What are the responsibilities and job description for the Client CFO position at Whittle Strategic Accounting?
About Us: Whittle Strategic Accounting is a reputable public accounting firm known for its excellence and trusted services. We pride ourselves on fostering an environment that encourages both personal and professional growth. Our mission is to empower others to change the world through strategic accounting services, playing an integral part in our clients' success.
Position Overview: We are seeking a dedicated Client CFO to join our team. This role involves serving as a vital advisor to our clients and supporting our Client Service Managers (CSMs) and Controllers. You will drive positive changes, ensuring clients feel supported and valued, while also mentoring team members to enhance their growth and capabilities.
Key Responsibilities:
- Client Growth Strategies: Develop and assist with strategic business goals.
- Business Improvement Recommendations: Proactively suggest improvements based on client insights.
- Achievement Planning: Formulate actionable plans for clients to achieve their business goals.
- Financial Oversight: Review client financials, oversee audits, and present financials to leadership.
- Team Education: Conduct training on process improvement and personal development.
- Team Member Evaluation: Participate in evaluating and interviewing prospective team members.
Desired Skills and Experience:
- Bachelor's degree in accounting or business-related field (required)
- CPA or MBA (preferred)
- 5 years experience in public accounting or consulting
- Knowledge of income tax and project management
- Strong Microsoft Office 365 skills
- Experience in nonprofit accounting (preferred)
- Leadership skills, with a focus on teamwork and mentorship
- Strong interpersonal and communication skills
- Integrity, with the ability to work independently
- Experience in a paperless environment (preferred)
Why Choose Whittle?
- Remote work setting
- Comprehensive health and dental insurance
- Short/long term disability coverage
- SIMPLE IRA plan with up to a 3% match
- Wellness stipend
- Generous PTO
- Annual performance-based bonus
- Team retreats for collaboration and innovation
- Collaborative and engaging team environment
Application Process: Interested candidates are encouraged to apply directly through our company’s career portal. We do not charge any fees for job applications.
Equal Opportunity Employer: Whittle Strategic Accounting is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Salary : $100,000 - $105,000
