Fractional CFO/Accountant - MUST LIVE IN TUCSON AREA!

About Us:

We are a dynamic medium-sized accounting firm that provides comprehensive financial services, including bookkeeping, tax preparation, financial analysis, and consulting to small and medium-sized businesses. Our mission is to empower business owners to achieve financial clarity and success through expert guidance and strategic financial management. We are seeking a seasoned Fractional CFO/Accounting Manager to join our team and support our growing client base.

Position Summary:

As a Fractional CFO/Accounting Manager, you will work with multiple clients to provide high-level financial strategy, operational finance oversight, and accounting leadership. You will play a critical role in ensuring financial integrity, managing cash flow, preparing financial forecasts, and helping clients make data-driven decisions. This role is ideal for a highly experienced financial professional who enjoys working with a variety of businesses and industries and thrives in a consultative environment. You will be getting your hands in all aspects of the accounting including cleaning up books, financial statement preparation, balance sheet recording and oversight.

Key Responsibilities:

• Financial Strategy and Leadership:
• Provide strategic financial direction and CFO-level insights to clients, aligning financial strategies with business goals.
• Collaborate with business owners and executives to improve financial performance and profitability.
• Offer advice on financial planning, budgeting, forecasting, and capital structure optimization.
• Accounting Oversight and Reporting:
• Manage client accounting functions, including general ledger, accounts payable, accounts receivable, payroll, and month-end close processes.
• Oversee the preparation of financial statements, ensuring compliance with GAAP standards.
• Prepare monthly accounting such as booking transactions, reconciling the balance sheet and keeping everything up to date.
• Conduct regular financial reviews, provide variance analysis, and identify opportunities for financial improvement.
• Cash Flow and Budget Management:
• Develop and monitor cash flow forecasts and budgets for clients to ensure proper financial health and liquidity.
• Identify and implement cost-saving initiatives and process improvements where necessary.
• Risk Management and Compliance:
• Ensure compliance with federal, state, and local regulations, including tax reporting and audit preparation.
• Identify financial risks and advise on mitigation strategies to protect client assets.
• Client Relationship Management:
• Build and maintain strong, long-term relationships with clients, acting as a trusted financial advisor.
• Tailor financial strategies to the unique needs of each client, offering customized solutions for growth and stability.
• Team Collaboration:
• Work closely with the firm's accounting and tax teams to ensure accurate and timely delivery of financial services.
• Provide mentorship and guidance to junior staff members as needed.

Additional Responsibilities as an Accounting Manager:

• Month-End and Year-End Closing:
• Lead and oversee the month-end and year-end close process for clients, ensuring all reconciliations, journal entries, and adjustments are accurate and timely.
• Prepare and review trial balances, ensure all supporting documentation is complete, and present results to the CFO or leadership teams.
• Tax Compliance and Reporting:
• Collaborate with the tax department to ensure accurate and timely preparation of tax filings, including sales tax, payroll taxes, and income tax returns.
• Assist with tax planning and provide clients with guidance on how to optimize their tax strategies.
• Internal Controls:
• Establish, implement, and monitor internal controls to safeguard client assets and ensure accurate and reliable financial reporting.
• Regularly review and update client accounting procedures to enhance efficiency and reduce risk of fraud or errors.
• Payroll Oversight:
• Ensure accurate processing of payroll for clients, including compliance with local, state, and federal payroll regulations.
• Reconcile payroll-related accounts and coordinate with HR to ensure all employee benefits and deductions are correctly accounted for.
• Financial System Implementation and Optimization:
• Assist clients in selecting, implementing, and optimizing accounting systems or ERP solutions to improve financial reporting and operational efficiency.
• Provide training and support to client teams on financial software, reporting tools, and process automation.
• Audit Preparation and Support:
• Coordinate and prepare financial records for external audits or reviews, ensuring that all documentation is organized and complete.
• Serve as the main point of contact between clients and external auditors, addressing any queries and assisting in audit planning.
• Budgeting and Financial Forecasting:
• Work with clients to develop annual budgets, rolling forecasts, and multi-year financial plans based on operational goals and historical performance.
• Provide ongoing support with budget monitoring, adjustments, and variance analysis to help clients stay aligned with financial objectives.
• Fixed Assets Management:
• Manage and oversee the recording, depreciation, and disposal of fixed assets, ensuring accurate reporting of asset values on client financial statements.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field; CPA is preferred.
• 10 years of progressive experience in finance and accounting roles, including experience as a CFO or controller.
• Proven experience in managing the finances of small and medium-sized businesses across multiple industries.
• Advanced knowledge of accounting principles, financial analysis, and reporting.
• Proficiency with accounting software such as QuickBooks Online version and ERP systems. (Financial Cents and Google Drive a plus)
• Strong communication, leadership, and client relationship management skills.
• Ability to work independently and manage multiple client relationships simultaneously.
• Experience working in a fractional or consulting capacity is a plus.

What We Offer:

• Flexible work environment using hybrid model of 3 days in the office.
• Opportunity to work with a diverse client base across different industries.
• Competitive compensation based on experience.
• Collaborative and supportive team culture.
• 401(k) options
• 2 weeks vacation
• STD/LTD
• Life

Job Types: Full-time, Part-time

Pay: $40.00 - $45.00 per hour

Expected hours: No less than 20 per week

Benefits:

• 401(k)
• Flexible schedule
• Paid time off

Education:

• Bachelor's (Preferred)

Experience:

• Accounting: 7 years (Preferred)
• QB ONLINE version: 4 years (Required)

Work Location: In person

Salary : $40 - $45