What are the responsibilities and job description for the Part-Time Controller (Outsourced Services) position at Preferred CFO?

Controller

Outsourced Services)

JOB TYPE : Full-Time / Part-Time

JOB LOCATION : Utah (virtual work from home office and visit client locations)

CATEGORY : Finance and Accounting

JOB SUMMARY :

Preferred CFO is an outsourced / fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies. We are seeking a dynamic and accomplished individual to assume the outsourced controllership position for a select group of our existing clients. This position delivers part-time / outsourced controller services to a variety of companies simultaneously. Being a key team member for several different clients provides the controller with broad exposure to different businesses, management styles, and best practices. As a trusted advisor to the executive management teams within these companies, the controller is expected to oversee the tactical finance and accounting function within the company.

ESSENTIAL FUNCTIONS :

Oversee the day-to-day accounting work of the accountant assigned to the client
Maintain general ledger and chart of accounts
Complete the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
Reconcile all balance sheet and income statement accounts as part of the monthly close process
Assist the assigned CFO with the monthly reporting package
Prepare and record general journal entries, primarily for more complex accounting areas or areas involving judgment and estimates (i.e. revenue recognition)
Develop strong working relationships with clients and other stakeholders
Provide leadership and support to junior accountants
Report risk issues and potential opportunities to the assigned CFO
Suggest and implement operational best practices within the finance and accounting department
Employ good, sound judgment and become a trusted advisor within the company
Develop and manage financial controls in accordance with the company's procedures
Generate qualified leads for future engagements by networking with other professional trusted advisors

QUALIFICATIONS :

Bachelor's degree in accounting or finance required (CPA, MBA or MAcc a plus)

QuickBooks Certified (within 90 days of hire)

Advanced Microsoft Excel skills required

Bill and Expensify experience a plus

Strong and verifiable technical accounting skills

Ability to plan, direct, and control the tactical accounting function for multiple client companies at any given time

A decisive individual who possesses a "big picture" perspective and is well versed in implementing and maintaining effective accounting controls and systems

Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems

Willing to travel to local and regional client locations (out-of-state travel is very limited)

Exceptional ability to motivate, coach, and develop junior accounting professionals

Impeccable communication and interpersonal skills

Ability to present reports accurately and concisely to the assigned CFO and / or executive management team

Unquestionable business ethics and personal integrity

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Part-Time Controller (Outsourced Services)

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