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🔥 SMB CFO + Team Lead
Posted 2024-10-24

📍 United States

🧭 Full-Time

💸 85000 - 100000 USD per year

🔍 Accounting services

  • An innate desire to serve people, especially business owners.
  • An obsession with meeting deadlines and keeping agreements.
  • A minimum of 3 years of experience leading teams and people.
  • A minimum of 5 years of experience in small business accounting and strategic finance.
  • Proficient with computers, spreadsheets (especially Google Sheets), and accounting software.
  • Experience in coaching and mentoring, with the ability to explain accounting to non-accountants.
  • Ability to self-teach and develop proficiency with various technologies.
  • Comfortable delegating and overseeing routine work, troubleshooting processes, or providing training.
  • Experience with construction and non-profits as a bonus.
  • Experience with business income tax returns is a bonus but not required.

  • Lead a diversely skilled team of accountants, financial analysts, and bookkeepers in fulfilling monthly accounting services.
  • Coach team members for performance and conduct hiring, onboarding, and training in collaboration with People Operations.
  • Serve as CFO for 1-2 clients, managing client engagement and analyzing financial data for cash flow, forecasts, and budgets.
  • Facilitate client discussions, build client processes to maximize margin, and communicate financial strategies.

LeadershipData AnalysisPeople ManagementCross-functional Team LeadershipStrategyFinancial ManagementData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelMentoringAccountingCoaching

Posted 2024-10-24
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