CFO Advisory Services focuses exclusively on the office of the CFO and we’re committed to driving value creation through financial consulting services and our client’s strategic goals.  We are a close-knit team that works with both private and public companies, across many industries. 

Job Responsibilities 

• Financial Planning and Analysis, including forecasting, budgeting, and preparation of pro-forma financial information 

• Provide technical expertise for US GAAP and SEC requirements including accounting research, documentation, and presentation to clients  

• Prepare accurate external financial reports to client, auditors, or the SEC, including the preparation, review, submission, and distribution of periodic financial reports, such as 10-K, 10-Q, 8K’s and proxy statements 

• Assist in the in the design and implementation of new accounting policies and procedures 

• Assess and improve financial accounting close process, including accelerating and streamlining monthly and quarterly reporting processes 

• Liaison on behalf of the client with external auditors and internal decision makers to assist with Audit preparation 

• Assist with Cash to Accrual Accounting after a transaction, Opening Balance Sheet preparation and Purchase Accounting 

• Lead and manage projects while coordinating directly with clients 

• Foster proactive working relationships with clients and cross-functional departments 

• Supervise and mentor staff or make timely and effective performance feedback and training 

• Travel – up to 25%. Note: for candidates in the Bay Area there will be out of area travel based on client needs 

Requirements 

• BS degree in Accounting, Finance, or another Business-related field (or equivalent work experience)

• Strong Excel and PowerPoint skills 

• Minimum of 4 years of experience with a minimum of 2 experience in a public accounting firm and operational accounting role  

• A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company 

• Flexibility to work from home while collaborating in person half the time.

Preferred Qualifications 

• CPA license 

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