PHG Advisory · 8 hours ago

Manager - CFO Services

United States

Full-time

Remote

Entry, Mid Level

$110K/yr - $130K/yr

2+ years exp

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Responsibilities

Develop and maintain excel based budgeting, forecasting, and financial modeling tools for clients

Develop PowerPoint based monthly performance reports to provide critical insights in delivering compelling strategic recommendations that will drive improved performance and optimal resource allocation

Lead ad hoc analysis as needed, drive process and system improvements to ensure continued evolution of efficiencies

Execute operational tasks independently (e.g., development of tools / templates for client use, tasks requested by client, slide deck development, etc.)

Set up tools and to utilize client software / apps to access client data

Quality check one’s own work product to ensure that it addresses the subject question, flows logically, and is free from error

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Accounting processesFinancial reportingMicrosoft ExcelMicrosoft PowerPointFP&A experienceReporting modelsConstruction accountingQuickBooks

Required

Excellent knowledge of accounting and financial processes (budgeting, financial closure, reporting, etc.)

Expert in Microsoft Excel and PowerPoint

Prior experience in a similar FP&A / Investment Banking / FDD role (2+ years required)

Prior experience independently developing, maintaining, and enhancing reporting models and monthly reporting packages (PowerPoint)

Solid understanding of facility services / construction accounting processes (job costing, revenue recognition / WIP adjustment, drop shipped inventory model, and in-house vs. subcontracted labor structuring)

Excellent communication and interpersonal skills