MANAGER OF GENERAL ACCOUNTING

Dynamic, forward-thinking oil and gas company has an opening for a Manager of General Accounting. This position reports directly to the Corporate Controller and has responsibility for the daily operations and strategic objectives related to payables and receivables. The Manager of General Accounting will also develop, implement and maintain internal controls to ensure SOX compliance while streamlining business processes and practices.

　Major Responsibilities　

　Accounts Payable　　

• Responsible for the supervision of the Accounts Payable Department along with the execution of all transactions involved in the process.　
• Management of customer relations related to payment disbursements.　
• Management of the monthly closing of invoices and posting of information.　
• Responsible for resolving all exceptions and discrepancies related to the invoice process.　
• Work closely with the Procurement Department to coordinate a seamless transition from requisitions to vendor payments.　
• Ensure strict adherence to all company policies and procedures and internal SOX controls.　

Accounts Receivable

 

• Responsible for the timely and accurate billing of customers as well as the processing of cash receipts.　
• Ensure the proper recording and application of cash, management of outstanding invoices and direct interface with customers in regards to collection matters.　
• Establish and maintain a successful business partnership with internal customers to ensure timely responses and support regarding revenue transactions.　
• Manage the monthly revenue accounting close efforts including assurance of accurate and timely results.　
• Support Management by providing timely and accurate payment and account standing information.　
• Perform customer credit checks and establish account limits accordingly.　
• Assist Finance in the development of the cash forecast.

Financial Accounting

• 　Prepare accruals and journal entries as needed.
• Assist in the preparation of operating and personnel budgets. Monitors spending for adherence to budget and reports accordingly.
• Conduct special projects and analyses to support business growth
• Provide support for activities related to external audit

Qualifications/Competencies

• BBA in Accounting or equivalent.　
• CPA, CMA or MBA preferred.　
• A minimum of five years of accounting experience, including at least three years direct supervisory experience.　
• Experienced in the use of advanced ERP systems for transactional processing, especially SAP.　
• Demonstrated knowledge of generally accepted accounting principles.　
• Detail oriented with a high degree of integrity in regards to managing sensitive and/or confidential information.　
• Good understanding of internal controls and SOX compliance.　
• Ability to effectively communicate with all levels of management and customers to resolve all issues in regards to collection matters.　
• Highly proficient in the use of Microsoft Office products such as Excel and Word.　

PURCHASING MANAGER

Responsible for managing　purchasing function to include logistics, vendor management, inventory control, sourcing, contract and subcontract management.

• Prepare written inquiries or obtain verbal or written quotes for vendor supplied items and subcontracts in compliance with requisitions and/or specifications.　

 

• Receive vendor bids, evaluate bids considering price, delivery date, past performance of vendor, etc. to determine successful bidder.　

 

• Negotiate terms/conditions and place purchase orders. Negotiate and issue purchase change orders as required.　

 

• Expedite awarded purchase orders when necessary to insure timely delivery.　

 

• Handle third party rental contracts and awards, renewals and terminations. Maintain files and chart all rental orders.　

 

• Analyze market and delivery of needed product in order to assess present and future material availability.　

 

• Coordinate quality issues, delivery and invoice problems with vendors.　

 

• Control the purchasing department budget.　

 

• Prepare documentation as it pertains to each purchase order.

 

• Maintain contact with all markets and vendors from which　company purchases goods or services through personal contact, professional associations and trade publications.

• Meet with sales and vendor representatives as required.　

 

• Perform other related purchasing duties as requested by management.　

 

EDUCATION AND EXPERIENCE

• 　Requires a College Degree or equivalent combinations of education and procurement experience.

 

• Minimum of ten years EPC material procurement experience.

 

• Additional knowledge of procurement/vendor inspection techniques, procedures, plus working knowledge of accounting and financial management.

 

 

Houston Business Journal

Date: Tuesday, April 3, 2012, 6:33am CDT

Four Houston accounting firms made Accounting Today’s list of the top 15 accounting firms in the Southwest region.

Accounting Today ranks its top 100 accounting firms list by net revenue for 2011 and divides the rankings by region. Along with Texas, the Southwest region includes Arizona, New Mexico and Oklahoma.

The top Houston firm, Gainer, Donnelly & Desroches, was the No. 4 firm in the Southwest region, with $20.53 million in 2011 revenue. However, its revenue declined 3.62 percent from the year before.

Pannell Kerr Forest of Texas was No. 5 in the Southwest region, with $19.93 million in revenue, an increase of 2.42 percent from the year before. No. 6 Briggs & Veselka increased its revenue 3.21 percent to $19.59 million. MaloneBailey was No. 15, with $12.61 million in revenue, though it decreased 1.94 percent from last year.

Overall, the Southwest region experienced weaker growth than many other regions, increasing just 1.96 percent from last year, Accounting Today said. However, it did grow more strongly in 2011 than it did in 2010. Accounting firms in the Southwest reported the energy sector, international tax, nonprofits and health care as their fastest growing service areas

BASIC FUNCTION:
Leads team responsible for all US tax compliance, including the federal income tax return(s), workpapers, net operating loss carryover and current year allocation to subsidiaries, US fixed asset tax basis calculations, asset disposition analysis, foreign tax credit, and earnings and profit analysis. Responsible for amended tax returns for prior years when necessary. Assists with federal and state tax return audits and special projects.

DUTIES:
1.Directs the preparation of the federal and state tax and informational returns and reports.
2.Supervisory responsibilities.
3.Advises on state and US local taxation issues.
4.Assists with special projects and the US income tax audit.
5.Stays abreast of new or proposed tax legislation. Advises Management of Tax of impact on Company and planning alternatives to avoid or mitigate any negative impact.

SPECIAL REQUIREMENTS:
Individual must be able to identify and communicate issues in a non-structured and changing environment.
Must be able to deal with ambiguity, where there is no clear answer and judgment is required.
Must be able to deal with detail while at the same time be able to spot issues.
Must be able to mentor junior tax members and assist in their career development.

SUPERVISION:
Conducts performance appraisal and salary reviews for directly supervised personnel and has approval for indirectly supervised personnel. Recommends staff additions, promotions, salary adjustments, and terminations. Provides immediate supervision as necessary for management of U.S. tax matters.

INGENUITY:
Must have a continual awareness and understanding of the Company’s diversified operations in order to properly report the tax impact for financial statement purposes, and to tailor existing tax management policies to meet changes in tax laws, financial reporting practices, and needs of corporate and operating management. Must exercise interpersonal communication skills in dealing with companywide Management. The role requires extensive interaction with personnel outside Tax Department.

DECISION MAKING:
Individual will be involved in issues which will require complex reasoning and analytical thinking and will be expected to reach conclusions and propose solutions and strategies to Management of Tax

BASIC FUNCTION: Manage the day-to-day operations of the reporting department that prepares and distributes various internal and external financial reports. Keep abreast of financial accounting and reporting updates to authoritative GAAP, changes in Securities and Exchange Commission (SEC) regulations and company events.

DUTIES: AUTHORITY
1. Reports: Coordinate the preparation and distribution of all internal and external financial reports that the department is required to prepare, including SEC filings, CFO Package, benefit plan financial statements and Board of Directors and Audit Committee materials. Coordinate with other departments on assignments and projects that are assigned to their areas. Prepare specific sections of management reports, consolidated financial statements and footnotes, and government and SEC required reports. Insure that all reports are correct, presentable and distributed as required. I

2. Supervision: Oversee and supervise the preparation and distribution of management reports, consolidated financial statements, government and SEC required reports and assigned special projects, including document submission to the SEC (EDGAR and XBRL). Assign and review work of staff, insuring proper format is used, internal controls procedures are followed, correct amounts are included and that supporting schedules are prepared. Conduct candidate interviews and make recommendations for hiring new personnel. Prepare performance appraisals and conduct performance reviews and make recommendations for terminating unsatisfactory performers, promoting and granting merit increases. II

3. New Statements: Keep abreast of financial accounting and reporting updates to authoritative GAAP, changes in SEC regulations and company events. Prepare memos summarizing the effects of accounting and reporting updates on the company’s financial reporting and provide guidance for implementing new accounting procedures as required by new accounting literature. Insure that all required changes to report format and information required in reports, etc. are accomplished. I

4. Special Projects: Handle and assign special projects providing answers on a timely basis to a variety of financial accounting and operational questions of significant importance to the company’s financial, legal and stock exchange position. Draft memos and commentaries for the Assistant Controller, Controller and Chief Financial Officer (e.g. summaries of new accounting pronouncements). Assist in formulating plans and procedures to implement changes in reporting requirements and numerous other assignments. II

5. Liaison: Function as liaison with outside auditors in preparation of annual report, review of consolidated financial reports, audit of benefit plan financial statements, answering questions and furnishing information upon request. Also serve as liaison with Investor Relations providing financial information and support for Press Release and presentations to analysts. Liaison with Internal Audit and Internal Controls Group providing documentation support for internal controls testing. Liaison with field personnel and other internal departments, as necessary, to obtain information required to complete assigned projects. II
　

21 Mar 2012 / By

Adrienne Gonzalez

Because the 2011 NASBA Candidate Performance book is a significant improvement over previous versions, we’ve got some new data to share and it’s pretty exciting.

Now, the following stats cover first-time exams across all programs (we’ll explain program size in a moment).

SHOCK, Wake Forest is #1 yet again. The actual shocking part here is that they came in at an 88.4% pass rate – as many of you know, 2011 was a rough year for CPA exam candidates and the numbers weren’t good. It should be some kind of consolation to the Wake haters out there that they “plummeted” from a 90.6% pass rate in 2010. Yes, “plummeted” is used loosely.

2. University of Pennsylvania (wow, who saw that coming?) 85.5%

3. College of Saint Benedict 84.8%

4. University of Virginia 84.7%

5. Duke 80.8%

　

Now, this year the institution pass rates are divided by size of program as well, so let’s just drill down starting with large programs (large defined as 60 or more candidates sent to the take the CPA exam from that program in the year in question):

1. Wake Forest – again, DUH. Wake sent 63 candidates to 216 exams for an average score of 88.4. Well done

yet again, kids.

2. University of Virginia sent 127 candidates to 339 exams for an average score of 84.

3. University of Michigan Ann Arbor sent 109 candidates to 307 exams for a pass rate of 80.1% and an average score of 81.8.

4. Truman State University sent 80 candidates to 256 exams for a pass rate of 78.9% and an average score of 80.4.

5. University of Florida sent 153 candidates to 353 exams for a pass rate of 76.8% and an average score of 79.9.

How about some medium programs? This covers 270 institutions who sent 21 – 60 reported candidates each:

• University of Pennsylvania sent 34 candidates to 83 exams for a pass rate of 85.5% and an average score of 82.6.
• Vanderbilt sent 41 candidates to 143 exams for a pass rate of 79% and an average score of 81.1.
• Washington University St. Louis sent 47 candidates to 109 exams for a pass rate of 74.6% and an average score of 77.2.
• Concordia College (shout-out to Professor Albrecht!) sent 25 candidates to 63 exams for a pass rate of 74.6% and an average score of 77.2.
• University of Missouri Kansas City sent 57 candidates to 123 exams for a pass rate of 73.2% and an average score of 77.8.

 

Of programs that sent the highest number of candidates, the Top 5 for actual number of candidates sent are as follows:

1. CUNY Baruch sent 592 candidates to 1,018 sections for a pass rate of 51%

2. University of Southern California sent 542 candidates to 1,181 sections for a pass rate of 62%.

3. Pennsylvania State University Park sent 498 candidates to 1,052 sections for a pass rate of 47.3%.

4. University of California Los Angeles sent 455 candidates to 935 sections for a pass rate of 63.9%.

5. Lastly, the University of Phoenix sent 435 candidates to 777 exams for a pass rate of 30.4%.

Keep in mind NASBA qualifies this data by saying “reasonable efforts have been made to insure accurate and up to date information” contained in their candidate performance book but this data is simply for informational purposes, like you guys comparing accounting programs amongst yourselves. In no way should this data be used to make critical life decisions without additional metrics. That kind of goes without saying, so if I need to say it, maybe you should find a new gig. NASBA also disclaims that not all of the data included in the book is completely reported. Hence not basing your entire life on the data contained therein.

Do with this information what you will, just keep it light, please.

　

　

Diane Delgado LeMaire |Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

21 Mar 2012 / By

Adrienne Gonzalez

Because the 2011 NASBA Candidate Performance book is a significant improvement over previous versions, we’ve got some new data to share and it’s pretty exciting.

Now, the following stats cover first-time exams across all programs (we’ll explain program size in a moment).

SHOCK, Wake Forest is #1 yet again. The actual shocking part here is that they came in at an 88.4% pass rate – as many of you know, 2011 was a rough year for CPA exam candidates and the numbers weren’t good. It should be some kind of consolation to the Wake haters out there that they “plummeted” from a 90.6% pass rate in 2010. Yes, “plummeted” is used loosely.

2. University of Pennsylvania (wow, who saw that coming?) 85.5%

3. College of Saint Benedict 84.8%

4. University of Virginia 84.7%

5. Duke 80.8%

　

Now, this year the institution pass rates are divided by size of program as well, so let’s just drill down starting with large programs (large defined as 60 or more candidates sent to the take the CPA exam from that program in the year in question):

1. Wake Forest – again, DUH. Wake sent 63 candidates to 216 exams for an average score of 88.4. Well done

yet again, kids.

2. University of Virginia sent 127 candidates to 339 exams for an average score of 84.

3. University of Michigan Ann Arbor sent 109 candidates to 307 exams for a pass rate of 80.1% and an average score of 81.8.

4. Truman State University sent 80 candidates to 256 exams for a pass rate of 78.9% and an average score of 80.4.

5. University of Florida sent 153 candidates to 353 exams for a pass rate of 76.8% and an average score of 79.9.

How about some medium programs? This covers 270 institutions who sent 21 – 60 reported candidates each:

• University of Pennsylvania sent 34 candidates to 83 exams for a pass rate of 85.5% and an average score of 82.6.
• Vanderbilt sent 41 candidates to 143 exams for a pass rate of 79% and an average score of 81.1.
• Washington University St. Louis sent 47 candidates to 109 exams for a pass rate of 74.6% and an average score of 77.2.
• Concordia College (shout-out to Professor Albrecht!) sent 25 candidates to 63 exams for a pass rate of 74.6% and an average score of 77.2.
• University of Missouri Kansas City sent 57 candidates to 123 exams for a pass rate of 73.2% and an average score of 77.8.

 

Of programs that sent the highest number of candidates, the Top 5 for actual number of candidates sent are as follows:

1. CUNY Baruch sent 592 candidates to 1,018 sections for a pass rate of 51%

2. University of Southern California sent 542 candidates to 1,181 sections for a pass rate of 62%.

3. Pennsylvania State University Park sent 498 candidates to 1,052 sections for a pass rate of 47.3%.

4. University of California Los Angeles sent 455 candidates to 935 sections for a pass rate of 63.9%.

5. Lastly, the University of Phoenix sent 435 candidates to 777 exams for a pass rate of 30.4%.

Keep in mind NASBA qualifies this data by saying “reasonable efforts have been made to insure accurate and up to date information” contained in their candidate performance book but this data is simply for informational purposes, like you guys comparing accounting programs amongst yourselves. In no way should this data be used to make critical life decisions without additional metrics. That kind of goes without saying, so if I need to say it, maybe you should find a new gig. NASBA also disclaims that not all of the data included in the book is completely reported. Hence not basing your entire life on the data contained therein.

Do with this information what you will, just keep it light, please.

　

　

Diane Delgado LeMaire |Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

Houston Is Top for Finance Jobs

Houstons top ranking was helped because of the large concentration of Fortune 500 companies. It is also home to many energy and technology firms.

Here is the full list of the top 10 cities for finance jobs:

1. Houston
2. Richmond, Va.
3. New York
4. San Francisco
5. Alanta
6. Dallas
7. Tulsa, Okla.
8. Overland Park/Kansas City, Kan.
9. Raleigh, N.C.
10. Chicago

POSITION DETAILS

Located in Houston, Texas, the individual in this role will report to the Manager of Joint Venture Accounting. This position requires a candidate with one to three years experience in oil & gas joint interest accounting. This position will be responsible for all areas of joint interest for a specific group of properties including data entry, data maintenance, JOA compliance and handling and resolving questions from working interest owners. Interaction with operations personnel to set up and maintain master file data will also be required.

　

Qualifications

• BBA / BA degree in Accounting preferred but prior extensive oil & gas experience together with a different degree may qualify.　

 

• Prior general ledger work experience desired.　

 

• Ability to handle multiple projects with accounting deadlines.　

 

• Prior experience with COPAS accounting / audits, material transfer process, JEs, closings, reconciliations and other areas of oil & gas accounting desired.　

 

• Microsoft Office Suite software proficiency.　

 

• Experience with SAP JVA application preferred.　

 

• Self-starter with excellent problem solving and analytical skills.　

 

• Ability to translate contractual and operational processes to accounting processes and master data file set-ups.　

 

• Detail oriented with a high level of accuracy.　

 

• Strong written and verbal communication skills to deal with all levels of personnel as well as outside JI owners.　

 

• Excellent interpersonal skills for working in a team environment.　

 

• Quick learner with excellent work habits.

 

　Duties and Responsibilities

• Maintain joint venture accounts receivable, including applying monthly cash receipts, generating monthly aging reports and collecting late payments.　

 

• Prepare monthly accruals.　

 

• Prepare reconciliations and variance analysis, as needed.　

 

• Support internal/external audit testing, as needed.　

 

• Assist with master file maintenance within SAP JVA, as needed.　

 

Assist with projects (AFE) accounting in SAP and generate monthly AFE tracking reports

Diane Delgado LeMaire|　Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

 

Do you like donating to charitable causes, but feel like you just give money and then have no idea where it goes?　 My friends at Neighborhood Centers are looking for visionaries that want to give back to their communities and really watch where their money is going.　 I toured their newest facility today at Baker-Ripley and was floored at all the great things going on there to strengthen the Gulfton Community.　 They have 6 other facilities that do similar work all around the Houston area.　 They do so much more as well.

Ask me how you can help.　 And if you can’t, but know someone who might be able to, I’m happy to speak with them as well.

 

Diane Delgado LeMaire

713-260-5238

dcd@fittsroberts.com

BASIC FUNCTION: Auditors are responsible for conducting periodic engagements to review and assess various Company locations and business processes.

DUTIES: AUTHORITY
IA is charged with ensuring the following Department objectives:
1. Compliance with established Company policies and procedures,
2. Adequate and appropriate application of accounting and operating controls,
3. Accountability and safeguarding of assets,
4. Compliance of general business practices with applicable government laws and regulations,
5. Integrity and security of the Company’s data systems and,
6. Effectiveness and efficiency of business processes.

The Auditor will conduct the activities described below in support of the above Department objectives.

The work of Auditors is generally organized into review engagements of locations and business processes. These engagements generally consist of three phases 1) Planning, 2) Fieldwork, and 3) Reporting. The role of the Auditor in each of these phases is described below.

Planning: The Auditor is responsible for completing various aspects related to planning for the engagement. The Engagement Manager will assign the areas that the Auditor will be responsible for completing. In general, Auditors must be capable of completing the following items. II
• Generating and analyzing data from Company software and databases related to the entity being reviewed. II
• Conducting interviews with various Company personnel relevant to the area the Auditor is reviewing. II
• Use data gathered and interviews conducted to prepare a written report that will need to be presented to the Engagement Manager and will be incorporated into a formal planning document. II
• Performing any steps of the review engagement that may be conducted prior to the beginning of fieldwork.
II
Fieldwork: The Auditor is responsible for performing various portions of the review as assigned by the Engagement Manager. II
• Review engagements generally have a written work program that outlines the steps and areas to be reviewed by the Auditor. Auditors should ensure that these programs are completed in a timely and thorough manner. II
• Completion of the work program will entail working closely with the client to gather, discuss, and analyze relevant information to the area under review. II
• Document with work papers the steps performed in the workprogram. Work papers must be of sufficient quality to be reviewed by external auditors. II
• Preparation of memorandum to management regarding issues identified during the course of the review. III
• Review and thoroughly discuss issue memorandum with the client and Engagement Manager. III
• Participate in closing meeting with the client and other team members. II

Reporting: All Reporting is carried out by the Engagement Manager.

Other:
Participate in projects to identify processes in need of improvement, and facilitate and participate in improving these processes. II
This may involve work with personnel from other departments as a team to:
1) Map current business processes
2) Measure business processes through various metrics and identify gaps
3) Analyze metrics and gaps for improvement opportunities
4) Present improvement methods to Senior Management
5) Participate in redesign of business processes II
The Auditor may participate in other projects not specifically identified above in support of the department’s role of insuring a strong internal control environment, and maintaining effective and efficient business processes. II

Diane Delgado LeMaire|　Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-260-5238 | dcd@fittsroberts.com

  

 

 

Position Purpose:
Under direct supervision, perform basic project accounting assignments. Responsibilities include one or more of the following areas:
prepare and submit journal entries;
account reconciliation,
assist in daily and month-end reports;
assist in preparation of various reports such as forecasting, budgeting, inventory management, or intercompany invoices.

Individual should have basic knowledge of fundamental concepts of accounting.
May report to a Senior Accountant, Supervisor, or Manager.

Primary Responsibilities:
Cost Center Accountant
Provide accounting support to multiple overhead department representative and ensure accurate accounting at the cost center level.

Account Analysis
Complete analysis and support balances for all Corporate designated accounts and entities

Bank Reconciliations
Reconcile high volume of corporate Cash Accounts

Budgeting & Forecasting
Assist cost center contacts with the budget and forecast process and submits variance analysis. Also, prepares ad hoc reports as requested for management of assigned cost center for decision making purposes

Misc Reporting and Requests
Audit Requests, Whitebook preparation and analysis, Company tax allocations

 

　

Diane Delgado LeMaire|　Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-260-5238 | dcd@fittsroberts.com

 

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This is a great article that refects our current market place as well.

• Darryl Moore
  • on March 23, 2012 at 5:00am

Western Canada is about to brace itself for another labour market crunch. Search assignments are up but candidates are not available to fill. After a two-year run in an employee market, employees are back on top as the industry once again struggles to find the right people from a finite group. The effects to hiring practise start to change again, taking new dynamics requiring that we clarify for our clients and potential clients the following changes to their recruiting methods:

1) Urgency is Key: Great candidates whether found by a firm or the hiring organization will have multiple opportunities and/or offers. Decisive decision making and evaluation is needed to secure your candidate of choice.

2) Act on Your Decision Today: The last couple years hiring managers had the luxury of ‘waiting till tomorrow’ to make the phone call to the candidate for an interview or offer. Waiting may cost you a great candidate today because by the time you start working tomorrow, the candidate may be out of the market.

3) More than a Posting Required: Posting a job is not enough in a tight labour market. Access to hidden candidates becomes a critical recruitment component – this takes perseverance and time. Some quality candidates are in the market looking, however, many more are not actively engaged and simply waiting to be found.

4) Retention Race: A tight market is as much about getting good candidates as it is about retaining great employees. While organizations are using the list of top ways to poach your employee, you need to be equally resilient in maintaining strength of retention. It is always harder to replace what was lost, then keep what you have…especially great employees.

This is where, we, the recruiters of the world create the greatest value. Our industry is all about urgency, acting today, and finding, not sitting and waiting.

Supervises the accounting staff in the compilation and presentation of financial information which includes payroll, accounts payable, accounts receivable, fixed assets and the preparation of the financial statements

• Supervises the processing of accounts payable invoices and preparation of vendor checks. This includes auditing the account coding related to the supporting documentation such as invoices, receipts, letters and spreadsheets for invoices.
• Review the billing process, i.e. accounts receivable.
• Review journal entries prepared by accounting staff for month and year-end financial close.
• Prepares journal entries and assists in the monthly and annual financial closes. Responsibilities include account analysis and budget analysis.
• Maintains records and reports for grant reports.
• Evaluates investment purchases and maturities, maintains reports, analysis and reconciliation.
• Performs special projects such as assisting with the preparation of the annual cost report, budget, and audit schedules 
• Prepare annual tax return with supporting schedules.
• Assist in the annual performance evaluations of accounting staff.

Diane Delgado LeMaire|　Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-260-5238 | dcd@fittsroberts.com| Blog| Twitter| LinkedIn

• Full responsibility for Payroll, AP, and AR functions
• Direct supervision of AP and AR Specialists, including mentoring and performance evaluation
• Preparation of weekly cash flow, including variance explanation
• Oversee vendor invoice entry, W-9 collection, and payment (with support of AP Specialist)
• Oversee client invoice entry, cash receipts, and aged invoices explanations (with support of AR Specialist)
• Complete bi-monthly multi-state payroll and resolve all issues with payroll provider (ADP)
• Complete quarterly Worker’s Compensation Insurance reporting package for SeaBright insurance
• Complete IRS Forms 1099-MISC
• Support Controller with process improvements
• Support Controller with audit and tax PBC requests (Deloitte)
• Support transition from JPMorgan Chase to Frost Bank

Key Requirements are:

• MUST BE A SELF STARTER AND REQUIRE MINIMUM SUPERVISION!
• Bachelor’s degree in Accounting
• 5+ years overseeing areas of responsibility
• Experience with ADP required 

Diane Delgado LeMaire|　Senior Managing Director, Accounting & Finance Recruiting | Creative Financial Staffing, a division of Fitts, Roberts CPA Firm | 5718 Westheimer Suite 800 | Houston, TX 77057 |713-260-5238 | dcd@fittsroberts.com

 

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Job Title: Sr. Financial Analyst

Location: Houston, TX

Travel: Approximately 20%

Primary Responsibilities

• The Sr. Financial Analyst on the team is responsible for the following:

 

• Supporting both the BU and Corporate in Month-End Close Activities including:

 

• Journal Entry posting, General Ledger responsibilities, and Account Reconciliations

 

• Providing Quantitative Financial Variance Analysis of accounts and respective month end close notes for both Forecast and Budget

 

• Preparing supporting roll-forward schedules and ad-hoc analysis as needed

 

• Department level P&L preparation and distribution
• Partnering with functional groups and identifying drivers to forecast account level expenses
• Supporting the Internal Operational Groups in the Business Unit including:
• Meeting with, supporting, and creating a partnership with the Director, Area Managers, and Managers of the group across the BU’s major markets: Houston, Dallas, San Antonio, and New Orleans
• Identifying opportunities for improvement from a financial reporting and modeling standpoint; Searching out ways to improve decision making accuracy and process efficiency
• Managing the CAPEX Process including:
• Partnering with requesting parties to ensure all expected guidelines are met and thorough risk / reward assessment is made on the investment
• Providing in-depth quantitative analysis to provide a range of potential financial outcomes based on the investment including ROI and NPV
• Managing Capital Budget and Forecast
• Taking a lead role as one of the BU Peoplesoft / Essbase Super Users

 

Qualifications

• BA/BS degree in Finance or Accounting. CPA or advanced degree a plus.
• Big Four Public Accounting experience a plus, but not required
• Minimum 5 years progressive Accounting and Financial Analysis experience including Journal Entry, GL, and Month-End Close responsibilities; preferably in the medical industry
• Strong Excel skills (should be advanced with basic vlookups and pivot tables)
• PeopleSoft / Essbase a plus, but not required

 

　

　

　

We are currently seeking a Pricing & Business Contracts Manager for our corporate headquarters located in downtown Houston, TX.

RESPONSIBILITIES:

Developing and governing the centralized processes that support pricing, contracts management and business intelligence platforms

Overseeing domestic pricing structure and strategy across all lines of business and customer segments to ensure pricing strategy aligns with and supports business strategy

Supporting corporate contracts administration to enable comprehensive business management of contracted business

Working closely with functional support groups, Business Development and lines of business to research and make appropriate

Designing and delivering tools and templates for price agreements, bids, quotes and contracts

Developing reporting capabilities that measure the effectiveness of control mechanisms and developing a systematic approach in driving consistency, efficiency and effectiveness

Performing other related duties as required

PREFERRED QUALIFICATIONS:

Requires a Bachelors degree in Finance, Economics, Statistics or a related discipline, or equivalent experience

A minimum of 5 years related business experience including participation in pricing or business strategy initiatives is requird

Familiarity with oil and gas value pricing, invoicing and commercialization

Exceptional computer skills with a focus on data management and data analytics software and systems

Proficiency in Excel, Word, PowerPoint, Access, Data Warehouse and Oracle Business Objects

Proven analytical, data processing and modeling experience

Excellent verbal, presentation and written communication skills

Ability to establish and maintain positive and effective work relationships across internal and external communities

Change management experience