What are the responsibilities and job description for the CAAS Chief Financial Officer position at O'Leary & Anick?

Position Summary

O'Leary & Anick is experiencing rapid growth and seeks an exceptional CFO to lead our Client Accounting & Advisory Services (CAAS) division. In this pivotal role, you'll partner closely with clients to drive their financial strategy and operations. Our CAAS services provide businesses with a collaborative approach to managing risk, optimizing performance, meeting deadlines, and ensuring they have the right personnel to support their financial objectives.

Key Responsibilities :

Lead as the CFO within the client's accounting services team, providing strategic financial guidance and oversight.
Identify and implement industry best practices to drive value for clients, ensuring optimal service delivery.
Collaborate with clients to establish financial policies and actively contribute to the development of long-term strategic goals.
Lead and drive capital planning initiatives, risk management, KPI analysis, and interactions with board of directors.
Oversee the financial administration, planning, and budgeting processes, ensuring effective resource allocation.
Manage long-term budgeting, cost control, and financial planning.
Track and present operational metrics, ensuring the client's financial performance aligns with objectives.
Ensure accurate financial record-keeping and compliance with industry standards. Monitor fund utilization to maintain financial integrity.
Manage cash flow and forecasting, ensuring the timely and accurate execution of financial accounting functions.
Lead and coordinate audit activities, ensuring compliance and best practices.
Effectively manage multiple client engagements, balancing priorities and delivering high-quality outcomes.
Build and maintain strong relationships with clients, becoming an integral member of their management teams.
Cultivate a robust network of external business contacts and establish yourself as a thought leader within your service and industry.
Resource internal staff of the firm as technical and client-specific questions arise.

Qualifications and Skills

Proficiency with QuickBooks and Sage Intacct preferred.

Comfort working in a fast-paced, dynamic environment with strong multitasking abilities.

Willingness and ability to travel locally to client sites, with occasional overnight travel required for client visits, training, and meetings.

Education and / or Experience :

A minimum of 5 years of relevant experience in roles such as Assistant Controller, Controller, or similar. Nonprofit industry experience is required.

Prior experience in project and client management is beneficial but not required.

A bachelor's degree in accounting, finance, or a related field is required. A combination of relevant experience, education, and training may be considered in lieu of a degree.

CPA certification preferred but not mandatory.

Compensation and Benefits

Health Insurance, Flexible Spending Account, 401k, Life Insurance, Short Term Disability, PTO and Paid Holidays. Excellent Work / Life Balance.

Compensation commensurate with experience.

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