UHY LLP, Certified Public Accountants · 3 days ago
Fractional CFO
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Responsibilities
Spearhead CECL (Current Expected Credit Losses) reserves compliance reporting, ensuring timely and accurate adherence to the CECL accounting standard.
Execute strategic Asset Liability Management (ALM) investment strategy as a top priority for the role, collaborating with the CEO to make key financial decisions on buying/selling assets and rate setting.
Oversee ALM matters requiring approval from the ALM Committee, adhering to organizational policies and guidelines.
Utilize financial systems such as Jack Henry (ProfitStars) and nCino to analyze, interpret, and manage financial data effectively.
Drive financial planning and decision-making processes, ensuring alignment with company goals and maximizing investment opportunities.
Provide critical financial leadership and insights to optimize the organization’s asset portfolio and overall financial health.
Qualification
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Required
Bachelor’s degree with a major in accounting or finance
10+ years of accounting experience, particularly with growing mid-sized companies
Experience supervising and managing teams while being hands-on in day-to-day accounting functions
Strong end user of SAP, Oracle, Hyperion, Accumatica or other common technologies
Expert Excel skills: VLOOKUP, Macros, VBA Etc.
US Resident, Authorization to work in the United States without requiring sponsorship.
Only candidates residing in the state of the posting will be considered at this time.
Preferred
MBA Preferred
Experience working in a Big 4 firm preferred
CPA Preferred
Benefits
Group medical/dental and vision insurance
Paid Time Off and Paid Holidays
401K
Company paid Short-term and Long-term disability
Long Term Care Insurance
Company
UHY LLP, Certified Public Accountants
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market.
Funding
Current Stage
Late StageTotal Funding
$19.67MKey Investors
Summit Partners
2024-12-03Private Equity
2022-08-05Series Unknown· $4.61M
2021-07-16Series Unknown· $2.02M
Leadership Team
Recent News
DBusiness Magazine
2024-12-05
Accounting Today
2023-12-24
Accounting Today
2023-12-24
Company data provided by crunchbase