CFO – Professional Services

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

💵 $140 000 - $165 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de All In One Accounting, pas via un site d'emploi

Repérée par Remote Rocketship il y a 2 mois

Toujours ouverte sur le site de All In One Accounting. Vérifiée il y a 4 heures.

Logo of All In One Accounting

All In One Accounting

51 - 200 employés

Fondée en 2004

🤝 B2B

💸 Finance

🎯 Recrutement

B2B • Finance • Recruitment

All In One Accounting est une entreprise de comptabilité externalisée et de direction financière située dans la région de Minneapolis. Elle propose des services de tenue de livres et de comptabilité quotidienne, de Contrôleur et CFO fractionnels, de préparation d'audit (y compris le support 990), et de recrutement pour aider les clients à constituer des équipes comptables internes. L'entreprise se spécialise dans le service aux organisations à but non lucratif et aux petites et moyennes entreprises axées sur la croissance dans divers secteurs tels que l'immobilier, le commerce de détail, la technologie, la fabrication, et les services professionnels, offrant une performance garantie, des engagements flexibles, et des insights financiers exploitables pour stimuler une croissance rentable.

Description

• Own the client relationship, including realization, utilization, NPS, retention, and growth for the full book of professional service clients • Serve as primary strategic advisor and relationship lead for business owners and executive teams • Identify and proactively address account risks • Deliver accurate and timely financials on budget • Develop and implement strategic financial plans aligned with client growth and profitability objectives • Lead financial modeling for pricing strategy, utilization optimization, capacity planning, and growth scenarios • Advise on partner or equity compensation structures • Develop long-range cash forecasts and capital allocation recommendations • Support M&A diligence, deal structuring, and integration planning • Build and maintain relationships with clients’ external partners, including bankers, investors, and CPAs • Identify and act on expansion opportunities within the existing book • Lead, manage, and hold delivery team members accountable for relationships, metrics, quality, timeliness, and EOS commitments • Interview and assess candidates for future team roles • Develop team members through feedback, coaching, and growth conversations • Proactively escalate people and client issues to the Managing Director • Manage team capacity to avoid over- or under-utilization • Deliver CFO services to the full book of nonprofit clients • Ensure delivery teams have direction, context, and support to deliver excellent work • Complete time tracking, capacity planning, and quarterly Rocks • Participate in the Brand Ambassador program • Uphold security practices protecting client assets and firm data

🎯 Exigences

• Bachelor's degree in accounting, finance, or related field • CPA preferred • 12+ years of progressive financial leadership experience • Experience in a multi-client or Client Accounting Services (CAS) environment strongly preferred • Proven success in executive-level financial advisory and client relationship ownership • Deep expertise in service-based financial modeling, utilization and realization metrics, billing structures, and revenue recognition • Demonstrated track record of LMA — leading and developing accounting teams • Excellence in executive communication and stakeholder management • Strong familiarity with EOS (Entrepreneurial Operating System) preferred • Ability to deliver accurate and timely financials on budget • Ability to perform M&A diligence, deal structuring, and integration planning • Ability to manage capacity, quality, timeliness, and team accountability • Ability to uphold security practices protecting client assets and firm data

🏖️ Avantages

• Medical, dental, and vision insurance • 401K with employer match • Life insurance • Long and short-term disability • HSA, FSA, and dependent care options • Tenured PTO program — paid time off increases with years of service • Professional development opportunities • Certification support and continuing education assistance • Annual bonus of up to 15% of base salary tied to a CFO scorecard • Flexible, trust-based work environment • Opportunity to operate like a partner, run your own practice, lead your own team, and share in the results created

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