Manager, CFO Advisory

Wiss and Company LLP

$90K — $130K *
US-AnywhereRemote in Florham Park, NJ
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 7 years of public accounting experience, with a preference for Audit or Advisory roles.
  • Bachelor's degree in Accounting or Finance is required.
  • CPA or MBA preferred for enhanced credibility.
  • Experience with mid-sized ERP systems such as NetSuite or MS Dynamics essential.
  • Strong understanding of business tax practices and financial regulations required.
  • Must have excellent analytical and communication skills.
  • Ability to adapt to shifting priorities and travel as needed.

Responsibilities

  • Manage core month-end close tasks, including financial statement preparation and journal entries.
  • Collaborate with clients to ensure accurate financial record-keeping.
  • Verify accuracy of ledger entries and reconcile subsidiary accounts.
  • Partner with team members to develop and track KPIs for client success.
  • Drive improvements in accounting processes through automation.
  • Engage in projects related to audit readiness and revenue recognition.
  • Identify technology solutions for client operational inefficiencies.
  • Provide written assessments to solve client issues and recommend workarounds.
  • Build relationships with third-party vendors for system enhancement requests.
  • Mentor and lead junior staff through coaching and support.

Benefits

  • Hybrid work arrangement available, promoting work-life balance.
  • Opportunity to work with a collaborative and dynamic team.
  • Engagement in diverse industries, enhancing career exposure.
  • Potential for professional development through networking opportunities.
  • Involvement in impactful projects that contribute to client success.
Full Job Description
Summary:

The CFO Advisory group is a high growth area within Wiss that will provide a unique opportunity across diverse client industries. The Manager, CFO Advisory will have an opportunity to make a significant impact at Wiss and with Wiss clients in the Greater NYC area. If you thrive off providing advisory expertise to clients and want to make an impact, this is an opportunity to become part of our collaborative, dynamic and entrepreneurial team. This position will be based in our Florham Park, NJ office. We are proud to offer candidates a hybrid work arrangement. The ideal candidate will have an Assurance or Advisory foundation within the public accounting sector.

Core Responsibilities:
  • Handle all core month-end close activities including prepare financial statements, cash flow, and post other month-end journal entries etc.
  • Partner with clients to maintain financial records and ensure that financial transactions are properly recorded.
  • Ensure the accuracy of entries to ledger accounts and reconciles subsidiary accounts to the general ledger.
  • Partner with CFO Advisory team members to develop pertinent KPIs for businesses, set targets, monitor progress, and make suggestions to business owners and or individuals of influence.
  • Drive continuous improvement of Accounting and Financial Processes through streamlining and automation.
  • Opportunity to work on projects such as audit readiness and revenue recognition.
  • Research third party solutions for client pain points, redundant tasks and or manual work that is performed outside of the accounting system.
  • Prepare written assessments and identify obstacles or issues that are not solved by your recommended solutions and develop workarounds.
  • Ability to cultivate relationships with third party vendors. Make requests for system enhancements. Communicate new features to interested internal and external parties.
  • Lead, develop and inspire Staff through active coaching and mentorship.


Qualifications/Technical Experience:
  • Minimum of 7 years of public accounting experience (either Audit or Advisory) or a combination of public/private experience is optimal.
  • Bachelor's degree with an Accounting or Finance concentration required.
  • CPA or MBA is highly desirable.
  • Possess mid-sized ERP system experience (NetSuite, Sage Intacct, Yardi, MS Dynamics etc).
  • Demonstrate a general sense of business issues and practices in the areas of sales tax, corporate taxes, partnership filing fees, 1099s, inventory, cost of goods, etc.
  • Possess strong analytical skills.
  • Polished written and verbal communication, comfortable presenting to Senior Leadership.
  • Versatile and possess the ability to shift priorities quickly including travel to clients when necessary.
  • Advocate and embrace opportunities to introduce and learn new technology solutions for both Wiss and Wiss clients.
  • Willingness to attend evening networking events and promote new business.


Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment visas at this time. This policy applies equally to all applicants regardless of national origin.

To all staffing agencies : Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

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