Outsourced CFO

Overview

Description summary : Provides high-touch, strategic financial services to clients across industries including real estate, restaurants, medical practices, and nonprofits. This client-facing role involves both day-to-day operational oversight and longer-term strategic finance initiatives, including budgeting, cash flow management, and KPI development.

Responsibilities

• Operational Financial Oversight

Manages and reviews monthly financial reporting for assigned clients.

Leads budgeting and forecasting efforts in collaboration with client leadership.

Acts as the primary financial advisor to assigned clients.

Supports business development efforts and helps grow the CAS practice.

Ensures GAAP-compliant financial statements and internal controls.

Leads CAS initiative within the Accounting Services department.

Competencies

Supervisory Responsibilities

May supervise lower-level Client Advisory Services staff. Carries out supervisory responsibilities in accordance with the Firm’s policies and applicable laws. Responsibilities may include training employees; planning, assigning, and overseeing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications

Education and / or Experience : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and / or Experience Details

Bachelor’s degree from four-year college or university in Accounting with strong academic track record (minimum GPA of 3.0); CPA certification strongly preferred. Minimum 10 years progressive experience in Accounting / Finance roles. Prior experience as a CFO, Controller or similar senior financial leader. Strong knowledge of GAAP, financial modeling, and board-level communication.

Computer Skills

To perform this job successfully, an individual should be proficient in Microsoft Word and Microsoft Excel. Familiarity with accounting and advisory software such as QuickBooks, Power BI, Excel, Jirav, BILL, APS Payroll. Experience with Sage Intacct or NetSuite is a plus. Working knowledge of office equipment, computer hardware and peripheral devices.

Firm Culture / Client Service

Promotes the firm’s culture, including supporting Heard, McElroy & Vestal’s philosophy of developing a relationship with each client on a personal level, catering to their specific needs.

Ability and judgment to interact and communicate appropriately with other employees, clients and management. Ability to serve clients, both internal and external (community / public) in a manner that will support superior client relations.

Physical Demands / Work Environment

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to walk or use hands to finger, handle, or feel. The employee is occasionally required to stand; reach with hands and arms and stoop, kneel, crouch or crawl. The employee must frequently lift and / or move up to 10 pounds and occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The noise level in the work environment is usually quiet.

This job description reflects management’s assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Heard, McElroy & Vestal shall, in its discretion, modify or adjust the position to meet the Firm’s changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Firm’s sole discretion.

Heard, McElroy & Vestal is an Equal Opportunity Employer. We actively seek and employ qualified persons in all job classifications and administers all personnel actions without regard to race, color, religion, age, gender or sex (including pregnancy), national origin, ancestry, marital status, non-job related disability, veteran / military status, genetic information, gender identity, sexual orientation or any other characteristic protected by applicable federal, state or local law.

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