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Brixey & Meyer · 3 days ago

CFO Services Senior Manager

Tampa, FL

Full-time

Hybrid

Senior Level, Lead/Staff, Director/Executive

7+ years exp

Brixey & Meyer is a rapidly growing firm recognized as one of the top firms in the US and Canada, committed to positive employee and client impact. The CFO Services Senior Manager will oversee the practice's management and growth, focusing on client service, business development, and team management.

AccountingConsultingFinancial Services

Growth Opportunities

Responsibilities

Provides high-quality, value add CFO Services to clients

Manages client expectation to provide exceptional service to a book of business

Ability to navigate QuickBooks Online and other ERP and accounting systems utilized by clients

Manages multiple ongoing engagements to meet client deadlines, schedule staff and ensure staff time is properly utilized

Builds and maintains relationships with key client contacts

Looks for opportunities to create value, reduce costs and maximize efficiencies for clients

Assists with Firm administrative tasks for CFO Services as needed (e.g.—scheduling, sales pipelining, performance reviews, billing, etc.)

Assists with recruiting, hiring, developing, and managing CFO Services team-members as assigned

Assists and works alongside Partners with strategic direction and growth of the firm. This includes monitoring realization on existing clients, targeting new business and determining staffing needs for the office, and other areas as determined

Meets annual budgeted billable hours

Cultivates and closes on new business for the Firm

Cross-sells and identifies additional services to provide to current clients of the Firm

Encourages an environment within the Firm that promotes its core values

Promotes the firm brand in the marketplace through firm initiatives, civic organizations, board participation and networking events

Mentors and coaches team-members by providing constructive feedback to assist with professional growth

Takes ownership for engagement profitability including billing and collections. Including managing WIP and A/R for assigned clients to maximize realization and cash collections

Identifies engagement and project resource needs and properly assigns qualified staff-members as needed

Participates in Firm committees and activities

Promotes the Firm positively in the community and through professional organizations involvement

Performs other duties as assigned

Qualification

CPACMA certificationManagement experiencePublic accounting experienceAdvanced computer literacyQuickBooks knowledgeInterpersonal skillsAttention to detailOrganizational skillsCommunication skillsTeam collaboration

Required

Bachelor's degree in accounting or finance; MBA/MACC preferred

CPA or CMA certification in good standing

7+ years of qualified work experience based in public accounting or related experience

3+ years of management experience

Advanced computer literacy, including proficient use of all Microsoft Office products

Valid Driver's license and transportation to client sites up to 1 hour from the home office location

Excellent attention to detail and accuracy

Proven leadership qualities in managing others, includes both internal team-members as well as external client relationships

Process-oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines

Proven ability to work individually and collaboratively within a team setting

Excellent interpersonal, oral, and written communication skills

Experience or interest in leveraging automation and AI-based tools

Working knowledge of QuickBooks and/or other accounting systems and ability to dig into detailed transactions when needed

Desire to have fun with your work and to contribute to the Firm's unique culture

Benefits

Medical, Dental, and Vision Insurance : Coverage starts on day one to ensure you and your family's health needs are taken care of.

401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.

Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.

Lifestyle Spending Account: Receive a lifestyle spending account to use for wellness, fitness, or other personal expenses, enhancing your overall well-being.

Flexible Time Off: Take advantage of flexible time off to recharge and maintain a healthy work-life balance.

Holiday Pay : Celebrate holidays with paid time off, allowing you to relax and spend quality time with loved ones.

Career Advancement Opportunities : Grow your career with us through various development programs and advancement opportunities.

Training and CPE Credits : Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field.

Pet Insurance : We care about your furry family members too! Get peace of mind knowing your pets are covered for unexpected vet bills.