CU*SOUTH · 4 hours ago
CFO Services Consultant
United States
Full-time
Remote
Senior Level
5+ years exp
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Responsibilities
Prepare and examine accounting records, financial statements, and other financial reports for all assigned clients.
Assist in developing, evaluating, and implementing policies and procedures for the accounting department.
Ensure policies and procedures reflect current regulatory and GAAP requirements/standards.
Responsible for financial reporting, financial analyses, cash management, and forecast reports in alignment with client timing requirements for all assigned clients.
General ledger reconciliations, analysis of financial accounts, and preparation of journal entries. Provide end-of-month close and produce monthly financial statements for all assigned clients on a timely basis.
Preparation of budgets and periodic analysis of budget variances for all assigned clients.
Conduct special accounting studies, analyses, and special projects as requested by management.
Manage calendars appropriately for client satisfaction and maximum availability.
Track hours for billing and product profitability modeling.
Accuracy and attention to detail are paramount for the success of this role.
Uphold CU•SOUTH Code of Conduct and P.R.A.I.S.E. Core Values
Provide same-day responses to all internal inquiries received by noon that day, provide next-day responses to all others, establishing priority to urgency on all requests
Provide internal support to all CUSO Development lines of business accordingly, to advocate and encourage internal collaboration
Uphold CU•SOUTH Code of Conduct and P.R.A.I.S.E. Core Values
Adhere to timelines provided to Clients and communicate necessary changes to implementation timelines clearly and effectively.
Qualification
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Required
B.A. in Accounting, Business Administration or equivalent and five years’ related accounting/ finance experience.
5+ years’ experience working for financial institutions or equivalent experience.
Fundamental knowledge of GAAP.
Proficient with MS products.
Expert-level Excel.
Detail and deadline-oriented.
Strong analytical and problem-solving skills.
Excellent verbal and non-verbal communication skills are required.
Thoroughness, excellent attention to detail, and good problem-solving skills are required.
Ability to work independently and initiate several projects simultaneously with minimal supervision.
Preferred
CPA and/or MBA preferred but not required.
Company
CU*SOUTH
CU*SOUTH is a core financial technology company that provides software, accounting, IT infrastructure, and management solutions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
A
Andrea Ingersoll
Executive Assistant
Recent News
2024-11-15
Company data provided by crunchbase
