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Optima Office, Inc. · 1 month ago

Fractional CFO

San Diego,CA,US

Full-time, Part-time

Hybrid

Senior Level, Lead/Staff

15+ years exp

Optima Office, Inc. is a fast-growing, female-owned company that provides Outsourced Accounting and Fractional CFO services. The role of Fractional CFO involves partnering with executive staff to develop and implement financial management strategies, while maintaining strong client relationships and managing multiple projects.

AccountingSoftware

Responsibilities

You will be paired with clients that allow you to work the hours you prefer

We believe a healthy work/life balance is beneficial for both our consultants and our clients

We have a career development program along with a robust training platform

We enjoy partnering with like minded clients

Qualification

AccountingFinanceLeadershipMicrosoft ExcelQuickBooksAnalytical skillsClient relationshipCommunication skillsTeam managementSelf-starter

Required

Bachelor's degree or master's degree in Accounting, Finance or Business-related field required

CPA a plus

Minimum 15 years progressive experience in a business, accounting, or finance environment

Experience in a senior financial-management role, partnering with executive staff, resulting in the development and implementation of creative financial management strategies

Experience working with information technology staff to manage finance and accounting software packages

Demonstrated leadership ability, team management, and interpersonal skills

Excellent analytical and abstract reasoning skills, plus excellent organization skills

The ideal candidate will possess leadership and supervisory capabilities, solid operational and technical accounting skills and works proactively to drive results

This person is a self-starter, flexible, has a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment

Thorough knowledge of general accounting including application of general accounting theory

Ability to develop and maintain strong client relationships

Demonstrated mentoring, coaching and organizational administrative skills required

Self-managed and ability to work independently while managing multiple projects and deadlines

Must be PC proficient and able to thrive in a fast -pace setting

Must have strong experience with Microsoft Excel

Strong verbal and written communication skills

Ability to multi-task, work under pressure and meet deadlines required