CFO

Are You Ready to leave Public Accounting and Elevate Your Career to CFO?

a la C.A.R.T.E. Solutions - Join a fast-growing, fully remote outsourced accounting and advisory firm, championing a "Work Wherever" philosophy.

We're Seeking:

• Tech-savvy accounting enthusiasts eager to support entrepreneurial businesses.
• Professionals valuing systematic approaches.
• Those craving diversity in tasks and a collaborative team environment.

Who We Are:

We are a passionate team serving privately held, entrepreneurial businesses across the U.S. Our domains span property management, real estate, data management, professional services, non-profits, and more.

Core Values We Live By:

• Speak Your Truth
• Get Sh*t Done
• Team Up
• Be Curious
• Choose Joy

Role: CFO

Dive deep into strategic financial oversight and be the cornerstone of our client relationships. As CFO, you'll mentor our skilled team, navigate complex technical matters, and report directly to our COO/CFO.

What We're Looking For:

• Experience in both public and private accounting.
• Agile, detail-oriented problem solvers.
• Strong client-facing communication and collaboration skills.
• A proven track record in leadership roles within entrepreneurial environments.

Key Responsibilities:

• Leadership and Development: Interview, train, and mentor our talented team, ensuring their professional growth and providing a helping hand when needed.

• Client Collaboration: Oversee a diverse client portfolio. Work closely with our clients to comprehend their vision and financial requirements, tailoring unique solutions that drive their mission forward.

• Project Management: Identify client-specific projects that go beyond our regular scope. Take charge from initiation to completion, ensuring we meet both timelines and client expectations.

• Service Excellence: Coordinate with cross-functional teams and our Implementation Team, guaranteeing top-notch service and high client retention. Our aim? Net Promoter Scores (NPS) of 9 or higher.

• Strategic Proposal Development: Assist in reviewing RFPs and drafting proposals. Have a hand in shaping our future partnerships by determining the best-fit potential clients.

• Financial Oversight: Spearhead the creation and oversight of client budgets, financial forecasts, and comprehensive reports, all while ensuring compliance with financial regulations and standards.

• Industry Knowledge: Stay updated with the latest in client industries and GAAP modifications, providing proactive guidance to both clients and our in-house team.

• Operational Efficiency: Join forces with our Shared Services team and other departments, driving operational excellence and unparalleled service delivery.

Requirements

REQUIRED SKILLS, EDUCATION, AND EXPERIENCE

• Bachelor’s degree in accounting (REQUIRED), MAcc, MBA, or MSA preferred.
• Active CPA license issued by a state board of accountancy in the United States
• MINIMUM 15 years in accounting and finance roles; 6+ in leadership positions.
• Mastery in tools like QuickBooks Online, NetSuite, Excel, and Microsoft Office Suite.

Benefits

• "Work Wherever" philosophy - independence, freedom, and flexibility by working from your home office
• Comprehensive benefits package including a 401k match
• Flexible vacation and a 2-week soft close at the end of the year
• No busy season!!
• Fun, friendly, and collaborative culture built on accountability and camaraderie

**NOTE: We are extremely dedicated to employee engagement and hiring for the long-term. To that end, our recruiting process includes several assessments, the results of which will become part of your entire application.

Compensation:

We're committed to fair pay, evaluating using local, national, and industry-specific data. Compensation will factor in location, experience, skills, and external market rates. Targeted range for this role is $160,000 to $175,000 annually.

a la C.A.R.T.E. Solutions is proud to be an Equal Opportunity Employer. Offers of employment are contingent on background checks and eligibility proof for work in the US.

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