Primary Responsibilities
• Assist in revenue recognition and preparation of monthly global consolidation / reporting packages
• Review of contract variances and details with Divisional Vice Presidents and Controllers
• Preparation of required audit documentation and serve as a contact for Internal/External Audit coordination
• Assist in preparation of SEC filings (10Q, 10K)
• Design and develop contract analytic suite-integrate output into business intelligence
• Assist with projects as needed
• Ensure compliance with local, state, and federal budgetary reporting requirements
• Maintain account reconciliations for job cost accounts
• Maintain SharePoint site data
• Perform follow-up on Sarbanes-Oxley (SOX) Compliance

Position Qualifications, Requirements &Preferences
• Bachelor’s Degree in Accounting, Finance or Business Required
• 4-9 years public accounting experience or public/private mix Required
• Must be detail oriented and capable of understanding/reviewing a broad range of topics
• Understanding of percentage of completion (POC) accounting
• MAcc or MBA preferred
• CPA preferred
• Must have thorough understanding of US GAAP
• Must have understanding of SEC filing requirements
• MS Office Required
• Must be able to problem solve, and be a results-oriented, highly motivated self-starter
• Experience with JD Edwards general ledger package preferred

http://www.bizjournals.com/houston/morning_call/2014/05/houston-a-top-city-for-jobs-this-year-forbes-says.html?ana=e_hstn_rdup&s=newsletter&ed=2014-05-05&u=glKEt+uVA4SWk8BOTgN7pE+OY41&t=1399297670

http://www.bizjournals.com/houston/morning_call/2014/05/energy-m-a-hits-10-year-high.html?ana=e_hstn_rdup&s=newsletter&ed=2014-05-01&u=glKEt+uVA4SWk8BOTgN7pE+OY41&t=1398952193

 

Required skills and experience:
– 5+ years of expatriate tax experience 
– Bachelors degree in Accounting or Finance
– Accounting experience and professional certification 
– Bilingual in English and Spanish languages is preferred;
– General understanding of other foreign tax regimes 
– Domestic and international travel may be required.

 

Duties include but not limited to:
– Responsible for the support of expatriate tax policy, planning and compliance requirements for the
Americas 
– Prepare assignee tax cost projections 
– Research and prepare country specific-tax memorandums on host country taxation rules 
– Analyze host country income and social security tax laws
– Answer assignee inquiries related to tax policy, residency rules and taxation of compensation and
benefits-in-kind.
– Conduct risk management assessments and develop tax compliant practices.
– Oversee tax vendor to ensure the delivery of high quality services. 
– Liaise with our regional expatriate and corporate tax team members 
– Conduct group tax presentations for assignees.
– Review and interpret income tax treaties 

http://www.bizjournals.com/houston/blog/money-makers/2014/04/economist-houston-economy-will-stay-strong-while.html?ana=e_du_pub&s=article_du&ed=2014-04-24&u=glKEt+uVA4SWk8BOTgN7pE+OY41&t=1398433838

email: dcd@fittsroberts.com for more information!!!!

Essential Duties and Responsibilities
• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures to facilitate and support timely and definable planning and decision making.
• Be on a team that coordinates with the different business units the preparation of the forecast and long term projections
• Monitor performance indicators, highlight trends and analyze causal factors behind variances and trends.
• Work on a team to manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
• Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, menu pricing, new store rollouts as well as new projects
• Aid in development of financial models and analyses to support strategic initiatives
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

Job Requirements

Qualifications/Skills
• Experience in multi-unit retail  concepts a plus
• Highest standards of accuracy and precision; highly organized.
• Articulate with excellent verbal and written communication skills
• Ability to think creatively, highly-driven and self-motivated
Experience and Educational requirements
• Bachelor’s Degree in Accounting or Finance; MBA a plus
• 2-5 years of experience in Financial Planning and Analysis

JOB SUMMARY
Provide billing, job setup, analytical project support, and project reports for multiple field service departments.

ESSENTIAL FUNCTIONS OF THE JOB
 Create project invoices to be sent to project manager and ultimately to clients. Review and revise invoices on an as needed basis. Ensure all backup/support and require approvals are attached to invoice prior to sending to client.
 Maintain client purchase orders and AFEs in project billing system.
 Provide support to project managers and directors for accounts receivable collections.
 Provide project setup and maintenance in project billing system. Ensure projects are setup according to agreements and terms are set properly in billing system.
 Analyze project gross margins, accounts receivable agers, and amounts unbilled.
 Interface with internal and external clients to determine billing and reporting needs.
 Perform pro-forma financial reports for all new and existing projects to drive project analysis and required audits.
 Perform project audits to ensure all required costs are properly allocated to jobs and all project billing is in accordance with the contract and rate sheet. Have basic understanding of job costing and detailed coding to ensure costs and revenue affect proper jobs.
 Provide project managers support through a variety of scheduled and ad hoc project reporting.
 Interact with clients to provide specific required reporting.
 Provide support to the Accounting department regarding month-end processes and other special analysis on an as needed basis.
 Provide reports and analytics to support management in determining labor, burden, and overhead rates to maximize company standard rate sheets.
 Assist accounting/billing to maximize our systems to ensure the billing function is accurate, timely, and efficient. This will include all systems and processes before and after client invoice is produced.

 

Requirements:

1 plus years of project billing experience 

About the Company

Local based company with a long standing reputation of producing, manufacturing and distributing equipment and services nationwide. The company is very stable (never been in the red) and profitable since its existence. With new technology, a new manufacturing facility and new offices, the next Controller is set up for success.

Currently looking for a Controller who is detail-oriented, take charge/ownership individual who takes pride in quality of work and is open to continuous process improvement.

Controller Responsibilities include:

•Direct and manage accounting department in accomplishing departmental objectives.
•Prepare monthly financial and operating reports.
•Perform and review account reconciliations and balances to drive accuracy of recorded activities.
•Ensure compliance with federal, state and local tax requirements.
•Coordinate periodic outside audits.
•Lead a multi-function team in developing and implementing standard costs.
•Schedule and direct periodic inventories.
•Gather and prepare information to assist in production of financial plans/budgets.
•Train and develop staff.
•Establish, implement, and document policies and procedures.
•Prepare ad-hoc reporting and analysis as needed.
•Re-engineer processes as identified in order to eliminate non-value-added tasks, improve accuracy and timeliness of financial information, and strengthen internal controls.
Preferred criteria of the Controller position:

•Accounting degree or related field is a plus
•5+ years of relevant accounting experience w/ 3+ years in an accounting management capacity
•CPA certification is a plus but not required
•Strong Excel skills
•Comprehensive understanding of current GAAP
•Working knowledge of accounting and report-writing software
•Manufacturing or distribution experience a plus

Senior Staff Accountant

Our client located in Austin, TX is undergoing a tremendous amount of growth. They will be tripling in size in the next five years and are looking for a superstar Senior Accountant to join their team.

Responsibilities

• Preparation of monthly, quarterly, and annual financial information.
• Provide detailed analyses. 
• Assists and prepares work papers, schedules and other supporting documentation for budget and audit. 
• Coordinates the scheduling and preparation of external audit documentation. 
• Assists Controller with bank activities and reporting requirements 
• Supports budget and forecast activities 
• Responds to inquiries from the CEO, CFO, Controller, and other managers regarding financial results and special reporting requests

 

Qualifications:

• One to three years of experience in public accounting or industry experience, health care accounting preferred. 
• Must have strong experience with Microsoft Office Suite (Excel, Word, etc).
• This position is located in Southwest Austin, Texas, however occasional travel is required.

 

 

Accounting Functions
• General Ledger
o Originate and process journal entries
o Reconcile all bank and balance sheet accounts
o Prepare financial statements
o Perform multi-national currency translations and consolidations
o Produce, maintain and organize monthly financial reports
o Perform monthly account reconciliations
• Account Payables
o Prepare the year end 1096/1099 forms
o Initiate wire transfer payment
o Manage petty cash account
• Account Receivables
o Prepare excel spreadsheets used in job costing
o Book international company invoices in general ledger

Financial Functions
• Forecast and report to management cash flow projection on a weekly basis
• Assist with the maintenance of loan application
• Prepare income statement projection
• Aid in the annual budget preparation and monthly update for review
• Coordinate with outside CPA firm on Audit

Education/Experience:
Bachelor’s degree in Accounting and 5 or more years of operational accounting experience; CPA preferred

 

https://www.linkedin.com/today/post/article/20140408130650-462480-how-to-know-your-financial-value-before-changing-job?trk=eml-ced-b-art-Ch-5-7296854779857816795&midToken=AQEmfseMAjvmzg&ut=1_vhM0BLzBimc1

A new survey finds that when it comes to hiring knowledgeable workers, personality beats technical wizardry any day.

http://www.inc.com/jessica-stillman/hiring-personality-trumps-skills.html?cid=sf01001

When you’re hiring a sales associate or a customer service rep, sure, you want to focus on candidates with the right sort of people-pleasing personality, but when it comes to solving tech problems or infusing your business with creative ideas, hard skills and sheer mental horsepower must be more important, right?

Not according to a surprising new international survey of 500 professionals conducted by Hyper Island called “Tomorrow’s Most Wanted.” The research into what’s impressing employers at the moment found that personality far outweighed technical chops, even for higher-skilled roles.

A whopping 78 percent of those surveyed said “personality” was the most desirable quality in employees, beating out “cultural alignment” (53 percent) and “skill-set” (39 percent) by considerable margins. What particular skills were most valued? Drive (14 percent), creativity (12 percent), and an open mind (11 percent) topped the list.

“Personality, not competence, is the determining factor of who’s going to get the most attractive jobs among tomorrow’s recruits,” said Hyper Island CEO Johanna Frelin, summing up the results. “There is a growing desire for talent with a unique combination of skill and flexibility–people who can collaborate, adapt quickly, and are enjoyable company, but also have the drive to get things done. All those traits boil down to a personality that is essential for businesses operating in an ever-changing digital landscape. Thus, specific competence is less important.”

Are You Shortchanging Soft Skills?

In other words, the era of the awkward geek or unpleasant creative may be drawing to a close, as getting the benefits from specific tech or creative competencies increasingly comes down to applying those skills well in complex human contexts.

“We are beyond looking at digital as something techy,” said Frelin.

The findings are great news for those with the golden combination of personality and skills. Already in huge demand, they’re unlikely to see their prospects dim anytime soon. The takeaway for business owners is less of a celebration and more of a challenge.

If you’ve been focusing largely on competence when it comes to knowledge workers, you might want to take a hard look at whether you’re really getting what you need out of your less-personable hires. If not, it’s probably time to revamp your hiring process to put more of a focus on not only hard skills but the ability to work with other humans to apply them.

How heavily do you weigh personality when hiring for these type of roles?

 

Looking for a CFO for a PE Portfolio company in the Atlanta area. 

Base, bonus and equity. 

Requirements:

• CFO experience
• Restaurant industry / Multi-Unit / Multi-Concept
• Previous PE firm exposure
• High growth via acquisition

Email: dcd@fittsroberts.com for more details. 

 

 

Great article! I try to let everyone I meet to follow up with me via email, but I know I could do a better job with this too. It works both ways. 

http://www.danamanciagli.com/set-your-goal/hiring-managers-hr-recruiters-gracious-candidates/

Our client is one of the nation’s premiere manufacturers with distribution to retail companies across the country.

Top reasons to work for this company are:

· Exciting multi-plant entrepreneurial environment

· Stable and profitable privately held manufacturing company

· Strong growth curve

· Broad range of responsibilities

· Opportunity for personal and professional growth

Essential functions of this position include:

· Manage a team of dedicated professionals in AP, AR, and Inventory processing.

· Manage and oversee month/year end reconciliation and closing processes.

· Review general and subsidiary ledgers and maintain a full understanding of all account balances.

· Prepare monthly financial statements, ad hoc financial reports, and other information reports.

· Coordinate audits by external auditors.

· Prepare the annual budget and forecast.

· Work with management and operating personnel to implement warehouse inventory automation and business intelligence systems.

· Coordinate training of back-office and line personnel on ERP system.

· Report to management and investors on strategic matters. Assist the CEO and Board in evaluating and implementings strategic initiatives. Provise the board with annual budgets and reporting packages.

Successful candidate will have:

· Minimum 3+ years of financial leadership experience, preferably in manufacturing / distribution or a similar environment, with a strong basis in accounting.

· Competency with Sage 100 or similar ERP systems, Access, Crystal Reports, FR/X.

· Professional written and verbal communication skills.

· Ability to handle multiple tasks and meet deadlines.

· Strong interpersonal, leadership and decision-making skills; problem solving ability, flexibility and attention to detail.

· CPA required

Position Details
Located in Houston, Texas; reporting to the Internal Audit Manager this position will be responsible for assisting our Internal Audit firm with Sarbanes-Oxley (SOX) documentation, testing, and remediation. This candidate should possess strong analytical skills to assist with research, analysis and projects on an ongoing basis and be a self-starter and independent worker.

Duties and Responsibilities

•Perform SOX walkthroughs
•Prepare flowcharts, narratives and reports to document processes and controls
•Test compliance and adherence to documented policies and procedures and ensure compliance with SOX
•Provide support to the business for remediation of control exceptions
•Provide support for external auditor reliance on internal audit work for SOX compliance
•Assist with other audits in the Internal Audit program, including vendor audits.
•Perform other duties as directed by the Internal Audit Manager.

Qualifications – Minimum Requirements

•Undergraduate degree in Accounting or Finance
•2-5 years of internal auditor or general accounting experience
•In process of obtaining CPA or CIA

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES
Includes the following, other duties may be assigned:
• Provide independent assessment of the effectiveness of the control environment, through audit execution
• Plan and perform high quality reviews of key business process and controls in compliance with Internal Audit’s approved methodology
• Quickly understand and assess the key risk areas within the various processes and help develop a corrective action plan
• Lead the implementation of new control points and develop and continuous monitoring process
• Support the execution of special projects, investigations and other reviews as required

EDUCATION, EXPERIENCE & REQUIREMENTS:
• Bachelor’s Degree in Accounting
• A minimum of three years’ experience in audit, finance, or project management roles (CIA designation preferred)
• Demonstrate an understanding of internal audit methodology and risk-based auditing
• A team player that is quick to support and keen to learn
• Good communication skills (written and oral) – the ability to draft audit issues and agreed action plans that are clear and concise and to assist in the drafting of other customer-facing documents is a key requirement
• Ability to think and communicate in terms of inherent / enduring risks and mitigating controls and be able to provide insightful and relevant feedback
• Able to read and interpret complex contractual terms.
• Proficient in Microsoft Office products, with an emphasis on having strong Excel skills (intermediate to advanced)
• Ability to effectively interact with accounting staff, cross-functional departments and senior management.
• Committed to meet deadlines and flexible to work after hours as needed

Bilingual-Mandarin Chinese Chief Financial Officer. As a key part of the management team, the Chief Financial Officer is reporting to the President directly.

Job Description

Chief Financial Officer with entrepreneurial mind set to direct the company’s Financial, Treasury, Accounting Department, IT Department, Human Resources Department, Administrative functions and Contractors/Consultants such as CPAs, Attorneys and Bankers.

Areas of Responsibility

Leadership:
– Provide a strong day-to-day leadership presence for all the staff members
– Exhibits confidence, inspires and motivates others to perform well
– Managing people effectively to improve and promote quality
– Innovation and taking initiative to achieve company goals and objectives
– Quality Management-look for ways to improve, promote quality and demonstrates accuracy and thoroughness

Developing Talent:
– Produce qualify individuals for key position by develop personnel to play a key role in succession management
– Assist in establishing yearly objectives and meeting agendas, selecting and engaging outside consultants

System and Processes
– Develop tools and systems to provide critical financial and operational information to the President and make actionable recommendations on both strategy and operations
– Providing and directing procedures and computer application systems necessary to maintain proper records and to afford adequate accounting controls and services
– Oversee the accounting department to ensure proper maintenance of all accounting systems and function

Financial Management
– Oversees and directs treasury, budgeting, audit, tax, accounting, purchasing, long range forecasting and insurance activities for the organization
– Analyzing data, reporting results and proposing solutions/improvements
– Directing month-end closing and annual audit
– Generating and evaluate accounting manual
– Cash flow management, forecasting and budgeting
– Ensuring tax compliance and planning
– Resolving collection issues
– Formulating credit and collection policies and procedures

Qualifications / Experience Required
– 15+ years working experience with 5+ years in marketing, wholesales and distributions
– Bilingual-Mandarin Chinese speaking
– MBA in business, preferably with MIS knowledge
– Experience working with Great Plains and CRM software
– Ability to motivate teams to produce results within tight timeframes
– Excellent communication skills
– Excellent project management skills, including ability to craft solutions quickly
– Diligent work ethic and be stable and dependable
– Systematic thinking, the ability to persuade and exhibit effective training skills

Compensation & Benefits
– Annual salary and bonus
– Full benefits (medical, dental, vision, life insurance, and more)
– Retirement plan with company matching
– Vacation, sick leave and holidays paid