What are the responsibilities and job description for the Senior Associate, CFO & AS Services position at CFOx?
Firm Overview
CFOx is an advisory firm that specializes in CFO, Transaction, and Accounting Services in the middle-market. We have offices in Denver, Detroit, and Boston. We work with private equity firms and their portfolio companies, founder-owned businesses, investment banks, and investors nationwide.
Position Overview
Our CFO and Accounting Services group primarily serves middle-market private equity-backed companies and founder-owned businesses that need CFO and Accounting services to scale, gain visibility into their business, or/and prepare for a transaction.
CFOx is looking for a Senior Associate to work closely with the Vice Presidents to provide strategic financial insights, drive operational improvements, and support growth initiatives of our clients. This role requires a deep understanding of private equity environments, strong accounting & financial acumen, and exceptional leadership skills.
Typical engagements include:
- Fractional or Interim CFO
- Post M&A transaction integrations and transitions
- Historical accounting clean-up
- Accounting processes, procedures, and systems implementation
- Financial planning & analysis (FP&A)
- Accounting services (i.e.: month-end close, financial statement preparation, bill pay)
Role Responsibilities
- Support and execute CFO Services and Accounting Services client engagements
- Prepare client deliverables, analyses, and reports
- Improve and implement internal processes, procedures, and templates for the firm
- Active involvement in the firm’s business development efforts
- Active participation in company operations and strategy
Qualifications
- 2-4 years of public accounting and/or corporate finance experience
- Previous audit experience is preferred
- CPA license is preferred
Salary : $90,000 - $110,000