CFS · 18 hours ago
CFO
Aliquippa, PA
Full-time
Hybrid
Lead/Staff, Director/Executive
$150K/yr - $175K/yr
5+ years expCFS is seeking a CFO to oversee financial operations, reporting, and planning across a multi-entity structure. This leadership role is responsible for maintaining financial integrity, developing accounting systems, and providing insights for strategic initiatives.
Human ResourcesStaffing Agency
Responsibilities
Maintain accurate financial records in compliance with GAAP and tax regulations
Oversee daily accounting operations, including AP/AR, cash management, and bill-pay across multiple entities
Manage consolidated financial reporting for monthly, quarterly, and annual close cycles
Ensure accurate revenue tracking, allocations, and related payout schedules
Monitor cash flow and coordinate tax planning and compliance with external advisors
Maintain detailed tax workpapers and schedules (e.g., K-1s, estimated income)
Develop multi-entity reports, dashboards, and financial models to support budgeting, forecasting, and scenario planning
Perform variance analysis, consolidate results, and provide executive-level summaries highlighting trends and opportunities
Conduct expense and profitability analyses to improve efficiency and performance
Monitor key financial and operational metrics to align with organizational objectives
Build and maintain advanced Excel-based models, including cash flow, valuation, and scenario analyses
Model financial impacts of tax strategies, investments, acquisitions, and strategic initiatives
Continuously refine forecasting tools for accuracy and adaptability
Support HR financial processes, including onboarding/offboarding, payroll, and benefits administration
Maintain accurate payroll and compensation records and coordinate with third-party providers
Assist leadership with performance review data and reporting
Ensure compliance with IRS regulations, licensing requirements, and industry standards
Protect sensitive data and maintain integrity of financial systems
Support risk management initiatives, including insurance and cybersecurity
Manage vendor relationships and maintain corporate and tax documentation
Serve as a trusted financial resource for leadership, advisors, and stakeholders
Qualification
Required
Oversee the financial operations, reporting, and planning functions across a multi-entity organizational structure
Ensure the overall financial integrity and stability of the organization by developing and maintaining strong accounting systems
Produce advanced financial analysis and improve operational efficiency
Play a central role in consolidated financial reporting, budgeting, forecasting, financial modeling, and tax coordination
Partner closely with senior leadership to deliver timely, accurate, and actionable insights
Maintain accurate financial records in compliance with GAAP and tax regulations
Oversee daily accounting operations, including AP/AR, cash management, and bill-pay across multiple entities
Manage consolidated financial reporting for monthly, quarterly, and annual close cycles
Ensure accurate revenue tracking, allocations, and related payout schedules
Monitor cash flow and coordinate tax planning and compliance with external advisors
Maintain detailed tax workpapers and schedules (e.g., K-1s, estimated income)
Develop multi-entity reports, dashboards, and financial models to support budgeting, forecasting, and scenario planning
Perform variance analysis, consolidate results, and provide executive-level summaries highlighting trends and opportunities
Conduct expense and profitability analyses to improve efficiency and performance
Monitor key financial and operational metrics to align with organizational objectives
Build and maintain advanced Excel-based models, including cash flow, valuation, and scenario analyses
Model financial impacts of tax strategies, investments, acquisitions, and strategic initiatives
Continuously refine forecasting tools for accuracy and adaptability
Support HR financial processes, including onboarding/offboarding, payroll, and benefits administration
Maintain accurate payroll and compensation records and coordinate with third-party providers
Assist leadership with performance review data and reporting
Ensure compliance with IRS regulations, licensing requirements, and industry standards
Protect sensitive data and maintain integrity of financial systems
Support risk management initiatives, including insurance and cybersecurity
Manage vendor relationships and maintain corporate and tax documentation
Serve as a trusted financial resource for leadership, advisors, and stakeholders
Preferred
Bachelor's degree in Accounting, Finance, or a related field (CPA and/or MBA preferred)
5+ years of progressive experience in accounting or finance; exposure to multi-entity environments required
Experience within wealth management, family office, investment management, or similar financial services environments is a plus
Strong knowledge of GAAP, partnership accounting, and consolidated reporting
Advanced proficiency in Microsoft Excel, including financial modeling and FP&A
Highly organized with strong analytical, communication, and interpersonal skills
Ability to manage multiple priorities independently in a deadline-driven environment
Detail-oriented, strategic thinker with a collaborative mindset and commitment to continuous improvement
Comfortable learning and leveraging new technologies and supporting others in their use
Company
CFS
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dan Casey
CEO, Founder
Company data provided by crunchbase