Chief Financial Officer

Job Description CEFO Advisors continues to grow.
We work with exciting clients of varying sizes in many industries.
As one of our CFOs you will manage the engagements and work directly with owners for a select group of clients.
*You must be based within 60 miles of Saratoga Springs, NY.
* We are a progressive, growing boutique consulting practice located in upstate NY.
Each client is unique and is treated that way.
We form close partnerships with our clients and treat their success as our top priority.
This is a hybrid work opportunity.
Some local client travel may be required and you must live within commuting distance to Saratoga Springs.
Typical Client Responsibilities would include: * Reviewing financial information and preparing client dashboards.
* Reviewing existing systems and providing recommendations for best practices and gaining efficiencies.
* Managing internal and external accounting staff.
* Providing regular strategic advice to CEOs and their management teams.
* Participating in client management meetings.
* Participating in CEFO regularly scheduled staff meetings and reviews.
* Developing workflow processes.
* Developing banking relationships and successfully arranging lending programs.
* Identifying and correcting existing problems * Working hand in hand with clients to develop their future strategic plans along with milestones to success.
Some clients work with EOS.
Experience and understanding with the EOS principles and program is a +.
* Preparation and/or review of projection models.
* Managing and participation in M&A related projects.
* Preparing and analyzing client assessment reports.
* Managing implementation projects.
Our client teams hit the ground running and are able to quickly gain the trust of our clients through their diverse knowledge.
Requirements for this position: * 20+ years of accounting experience as a senior financial professional filling roles such as Controller, CFO, and Director of Finance.
* Experience working as a CFO for multiple companies in an advisory capacity within a management consulting firm is a PLUS.
* Ability to coach and mentor client owners and staff.
* Ability to multi-task and manage multiple accounts and priorities.
* Demonstrated proficiency and expertise of Generally Accepted Accounting Principles.
* Excellent communication and negotiation skills required.
Must understand and be willing to adapt to a changing role.
Must be comfortable working in a team dynamic with a variety of personalities.
Client service is key.
* Advanced knowledge of Microsoft Excel required.
* You must have experience with QB, Sage products and other ERP systems.
The ability to quickly learn and understand client systems is necessary.
Experience with new system implementation is a +.
* Experience in multiple industries is a plus! * Demonstrated success in managing client engagements within a budget while achieving required scope.
* CPA , MBA, or CMA a Plus!.
* Mix of Public Accounting and Private Company experience preferred but not critical.
* Confidentiality and promptness are of utmost importance.
* CEFO's team is reliable, efficient and dedicated.
We form close partnerships with our clients.
Pay is commensurate with experience.
We offer health, dental, vision and retirement benefits.
Holiday pay and PTO is also offered.
CEFO is an equal opportunity employer.
Job Types: Part-time or Full-time.
Job Type: Part-time Pay: $50.
00 - $60.
00 per hour Benefits: * 401(k) * 401(k) matching * Dental insurance * Flexible schedule * Health insurance * Health savings account * Paid time off * Referral program * Retirement plan * Vision insurance Schedule: * Choose your own hours Supplemental pay types: * Bonus opportunities * Commission pay COVID-19 considerations: We have a stated COVID-19 policy and practice strict adherence.
Ability to commute/relocate: * Saratoga Springs, NY 12866: Reliably commute or planning to relocate before starting work (Required) Education: * Bachelor's (Required) Experience: * CFO: 10 years (Required) Work Location: Hybrid remote in Saratoga Springs, NY 12866