CFO Services Manager

Are you our next superhero?

As organizations mature, there is an ongoing need for strong accounting and financial leadership. Brixey and Meyer’s CFO Services’ team prides itself in being a strategic partner for organizations of all sizes. Whether it be the startup needing ongoing bookkeeping support or a large corporation desiring interim Controller-level work, our team provides the technical and leadership skills to get the job done. We need a Manager, who knows how to lead projects and engagements. This is not a job for someone, who dislikes change and is not a self-starter. Highly motivated people, with a desire to learn and grow fit the mold. Our next superhero does not fear a challenge, and s/he is able to partner with organizations to help them meet their goals.

Are you a high-achiever looking for a firm that appreciates your business insight, drive and desire to add value?

We are a regional accounting and business advisement firm whose mission is to have a positive impact on the people of our firm and the clients we serve. As a five-time winner of the Business Journal’s “Best Places to Work” award, we understand that culture matters. Our top priority is to provide an environment for our team that fosters professional growth and success.

We have offices in Dayton, Cincinnati, and Columbus. Founded in 2002, our firm has quickly established itself as the region’s first choice for accounting, tax, business advisory, and leadership advisory services.

We are looking for a talented and motivated CFO SERVICES MANAGER to join our growing team in our CINCINNATI location.

POSITION SUMMARY:

The CFO Services Manager is responsible for overseeing multiple client engagements and managing a team of Seniors and Accountants. The client service aspect will focus on outsourced accounting and interim Controller roles. The Manager will also be responsible for coaching and mentoring staff, managing client relationships and networking/ practice development. This role reports to the Senior Manager and Shareholder.

ESSENTIAL JOB FUNCTIONS:

• Provides high-quality, value add CFO Services to clients
• Manages client expectations to provide exceptional service to a book of business
• Manages multiple ongoing engagements to meet client deadlines, schedule staff and ensure staff time is properly utilized.
• Builds and maintains relationships with key client contacts
• Looks for opportunities to create value, reduce costs and maximize efficiencies for clients
• Reviews work of seniors and accountants for accuracy of accounting and financial reporting
• Mentors and coaches Seniors and Accountants
• Assists with Firm administrative tasks for CFO Services as needed (e.g.—scheduling, sales pipelining, performance reviews, billing, etc.)
• Becomes an expert in QuickBooks Online and other ERP systems clients utilize. Operates in client systems and performs detailed transactions and analyses as needed.
• Assists with hiring, developing, and managing CFO Services team-members as assigned
• Meets annual budgeted billable hours
• Cultivates new business for the Firm and identifies additional services to provide to current clients of the Firm
• Cross-sells and identifies additional services to provide to current clients of the Firm
• Participates in Firm committees and activities
• Promotes the Firm positively in the community and through professional organizations involvement
• Performs other duties as assigned

QUALIFICATIONS:

• Required: Bachelor’s degree in accounting or finance; Master’s degree or continuing coursework is preferred
• CPA or relevant certification preferred
• 2 years of managerial or direct supervisory experience
• Advanced computer literacy, including proficient use of all Microsoft Office products
• Valid Driver’s license and transportation to client sites up to 1 hour from the home office location
• Proven ability to work individually and collaboratively within a team setting
• The desire to have fun with your work and to contribute to our unique company culture
• Process oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
• 5 years of qualified work experience based in public accounting preferred
• Excellent research and documentation skills
• Proven leadership qualities in managing others, includes both internal team-members as well as external client relationships
• Excellent interpersonal, oral, and written communication skills
• Desire to have fun with your work and to contribute to our unique company culture

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Education:

• Bachelor's (Required)

Work Location: Multiple Locations