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Preferred CFO · 1 month ago

Controller - Part Time

United States

Part-time

Remote

Senior Level

Preferred CFO is an outsourced/fractional CFO firm providing premium Finance, Accounting, HR and Payroll assistance to growing and emerging companies. The Controller position involves overseeing the finance and accounting functions for multiple clients, providing strategic advice, and ensuring effective financial management practices are implemented.

AccountingAdviceConsulting

Responsibilities

Oversee the day-to-day accounting work of the accountant assigned to the client

Maintain general ledger and chart of accounts

Complete the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)

Reconcile all balance sheet and income statement accounts as part of the monthly close process

Assist the assigned CFO with the monthly reporting package

Prepare and record general journal entries, primarily for more complex accounting areas or areas involving judgment and estimates (i.e. revenue recognition)

Develop strong working relationships with clients and other stakeholders

Provide leadership and support to junior accountants

Report risk issues and potential opportunities to the assigned CFO

Suggest and implement operational best practices within the finance and accounting department

Employ good, sound judgment and become a trusted advisor within the company

Develop and manage financial controls in accordance with the company's procedures

Generate qualified leads for future engagements by networking with other professional trusted advisors

Qualification

Technical accounting skillsAccounting controlsAdvanced Microsoft ExcelQuickBooks CertifiedBill.com experienceExpensify experienceAnalytical skillsLeadershipCommunication skills

Required

Bachelor's degree in accounting or finance required

QuickBooks Certified (within 90 days of hire)

Advanced Microsoft Excel skills required

Strong and verifiable technical accounting skills

Ability to plan, direct, and control the tactical accounting function for multiple client companies at any given time

A decisive individual who possesses a 'big picture' perspective and is well versed in implementing and maintaining effective accounting controls and systems

Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems