Full and Part-Time Fractional Controllers

Position Overview

As a Controller at CEFO Advisors, you get to showcase your value and skills while working with multiple clients. Managing their accounting staff, creating efficiencies, workflow guidelines, and implementing improvements are all in a day's work. You will collaborate with our CFO team to advise our clients on strategy and accountability, and will help create budgets, forecasts, and models to ensure clients have the roadmap to run a great business.

Job Responsibilities

• Reviewing financial information and/or data entry
• Closing month-end
• Recording recurring journal entries such as payroll and depreciation
• Reconciling balance sheet accounts
• Defining client-centric reports
• Developing and maintaining 13-week cash flow forecasts
• Implementing efficiency and best practices
• Supervising client and/or CEFO staff
• Developing workflow processes
• Developing banking relationships and successfully arranging lending programs
• Identifying and correcting existing pain points
• Working hand in hand with clients to develop their future strategic plans along with milestones to success

Qualifications

• 2+ years of accounting experience at the Controller level
• Ability and acumen to coach and mentor staff
• Ability to manage multiple clients and balance priorities
• Demonstrated proficiency and expertise in Generally Accepted Accounting Principles (GAAP)
• Excellent communication and negotiation skills required
• Understanding and willingness to adapt to a changing role and work in a team dynamic with a variety of personalities
• Client service is key
• Advanced knowledge of Microsoft Excel
• Experience working with QB, Sage products, and other ERP systems
• Ability to quickly adapt to different client systems is necessary
• Experience with new system implementation is a plus
• Demonstrated success in managing multiple priorities and budgets
• Confidentiality and promptness are of utmost importance
• A strong desire to help clients succeed and the empathy required to understand their challenges is critical to your success in this role
• Strong technology skills and familiarity with various software and online tools
• CPA is a plus!
• Exceptional interpersonal and client service skills
• Excellent written and verbal communication skills

Compensation And Benefits

• $45 to $55 per hour
• Generous incentive program
• Eligible for annual bonus payout
• Paid time off
• Hybrid work environment

About the role

CEFO Advisors is a successful and fast-growing company in the region, providing outsourced CFO advisory and accounting services. Our team is dedicated to helping clients achieve their business goals through strategic advice and efficient management.

Requirements

You are the heads-down, grinder type. You are hyper-focused on the details. Organized is your middle name. You believe in solutions, not problems. You are willing to travel to clients throughout the Capital District. You understand the delicate balance and integration of finance, operations, and sales. You approach everything with a "can-do" mindset. You're reliable, even predictable at times. You are a consummate professional. You do the right thing, always.

Skills

You have 2+ years of accounting experience at the Controller level. You have the ability and acumen to coach and mentor staff. You can manage multiple clients and balance priorities. You have demonstrated proficiency and expertise in Generally Accepted Accounting Principles (GAAP). You have excellent communication and negotiation skills. You understand and are willing to adapt to a changing role and work in a team dynamic with a variety of personalities. You have client service as a top priority. You have advanced knowledge of Microsoft Excel. You have experience working with QB, Sage products, and other ERP systems. You can quickly adapt to different client systems. You have experience with new system implementation. You have demonstrated success in managing multiple priorities and budgets. Confidentiality and promptness are of utmost importance. You have a strong desire to help clients succeed and the empathy required to understand their challenges. You have strong technology skills and familiarity with various software and online tools. A CPA is a plus. You have exceptional interpersonal and client service skills. You have excellent written and verbal communication skills.