Startup CFO Job at Countsy

Job Description

The Countsy Startup CFO is viewed by clients as having the competence, experience and leadership qualities to fulfill “C” level roles for clients. The CFO is a trusted advisor and business partner to clients and has the ability to be an active participant of their client’s Executive Management Team. (S)he efficiently and effectively manages competing priorities of service delivery, while focusing on quality, for multiple clients.

Job Responsibility

Effectively communicate with client and Countsy Growth Lead/Founder to understand and document priorities and work status
Effectively communicate project objectives and status to team members
Develop a thorough understanding of the client's business and culture
Demonstrate commitment to client success
Develop, document and execute work plan/project plan
Manage day-to-day project activities
Prepare, delegate if appropriate, and review client deliverables
Work effectively with client personnel
Seek and communicate ways to improve client satisfaction
Support client and project team with timely response to information requests
Take ownership of work and follow tasks through to completion
Leverage client and Countsy subject matter experts
Use, administer and promote company practices, standards, procedures, tools and methodologies
Complete a knowledge transfer
Supervise project teams
Provide appropriate training
Build consensus with client management
Provide strategic leadership
Act as primary on-site liaison
Evaluate the overall project success
Provide quality assurance
Lead solution identification and implementation efforts
Provide thought leadership
Effectively interact with and support other Countsy consultants, management and internal staff
Perform all necessary administrative responsibilities
Proactively communicate status of work
Update LinkedIn profile
Perform internal duties
Comply with Countsy policies
Contribute to achievement of Countsy' goals
Maintain practice specific active professional certification status
Escalate HR issues and employee relations concerns
Represent Countsy
Participate in technical interviews
Be a buddy
Act as a career development advisor
Assist, coach, train and manage lower level consultants
Monitor performance of lower level consultants
Provide project level performance evaluations
Develop and conduct specific training
Develop and present practice area specific training
Propose new delivery tools and methodologies
Keep abreast of new trends
Acquire and share knowledge of current Countsy offerings
Proactively identify and communicate leads
Build and expand positive client relationships
Actively participate in networking
Actively participate in sales activities
Leverage one's network to generate new business leads
Develop long-term relationships
Coach and mentor others

Requirements

15+ years experience with progressive responsibility in accounting and finance
7+ years of experience managing a team required
Expert level of knowledge in Microsoft Office tools relevant to practice area including the ability to create and format documents in Word, Excel and PowerPoint
Ability and willingness to learn new systems
Practice specific system skills required (NetSuite, Dropbox, EchoSign, Expensify, Bill.com, Jirav)
Bachelors degree or equivalent degree

Nice to have

Masters degree preferred
Practice specific professional certification preferred
7+ years of consulting experience preferred
Leadership experience in multiple industries and practices that align with local industry verticals that Countsy serves, preferred
7+ years of experience in leading a team of professionals in the achievement of rigorous profit and revenue objectives over an extended period, preferred

What we offer

Medical (including FSA and HSA offerings)
Dental
Vision
Life insurance
Disability insurance
401(k) savings plan
Employee Stock Purchase plan
Paid Time Off: 23 days
Eight Paid Holidays
Paid Sick Time
Discretionary Bonus Plan

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Startup CFO

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