Chief Financial Officer (Outsourced Services)

Overview Chief Financial Officer (Outsourced Services) JOB TYPE: Full-Time/Part-Time JOB LOCATION: Utah (virtual work from home office and visit client locations) CATEGORY: Finance and Accounting JOB SUMMARY: Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies. We are seeking an experienced individual to assume the outsourced CFO position for a select group of our existing clients. This position delivers part-time/fractional CFO services to a variety of companies simultaneously. Being a key team member for several different clients provides the CFO with the opportunity to deliver immediate results and influence meaningful impact within the assigned client companies. As a trusted advisor to the executive management teams within these companies, the CFO oversees the tactical finance and accounting function within the company from a high-level, while providing practical, strategic, CFO-level guidance and oversight focused on maximizing and uncovering value and mitigating potential risk. Responsibilities Oversee the work of the controller and senior accountant assigned to the client Assist with month-end reconciliation workbook, as required Provide monthly financial reporting package to client each month (no later than 10th day following month end) Create and maintain a robust financial forecast and budget (expected to master the PCFO forecasting tools and methodology) Create and maintain a 13-week cash flow forecast Meet with the client regularly to review in detail the monthly reporting package and the forecast Provide clients with strategic insight into the financial performance of the company Analyze financial statement trends and KPIs and make recommendations for client actions to address insights from such Develop strong working relationships with clients and other stakeholders Suggest and implement