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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

 

If you would like to hear more or know someone, who would be a great fit, please contact Steve Black (937-291-4110 / careers@brixeyandmeyer.com)

Brixey & Meyer is an equal opportunity employer, who values diversity and is committed to creating an inclusive environment for all employees.

 

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