Job Description
WHO WE ARE
The Cash Flow CFO www.thecashflowcfo.com is a boutique agency delivering virtual CFO services. We provide business owners with a simpler way to understand their numbers so they can grow their business with confidence and clarity.
Jenson Strategic Tax & Bookkeeping www.jensontax.com is a full-service, virtual accounting firm. Our virtual team provides comprehensive bookkeeping services to businesses of all sizes and industries.
Together under one roof, our two firms provide business owners with an all-in-one financial solution, with a focus on thinking outside the corporate box.
Our financial professionals are more than just number-crunchers. We are educators, focused on providing a personalized experience that empowers our clients to reach their financial goals.
WHO WE ARE LOOKING FOR
We are looking for an experienced Accounting/ CFO Consultant who can manage a team and has strong business acumen.
Our ideal candidate is an exceptionally skilled accountant, with experience managing multiple team members serving several client accounts while at the same time able to consult and provide business financial advice to Business owner clients.
You are highly analytical and very growth oriented.
YOUR EXPERIENCE AND EXPERTISE
Accounting/Finance/Business degree
Extensive hands on experience communicating with business executives and entrepreneurs
Able to manage clients in a caring and empathetic manor
Smart and Strategic & bring ingenuity to the table in client conversations
A proven track record of efficient troubleshooting and problem solving
MINIMUM OF 5 YEARS EXPERIENCE IN A MANAGEMENT ROLE
Direct experience leading a bookkeeping team with a focus on delegation and follow-up
A proven track record of developing, implementing and maintaining strong operational systems including documenting step-by-step processes
Certified QuickBooks Online ProAdvisor (can accomplish once hired if the right fit)
Strong working knowledge of other commonly used online business platforms:
Teamwork or similar project management tool
Box.com
Google business tools (Email, Calendar, Drive, Docs, Sheets, etc.)
YOUR RESPONSIBILITIES
Manage all aspects of Jenson Strategic Tax & Bookkeeping including overseeing the bookkeeping team and all client relationships
Oversee the accurate and efficient execution of all bookkeeping activities:
accounts payable
accounts receivable
cash receipts
payroll
research
Ensure all team tasks are completed correctly and on time
Ensure all client financials are completed correctly and delivered on time
Review of all internal controls
Be responsible that all operations are driven by strong, repeatable systems:
With guidance and support from our CFO team, you will support our Virtual CFO services with analysis and report creation.
Because this is a key leadership role with a range of critical responsibilities, we are searching for someone who is ready and eager to weave themselves into the fabric of our virtual company.
WE MIGHT BE A FIT IF YOU…
Are not afraid to take charge and ensure successful execution by the team you lead
Are fanatical about update to date, accurate financials
Can masterfully oversee multiple accounts with tight deadlines
Are comfortable working independently with minimal supervision
Would love to support a woman-owned business and learn from an expert CFO
Are looking for a fast paced, mission driven place to call home
REQUIREMENTS & COMPENSATION
This is a VIRTUAL POSITION, meaning you will work from your home office during standard business hours Mon-Fri (approximately 9am - 5pm PST).
A reliable, high-speed internet connection is required.
This is a full-time, W2 position with a starting salary of approximately $72,000 per year.
HOW TO APPLY
If this describes you and you feel called to this position, here’s what to do next:
Please send us an email introducing yourself and sharing why you are interested in this position, what you feel your top 3 strengths are, and 3 examples of past work (positions and or responsibilities) that highlight your experience and expertise.
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PLEASE NOTE: If we think you are a good fit for our team and mission, we’ll be in touch with next steps, including completing an online assessment and the interview process.