CFO – Professional Services

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All In One Accounting

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2004

🤝 B2B

💸 Finanças

🎯 Recrutamento

B2B • Finance • Recruitment

A All In One Accounting é uma empresa terceirizada de contabilidade e liderança financeira na área de Minneapolis, que oferece serviços de escrituração contábil e contabilidade do dia a dia, serviços de Controlador e CFO fracionados, preparação de auditoria (incluindo suporte 990) e recrutamento para ajudar os clientes a construir equipes internas de contabilidade. A empresa é especializada em atender organizações sem fins lucrativos e pequenas e médias empresas voltadas para o crescimento em setores como imobiliário, varejo, tecnologia, manufatura e serviços profissionais, oferecendo desempenho escalável garantido, contratos flexíveis e insights financeiros acionáveis para impulsionar o crescimento lucrativo.

Descrição

• Serve as a member of clients' executive management teams • Develop and implement strategic financial plans aligned with professional services business objectives • Lead high-level financial decisions and strategic initiatives • Provide financial coaching to client leadership teams • Support internal delivery teams with technical expertise and industry-specific guidance • Create sophisticated financial models to evaluate business decisions, including service expansion, technology investments, and office expansions • Develop long-range cash forecasts and capital planning specifically addressing cyclical nature of professional services • Analyze business performance and identify optimization opportunities for service delivery efficiency and client profitability • Design and monitor key performance indicators (KPIs) relevant to the needs of the client’s business operations • Prepare annual operating plans with variance analysis • Oversee and optimize engagement costing systems • Implement effective resource allocation and utilization processes • Design accounting structures that provide actionable insights • Develop pricing models that ensure profitability while remaining competitive • Lead month-end closing meetings with clients and internal teams to present financials • Oversee preparation and review of monthly financial statements and key reports • Serve as proactive liaison with client's professional advisors (CPAs, bankers, attorneys)

🎯 Requisitos

• 10+ years of financial leadership experience, with at least 5 years specifically in professional services industries • Bachelor's degree in accounting, finance, or related field • Proven success in executive-level financial advisory roles for professional services companies • Demonstrated ability to drive strategic growth initiatives • Have a love of entrepreneurial, growth-minded small businesses • Experience managing multiple client relationships, preferred • Strong mentoring and team development abilities • Strong technical accounting and finance expertise, including, resource utilization, and technology investment planning • Growth mindset and commitment to continuous learning

🏖️ Benefícios

• Medical, dental, and vision insurance • 401K • Life insurance • Long and short-term disability • HSA, FSA, and dependent care options • Professional development opportunities