Brixey & Meyer · 8 hours ago
CFO Services Manager
Tampa, FL
Full-time
Hybrid
Mid, Senior Level
5+ years expBrixey & Meyer is a rapidly growing firm recognized as one of the best workplaces in the US and Canada. The CFO Services Manager is responsible for overseeing client engagements, managing a team, and ensuring high-quality CFO services are delivered to clients while fostering client relationships and practice development.
AccountingConsultingFinancial Services
Responsibilities
Provides high-quality, value add CFO Services to clients
Manages client expectations to provide exceptional service to a book of business
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
Reviews work of seniors and accountants for accuracy of accounting and financial reporting
Mentors and coaches Seniors and Accountants
Assists with Firm administrative tasks for CFO Services as needed (e.g.—scheduling, sales pipelining, performance reviews, billing, etc.)
Becomes an expert in QuickBooks Online and other ERP systems clients utilize. Operates in client systems and performs detailed transactions and analyses as needed
Assists with hiring, developing, and managing CFO Services team-members as assigned
Meets annual budgeted billable hours
Cultivates new business for the Firm and identifies additional services to provide to current clients of the Firm
Cross-sells and identifies additional services to provide to current clients of the Firm
Participates in Firm committees and activities
Promotes the Firm positively in the community and through professional organizations involvement
Performs other duties as assigned
Qualification
Required
Bachelor's degree in accounting or finance
2+ years of managerial or direct supervisory 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
Proven ability to work individually and collaboratively within a team setting
The desire to have fun with your work and to contribute to our unique company culture
Process oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
Preferred
Master's degree or continuing coursework
CPA or relevant certification
Experience or Interest in leveraging automation or AI based tools
5+ years of qualified work experience based in public accounting
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.
Company
Brixey & Meyer
Brixey & Meyer is a registered accounting firm.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Detling
Senior Manager, CFO Services
Ashley Taylor
CFO Services Manager
Recent News
Cincinnati Business Courier
2025-01-14
PR Newswire
2025-01-08
Dayton Business Journal
2025-01-08
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