Senior Internal Auditor – Houston – dlemaire@cfstaffing.com

CFS has teamed up with a publicly-traded services company located on the northwest side of Houston. They have been in operation for over 60 years in the Houston market and internationally. This role sits within a team of five and reports directly to the Audit Director. This role will travel 25-35% of the year (mostly internationally). The engagements last from 1-2 weeks, but never more than two. 

Why work here?

CFS has worked with this company for over 6 years and hears direct feedback from it’s candidates. Here are some of the things they have said:

“Great work-life balance”
“Lot’s of mentorship here, truly an open-door policy”
“They are so patient, no matter how many mistakes I made early on they stuck with me and helped me every day”

Essential Duties – Senior Auditor

  • Plan, organize and perform various audits, including financial, operational, and compliance audit projects.
  • Performs audit procedures, including identifying and defining issues, developing criteria, reviewing and analyzing evidence, and documenting client processes and procedures.
  • Conducts interviews, reviews documents, develops and administers surveys, composes summary memos, and prepares accurate and complete working papers that adequately support audit findings and work performed.
  • Identifies, develops, and documents audit issues and recommendations concerning areas being reviewed and discusses them with the auditee.
  • Communicates or assists in communicating the results of audit and consulting projects via written draft audit reports and oral presentations to management.
  • Identifies and evaluates the organization’s risk areas and provides key input to the development of the Annual Audit Plan, and in developing audit programs and tests.
  • Assists in providing training, coaching and guidance to employees and staff on audit and internal control-related areas.
  • Assists Director of Internal Audit and participates in special projects/investigations as required.
  • In addition to auditing duties, performs testing and related tasks for compliance with the Sarbanes-Oxley (SOX) Act throughout the year. Presents SOX test results to auditees to ensure accuracy and follows-up on remediation efforts. Maintains a proactive approach to ensure compliance with the SOX requirements – to reduce the risk of a Significant Deficiency or Material Weakness, as defined by the SOX regulations.

Preferences – Senior Auditor

  • Four to seven years’ experience of internal and/or external auditing.
  • CPA preferred
  • SOX experienced preferred
  • Bachelor’s degree in accounting from an accredited college or university.
  • Holds or can qualify for a US Passport.

Quarterly Newsletter for Accounting & Finance Professionals from Diane Delgado LeMaire @ CFS

Industry News: 
Crawling…that is what Houston is doing with regards to the job market. I think I was correct that we hit bottom in May. So now we are slowly crawling our way out of this recession. Here are the cards we were dealt: there are less jobs, less people who will make a move (we need these musical chairs the most), the price of oil is still way below $50, capital spending has been put on hold, and we are approaching an election. This is not a good recipe for the job market. However, there are some glimpses of hope and some industries that are doing well. Homebuilding and the mortgage industry are booming! Online retailers, grocers and civil construction are also doing well!  It’s definitely much harder to find a job in this environment. You have to be more diligent, network as much as possible, and put some real sweat into it. I believe once we turn Houston back “ON” again, things are going to get really crazy very quickly! The question is when will that happen? Most economists are saying our recovery will not happen until 2022. My humble opinion is that it will be much earlier than that. I have high hopes for Q1 2021! 

August Local Statistics:
– National Unemployment Rate: 11.2  (last year 3.8)
– Houston Unemployment Rate: 9.9 (last year 3.8)
– Labor Participation Rate: 61.70% – All-time high January 2000: 67.30% – All time low 58.10%
– Manufacturing Index: 47.9
– Oil Rig Count: 247 (last year 942) – All-time high around 1900 in 2012!
– Price of Oil: 40.71 (last year 57.35)

Links and ideas to help with your job search:

Stay tuned for my next newsletter in December! 

Job Openings: Please check out www.cfstaffing.com for job descriptions. 

Direct Hire Roles:

  • Tax Manager, Public Accounting (3 openings)
  • Remote Mortgage Closer – 100K potential
  • Remote Mortgage Processor – 100K potential
  • Remote Mortgage Underwriting Manager – 100K plus bonus!
  • Senior Internal Controls Analyst, Odessa (no travel)
  • Senior Tax Manager (PCS), Central Houston
  • Real Estate Accounting Manager, CPA – West
  • Audit Manager, Public Accounting, Central
  • Division Assistant Controller, West Houston
  • Bookkeeper, Restaurant Group, Galleria
  • Senior Real Estate Accountant, West Houston
  • Tax Planning Senior, CPA Firm, West Houston
  • Executive Assistant to the CFO, Nonprofit, Downtown
  • Senior Accountant, CPA , Investment, Central
  • Treasury Analyst, Manufacturing, Northwest
  • International Tax Accountant, West
  • AR Billing Lead, Woodlands
  • AR Supervisor, West
  • Credit Analyst, Northwest
  • Controller with Syteline, NW Houston
  • Nonprofit Controller, reduced hour work week! Central
  • Nonprofit AP Staff Accountant, Southeast Houston
  • Tax Manager, Public Accounting (3 openings)
  • Senior Tax Manager (PCS), Central Houston
  • Real Estate Accounting Manager, CPA – West
  • Audit Manager, Public Accounting, Central
  • Division Assistant Controller, West Houston
  • Sales & Use Tax Manager, Stafford
  • Internal Audit Director, Financial Services, San Antonio
  • SEC Accountant, San Antonio

Temporary Roles:

  • Staff Accountant – nonprofit, Central Houston
  • Part-Time Accountant – NetSuite experience, Central Houston
  • Accounts Payable – West Houston
  • Financial Analyst – Northwest Houston
  • AP specialist – North Houston
  • Senior Accountant – Oracle, Northwest Houston

You can reach me at dlemaire@cfstaffing.com

MANAGER, MORTGAGE UNDERWRITING: REMOTE – dlemaire@cfstaffing.com

ABOUT MY CLIENT:

My client is a financial institution with a large presence in San Antonio, Texas and nationwide. My client operates much like a start up but has the strong solid backing & stability of a 80+ year financial institution. This financial institution always looks to operate in the best interest of its members, employees, and community.  Being a part of this organization is more than just being an employee, it is being a part of a family.

My client is growing and adding a Manager to their Mortgage Underwriting team. This role will have the opportunity to work remotely anywhere in the US and will report to the Director in San Antonio, Texas.

PERKS OF THE MANAGER, MORTGAGE UNDERWRITING:

  • 100% Remote, anywhere in the US
  • Company with massive growth & positive change
  • Company with a focus on employee growth and promoting from within
  • Ability to have a “seat at the table” to influence build out of processes
  • Strong compensation package including base+ bonus & sign on bonus
  • Ability to build out and develop your team and bring your top players with you!
  • Strong leadership team with an understanding of “real life” and a focus on employee engagement and satisfaction
  • Contribute to a great purpose and support dedicated former military members where the loans stick!
  • Strong benefits package including:
    • 4% 401k match with immediate vesting
    • 25 days of leave in first year
    • Health & Fitness facilities on site
    • Medical, dental, vision, LTD, STD
    • Employer paid life insurance (2x annual salary) & Supplemental life insurance
    • Educational assistance
    • Ongoing training & development

ABOUT THE MANAGER, MORTGAGE UNDERWRITING:

The Manager of Mortgage Underwriting will support the operations staff in maintaining the underwriting quality on all loan files. Validate & analyze findings on credit and compliance quality control reviews according to FNMA, FHLMC, VA and credit union guidelines.

WHAT WILL THE MANAGER, MORTGAGE UNDERWRITING DO?

• Train, Manage, and develop team of Underwriters.

• Complete the monthly scorecards for Underwriters as well as staff performance evaluations, making sure there are no quality issues

• Provide complete overview of the Underwriting quality trending on all Conforming, Conventional, Jumbo & Super Jumbo loans to meet GSE, Appendix Q & credit union guidelines.

• Update the Mortgage Origination Manuals related to Underwriting.

• Validate & analyze reports that identify the responsible parties on findings reported by QC, QA, Loan Delivery, Post Closing, Credit Risk and/or Compliance.

• Provide guidance on escalated underwriting loan scenarios and requirements.

• Works closely with Manager, Loan Delivery to ensure all saleable loans are meeting investor requirements.

• Help move pipeline along and not let loans sit or stagnate

• Help build employee moral when things are tough and as the market ebbs and flows

WHAT WE ARE LOOKING FOR IN A MANAGER, MORTGAGE UNDERWRITING:

  • Ability to lead and manage a team remotely
  • Strong ability to lead, mentor, grow, and retain talent
  • Equivalent combination of education and experience is considered.
  • Bachelor’s degree or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
  • Minimum seven (7) years related work experience in mortgage lending with at least 3 years of underwriting experience.
  • Experience managing mortgage operations that involved customer interaction
  • Comfortable with conversations with customers and members.
  • Seeking a servant leader that desires to be there for their team to help achieve goals and develop their skillsets.
  • Seeking someone that brings ideas to the table to better the processes for the team
  • Ability to provide insistent honest feedback to team to help coach and develop people.

MANAGER, MORTGAGE LOAN PROCESSING – 100% Remote – dlemaire@cfstaffing.com

ABOUT MY CLIENT:

My client is a financial institution with a large presence in San Antonio, Texas and nationwide. My client operates much like a start up but has the strong solid backing & stability of a 80+ year financial institution. This financial institution always looks to operate in the best interest of its members, employees, and community.  Being a part of this organization is more than just being an employee, it is being a part of a family.

My client is growing and adding a Manager to their Mortgage Operations team. This role will have the opportunity to work remotely anywhere in the US and will report to the Director in San Antonio, Texas.

PERKS OF THE MANAGER, MORTGAGE LOAN PROCESSING :

  • Company with massive growth & positive change
  • Company with a focus on employee growth and promoting from within
  • Ability to have a “seat at the table” to influence build out of processes
  • Strong compensation package including base+ bonus
  • Ability to build out and develop your team and bring your top players with you!
  • Strong leadership team with an understanding of “real life” and a focus on employee engagement and satisfaction
  • Contribute to a great purpose and support dedicated former military members where the loans stick!
  • Strong benefits package including:
    • 4% 401k match with immediate vesting
    • 25 days of leave in first year
    • Health & Fitness facilities on site
    • Medical, dental, vision, LTD, STD
    • Employer paid life insurance (2x annual salary) & Supplemental life insurance
    • Educational assistance
    • Ongoing training & development

ABOUT THE MANAGER, MORTGAGE LOAN PROCESSING:

The Manager of Mortgage Loan Processing will manage the daily activities of the Operations Department of the Mortgage Originations Division, ensuring the timely and accurate completion of team responsibilities within established guidelines. This position is responsible for overseeing relationships with all Mortgage Loan Origination staff while maintaining PenFed’s best interest and complying will all policies and procedures.

WHAT WILL THE MANAGER, MORTGAGE LOAN PROCESSING DO?

• Train, Manage, and develop team of mortgage loan processors.

• Complete the monthly scorecards for Underwriters as well as staff performance evaluations, making sure there are no quality issues

• Help build employee moral when things are tough and as the market ebbs and flows

• Evaluate and analyze pipeline details—Make sure pipeline is not stagnant.

• Ensure that all conditions and closing dates are met.

• Identify any issues that may affect the ability to meet previously established conditions and dates in a timely manner.

• Monitor daily work of the team so that service level agreements are being met.

• Assist assigned staff in the maintenance of efficient workflow to minimize turn around and processing time from initial application to closing.

• Monitor loans in process to ensure members receive timely service.

• Responsible for recruiting, training and continuing professional development of mortgage services staff to include coaching and addressing disciplinary issues.

• Develop and/or suggest methods and other techniques that will increase leads into applications.

• Ensure exceptional member service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements and demonstrate a commitment to professional ethics.

• Upon escalation, counsel individual borrowers appropriately, to include, interpreting rates and programs, interfacing with external customers and providing competitive market information.

• Assist with maintaining compliance with all applicable federal, state and local laws, regulations and ordinances by abiding by compliance program and all policies, procedures, rules and regulations.

• Remain current on all mortgage related regulations and changes and keeps section staff informed.

WHAT WE ARE LOOKING FOR IN A MANAGER, MORTGAGE LOAN PROCESSING:

  • Strong leadership and management skills & experience required to be able to lead, mentor, grow, and retain talent
  • Equivalent combination of education and experience is considered.
  • Bachelor’s degree or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
  • Minimum seven (7) years related work experience in mortgage operations
  • Experience managing mortgage operations that involved customer interaction
  • Working knowledge of mortgage lending and/or conventional lending and VA lending policies and procedures.
  • Experience managing mortgage operations that involved customer interaction
  • A servant leader that desires to be there for their team to help achieve goals and develop their skillsets.
  • Seeking someone that brings ideas to the table to better the processes for the team
  • Ability to provide insistent honest feedback to team to help coach and develop them

Senior Internal Controls Analyst – No Travel, Odessa – dlemaire@cfstaffing.com

Senior Internal Controls Analyst for a multinational publicly-traded company.

*****Position is located in Odessa, Texas***********

Perks of the Senior Internal Controls Analyst role:

  • The company is undergoing major growth!
  • Ability to advance in a growing company.
  • No travel!
  • Work independently
  • Comprehensive benefits package

What the Senior Internal Controls Analyst will do…

  • Develop and maintain a strong internal control environment and helping execute the company’s annual Sarbanes-Oxley (SOX) assessment.
  • Assist operating company develop and maintain internal control documentation and related processes to ensure compliance with control framework.
  • Assist operating company with internal control remediation activities.
  • Assist operating company in preparation for Internal Controls testing during different testing cycles.
  • Coordinate with internal & external audit, and assist in the timely closure of any identified deficiencies or improvement opportunities.

What the company needs in a Senior SOX / Internal Controls Analyst:

  • Bachelor’s degree in Accounting or Finance
  • Minimum 4 years of internal controls, audit or accounting experience. Previous experience with Public Accounting firms is preferred.
  • Requires demonstrated skill in written and oral communications and interview skills.
  • Ability to think analytically, creatively, highly-driven and self-motivated.
  • Strong performer who sets high standards and drives performance to achieve results.

*****Position is located in Odessa, Texas*********** NO TRAVEL!

Senior Accountant – Houston – dlemaire@cfstaffing.com

Why take a Senior Accountant role with this company?

  • Amazing office with great company culture!
  • The position is open due to a recent promotion!
  • Ability to work with CFO & Controller

Perks of the Senior Accountant role:

  • Very visible role.
  • Strong medical benefit package
  • 8% match on 401K!
  • Free Parking

What the Senior Accountant will do…

Responsible for accounting and reporting for a private equity fund and its General Partner. Duties included but not limited to:

  • Prepare quarterly financial statements and partner capital account statements.
  • Monthly and quarterly closing duties including journal entries and review of trial balances.
  • Calculate distribution waterfall on as if liquidated basis (quarterly and as needed).
  • Prepare annual audited financials for fund including schedules and footnotes; provide requests to auditors.
  • Maintain cash projections for fund and General Partner and monitor cash availability.
  • Calculate monthly distributions from the General Partner.
  • Calculate monthly inter-company payoffs.

Responsible for accounting and investor relations for a private equity fund and several investment entities that it manages. Duties included but not limited to:

  • Prepare and send quarterly management fee invoices and accounting services billings.
  • Prepare and send capital calls and distribution notices for investments as needed.
  • Process quarterly management fee distributions to Managing member.
  • Provide coding for all invoices, capital calls and distributions.
  • Maintain investor relations (includes following up on late payments and answering investor questions as appropriate).
  • Calculate promoted interest on as if liquidated basis for year-end audit and reporting.
  • Prepare annual audited financials for fund and investment entities including GAAP accruals, FMV adjustments, schedules, and footnotes; provide requests to auditors.
  • Prepare annual capital account statements and send investor reporting packages including tax and disclosure documents.
  • Process new entity requests including creation of new GL accounts and sub accounts.


What the Senior Accountant will need……

  • BBA – Accounting, CPA preferred.
  • Four plus years of accounting experience.
  • Uncompromised reputation for discretion, honesty and personal integrity.
  • Proficient in Excel and knowledge of Word and PowerPoint.
  • Ability to multi-task.

Sales & Use Tax Manager – Houston – dlemaire@cfstaffing.com

About the Company and Opportunity:

  • Outgoing, Friendly Company
  • Promote internally
  • We have worked with this company for over 10 years with multiple successful placements!
  • International publicly-traded company
  • Conduct business in 20 countries
  • Oil and Gas related company
  • Convenient location in Southwest Houston

Overview of the Sales & Use Tax Manager role:

Sales and Use Tax:

– Monitor laws, regulations, decisions in sales/use tax area for our industry
– Maintain external software taxability matrices, updating regularly for tax rate and law changes, changes in service lines, etc.
– Apply eligible credits to tax liabilities
– Prepare monthly cash requests, journal entries and balance sheet account reconciliations
– Conduct periodic self-audits to ensure compliance with the sales and use tax laws
– Handle sales/use tax audits, preparation of responses to taxing authorities and address any audit findings in a timely manner

Property Tax:
– Manage property tax compliance and develop strategy to minimize liabilities
– Coordinate with the vendor for preparation of the property tax renditions and review to ensure accuracy and timely filing
– Timely transmittal of property tax payments in accordance with the tax calendar

Preferred Qualifications for the Sales & Use Tax Manager:

  • Bachelor’s degree in Accounting or related degree
  • 7+ years of related experience
  • Proficient in Microsoft Excel, Word, PowerPoint
  • Public accounting experience or large corporate tax experience

Accounting Manager – West Houston – dlemaire@cfstaffing.com

CFS has recently partnered with a leading property management company here in Houston looking to add to their Accounting team. The Accounting Manager will supervise 3 and joining a team of over 20 professionals in this established and growing company. The role is open due to growth and has direct paths to promotion!

About the Company and Opportunity:

  • This company manages recognizable and established properties in a variety of industries
  • We have placed multiple accountants here with outstanding reviews!
  • They offer benefits such as 401k match, company-subsidized healthcare, flexible work/life balance
  • Some of the employee reviews include things like:
    • “Great company, the leadership is here to stay and they are motivated and focused on growing the company responsibly”
    • “Great benefits, nice people and a hard-working team”
    • “Company is very focused on the health of employees, great wellness program!”

Overview of the Accounting Manager role:

  • Responsible for Financial Statement review in accordance with GAAP principles
  • Directs and performs monthly review of forecasts & budgets
  • Works closely with outside Auditors
  • Assesses current Accounting operations, recommends changes and process reviews
  • Acts as a liaison with third party management companies
  • Ensures and reviews AP, reconciliations, ME close, etc..

Qualifications for the Accounting Manager role:

  • Accounting degree preferred
  • CPA preferred
  • Public Accounting Candidates preferred
  • 6+ years of Accounting Experience; 2+ of management

AR Supervisor – West Houston – dlemaire@cfstaffing.com

Our client, an engineering/construction services company, will be adding a Accounts Receivable Supervisor to their team. This is a newly created role due to the strong market they are in and high volume of work they have. 

The AR Supervisor is responsible for:

  • Weekly invoice delivery and purchase order verification
  • Billing and pricing questions – internal and external
  • Monthly customer statements and invoice reviews
  • Research and invoice inquiries
  • Cash Receipt entry and postings
  • Prepare various monthly accounting reports (Excel)

Desired Skills:

  • AP/AR experience in a high volume environment
  • Strong Excel skills
  • MAS/SAGE 100 application knowledge (Not required)

AR Supervisor -Woodlands – dlemaire@cftaffing.com

CFS has teamed up with a growing PE-backed company in the Healthcare Industry. The company provides complete occupational health services for the full life cycle of their client’s employees. Their Accounting team is looking for an AR Billing Lead who is outgoing and able to hit the ground running!

Why work for this company?

  • Work Hard Play Hard Environment
  • Currently, a remote position but will be an in-office role for half of the week when the staff goes back into the office.
  • Medical, Dental, 401K and Quarterly Bonuses
  • Employees on Glassdoor have said “I really love the culture here. Leadership places value on every single employee and encourages growth among each team member.”

Summary of Duties:

• Serves as a direct contact for client billing inquiries and works closely with other departments to provide insight and resolution.
• Create new and maintain existing customer records.
• Obtain details so as to generate weekly/monthly project invoices for clients in compliance with contracted terms and various client specific invoicing requirements.
• Reconcile monthly billings & accounts receivable accounts in conjunction with the monthly close of the GL.
• Confers with colleagues in various departments to resolve procedural problems in tracing sources of error.
• May assist or serve as a backup in the application of daily cash receipts. 
• Provide weekly/monthly reporting related to accounts receivable transactions including but not limited to department analysis (i.e. DSO), established KPIs and other transnational reporting upon request.
• Research and contact customers to pay past due amounts via phone or email; escalate non-payment to client’s mid-level or senior-level managers, as needed.
• Traces source and corrects customer accounts for errors in billing rates, misapplied credits, or identifying information, such as name and address received from customers.

Experience:

  • 5+ years of Billing Experience
  • Supervisory experience
  • Degree in Finance or Accounting
  • Intermediate Excel Skills
  • Experience with online procurement and pay software

Supply Chain – Planning Analyst – Houston, Texas – dlemaire@cfstaffing.com

Why take a Supply Chain – Planning Analyst role with this company?

  • Company is growing rapidly
  • Private Equity-backed
  • Work with an amazing team!
  • Work-life balance…truly!
  • Strong medical benefit package

What the Supply Chain – Planning Analyst will do…• Demand Forecasting – “Analyzes demand stream information to determine near term and long purchasing objectives according to demand patterns and the organization’s strategy”• PO Tracking & Updating “Constructs and maintains vendor purchase order reports in order to manage on time deliveries of goods and services.”• Cross Functional Coordination with sales, curriculum, production, logistics, and suppliers• Procurement – “Makes vendor purchasing decisions in close coordination with the production team, supply chain analyst, and supply chain manager.”• SOP Creation and Maintenance• Root Cause & Corrective Analyses

What the company needs in a Supply Chain – Planning Analyst :

  • Experience in Supply Chain (1 year)
  • Proficient in Microsoft Office and Database management
  • Demonstrated ability to effectively with a variety of people including vendors, management team
  • Strong Analysis & Project Management

Audit Manager – Hill Country, Texas – dlemaire@cfstaffing.com

My client is a local, growing, and innovative Public Accounting Firm! They have experienced such growth that they are looking to add to their Management Team! The Audit Manager will work directly with the young and entrepreneurial firm partner who is very family oriented and mindful of work-life balance. 

This firm offers their clients a variety of diverse services and a partner experienced in tax planning, litigation support, wealth management and valuation services. The firm serves a wide variety of industries, but has a focus on construction and small businesses.

PERKS OF THE AUDIT MANAGER:

  • WORK. LIFE. BALANCE.
  • Zero politics or stress of a “Big 4” firm environment
  • No worry of “big brother” or buyout from a larger firm
  • Flexible Schedule & Work from home options
  • Opportunity to grow into Partner
  • Managing partner that is young, entrepreneurial, and relationship focused
  • Most new business comes in by word of mouth and referrals

WHAT THE AUDIT MANAGER WILL DO:

  • Serve alongside the firm Partner, as an experienced and seasoned manager of the firm.
  • Assist with managing and delegating workflows to team members.
  • Perform and guide other staff members on audits, reviews, & compilations.
  • Demonstrate an awareness of professional standards and the ability to identify areas for improvement in clients’ systems and procedures.

WHAT WE NEED IN AN AUDIT MANAGER:

  • 6+ years recent public accounting experience
  • You must be a CPA or CPA candidate
  • Servant leader with ability to easily build rapport & strong working relationships with clients & team-members
  • Experience serving construction & small businesses a plus
  • Benefit plan audits a plus
  • Management experience in public accounting setting required

Competitive compensation packages are provided based on experience and include benefits for health insurance, 401k match and PTO.

Mortgage Compliance Analyst II – San Antonio – dlemaire@cfstaffing.com


My client is a high growth and well-respected credit union in the San Antonio area. CFS has partnered with this organization for over 10 other placements and can attest to the wonderful culture and opportunities within the company. The opportunity is available because of growth. You will be joining this group essentially on the ground floor of the growing new department. The sky is the limit!!! This position will provide you with the career growth you desire in an environment with flexible working hours, work-life balance (no overtime, evenings, or weekends), & no travel. The position will be remote for the foreseeable future but will ultimately be officed out of San Antonio. This is a highly visible role as the position directly reports to the AVP of Mortgage Compliance.


ABOUT THE COMPANY:

My client is ranked among the top 15 of nearly 7,700 financial cooperatives, and is one of the strongest credit unions in the country with more than 650,000 members and total assets exceeding $10 billion.My client consistently receives the highest ratings of “Five Star” and “Superior” from two respected organizations that rate financial institutions in the United States and has been consistently recognized as one of the best workplaces in San Antonio, Austin, the state of Texas and the country.

My client also has a comprehensive benefits package, including:

  • 401(k) with matching incentives up to 10 percent
  • 21 days of PTO
  • Competetive compensation, annual reviews, & annual bonus that has been paid out for the last 30+ years
  • Growth opportunities within the department as well as the organization as a whole
  • Medical, dental and vision from Day One of employment
  • Life insurance
  • Pharmacy discount programs
  • Flexible spending/dependent care account options


WHAT WILL THE MORTGAGE COMPLIANCE ANALYST II DO?

The role will be responsible for assisting the credit union to manage compliance risk by conducting compliance testing and reviews as well as risk assessments to be certain the organization is in adherence to policy, procedure & federal and state regulations.

  • Work with the team as well as leadership to strengthen first line of defense within the Mortgage department-Business Units
  • Review and re-underwrite a representative sample of credit decisions in order to assess compliance with lending policy and procedures
  • Review mortgage early payment defaults, first payment defaults, and charge offs in order to assess underlying factors contributing to poor performance
  • Review and re-underwrite a representative sample of credit decisions made as exceptions to approved standards (credit or pricing) to assess compliance with approval processes
  • File reviews will include an assessment as to the adequacy of required documentation including approval documentation, promissory note, lien perfection, and disclosure requirements
  • Escalates areas of concern to the AVP Mortgage Compliance/QC for further review and possible further escalation
  • Assist with scrubbing of required HMDA data to insure is error free prior to annual filing deadline
  • Assist with analysis of fair lending datasets
  • Assist with building ad-hoc management reports as required
  • Participate on special projects as assigned

WHAT WE NEED IN A MORTGAGE COMPLIANCE ANALYST II:

  • 3-5 years experience in mortgage or audit related field
    • Bachelors degree preferred
  • Some college completed or associates degree
  • Working knowledge of;
    • federal & state residential mortgage regulations
    • underwriting, loan structure, documentation, and origination
    • Fannie Mae guidelines & requirements
  • Basic understanding of secondary market requirements & policies
  • Strong working knowledge of excel and other systems related to mortgage lending
    • preferred: Questsoft, Fair lending Magic & Lending Patterns
  • Preffered certifications: NAFCU, NCCO or similar

AUDIT MANAGER: San Antonio, Texas

My client is a local, growing, and innovative Public Accounting Firm! They have experienced such growth that they are looking to add to their Management Team! The Audit Manager will work directly with the young and entrepreneurial firm partner who is very family oriented and mindful of work-life balance.

This firm offers their clients a variety of diverse services and a partner experienced in tax planning, litigation support, wealth management and valuation services. The firm serves a wide variety of industries, but has a focus on construction and small businesses.

PERKS OF THE AUDIT MANAGER:

  • WORK. LIFE. BALANCE.
  • Zero politics or stress of a “Big 4” firm environment
  • No worry of “big brother” or buyout from a larger firm
  • Flexible Schedule & Work from home options
  • Opportunity to grow into Partner
  • Managing partner that is young, entrepreneurial, and relationship focused
  • Most new business comes in by word of mouth and referrals

WHAT THE AUDIT MANAGER WILL DO:

  • Serve alongside the firm Partner, as an experienced and seasoned manager of the firm.
  • Assist with managing and delegating workflows to team members.
  • Perform and guide other staff members on audits, reviews, & compilations.
  • Demonstrate an awareness of professional standards and the ability to identify areas for improvement in clients’ systems and procedures.

WHAT WE NEED IN AN AUDIT MANAGER:

  • 6+ years recent public accounting experience
  • You must be a CPA or CPA candidate
  • Servant leader with ability to easily build rapport & strong working relationships with clients & team-members
  • Experience serving construction & small businesses a plus
  • Benefit plan audits a plus
  • Management experience in public accounting setting required

Competitive compensation packages are provided based on experience and include benefits for health insurance, 401k match and PTO.

Bookkeeper – Houston – dlemaire@cfstaffing.com

The ideal candidate will have a minimum of 5 years of experience working in the hospitality industry, preferably in companies with multiple locations. This person will manage all of the accounting procedures and oversee one accounting clerk. The bookkeeper will be responsible for processing payroll in QB.

Responsibilities of the Bookkeeper

  • The Bookkeeper will verify, allocate, and post details of business transactions to the general ledger.
  • Reconcile and balance accounts.
  • Compile reports to show cash receipts and expenditures, accounts payable and receivable, profit and loss, and other items pertinent to the operation of business.
  • Calculate employee wages from records and prepare checks for payment of wages.
  • Prepare withholding, Social Security, and other tax reports.
  • Generate monthly statements

Preferred experience for the Bookkeeper role

  • 5 years of full-charge bookkeeping experience in the hospitality industry
  • Strong working knowledge of QuickBooks (desktop)
  • Excellent written and verbal communication skills
  • Solid computer skills
  • Fast-paced, entrepreneurial mentality!

Indirect Tax Manager – Houston, Texas – dlemaire@cfstaffing.com

About the Company and Opportunity:

  • Outgoing, Friendly Company
  • Promote internally
  • We have worked with this company for over 10 years with multiple successful placements!
  • International publicly-traded company
  • Conduct business in 20 countries
  • Oil and Gas related company
  • Convenient location in Southwest Houston

Overview of the Indirect Tax Manager role:

Sales and Use Tax:

– Monitor laws, regulations, decisions in sales/use tax area for our industry
– Maintain external software taxability matrices, updating regularly for tax rate and law changes, changes in service lines, etc.
– Apply eligible credits to tax liabilities
– Prepare monthly cash requests, journal entries and balance sheet account reconciliations
– Conduct periodic self-audits to ensure compliance with the sales and use tax laws
– Handle sales/use tax audits, preparation of responses to taxing authorities and address any audit findings in a timely manner

Property Tax:
– Manage property tax compliance and develop strategy to minimize liabilities
– Coordinate with the vendor for preparation of the property tax renditions and review to ensure accuracy and timely filing
– Timely transmittal of property tax payments in accordance with the tax calendar

Preferred Qualifications for the Indirect Tax Manager:

  • Bachelor’s degree in Accounting or related degree
  • 7+ years of related experience
  • Proficient in Microsoft Excel, Word, PowerPoint
  • Public accounting experience or large corporate tax experience

Updated List of Accounting & Finance Openings – Houston, TX – dlemaire@cfstaffing.com

Job Openings: Please check out www.cfstaffing.com for job descriptions.
We are taking this time to find the best talent for our clients. We still have several clients actively interviewing and reviewing resumes.

August 18th, 2020

  • Indirect Tax Manager, Southwest Houston
  • Division Controller (Public Accounting and Operations Accounting) – West
  • International Tax Analyst – West
  • Billing Specialist, SE
  • Part-time Nonprofit Controller – Galleria
  • Fixed Asset Senior Accountant, West
  • Senior Corporate Accountant, Galleria
  • Tax Manager, Public Accounting, Central
  • Tax Senior, Public Accounting, Southwest Houston
  • Senior Accountant (Management Reporting & Audit Support)
  • Lease Administration Manager (ERP implementation) Galleria
  • AR Supervisor – West Houston
  • Construction Controller, Denver, CO
  • Assistant Controller (Katy) – Construction, job costing
  • Treasury or Financial Analyst (Cash, Risk & Procurement)
  • Accounting & Admin Assistant
  • Senior Accountant (Advanced Excel)
  • VP Finance (nonprofit)
  • Senior Director of Accounting (nonprofit)
  • Controller (manufacturing & construction)
  • Senior Auditor (North of Cypress)
  • Third-Party Billing Real Estate Accountant
  • Tax Director (public accounting)
  • Corporate Accounting Supervisor
  • Lease Administration Manager
  • Assistant Controller (Real Estate)
  • Entrepreneurial CPA looking to become a partner!
  • Office Manager (nonprofit)
  • Controller (nonprofit)
  • Senior Credit Specialist
  • Treasury Analyst (Junior)
  • CFO, Boston, MA – auto dealership
  • Senior Tax Planning Accounting
  • Future Tax Manager & Partner!
  • Audit Manager – Public Accounting (nonprofit)

 

Reduced Hour Work Week! Nonprofit Accounting Supervisor – Houston – dlemaire@cfstaffing.com

CFS is working with one of our nonprofit clients on their search for a Controller to add to their team. The ideal candidate will have 5-7 years of accounting experience, with at least 2 spent in public accounting, working knowledge of Financial Edge, and a strong work ethic and attention to detail.

The client offers a 9am-4pm work schedule, with half-days on Friday! 

Responsibilities:

  • Maintain cash report on a weekly basis
  • Prepare and manage outgoing checks
  • Prepare and manage deposits·
  • Prepare financials for Board meetings on a quarterly basis
  • Organize and maintain all accounting files
  • Manage and analyze expenses on a monthly basis
  • Prepare budget analysis
  • Prepare and review the annual budget for the organization
  • Manage the annual financial audit and tax return

Requirements:

  • 5-7 years of accounting experience, with 2 years spent in public accounting
  • Strong presentation skills – will be working directly with the board
  • Ability to work in the office (not a remote role)
  • Previous experience working with Blackbaud – Financial Edge

Tax Manager – Houston – dlemaire@cfstaffing.com

Our client is a consultative tax firm focused on adding value. Many of it’s professionals are CFP’s and trusted partners and advisors to their clients. This company has a strong foothold in Houston culture and has been active in our market for over 30 years. This Tax Manager opening is a pure addition to the team due to growth over the last five years.

Why work here?

  • A unique tax role blended with finance and asset management
  • Beautiful office within the loop
  • Tax planning, creative thinking, research opportunities abound
  • Multiple awards such as “2019 Best-In-State Wealth Advisors”

Brief overview – Tax Manager

  • Manage and execute tax strategy and planning for a variety of clients
  • Ensure compliance with changing tax laws and provide a road map to clients
  • Meet face to face with clients, develop relationships, grow business
  • Review various tax returns and ensure compliance

Preferences – Tax Manager

  • CPA preferred
  • CFP preferred
  • Bachelors in Accounting or Finance preferred
  • 5+ years of Tax experience (individuals, trust, partnerships, estates and Scorp)

Tax Senior Analyst – Houston – dlemiare@cfstaffing.com

 

Location: West Houston

Why work for the company?
– Work Hard Play Hard Environment

– Laid Back Tax team
– Experience to learn and grow with the company
– Lucrative Compensation package & bonus

CFS has teamed up with the World’s Leading Industrial Aviation Solutions Provider! The Senior Tax Analyst will report directly to the International Tax Manager.

Essential Functions
• Assist in preparation of US International compliance obligations (Forms 5471, 8858, 8865, as well as disclosure statements)
• Prepare and review foreign tax returns and coordinate with local finance managers and local tax advisors to ensure they are accurately and timely filed
• Monitor international tax accounts – prepare monthly roll forwards for current/deferred tax expense, income taxes payable, and NOLs

Minimum Qualifications
• Bachelor’s degree in Accounting
• 3 years of experience in a large public accounting firm or multi-national corporate tax department
• CPA or CPA Candidate preferred
• Experience with CorpTax tax preparation software