The Chief Financial Officer (CFO) is responsible for a roster of clients with flexible scheduling. The position is home office based, with work on-site at client locations when required for consultation/reporting.

Our experienced team of consultant CFOs are responsible for managing client finances, including financial planning, management of financial risks, record-keeping, and financial reporting. Our CFOs are also responsible for analysis of data.

Residency in Capital Region of New York is required.

Duties:

Preparation and management of Financial Statements

Strategic Planning & Budgeting

Ensuring segregation of costs

Act as liaison and manage reporting and relationships with a company’s bank, insurance & external auditors

Partner Resource: navigate the process with and for our clients to make sure they are covered in all areas of their business.

On-site work at client locations as needed

Bookkeeping according to client Statement of Work

Accounting according to client Statement of Work

Other duties as assigned

Experience/skills needed:

1-3 years’ experience as a CFO or controller required

Associate or bachelor’s degree in accounting

Attention to detail and strong organizational skills

QuickBooks, desktop and online

Deadline-oriented and able to work in a fast-paced environment

Confidentiality in all interactions with clients

Time management with the ability to multi-task

Self-motivated and able to work with minimal supervision

Other:

Valid drivers license

Reliable transportation