Join our team – CFO Consultant

CFO Consulting – Consultant / Outsourced Accounting Representative


Who we’re looking for:


Every day at CFO Alliance is an opportunity to learn and accomplish something new. We’re looking for a creative thinker who is incredibly technical, and refreshingly human. Who loves to solve complex business challenges. Who can enthusiastically translate their broad accounting and financial expertise into pragmatic solutions. Who feels a genuine sense of satisfaction every time they deliver value to a client. And who takes great pride in being an extended part of each client’s family.



What you will be a master at doing:


  • Help our leadership team build, implement, refine, and grow our “Accounting as a Service” model by leveraging technology and automating processes
  • Assist with month-end closing procedures, processing transactions, and providing financial packages to our “Accounting as a Service” and other clients
  • Be experienced with QuickBooks and build efficiencies by creating integrations with 3rd party applications
  • Use Excel to report, summarize, reconcile and analyze data
  • Strong time management skills
  • Assist with certain tasks to help with cash-flow models, budgets, forecasts, and other analyses using advanced Excel techniques
  • Collaborate with team members and firm leadership to develop solutions to complex business challenges
  • Provide information to management by assembling and summarizing data, preparing reports, presenting findings, and making recommendations
  • Use critical-thinking skills to identify exceptions and errors in data, and make corrections
  • Participate in team meetings to anticipate and provide ideas for process-improvement opportunities
  • Use prior experiences to develop creative approaches for solving new issues
  • Travel on occasion(generally short trips: 2-3 days)