
• 8+ Years of public accounting experience REQUIRED.
• Ability to compile and translate often complicated financial data into terms clients can understand so they can make better business decisions for themselves and their stakeholders.
• Success working in a virtual environment
• Dedicated home office workspace
• Exceptional interpersonal skills and client interaction; excellent verbal, written and video communication skills.
• Proactively communicate with each client, staff, and the firm’s founder.
• Ability to multitask to manage multiple clients simultaneously.
• Proficiency with technology including Microsoft Suite, Gmail, Zoom, Xero, Bill.com, Trello, QuickBooks, Dropbox, Payroll Relief, Practice Ignition are all pluses. Must have ability to quickly learn new platforms.

ADDITIONAL

What you can expect from our client:

• Totally remote – work from home environment!
• Flexible work schedule
• Consistent annual growth with 14 years in business
• Ongoing training
• Before, during and after COVID19 it’s understood the work environment is changing and the paramount importance of team members’ responsibilities outside of work. The firm’s clients support and are flexible to your and your family’s needs provided your work responsibilities are met timely, efficiently, and with excellence.
• Required 21 PTO days off per year fully disconnected from work platforms, client expectations, and team communications including at least one full 9-day period (a weekend, week, and weekend)
• The firm provides your workstation and related electronics, reimbursement $100/month for cell phone and internet.

If you feel you have the necessary qualifications please forward a recent copy of your resume and state your salary requirements.

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