Manager, CFO Advisory

Core Responsibilities

• Handle all core month-end close activities including prepare financial statements, cash flow, and post other month-end journal entries etc.
• Partner with clients to maintain financial records and ensure that financial transactions are properly recorded.
• Ensure the accuracy of entries to ledger accounts and reconciles subsidiary accounts to the general ledger.
• Partner with CFO Advisory team members to develop pertinent KPIs for businesses, set targets, monitor progress, and make suggestions to business owners and or individuals of influence.
• Drive continuous improvement of Accounting and Financial Processes through streamlining and automation.
• Opportunity to work on projects such as audit readiness and revenue recognition.
• Research third party solutions for client pain points, redundant tasks and or manual work that is performed outside of the accounting system.
• Prepare written assessments and identify obstacles or issues that are not solved by your recommended solutions and develop workarounds.
• Able to cultivate relationships with third party vendors. Make requests for system enhancements. Communicate new features to interested internal and external parties.
• Lead, develop and inspire Staff through active coaching and mentorship.

Qualifications/Technical Experience

• Minimum of 7 years of public accounting experience (either Audit or Advisory) or a combination of public/private experience is optimal.
• Bachelor's degree with an Accounting or Finance concentration required.
• CPA or MBA is highly desirable.
• Possess mid-sized ERP system experience (NetSuite, Sage Intacct, Yardi, MS Dynamics etc).
• Possess strong analytical skills.
• Polished written and verbal communication, comfortable presenting to Senior Leadership.
• Versatile and possess the ability to shift priorities quickly including travel to clients when necessary.
• Advocate and embrace opportunities to introduce and learn new technology solutions for both Wiss and Wiss clients.
• Willingness to attend evening networking events and promote new business.