CFO Worx ยท 5 months ago
Senior Accountant (REF #006)
Oldsmar, Florida, United States
Full-time, Contract
Onsite
Senior Level
5+ years expCFO Worx is a provider of high-quality Fractional CFO services, M&A preparation support, bookkeeping, and financial modeling to small and mid-sized businesses across the U.S. They are seeking a Senior Accountant to work on-site in Oldsmar, FL, collaborating with the remote team while directly supporting client leadership. The role involves managing client interactions, invoicing, cash management, accounts payable and receivable, inventory management, and month-end close processes.
AccountingBookkeeping and PayrollConsultingFinancial Services
Responsibilities
Conduct regular meetings with the clients owner to review financial performance and address accounting matters
Create and manage detailed invoices for a smaller client base, ensuring accuracy and timeliness
Oversee daily cash flow, perform bank and credit card reconciliations, and maintain accurate records
Process credit card and ACH payments, manage bill entries, and conduct weekly AP reviews for approval with the clients owner
Set up vendors and customers, issue invoices, and follow up with clients through calls and emails to ensure timely collections
Conduct monthly cycle counts of inventory and ensure accurate inventory tracking. Collaborate on work-in-progress (WIP) accounting
Prepare journal entries, maintain detailed schedules, and manage accruals as part of the monthly accounting cycle
Create and maintain comprehensive schedules and detailed monthly reporting packages using Microsoft Excel
Complete all tasks related to the month-end close process, ensuring journal entries, schedules, and reconciliations are accurate and finalized on time
Work with the clients payroll provider (Heartland) on weekly payroll tasks
Respond to inquiries from management and provide timely updates on financial and operational matters
Review deliverables from remote team members, provide corrections, and offer constructive feedback to ensure quality
Qualification
Required
Bachelors degree in Accounting or Finance
5+ years of professional accounting experience in roles such as Assistant Controller, Senior Accountant, or similar
Strong proficiency in QuickBooks Desktop (required)
Advanced knowledge of GAAP and balance sheet management
Expertise in Microsoft Excel for data analysis and financial reporting
Experience with inventory tracking and work-in-progress (WIP) accounting, ideally in manufacturing settings
Ability to prepare and maintain detailed schedules for journal entries, accruals, and reporting
Strong organizational skills, with the ability to prioritize tasks and meet deadlines
Excellent communication and collaboration skills to work with both on-site and remote teams
Preferred
Familiarity with Microsoft Dynamics is a plus
Company
CFO Worx
CFO Worx offers fractional CFO services and finance consulting for startups and scale-ups.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase