What are the responsibilities and job description for the Accountant position at CFO by Design?
Company Description
CFO by Design was founded to provide expert professional services to individuals and entrepreneurs, helping them achieve their goals and dreams. We are a team of professionals with over 18 years of experience in financial planning, strategic support, accounting, marketing, and capital. Our growth has been driven by strategic partnerships and a robust referral program. Whether you are a start-up or an established organization, CFO by Design offers tailored support through every business stage, ensuring efficiency and success.
Role Description
This is a part-time on-site role for an Accountant based in Longwood, FL. The Accountant will be responsible for managing financial records, preparing and analyzing financial reports, and ensuring compliance with accounting standards. Day-to-day tasks include bookkeeping, reconciling accounts, preparing tax returns, and supporting financial audits. The Accountant will also collaborate with team members to support clients' financial objectives and provide strategic financial advice.
Qualifications
- MGA, GA, or wholesale P&C insurance knowledge
- Settling insurance premiums at month-end.
- Proficiency in bookkeeping, financial reporting, and tax preparation
- Experience with reconciliation of accounts and financial audits
- Knowledge of accounting standards and compliance requirements
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work on-site in Longwood, FL, and collaborate effectively with team members
- Bachelor's degree in Accounting, Finance, or related field
- CPA certification is a plus
- Experience in financial planning or strategic support is beneficial
