SMB CFO + Team Lead

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Requirements:

• 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.

Responsibilities:

• 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.