CFO Sr. Manager/Outsourced CFO

Company: Brixey & Meyer
Location: Cincinnati
Posted on: November 19, 2024

Job Description:

Be Part of Something Extraordinary at Brixey & Meyer! Brixey & Meyer is not just any firm - we've been recognized as one of the fastest-growing firms in the US, recognized as one of the top 50 best firms in the United States and Canada by INSIDE Public Accounting, and have been recognized as Best Places to Work 11 times! We're committed to having a positive impact on the employees of our firm and for the clients we serve. If you're someone who excels at attention to detail, builds trust effortlessly, and thrives in the world of accounting, we want to meet you! SENIOR MANAGER POSITION SUMMARY: The CFO Services Senior Manager is responsible for management and growth of the practice. The role will be a mix of client service for outsourced accounting and long term/ interim CFO roles, as well as business development, networking, managing client relationships and managing a team of Managers, Seniors, and Accountants. This role reports directly to a Partner. SENIOR MANAGER ESSENTIAL JOB FUNCTIONS:

• Provides high-quality, value add CFO Services to clients
• Manages client expectation to provide exceptional service to a book of business
• Ability to navigate QuickBooks Online and other ERP and accounting systems utilized by clients.
• Manages multiple ongoing engagements to meet client deadlines, schedule staff and ensure staff time is properly utilized.
• Builds and maintains relationships with key client contacts
• Looks for opportunities to create value, reduce costs and maximize efficiencies for clients
• Assists with Firm administrative tasks for CFO Services as needed (e.g.-scheduling, sales pipelining, performance reviews, billing, etc.)
• Assists with recruiting, hiring, developing, and managing CFO Services team-members as assigned
• Assists and works alongside Partners with strategic direction and growth of the firm. This includes monitoring realization on existing clients, targeting new business and determining staffing needs for the office, and other areas as determined.
• Meets annual budgeted billable hours
• Cultivates and closes on new business for the Firm
• Cross-sells and identifies additional services to provide to current clients of the Firm
• Encourages an environment within the Firm that promotes its core values
• Promotes the firm brand in the marketplace through firm initiatives, civic organizations, board participation and networking events
• Mentors and coaches team-members by providing constructive feedback to assist with professional growth.
• Takes ownership for engagement profitability including billing and collections. Including managing WIP and A/R for assigned clients to maximize realization and cash collections.
• Identifies engagement and project resource needs and properly assigns qualified staff-members as needed
• Participates in Firm committees and activities
• Promotes the Firm positively in the community and through professional organizations involvement
• Performs other duties as assigned QUALIFICATIONS:
  • Required:
    - - - -
    • Bachelor's degree in accounting or finance; MBA/MACC preferred
    • CPA or CMA certification in good standing
      • 7+ years of qualified work experience based in public accounting or related experience
      • 3+ years of management experience
      • Advanced computer literacy, including proficient use of all Microsoft Office products
      • Valid Driver's license and transportation to client sites up to 1 hour from the home office location
      • Excellent attention to detail and accuracy
      • Proven leadership qualities in managing others, includes both internal team-members as well as external client relationships
      • Process-oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
      • Proven ability to work individually and collaboratively within a team setting
      • Excellent interpersonal, oral, and written communication skills
      • Working knowledge of QuickBooks and/or other accounting systems and ability to dig into detailed transactions when needed
      • Desire to have fun with your work and to contribute to the Firm's unique culture Awesome Perks for Our Team: Join us at Brixey & Meyer, where your well-being and professional growth are our priorities. We are committed to creating an inclusive and supportive work environment where everyone can thrive.
        • Medical, Dental, and Vision Insurance: Coverage starts on day one to ensure you and your family's health needs are taken care of.
        • 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.
        • Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.
        • Lifestyle Spending Account: Receive a lifestyle spending account to use for wellness, fitness, or other personal expenses, enhancing your overall well-being.
        • Flexible Time Off: Take advantage of flexible time off to recharge and maintain a healthy work-life balance.
        • Holiday Pay: Celebrate holidays with paid time off, allowing you to relax and spend quality time with loved ones.
        • Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.
        • Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field.
        • Pet Insurance: We care about your furry family members too! Get peace of mind knowing your pets are covered for unexpected vet bills. Why Join Us? At Brixey & Meyer, you'll be part of a dynamic team that values your expertise and fosters growth and development. You'll have the opportunity to work with a diverse client base, tackle new challenges, and make a real impact in our firm and the community. Plus, you'll enjoy a supportive work environment where fun is encouraged, and your contributions are celebrated. Ready to Join Us? If you're ready to take the next step in your career and be part of something great, we want to hear from you! Apply now and let's build a brighter future together at Brixey & Meyer. Brixey& Meyer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. We do not accept unsolicited resumes or candidate submissions from external recruitment agencies. Unsolicited resumes and submissions will be considered the property of Brixey & Meyer and will not be subject to any placement fees. PId96400500943-30492-35740353

Keywords: Brixey & Meyer, Lexington , CFO Sr. Manager/Outsourced CFO, Accounting, Auditing , Cincinnati, Kentucky