http://www.bizjournals.com/houston/news/2014/03/24/houston-and-texas-among-top-5-cities-states-for.html?ana=e_du_pub&s=article_du&ed=2014-03-24

CFO:
• Healthcare: Austin, TX
• Manufacturing: NW Houston
• Power Services: Houston, TX
• Food Manufacturing & Distribution: NW Houston

Controller:
• Manufacturing: SW Houston

• Manufacturing: SE Houston

Director of Accounting:
• Restaurant: West Houston

FP&A Manager:
• Manufacturing: Greenspoint
• Restaurant: West Houston
• Services: East Houston

Assistant Controller:
• Shipping: East Houston

Tax Partner:
• Public Accounting: Galleria

Tax/Audit Manager:
• Public Accounting: Galleria, GWP, DT

Shared Services Manager:
• Manufacturing: NW Houston

“The Differences Between Successful People and Unsuccessful People” – by Dave Kerpen

https://www.linkedin.com/today/post/article/20140319142240-15077789-the-differences-between-successful-people-and-unsuccessful-people?trk=tod-home-art-list-large_0

A few weeks ago I received a postcard in the mail from the CEO of Petra Coach, the creator of Align Software and a fellow member of Entrepreneurs Organization. I’ve never met him, but Andy Bailey and his postcard that I hung up on my wahave already had a profound effect on me, reinforcing values I believe in and reminding me on a daily basis of the attitudes and habits that I know I need to embrace in order to become successful.
Below are the 16 differences between successful people and unsuccessful people that Andy Bailey and the postcard claim, followed by a picture of the postcard itself:
1. Embrace change vs. Fear change
Embracing change is one of the hardest things a person can do. With the world moving so fast and constantly changing, and technology accelerating faster than ever, we need to embrace what’s coming and adapt, rather than fear it, deny it or hide from it.
2. Want others to succeed vs. Secretly hope others fail
When you’re in an organization with a group of people, in order to be successful, you all have to be successful. We need to want to see our co-workers succeed and grow. If you wish for their demise, why even work with them at all?
3. Exude joy vs. Exude anger
In business and in life, it’s always better to be happy and exude that joy to others. It becomes contagious and encourages other to exude their joy as well. When people are happier they tend to be more focused and successful. If a person exudes anger, it puts everyone around them in a horrible, unmotivated mood and little success comes from it.
4. Accept responsibly for your failures vs. Blame others for your failures
Where there are ups, there are most always downs. Being a leader and successful businessperson means always having to accept responsibility for your failures. Blaming others solves nothing; it just puts other people down and absolutely no good comes from it.
5. Talk about ideas vs. Talk about people
What did we all learn in high school? Gossip gets you nowhere. Much of the time it’s false and most of the time it’s negative. Instead of gossiping about people, successful people talk about ideas. Sharing ideas with others will only make them better.
6. Share data & info vs. Hoard data & info
As we all learned in kindergarten, sharing is caring. In social media, in business and in life, sharing is important to be successful. When you share you info and data with others, you can get others involved in what you are doing to achieve success. Hoarding data and info is selfish and short-sighted.
7. Give people all the credit for their victories vs. Take all the credit from others
Teamwork is a key to success. When working with others, don’t take credit from their ideas. Letting others have their own victories and moments to shine motivates them and in the long term, the better they perform, the better you’ll look anyway.
8. Set goals and life plans vs. Do not set goals
You can’t possibly be successful without knowing where you’re going in life. A life vision board, 10 year plan, 3 year forecast, annual strategic plan, and daily goal lists are are useful tools of the mega-successful people in your life. Get your vision and goals down on paper!
9. Keep a journal vs. Say you keep a journal but don’t
Keeping a journal is a great way to jot down quick ideas or thoughts that come to mind that are not worth forgetting. Writing them down can lead to something even greater. You can even use mobile apps or your Notes function in your phone. But don’t fool yourself by saying you keep a journal and not following through.
10. Read every day vs. Watch TV every day
Reading every day educates you on new subjects. Whether you are reading a blog, your favorite magazine or a good book, you can learn and become more knowledgeable as you read. Watching television, on the other hand, may be good entertainment or an escape, but you’ll rarely get anything out of TV to help you become more successful.
11. Operate from a transformational perspective vs. Operate from a transactional perspective
Transformational leaders go above and beyond to reach success on another level. They focus on team building, motivation and collaboration across organizations. They’re always looking ahead to see how they can transform themselves and others, instead of looking to just make a sale or generate more revenue or get something out of the way.
12. Continuously learn vs. Fly by the seat of your pants
Continuously learning and improving is the only way to grow. You can be a step above your competition and become more flexible because you know more. If you just fly by the seat of your pants, you could be passing up opportunities that prevent you from learning (and growing!)
13. Compliment other vs. Criticize Others
Complimenting someone is always a great way to show someone you care. A compliment gives a natural boost of energy to someone, and is an act of kindness that makes you feel better as well. Criticizing produces negativity and leads to nothing good.
14. Forgive others vs. Hold a grudge
Everybody makes mistakes; it’s human. The only way to get past the mistake is to forgive and move on. Dwelling on anger only makes things worse – for you.
15. Keep a “To-Be” list vs. Don’t know what you want to be
A “To-Be” list is a great way to strategize for the future. I want to be an elected official one day. I want to be a TED speaker. I want to be the CEO of a public company. I want to be a great father and husband. Unsuccessful people have no idea what they want to be. If you don’t know what you want to be, how can you achieve success? What do you want to be?
16. Have Gratitude vs Don’t appreciate others and the world around you.
Moments of gratitude, each and every one, transform my life each day- and unquestionably have made me more successful and more happy. The people who you are grateful for are often the ones who have a huge part in your success. Be sure to thank everyone you come in contact with and walk with a spirit of gratitude and appreciation and even wonder, about the world around you. Gratitude is the ultimate key to being successful in business and in life.

Roles and Responsibilities:

• Responsible for the overall strategic and tactical financial controlling and support of a $55 million Company within the Region America (approx. $250M) that also has international operations;
• Business Partner to Vice President;
• Perform due diligence and create business plans for expansion into new areas. Support acquisitions of business unit including financial/administrative due diligence and post merger integration;
• Develop pricing strategy together with Vice President and Director;
• Review, negotiate and approve customer and subcontractor contracts. Consult with legal department. Pre and post calculations of large contracts;
• Act as liaison between the Company and headquarters. Interact with Accounting Director as necessary;
• Be a proactive partner to the business and offer suggestions for operational and financial improvement
• Analyze monthly financial statements and prepare and distribute monthly management package to VP’s and Managers including KPIs, Gross Profit Reports, P&L’s / accruals / PoC calculation;
• Responsible for the monthly reporting and regular forecasting to Headquarters, including but not limited to backlog / order income, headcount / capacity, waterfalls, productivity, weekly flash reports, and operating reports as per timetable issued by Corporate departments. Provide monthly KPIs to Vice President;
• Prepare and oversee annual planning process for the Company. Work closely with operations to ensure adequate understanding of where the business is headed over the next years. Prepare planning reports and necessary reporting to improve forecasting and analysis of the business. Presentation of Business Plan to management;
• Assure required internal controls are in place;
• Special projects as assigned by Management.

Qualifications:

• Bachelor’s Degree in Finance / Accounting/Business Administration and MBA;
• 5-7 years of Financial Analysis and Business Partnering experience in the service industry or automotive industry, international experience a plus;
• Previous merger & acquisition and post acquisition integration experience a plus
• Strong analytical, quantitative and abstract reasoning skills;
• Accurate and attention to detail, plus excellent organization skills;
• Able to perform under strict deadlines and with minimal supervision;
• Ability to convey information in a clear and concise manner with all levels of the organization;
• Strong Excel skills required;
• Excellent oral and written communication skills;
• Willingness to consider other’s ideas;
• Knowledge of financial software packages (SAP), financial modeling, expert in the use of advanced Microsoft Excel spreadsheets, proficiency with Microsoft Office applications required.

The CFO is responsible for directing the overall accounting and financial operations, treasury, lenders, contract management and compliance, risk management and supply chain purchasing. Fiscal functions of the corporation will be managed in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the Securities and Exchange Commission, and other regulatory and advisory organizations and in accordance with financial management techniques and practices appropriate within the healthcare industry.

ESSENTIAL FUNCTIONS:
• Participate in the development of the corporation’s plans and programs.
• Plan, develop, organize, implement, direct and evaluate the organization’s fiscal function and performance.
• Evaluate and advise on the impact of long range planning, introduction of new programs/strategies and regulatory action.
• Management of the company’s treasury function including cash management, developing and maintaining favorable relationships with asset lenders, commercial bankers and equity partners.
• Manage the capital structure of the Company including all debt and equity related matters.
• Develop credibility for the finance group by providing timely and accurate analysis of budgets, financial reports and financial trends in order to assist the CEO/President and the Board and other senior executives in performing their responsibilities.
• Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the corporation.
• Provide technical financial advice and knowledge to others within the financial discipline.
• Continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets.
• Provide strategic financial input and leadership on decision making issues affecting the organization; i.e., evaluation of potential alliances acquisitions and/or mergers and pension funds and investments.
• Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position.
• Develop a reliable cash flow projection process and reporting mechanism which includes minimum cash threshold to meet operating needs.
• Be an advisor from the financial perspective on any contracts into which the Corporation may enter.

• Evaluation of the business division Finance structure and team for continual improvement of the efficiency and effectiveness of the group as well as providing individuals with professional and personal growth with emphasis on oppo1tunities (where possible) of individuals
• Establish credibility throughout the organization and with the Board as an effective problem solver; be viewed as approachable and as a mentor to people on financial issues.
• Continual improvement of the timeliness and accuracy of the agency’s cash flow and management of the billing process (A/R)
• Manage the company’s risk management function to provide adequate insurance and risk management policies and procedures.

 

QUALIFICATIONS:

Experience, Competencies and Education

• Minimally a Bachelor’s degree in accounting or finance. MBA/CPA preferred.
• l 0 – 15 years’ experience in a finance leadership role over multiple financial functions at the CFO level.
• Healthcare experience including healthcare reimbursement, billing and collections, and private and governmental contracting of at least 5 years required.
• Multi business unit experience a must.
• Strong contract negotiation skills.
• 5-10 years of merger and acquisitions experience. To include: targeting, LOI, due diligence and integration. To include non-hospital de novo projects, joint ventures and other pattnering arrangements in healthcare.
• High growth business experience. To include: financial strategies, enabling the appropriate systems, programs and policies.
• Strong change leadership experience. To include: system wide change efforts over extended periods of time.
• Experience to span small and large companies to include prior start up experience if possible.
• Success in hiring, developing and retaining top talent on an individual and team basis.
• Excellent listening, problem solving and conflict management skills.
• Deal well with ambiguity and daily multi-tasking.
• Relates well to associates at all levels. Seen as approachable and practical.
• Comfortable doing strategic work as well as hands on tactical day to day work.

 

 

http://www.bizjournals.com/bizjournals/how-to/human-resources/2014/03/career-mojo-stop-using-these-words-on-your-resume.html?page=all

http://www.washingtonpost.com/blogs/govbeat/wp/2014/03/07/texas-isnt-just-leading-the-nation-in-job-growth-its-doing-it-more-equitably-too/

 

Growing business (100M plus)  in a booming industry adding Assistant Controller to their team!!!!

This is a succession plan for the Controller role and potentially the CFO spot in the future. This person will be in charge of the month and close and various special projects. Base plus bonus (20 to 40%). 

Requirements: 

• Accounting Degree
• 3 to 8 years of GL experience 
• Public Accounting and Industry experience 
• Timberline experience a plus
• Entrepreneurial spirit

EMAIL: dcd@fittsroberts.com

Our client is growing and adding a Senior Accountant to their team. Please email dcd@fittsroberts.com for more details. 

1) Current SAP experience.
2) BPC experience.
3) Consolidation experience.
4) General accounting experience.
5) Willingness to work overtime, as needed.

Preferable:
1) CPA certification (strongly prefer).
2) Inter-company accounting experience.

Description
Responsible for all aspects of supervising and leading a Domestic Trade Accounts Payable team of 8 -10 clerks.
Ensures the following are completed timely and accurately:
Detailed accounting entries
Account and sub ledger reconciliations
Match error resolution for purchase/receiving documents
Provides guidance and liaison for Sr. Manager A/P to the other two A/P teams.
Manages daily/weekly/monthly/quarterly/annual processes related to A/P Establishes, maintains, and adheres to SOX controls, processes and documentation.
Compiles internal and external financial reporting related to A/P
Prepares special and ad-hoc reporting for management.
Ensures integrity and maintains confidentiality of information.
Documents procedures, processes and workflows.
Identifies, tests, and coordinates implementation of processes and systems to improve internal controls and segregation of duties.
Keeps abreast of current developments for adherence to government regulation and financial impact.
Assists in attaining financial accounting objectives established by the Controller.
Completes special projects as assigned and self-identified.
Required to learn company policies, procedures and safety rules.
Duties may change and associate may be required to perform other duties as assigned.

Qualifications
Bachelor’s degree in Accounting or related field or equivalent years of related work experience required. CPA and/or A/P Certification preferred.
Ability to lead a team in a growing and dynamic environment
Ability to work independently
Provide proactive feedback/insights to management
Computer – Strong financial systems knowledge, Excel, and Word
Excellent interpersonal communications, analytical, and networking skills
Communication – effective listening, speaking, and writing skills
Strong organizational skills and ability to multi-task
Knowledge of accounting principles related to Accounts Payable
Acceptable level of hearing and vision to perform job duties
Major ERP systems knowledge preferred

We have 3 Audit openings. Please email dcd@fittsroberts.com for more details.  

• Staff Auditor – West Houston – heavy travel – Financial, Operational & Compliance Audits
• Staff Auditor / Senior Auditor – Galleria – max 30% travel – Financial, Operational, Compliance, Fraud Audits 
• Senior Auditor – DT – max 30% travel – Heavy Operational Audits

http://bauer.uh.edu/centers/irf/houston-updates.php

GENERAL DESCRIPTION

• Assist in the management of treasury activities including the allocation of cash balances and maintaining investment records
• Oversee financial transactions including check runs,daily wire activity, hedge settlements
• Report to and work closely with Director of Treasury;
supervise Analysts
• Manage cash close
• Reconcile operating accounts
• Open and close bank accounts

WORK EXPERIENCE REQUIREMENTS

• Prefer 4+ years related experience in Treasury
• Strong PC skills (MS Excel, Word, PowerPoint, various banking and accounting software systems)
• Strong analytical skills and attention to detail
• Time management, ability to handle multiple tasks and meet rigid deadlines
• Strong written and communication skills
• Must be highly motivated, self starter; willing to take initiative
• Ability to work in a team oriented environment (group of 4 people)

 

http://www.careerbuilder.com/Article/CB-3326-Interview-Tips-Questions-to-ask-and-avoid-when-interviewing-for-a-job?SiteID=CBHANDLE 

ABOUT THE COMPANY

Our client is looking to add a Financial Planning & Analysis Manager. With a large and growing finance team, there is significant opportunity for growth and advancement within the department. The company boasts a team-oriented culture and provides its employees with the tools and training necessary to perform.

RESPONSIBILITIES OF THE FINANCIAL PLANNING & ANALYSIS MANAGER
The Manager will lead the groups current and long-range planning and budgeting process and will act as the liaison between the operating units financial managers and the corporate accounting group. The Manager will regularly compile and analyze the groups regional, country and product financial data and provide the EVP with regular analysis, and metrics about the group business and outlook. The Manager will also provide strategic analysis and prepare business plans for potential new markets, products or business ventures. The Manager will be involved in all aspects of the groups acquisition activities, from sourcing to closing transactions.

Essential Duties and Responsibilities:
Implementation and monitoring of the groups financial operating plan and forecasts including:
• Responsible for the preparation, review and ongoing monitoring of budgets, forecasts, strategic plans and other financial data for current and long range planning of the entire group
• Prepare detailed historical financial research and analysis in such areas as profit & loss, balance sheet, free cash flow, ROIC, DSO, working capital, and investments
• Prepare detailed future forecasts and budgets and analyze trends in revenue, expense, capital expenditures and projected returns
• Ensure accurate and timely submission of operating units budgets and capital expenditure requirements as directed by corporate accounting
• Develop standard/consistent methodologies and key metrics for financial analyses and review
• Liaise with IT to develop effective business intelligence tools
• Compile and review capital expenditure plans and ensure compliance with budget
• Liaise with corporate accounting group to drive implementation of management accounting and reporting for international services, subsea/technology and rental tools
• All operations related to mergers and acquisitions including:
• Review investment opportunities with group operational leads
• Prepare valuation analysis
• Prepare internal communications
• Review M&A related documentation
• Provide due diligence support

Formal Education:
• Undergraduate or graduate degree in Accounting
• Higher degree or certification preferred – MBA, CPA, Masters, etc.

 

http://www.bizjournals.com/houston/print-edition/2014/03/07/accounting-a-top-industry-for-women-new-study.html?ana=e_ph_prem&page=3

Our client is looking to add a “light” Senior to their team. We are looking for candidates with 2 years plus of audit experience (public or industry).

Conduct financial, system and compliance audits and operational reviews of our businesses. This involves planning audits by evaluating the complexity and risk of the audit client and adjusting the scope of the audit procedures accordingly.

• Conduct financial and compliance audits and operational reviews of our businesses. This involves planning audits by evaluating the complexity and risk of the audit client and adjusting the scope of the audit procedures accordingly.
• Plan reviews
• Establish audit programs
• Determine scope of review in conjunction with the Audit Manager
• Review the suitability of internal control design
• Conduct audit testing of specified area and identify reportable issues and dimension of risk
• Determine compliance with policies and procedures.
• Keep the client and internal Audit Manager informed of audit progress and issues.
• Verbally communicate findings to senior management and draft comprehensive and complete report of audit area.
• Performs other related duties and participates in special projects as assigned

• Financial statement analysis to provide in depth understanding of business units, sales team and key customer profitability; create recommendations to promote efficiency, cost effective procedures, and improved profitability.
• Propose and implement solutions to support cost reduction and reporting enhancement.
• Development and creation of management reports highlighting key aspects of the business.
• Participate in the execution and refinement of the company’s comprehensive business planning process.
• Complete monthly reporting responsibilities.
• Completion of general periodic departmental requirements.
• Perform related duties as required.

 

Our client is growing and looking for an Entry Level International Tax Accountant. The ideal candidate should have some tax compliance expereince. CPA and Masters of Taxation are a huge plus! Galleria location. Email: dcd@fittsroberts.com

Responsibilities:

• Prepare US International reporting and compliance obligations (Forms 1118, 5471, 8858, 8865, disclosure statements, etc.)
• Prepare US Foreign Inclusion calculations (Subpart F, §956, §78 Gross Up) and foreign tax credit calculations
• Compute and review earnings and profits amounts, foreign tax pools, effective tax rates and basis schedules to support tax planning projects
• Provide assistance with quarterly income tax provision process
• Special projects

 

Experience / Qualifications:

• A professional with 6 months -2 years relevant work history.
• CPA a plus.  Advanced degree (Masters in Tax) a plus.
• Travel 0-15%.
• Working knowledge of Excel, HFM, SAP, Corp Tax and Corp International software a huge plus.