Financial Foothold

Opportunities

Our Financial Foothold team is currently expanding. Check out our open positions below.
Cheerful businesspeople, or businesswoman and client handshaking

Fractional CFO

Broadly accountable for the administrative, financial, and risk management operations of the company, including the development of a financial and operational strategy, identifying and tracking relevant KPIs, and the ongoing development and monitoring of control systems to preserve company assets and report accurate financial results.

The ideal candidate will have previous experience working as a full or part-time CFO.

Responsibilities:

A part-time CFO’s role is broad in nature, but typically includes the following:
• Assist in formulating the company’s future direction through providing input on the company’s business plan,
financial and tax strategies, budgeting, and forecasting
• Develop performance measures that support the company’s strategic direction
• Maintain in-depth relations with all members of the management team
• Manage the accounting, human resources, investor relations, legal, tax, and treasury departments
• Oversee the financial operations of subsidiary companies and foreign operations
• Manage any third parties to which accounting or finance functions have been outsourced
• Oversee the company’s transaction processing systems
• Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package
• Supervise acquisition due diligence and negotiate acquisitions
• Personally review and approve all Form 8-K, 10-K, and 10-Q filings with the Securities and Exchange
Commission (if the company is publicly held)
• Understand and mitigate key elements of the company’s risk profile
• Monitor all open legal issues involving the company, and legal issues affecting the industry; ensure that the
company complies with all legal and regulatory requirements
• Report financial results to the board of directors; report risk issues to the audit committee of the board of
directors
• Maintain appropriate insurance coverage
• Monitor cash balances and cash forecasts; arrange for debt and equity financing; invest funds

Skills and Qualifications:

• Bachelor’s degree in finance, operations, research, statistics, math, economics, or related analytical discipline
preferred
• Master’s degree in accounting or business administration, or equivalent business experience
• Prior experience as a CFO or equivalent experience
• 10+ years of progressively responsible experience for a major company or division of a large corporation, or
prior experience as an advisor to or executive at an early-stage company
• Advanced Excel proficiency. 10+ years of practical experience of using Excel for building and maintaining
financial models
• A natural curiosity and a “big picture” mentality
• Excellent spoken and written communication and experience partnering with an executive team
• Preference will be given to candidates with an MBA in finance and the Certified Public Accountant or Certified
Management Accountant designations

Fractional staff accountant

The candidate reports to the Accounting Manager and is responsible for, but not limited to, maintaining the day-to-day accounting functions, accruals, financial statement preparation, and performing general accounting functions, as required.

The essential job duties shall include, but not be limited to, the following:

  • Full cycle Accounts Receivable, including preparation of monthly invoices and maintaining customer and vendor records
  • Accounts Payable including: purchase orders and vendor records maintenance
  • Multiple Bank reconciliations for depository accounts
  • Reconcile all balance sheet accounts; reviewing for input accuracy and prepare monthly reports and journal entries, as needed
  • General ledger maintenance
  • Prepare payroll
  • Prepare monthly financial statements
  • Maintain required business documents
  • Prepare annual 1099’s
  • Assistance with the annual budget and audit process
  • Maintain financial document retention files
  • New vendor setup and maintenance
  • Vendor statement reconciliation and discrepancies
  • Deposit and cash reports
  • Prepare and update internal processes and documentation

REQUIREMENTS:

  • Bachelor’s degree in Accounting
  • Proficient in accounting software (3 years minimum experience)
  • 3-5 years Full Charge Bookkeeping experience
  • Proficiency in Microsoft Office
  • Ability to prioritize and multi-task in a fast paced work environment
  • Highly organized and detail oriented
  • Able to complete tasks accurately and timely with minimal supervision
  • Strong verbal and written communication skills
  • Thrives in a collaborative, team player environment
  • Ability to interface well with staff and external contacts
  • Proven ability to maintain confidentiality
  • Strong organizational skills
  • QuickBooks Online certified

REPORTS TO: Accounting Manager