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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.

ESSENTIAL JOB FUCTIONS

• 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