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Creative Planning · 8 hours ago

Virtual CFO

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

Creative Planning is a company that provides financial and accounting services. They are seeking a Virtual CFO who will work directly with clients to manage their accounting and finance departments, prepare financial reports, and perform financial analysis while advising on business matters.

ConsultingFinancial Services

Growth Opportunities

Hiring Manager

Aubri Heitmann

Responsibilities

Provide guidance and thought leadership on accounting, financial, and general advisory aspects of the client’s business, including:

Appropriate utilization and efficiency of software applications

Development of budgets, forecasts, and KPIs

Process improvement, standard operating procedures, and industry-specific best practices

Coordinate and participate in year-end income tax planning and strategies

Ability to adapt to client needs by providing immediate short-term solutions while working toward implementation of long-term goals

Set and meet defined deadlines on projects with clients

Maintain open and honest fee discussion with clients while maintaining appropriate engagement profitability

Proactively participate in pursuing new business for this service while generating referrals for internal business growth

Maintain an active and engaging social media presence to connect with and influence target audiences, driving brand awareness and fostering community engagement