Chief Financial Officer (Pre-IPO) – San Antonio – dlemaire@cfstaffing.com

 Our client is a leading health and wellness organization that is dedicated to creating and strengthening healthy communities & families. The organization has recently teamed with Creative Financial Staffing to assist in locating a passionate, dedicated CFO to help lead the organization and accomplish its mission.

This role provides a unique opportunity to make a direct impact on the people and families of San Antonio.

The Chief Financial Officer role encompasses a wide range of activities and responsibilities with direct involvement in all phases of management, administration, operations, personnel, IT, and financials. This position requires a hands-on individual that will work with and report directly to the CEO.

About the Company and Opportunity:

  • Our San Antonio client is an innovative longevity care, health, and wellness company operating across four states
  • Well established, with start-up vibes, the privately-owned company is preparing to go public
  • The company has a high sense of community, hard work, and values teamwork
  • They offer excellent benefits, including healthcare solutions, casual work environment & flexible hours
  • Competitive compensation package to include equity!

 

Overview of the CFO role:

  • Develop systems, processes, and standards that are consistent company-wide and in conformity with company policy that improves the efficiency and mission of the organization
  • To ensure the organizations monthly and annual financial reports are issued timely and accurately
  • Oversight of office operations working closely with the President to maintain a superior working environment
  • Supervision of administrative staff and overseeing IT functions
  • Oversight of Human Resource functions and guidance
  • Manage cash flow and complete internal accounting functions
  • Produce accurate and timely financial reports and presentations to Board members

 

Qualifications of the CFO role:

  • Bachelors degree in accounting or finance required
  • CPA license required
  • Extensive SEC filing experience required
  • Start-up experience preferred
  • Strong leadership/management skills and abilities
  • Ability to train, motivate, and supervise staff members
  • Excellent communication skills
  • Ability to multi-task and oversee simultaneous operations
  • Hands-on leadership and management experience required

SEC & GL Accountant – 2 Openings – San Antonio, Texas – dlemaire@cfstaffing.com

About the Company and Opportunity:

  • Our San Antonio client is an innovative longevity care, health, and wellness company operating across four states
  • Well established, with start-up vibes, the privately-owned company is preparing to go public
  • Opportunity to make an impact at the ground level and experience exponential growth

SR SEC Accountant – Experienced Filing, Reporting

$70K -$75K

Preferred Qualifications for the SEC Accountant:

  • Bachelor’s in Accounting, Finance or related field (Required)
  • 5+ years of SEC standards expertise
  • SEC Reporting (10Q, 10-K filings) (Required)
  • GL Experience
  • Experience in a small start-up company

General Ledger Accountant – Eats, Sleeps, and Breathes GL

$60K – $65K

Preferred Qualifications for the General Ledger Accountant:

  • Bachelor’s in Accounting, Finance or related field (Required)
  • 5+ years of GL accounting expertise (Strongly Preferred)
  • Systems Implementation experience (Strongly Preferred)
  • Experience in a small start-up company

Supply Chain Manager – Downtown Houston – dlemaire@cfstaffing.com

A successful Supply Chain Manager will lead and direct all facets of supply chain management including, but not limited to, purchasing, logistics, warehousing, inventory management, material forecasting, inventory control, and job costing, as materials support to meet production schedules. This position will provide leadership and direction on a cross-functional basis. 30% Travel!

Responsibilities:

  • Supervise, develop, and provide leadership to employees and supervisors of an assigned area, department, or project(s).
    • Review tasks and reports to ensure accuracy, completeness, and compliance.
    • Develop processes to ensure completion of tasks in support of an assigned area, department, or project(s).
    • Communicate with employees, contractors, vendors, and/or customers to assist an assigned area, department, or project(s).
    • Additional Duties as assigned.

Qualifications:

  • Bachelor’s Degree in a related field or 5 years of related work experience.
    • Previous supervisory and/or managerial experience.
    • Project management skills including planning, organizing, and coordinating tasks.
    • Authorized to work in the United States.

Benefits:

  • Competitive Pay
  • Health Insurance: Medical, Dental, Vision, and Prescription Plans
  • Flexible Spending Accounts
  • Retirement Savings Plan (401K) with company matching
  • Stock Purchase Plan
  • Short& Long Term Disability
  • Supplemental Life and ADD&D Insurance
  • Paid Holidays& Vacation (PTO)
  • Tuition Reimbursement
  • 70-100k + bonus
  • Company vehicle or car allowance

     

SEC Accountant – San Antonio -dlemaire@cfstaffing.com

SEC Accountant – Highly visible role, the opportunity for growth

About the Company and Opportunity:

  • Our San Antonio client is innovative longevity care, health, and wellness company operating across four states
  • Well established, with start-up vibes, the privately-owned company is preparing to go public
  • The company has a high sense of community, hard work, and values teamwork
  • Opportunity to make an impact at the ground level and experience exponential growth
  • They offer excellent benefits, including healthcare solutions, career advancement, casual work environment & flexible hours
  • Competitive compensation package to include equity!

 

Overview of the SEC Accountant role:

  • This SEC Accountant will work directly under the Controller
  • Assist in the preparation and processing of various SEC filings, to conform with US GAAP guidelines and SEC requirements
  • Prepare and manage the timeline and documentation requests, maintaining a financial reporting system, and drafting financial statement footnotes as needed.
  • Oversee the implementation of a company-wide system
  • Conduct research on technical accounting issues/new reporting standards
  • Perform control activities and maintain related SOX documentation
  • Maintain and update accounting policies and procedures as well as controls identified
  • Prepare reporting needed for external audit and tax teams
  • Preparation of periodic reports to Management

Preferred Qualifications for the SEC Accountant:

  • Bachelor’s in Accounting, Finance or related field (Required)
  • 5+ years of SEC standards expertise
  • SEC Reporting (10Q, 10-K filings) (Required)
  • GL Experience
  • Experience in a small start-up company

 

 

Midstream Revenue/Plant Accountant – San Antonio, Texas – dlemaire@cfstaffing.com

ABOUT THE ORGANIZATION:

  • Great culture, family-oriented and laid back!
  • Competitive compensation plan
  • Awesome benefits & true work-life balance

OVERVIEW OF THE PLANT ACCOUNTANT ROLE:

This position will be responsible for closing gas processing plants and gathering system allocations. A successful candidate will perform allocations, settlements, analysis, and reconciliations. This position will play a key role in maintaining, testing and implementing software solutions as well as operational changes, reporting, and controls.

 

WHAT WILL THE PLANT ACCOUNTANT DO?

  • Monthly midstream revenue close process and analysis
  • Manage a wide array of functions related to gas plant accounting and revenue allocations
  • Analyze volumetric, contractual and financial results and explain variances to estimate and forecasts and prior trends
  • Review and apply contract terms for proper revenue recognition and customer settlement
  • Prepare timely and accurate gas plant allocations and production settlement statements or invoices in compliance with midstream service agreements
  • Communicate with operations, marketing and internal and external parties that are critical to perform job responsibilities
  • Prepare the monthly midstream revenue accrual and periodic accrual to actual look back
  • Prepare journal entries
  • Prepare account reconciliations
  • Document the performance of internal controls over responsible areas
  • Meet all critical closing deadlines

 

WHAT WE ARE LOOKING FOR IN A PLANT ACCOUNTANT:

  • Preferred Bachelor’s Degree in Accounting; 10+ years in the oil and gas industry with Midstream and Gas Plant Accounting experience required
  • Minimum five or more years related business experience required; ten or more years preferred
  • Extensive plant and gas balancing knowledge required, database query experience a plus
  • Strong knowledge of accounting transactions related to gas processing plants also needed
  • W Energy Software (formerly Waterfield) experience preferred

Alternatively, my client will be interested in candidates without the required experience but with a high aptitude and interest in learning about Gas Plant Accounting.

 

 

Spanish Speaking Accounting Supervisor/ Bookkeeper – Katy – dlemaire@cfstaffing.com

This is a great opportunity for someone who LOVES to work for an Entrepreneur and lives in Katy or west of Katy! Email dlemaire@cfstaffing.com for more details. 

Overview: 

Report directly to the owner of multiple businesses. Work with multiple businesses at a time. The Bookkeeper position requires strong bank reconciliation experience and the flexibility to do a variety of projects including Accounts Payable, Accounts Receivable, Account Reconciliations, General Ledger work, Payroll, Month End Close, tax reporting and ability to meet deadlines with accuracy.

Responsibilities

  • Maintains sales tax records and creates and files quarterly payments
  • Update general ledger
  • Process payroll and review payroll of other locations
  • Accounts Receivable
  • Accounts Payable
  • Monthly accounting close
  • Cash Flow Management
  • Knowledgeable in credit card management and reconciliation
  • Cost Analysis for manufacturing business

Requirements:

  • 5+ years of Bookkeeping experience
  • Advanced Microsoft Excel
  • QuickBooks experience
  • Ability to be a highly motivated, self-starter who can work independently with minimal supervision
  • Excellent oral, written and inter-personal communication skills.
  • Spanish Speaker

Bookkeeper & Administrative Assistant – Houston – dlemaire@cfstaffing.com

Why take a Bookkeeper / Admin with this company?

  • Amazing office with great company culture!
  • This is a newly created role.
  • Ability to work with CFO & Controller
  • Strong medical benefit package
  • 8% match on 401K!
  • Free Parking

Overview:

  • Conduct reconciliation of all accounts on an as-needed basis
  • Perform all activities related to the accounts payable function including reviewing, coding, and processing payments
  • Perform account receivable functions including invoicing, deposits
  • Enter and post transactions utilizing knowledge of debits and credits by reconciling bank statements
  • Administrative Assistant duties
  • Assist in auditing and consulting projects.

Qualifications:

  • 10 plus years of relevant experience working in accounting and bookkeeping
  • Strong verbal and written communication skills
  • Experience with accounts payable, accounts receivable, payroll, and general ledger
  • A high degree of accuracy and attention to detail
  • Ability to multitask efficiently and prioritize work; Highly motivated, Organized, and Team Player
  • Must be able to work independently with minimal supervision
  • Proficient in accrual and cash basis of accounting

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


Industry News: 

It has been exactly 3 months since my last newsletter update and has the world changed! Houston was hit hard not only by COVID, but the price of oil went negative! To say we have been on the craziest rollercoaster would be an understatement. I know a lot of you are wondering what is happening in our local job market, so let’s jump right in. I have connected with many of you in the past few months. The feedback I’ve received has been that most have had to endure pay cuts, a good amount were furloughed, and quite a bit were laid off. The pay cut was the most dominant response though. My gut tells me that we hit bottom in Houston around 3 weeks ago and we are starting to crawl our way out….slowly.

In Houston and nationally we are seeing a high demand for temporary hires. This is in line, with what usually happens in a recession. The direct hire roles that were put on hold are coming back slowly, so you have to work your network more than ever. One side note: I have placed several accounting and finance professionals during this time without face to face contact with the employer. Talk about making an adjustment! I love how business always find a way to hire!!!!

I know a lot of you have been personally impacted during this time and I wanted to share some tools to assist you with your job search or that of family and friends. I thought this would be more valuable than the economic data I usually share. 

Links and ideas to help with your job search:

Stay tuned for my next newsletter in September!

 

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

We can send you our current 2020 salary guide. Follow this link: https://www.cfstaffing.com/index.php/2020-accounting-and-finance-salary-guide/

Direct Hire Roles:

  • Entrepreneurial CPA, with Partner Track, CPA firm
  • CFO, Private Equity, 100M, Manufacturing & Distribution, Seattle
  • Senior SEC Accountant, Manufacturing, North Houston
  • Controller, Healthcare, Sugar Land
  • Bookkeeper, Restaurant Group, Galleria
  • Accounting Manager, Commercial Real Estate, Galleria
  • Controller, Manufacturing, NW Houston
  • Senior Corporate Accountant, Restaurant Group, Galleria
  • Staff Accountant, Manufacturing, NW Houston
  • Senior Real Estate Accountant, West Houston
  • Senior Staff Accountant, Logistics, North Houston
  • Assistant Controller, Professional Services, Central
  • Accounting Manager, CPA, Professional Services, Central
  • Tax Planning Senior, CPA Firm, West Houston
  • Senior Technical Accounting Manager, Manufacturing, North Houston
  • Tax Manager, Global Provision, Oil & Gas, North Houston
  • Senior Internal Controls Analyst, Oil & Gas, North Houston
  • Head of Investor Relations
  • Office Manager, Nonprofit, Downtown
  • Executive Assistant to the CFO, Nonprofit, Downtown
  • Senior Accountant, CPA, Investment, Central
  • Cost Accountant, EADO
  • Accounting Supervisor, Restaurant Group, Galleria
  • Treasury Analyst, MBA, Services, DT

Temporary Roles:

  • Collectors!!!!
  • Loan Processor, Banking, SW Houston
  • Loan Closer, Banking, SW Houston
  • Procurement Specialist, Non-Profit, NRG
  • IT Specialist, Non-Profit, NRG
  • Bookkeeper, Non-Profit, Heights
  • Property Accountant, Property Management, West Houston
  • Commercial Collections, Industrial Services, NW Houston
  • Senior Accountant, Oil and Gas, NW Houston
  • Accounts Payable, Oil and Gas, NW Houston

 

List of Current Accounting & Finance Openings – Houston – dlemaire@cfstaffing.com

Job Openings: Please check out www.cfstaffing.com for job descriptions. 
We can send you our current 2020 salary guide. Follow this link: https://www.cfstaffing.com/index.php/2020-accounting-and-finance-salary-guide/

Direct Hire Roles:

  • Entrepreneurial CPA, with Partner Track, CPA firm
  • CFO, Private Equity, 100M, Manufacturing & Distribution, Seattle
  • Senior SEC Accountant, Manufacturing, North Houston
  • Controller, Healthcare, Sugar Land
  • Bookkeeper, Restaurant Group, Galleria
  • Accounting Manager, Commercial Real Estate, Galleria
  • Controller, Manufacturing, NW Houston
  • Senior Corporate Accountant, Restaurant Group, Galleria
  • Staff Accountant, Manufacturing, NW Houston
  • Senior Real Estate Accountant, West Houston
  • Senior Staff Accountant, Logistics, North Houston
  • Assistant Controller, Professional Services, Central
  • Accounting Manager, CPA, Professional Services, Central
  • Tax Planning Senior, CPA Firm, West Houston
  • Senior Technical Accounting Manager, Manufacturing, North Houston
  • Tax Manager, Global Provision, Oil & Gas, North Houston
  • Senior Internal Controls Analyst, Oil & Gas, North Houston
  • Head of Investor Relations
  • Office Manager, Nonprofit, Downtown
  • Executive Assistant to the CFO, Nonprofit, Downtown
  • Senior Accountant, CPA , Investment, Central
  • Cost Accountant, EADO
  • Accounting Supervisor, Restaurant Group, Galleria
  • Treasury Analyst, MBA, Services, DT

Temporary Roles:

  • Collectors!!!!
  • Loan Processor, Banking, SW Houston
  • Loan Closer, Banking, SW Houston
  • Procurement Specialist, Non Profit, NRG
  • IT Specialist, Non Profit, NRG
  • Bookkeeper, Non Profit, Heights
  • Property Accountant, Property Management, West Houston
  • Commercial Collections, Industrial Services, NW Houston
  • Senior Accountant, Oil and Gas, NW Houston
  • Accounts Payable, Oil and Gas, NW Houston

#jobs #accounting #finance #houston #hiring #hiringnow #houstonjobs #accountant #SEC #CPA #Loan #banking #nonprofit #manufacutring #Bookkeeper #tax #audit #collections #AccountsPayable #financialreporting #senioraccountant

Real Estate Accountant – Houston – dlemaire@cfstaffing.com

PERKS:

  1. Located inside a beautiful building
  2. You will have your own office.
  3. Health-conscious organization – the company offers free fruit and snacks to employees each day, and catered breakfasts in the morning on Friday.
  4. Great opportunity for growth!

 

POSITION SUMMARY

The Asset Portfolio Accountant maintains the General Ledger for retail properties as assigned, ensuring all transactions are recorded in accordance with GAAP and maintains the tenant leases sub-ledger, ensuring tenant leases are properly accounted for.

ABOUT THE COMPANY

  • The client is a privately held real estate investment, development, and management company headquartered in Houston, Texas.

RESPONSIBILITIES

Daily

  • Maintain tenant leases sub-ledger in MRI
  • Review (coding, approval) and post A/P invoices
  • Verify and post tenant cash receipts
  • Invoice miscellaneous charges and bill backs to tenants as needed
  • Assist Property Manager and VP of Retail Assets with special projects and be available as a resource

Monthly

  • Generate recurring monthly charges for tenant leases
  • Maintain the General Ledger for portfolio as assigned
  • Reconcile Balance Sheet accounts
  • Review monthly financial statements
  • Calculate and book monthly accrual for CAM and AVTX reimbursements
  • Book accruals as needed (utilities, CAM & AVTX recoveries, AVTX expense, percentage rent)
  • Assist with collections as needed
  • Assist Property Manager with variance reporting

Annually

  • Process annual AVTX tax statements for payment
  • Process annual CAM and AVTX to escrows and invoice balance due or issue credit
  • Assist Retail Operations Team with annual budget

 

QUALIFICATION REQUIREMENTS:

  • Accounting degree
  • Minimum 2 years of experience in Property Accounting in Office or Retail sectors
  • A thorough understanding of the following concepts:
    • Tenant Recoveries
    • Straight Line Rent
    • Percentage rent

Unique opportunity for an Entrepreneurial CPA – Houston – dlemaire@cfstaffing.com

The Houston market is ripe for expansion for our local CPA firm client and they want to add a leader to their team to assist in client acquisitions, lead their production and preparation efforts, act as a technical reviewer and learn how to run a small business with a track to Partner.

They are a local, growing, full-service CPA firm that handles all the accounting, tax, and advisory needs of small businesses and individuals throughout the Houston area. Located in Southwest Houston. They offer a fun, collaborative work environment, manageable busy seasons (limited Saturday hours and NO work on Sunday), and a competitive compensation package (including goal-oriented incentives), paid time off, and benefits.

Overview of the growth position:

Year One:

  • Learning our methods of client accounting and tax preparation
  • Performing client work and deliverables
  • Mastering software(s) and processes
  • Learning Firm Administration Functions
  • Learn the business development process
  • Take on full responsibility for client invoicing

Year Two:

  • Help identify and hire staff
  • Perform in a Lead Reviewer role for client accounting and tax work
  • Increased involvement in client management
  • Leading process improvement and implementing change

Year Three:

  • Hire and promote more staff
  • Development of a leadership plan
  • Take on additional business development responsibilities
  • Assist with integration plan for acquired firms and new clients

Qualifications:

  • Must be a Certified Public Accountant (CPA) or CPA in process
  • Entrepreneurial spirit with a desire to grow personally and professionally
  • Ready to take the next step in your career
  • Have a desire to provide superior client service
  • Possess strong financial accounting skills with attention to detail
  • Experience in being a detailed reviewer of financial statements and tax returns
  • Experience in preparation of individual tax returns (Form 1040)
  • Experience in preparation of business tax returns (Form 1065, 1120 and 1120S)
  • Recent CPA firm experience

Payroll Manager – Denver – dlemaire@cfstaffing.com

Responsibilities:

  • Supervises Payroll department and trains newly hired Payroll Specialists
  • Collaborates with Corporate CFO on complex Payroll issues
  • Resolves Payroll related client concerns
  • Ensures efficiency of the Payroll department and recommends changes for more efficient processes
  • Performs all activities necessary to process multi-client payrolls, including maintaining related records, filing tax reports, processing and filing involuntary deductions such as levies and garnishments, and preparing accounting transactions
  • Collaborates and communicates with internal Management to ensure consistent messaging and processing of requests are completed
  • Provides stellar customer service to ensure client satisfaction, which may include meeting with clients on occasion to ensure client’s needs are being met
  • Maintains knowledge of InTANDEM HR invoicing process and monitors reconciliation items to ensure timely resolution
  • Job costing setup and job costing input on payroll
  • Multi-pay group and multi-frequency payrolls
  • Processes loan/uniform/pay advance deductions
  • Process urgent payrolls and urgent check requests on the same day when required
  • Inputs employee new hires and rehires into Prism HR software

Qualifications

  • Bachelor’s degree
  • Experience in processing payroll for a PEO or payroll company required. HRPyramid/Prism HR expertise is mandatory.

Location: Denver, CO

CFO Opportunity

Private Equity-Backed Company (110M)

High growth, manufacturing & distribution company

They have a long-standing customer base with some of the leading Fortune 100 companies.

Seattle, WA

Base, Bonus & Equity. No relocation provided.

 

#CFO # Seattle

Email: dlemaire@cfstaffing.com

 

Tips For Working From Home With Kids Around

Are you working from home with kids around?  Working from home is a dream for many parents, but the reality can be much different, especially when it is thrust upon you with little notice. Working from home with kids around requires a little planning, patience, and flexibility. Your schedule may change at a moment’s notice and there will be days when you can’t be as productive as you’d like.

Work from home with kids

Working From Home With Kids

To set yourself up for success, there are a few things you can do to ensure a productive work environment.

  1. Be Willing to be Flexible

You may not be able to work a standard 9-5 schedule if you’re at home with kids around. Be flexible and adjust your schedule (If your job permits this). Get up earlier and work a few hours in the morning, then put in a few more hours between lunch and dinner, and work an extra hour or two in the evening. Being flexible allows you to spend time with your kids throughout the day as well as work.

  1. Communicate Your Needs

If your spouse is also at home, communicate what you need from each other as far as quiet time and distractions. Figure out how you can work together to give you the quality quiet time you need. Then discuss this with your kids so they know the rules about when it’s okay to interrupt and when it’s not.  Even small children can learn to be respectful of work time.

  1. Hire Help

If your spouse isn’t home to help care for your kids, hire help when it is possible. Bringing someone in, even for just a few hours a day, to keep your kids distracted and cared for while you work can help you increase your productivity.

  1. Have a Dedicated Space

With a dedicated home office where you can close the door, you can help your kids set boundaries. They’ll know that when mommy or daddy is in the office with the door closed, it’s work time and they shouldn’t disturb you. It can also help to signal them to keep the noise level down.   If you have a make-shift office, find something visual that will signal to your children that you should not be disturbed.  It can be a certain piece of clothing or jacket you put on, certain music you play or a stuffed animal you sit in the chair beside you.  Whatever you decide as a signal can work.

According to MoneyChat, “Having a dedicated workspace can also help reduce distractions, like social media.”   The more focused you are the more work you will accomplish.

  1. Create a Boredom Box

Put together a box with craft supplies, books, parent-approved movies, and toys that they can use on their own if they’re bored. You can also create a list of parent-approved activities to hang on the fridge and include things they can do on their own if they’re bored. Making sure your kids have plenty to keep them busy will allow you to be less distracted.  You can also include age-appropriate chores or homework.   When you work, they do their work.

  1. Create a Healthy Snack Box

As parents, we’ve all heard the cries of “I’m hungry! There’s nothing to eat!” To your kids, this is an emergency worth interrupting you for. Steer clear of this distraction by creating snack stations in the pantry and fridge with plenty of things they can eat on their own. Crackers, pretzels, yogurt, fruit, cheese, juice boxes, and other healthy snacks will give your kids more independence while giving you peace and quiet.

  1. Practice

Practice with your kids before you start working from home or when you set up new rules to help them learn and understand when it’s okay to interrupt you and when it’s not. Give them a signal that tells them to stop or be quiet if they’re interrupting at a bad time. For instance, putting your hand up to tell them to stop or your finger over your lips to tell them to be quiet.

Working from home with kids around can create a lot of challenges to your productivity, but if you work with your kids and you’re willing to be flexible, you should be able to be successful.  Who knows, you may decide you enjoy working from home and opt to make it a permanent work environment.

Other Posts You  May Find Helpful

3 Quick Tips for Work-Life Balance at Home

9 Tips For Success When Working Remotely

5 Easy Ways to Balance Your Work and Family Life

Do You Need Help With Your Job Search?

If you need help updating your resume or practicing for an interview during these hard times, consider reaching out to me, Rachel at Career Find to assist you.