CU*SOUTH · 10 hours ago
CFO Advisor
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AccountingFinancial Services
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Responsibilities
Prepare and examine accounting records, financial statements, and other financial reports for all assigned clients.
Assist in developing, evaluating, and implementing policies and procedures for the accounting department.
Ensure policies and procedures reflect current regulatory and GAAP requirements/standards.
Responsible for financial reporting, financial analyses, cash management, and forecast reports in alignment with client timing requirements for all assigned clients.
General ledger reconciliations, analysis of financial accounts, and preparation of journal entries. Provide end-of-month close and produce monthly financial statements for all assigned clients on a timely basis.
Preparation of budgets and periodic analysis of budget variances for all assigned clients.
Conduct special accounting studies, analyses, and special projects as requested by management.
Manage calendars appropriately for client satisfaction and maximum availability.
Track hours for billing and product profitability modeling.
Accuracy and attention to detail are paramount for the success of this role.
Qualification
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Required
B.A. in Accounting, Business Administration or equivalent and five years’ related accounting/ finance experience.
5+ years’ experience working for financial institutions or equivalent experience.
Fundamental knowledge of GAAP.
Proficient with MS products. Expert-level Excel.
Detail and deadline-oriented
Strong analytical and problem-solving skills
Excellent verbal and non-verbal communication skills are required.
Thoroughness, excellent attention to detail, and good problem-solving skills are required.
Ability to work independently and initiate several projects simultaneously with minimal supervision.
Preferred
CPA and/or MBA preferred but not required.
Company
CU*SOUTH
CU*SOUTH is a core financial technology company that provides software, accounting, IT infrastructure, and management solutions.
Funding
Current Stage
Early StageRecent News
2024-11-15
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