Stable company that has been around for over five decades
Accounting team of 16 people
Plenty of growth opportunity w/ succession to manager plan in place
Great benefits and 100% WFH
5+ years in a high volume, multiple revenue stream environment
ASC 606/Revenue Recognition experience a MUST
A successful Project Accountant will demonstrate strong attention to detail, excellent analytical skills to support the Project Management teams, and access the ability to positively drive improvements in processes to ensure accurate cost visibility and project margins. In addition, the Project Accountant, with guidance from the Revenue Manager, will be responsible for ensuring the appropriate revenue recognition methodology is followed, and is in line with ASC 606, and company standards.
Under guidance from Revenue Manager, review contract documents (Master Agreements, Purchase Orders, etc.) to assess revenue recognition treatment in compliance with ASC 606, and complete revenue checklist
Ensure accurate set up of new projects including maintenance of original budgets and related tasks within Quickbooks & Oracle by coordinating with Sales and Operational teams
Coordinate with Project Managers, through hosting ETC meetings, to maintain accurate and revised forecasts and make required updates in spreadsheets and within Quickbooks & Oracle
Responsible for providing required data and analytics to Project Management on a monthly basis /or on an as-need basis
Provide detailed analysis of projects including margin analysis with focus on detail of specific pickups and hits
Maintain various schedules including POC and BBB (Backlogs, Bookings and Billings) schedules for various projects and contracts
Accurately update Projects for cost to complete and generating required revenue entries within Quickbooks & Oracle.
Process projects and orders in Quickbooks & Oracle for month end tasks, including but not limited to maintenance and reconciliation of balance sheet accounts (Unbilled Revenue, Deferred Revenue, etc.…)
Complete Journal entries in Quickbooks & Oracle as well as Quickbooks as required as they relate to project Accounting
Responsible for reviewing and maintaining final job status and determine appropriate treatment of non-incurred cost including accruals where necessary
Preparation periodic financial statements and management reporting
Compile and communicate various month-end analyses for PM’s and divisional management
Monitor projects financial health and advise PM’s when conditions require attention
Education & Experience:
Bachelor’s degree in Accounting, CPA or CPA-candidate preferred
6+ years of previous experience as a Project Accountant, preferably in a high volume, multiple revenue stream environment
Experience with Engineering, Software, Energy or other familiar industries is highly preferred
The company is a leader in its niche. They are GROWING, GROWING, GROWING!
They offer a comprehensive benefits package.20% bonus target.
Quarterly or semi-annual trips to Houston.
Accounting and finance team of 30 plus and growing!
In the renewables space.
Must LOVE change.
Awesome manager with a ton of knowledge to share (former big 4 audit manager with CPA).
PE-backed and pre-IPO!
Very little overtime!
What you will be doing…..
Payroll Processing: Payroll processing. Manages the payment processing of garnishments, and all other deductions. Troubleshoots payroll issues as they arise. All payroll runs will need to be reviewed and signed off for completeness and accuracy.
Payroll Posting: Payroll processing ensuring that all payroll is recorded and classified in the system and general ledger accurately. Facilitate and partner with the business in gathering and understanding any feasibility, impact, risk, and ability to make changes to or address issues and exceptions as related to the payroll process
Payroll Reconciliation: Reconcile information each pay period to ensure accuracy between the detail pay history table, the financial system, the HR system and the firm’s payroll system. Reconcile payroll tax liability accounts in the general ledger to ensure that all taxes and other compensation withholdings are deducted and settled accordingly
Payroll Tax: Manages the processing and reviews, monthly, quarterly, and annual state and federal payroll taxes for all companies.
Benefits Accounting: Manages monthly account reconciliation to ensure benefit accounting is complete and accurate. Review all invoices for benefit premiums to ensure agreement to employee benefit elections and contracted rates on a monthly basis.
Audits/Other: Performs 401k annual audit and compliance testing including the review of forfeiture accounts. Performs Worker’s Compensation insurance annual audit and review. Performs all state and local payroll tax audits as they arise as well as other audit/reporting related to payroll and HR. Assists in annual internal audit for payroll and benefit requests.
Budgeting: Assist in the compilation of budgets surrounding salaries and benefits and perform reconciliations to ensure costs are tracked in accordance with those budgets.
What you need to bring to the table…..
8 or more years of payroll management experience and experience in the Construction industry is a must.
Excellent knowledge and skills in general accounting including reconciliations of tax, benefit and payroll related general ledger accounts.
Strong analytical and problem solving abilities.
Strong organizational and time management skills with the ability to prioritize and multi-task.
Must have an exceptional understanding of current payroll and state tax laws for multiple
Ability to handle confidential information and be sensitive to personal situations.
My client is the largest management platform in their space. My client allows professionals instant access to high-paying jobs with the freedom and flexibility to work when/where they want while providing access to the largest on-demand network of ready-to-work healthcare professionals.
My client believes that empowering professionals will bring more open, efficient, and increasingly higher-quality care. They are a team of sharp, entrepreneurial individuals who are redefining the way staffing is done & they are adding to their growing team, a VP Controller.
My client company has consistently exceeded growth goals and is excited to continue the momentum into 2023
Strong company values & mission
Technology-focused, growth-minded, and forward-thinking company.
PPO & HSA benefit plans
Strong comp plan with Base, Bonus, & Equity (north of 200K base)
Strong PTO policy+ 10 holidays
401k- 50% match on first 4%
The background needed for VP Controller role:
Public Company AC or Controllership experience
Need to have industry experience in SaaS/Workforce tech/Marketplace/App
Need to have either led a company through an IPO as Controller or AC O
Work hand in hand with the leadership team of a $70M company
Lead a team of 6 and build out the F&A infrastructure
Implement new systems, processes, and procedures to get ready for more growth!
Engaging and fun work environment.
Partner with operations.
Boots and jeans in-office 5 days
They have a long-standing customer base with some of the leading Fortune 1000 companies
A key member of the Senior Finance Team
Amazing entrepreneurial leadership team looking to double the company in size (organic and acquisition)
Perks of the Small Company CFO role?
Competitive Salary and bonus target
Located conveniently near Clearlake
Stable company with involvement with F&A, C-Suite and Operations!
Still in growth-mode
Overview of the Small Company CFO role:
IT Systems: Work with IT resources to ensure the safeguarding of company data and hardware.
Teamwork: Develop trust and rapport with the leadership team and other functional departments.
Financial Planning & Analysis: Coordinate the implementation of the annual operating plan, annual capital expenditure plan, and quarterly forecasts. Develop performance measures and monitoring systems that support the company’s strategic direction.
Accounting: Report accurate financial results in accordance with GAAP. Responsible for month-end closing process including recurring journal entries, accrual journal entries, variance and trend analysis, and financial statement preparation (Income Statement, Balance Sheet, Trial Balance, and Statement of Cash Flows
Operations: Manage relations with key suppliers seeking to control raw material costs. Also work with trucking vendors to maximize on-time delivery as well as control delivery costs.
Systems: Process improvement to improve technology and accounting systems
Treasury Management: Oversee the treasury function including daily cash tracking, cash forecasting, wire and ACH approvals, bank transfers, ABL revolver needs and requests, while driving behavior to maintain sufficient cash balances.
Tax Compliance: Partner with CPA Firm
Preferred Qualifications for the Small Company CFO:
Four-year degree (Accounting) and at least 10 years of progressively responsible experience.
Experience in developing, planning, and implementing successful business strategies
Excellent leadership, interpersonal and communication skills.
Our client is a solid organization that has been in business for over 25 years!
This organization provides real estate and construction services to the Texas region and abroad.
Why work here:
Very entrepreneurial in spirit and has a laid-back atmosphere.
Endless opportunities for interesting and challenging work that you can feel passionate about.
AMAZING office space. So FUN!
Incredible company & community impacts events. This company cares about its employees.
Live and work in The Woodlands!
One of the largest privately held development companies in the state of Texas
Overview of the Accountant role:
Processing of transactional accounting (invoice coding, cash disbursements, cash receipts) for Corporate and other entities • Owner of the month-end close process (reconciliations, accruals, and checklist completeness) • Facilitate budget and forecast creation; manage variance commentary • Own ad hoc requests for Corporate, primarily surrounding reconciliation review and reporting • Facilitate process efficiencies documenting and adhering to SOP’s • Facilitate Corporate cash forecast and reporting • Create intercompany invoicing for fees, allocations, insurance, benefits, and other corporate transactions • Review and settle intercompany AR/AP with Corporate, related entities • Creation and initial review of individual entity and Divisional management reporting and financial statements
Preferred Qualifications for the Accountant:
Bachelor’s degree from an accredited university with at least 1 year of related experience.
Proficiency with an ERP accounting environment and the Microsoft Office Suite (especially Excel).
Working knowledge of basic accounting and exposure to corporate/intercompany accounting.
Excellent organizational and time management skills with a proven ability to meet deadlines.
Excellent written and verbal communication skills.
Professional manner and a strong ethical code.
Ability to multitask and remain motivated and positive.
The Senior Financial Analyst will leads and direct the accounting operations of the company, to include the production of periodic financial reports and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company’s reported financial results.
About the Senior Financial Analyst Opportunity:
They have been in business for over 100 years!
One of the leading industrion solutions
Strong company values!
Provide support for a $100M business within a large organization
Perks of the Senior Financial Analyst role?
Visible & Direct point of contact with VP of Finance
Career development opportunities
Hybrid Work Schedule
Overview of the Senior Financial Analyst role:
Provides metrics and reports to identify business problems and/or support business processes.
Works with internal client groups to identify requirements for data report and metrics.
Creates and delivers high quality, easy to use reports including charts and graphs as needed.
Prepares special reports by collecting, analyzing, and summarizing information and trends.
Prepares budgets by establishing schedules; collecting, analyzing, and consolidating financial data
Reporting to the M&A US Income Tax Manager, the M&A Tax Analyst will be responsible for assisting the tax department with federal and state income tax research, monitoring tax law changes, tax planning, tax due diligence, tax modeling, and other special projects, as needed.
M&A Tax Analyst Opportunity
Creative Financial Staffing has recently partnered with a local company located in Houston, TX. Are you ready to join this incredible team?
About the M&A Tax Analyst Opportunity:
Strong company values!
A company that prioritizes career development/mentorship
Flexible work environment
Perks of the M&A Tax Analyst role?
Visible & Direct point of contact with M&A Tax Manager
Career development opportunities
Health, Dental and Vision
Casual work dress when in the office!
Overview of the M&A Tax Analyst role:
Research complex tax issues in support of tax return positions and tax planning
Monitor legislative and regulatory tax law developments
Document facts, research and tax law findings in memorandums, emails, and other reports, communicating findings effectively, efficiently, and timely
Identify risks, obstacles, and issues, analyzing and recommending solutions to resolve issues and assist management with audit preparedness and risk management
Perform due diligence with regards to tax consequences of transactions, including mergers and acquisition activity and greenfield growth
Lead special projects related to domestic income tax issues
Great team and culture. An international business that is growing tremendously.
Partner with Operations, Corporate Accounting & Finance. You will never be bored in this role.
What you will be doing….. • Work hand in hand with Corporate FP&A team in preparation of annual plan, quarterly forecast, and monthly reporting packages • Coordinate with business unit management to gather, analyze, summarize, and prepare annual plan and quarterly forecast • Work with Project Managers to define and set up Project/WBS structures to align with desired cost tracking and reporting requirements • Ensure all project/cost center master data is created to allow downstream processes to function as designed • Work with the Procurement team to ensure purchases are being allocated to the correct cost object at time of purchase order creation • Review and code invoices for designated areas of responsibility • Review project and cost center actuals for accuracy • Prepare and submit correcting entries as needed • Prepare and submit monthly accrual entries to ensure costs are accurately reflected for the period • Prepare variance analysis explanations for actuals vs. plan and forecast • Generate and distribute internal management reports for designated areas of responsibility • Analyze and prepare supplemental data summaries for inclusion in monthly, annual, and quarterly reporting packages • Support Treasury cash forecasting needs for cash-intensive activities • Provide data to the Tax department to facilitate annual tax planning and reporting
Qualifications of the role: • Bachelor’s degree in accounting • Minimum of 5 years of related experience • Previous experience with SAP required; • Intermediate to advanced skills with Microsoft Excel required
Industry News: I want to start with something I’ve heard a lot about recently. The R-word.. yes, there are many rumors about an upcoming recession. Let me put your mind at ease for a minute; Houston typically lags behind the national economy.. which is great for us! Also, we are still seeing unemployment of degreed professionals at an all-time low of under 2%. There is still a massive talent shortage, with the current market showing at minimum two job openings for each unemployed individual. Even with the national economy showing signs of slowing – I don’t see much of a slowdown over the next few months.
I’ve also been getting lots of questions about remote and hybrid schedules. Here is a mix of my thoughts and trends I’ve seen in Houston from both the client and candidate perspectives.
Many Houston companies would like to see people in the office 4 to 5 days per week or are turning their current hybrid schedules into in-office roles. Houston employers do not seem to be big fans of remote work, which is becoming very unpopular with candidates. This can turn into a big problem when trying to not only retain current staff but also when hiring new talent.
Most candidates we talk to are looking because they feel their employer isn’t flexible enough and are targeting hybrid or remote roles. I would say most candidates are not looking for 100% remote roles; most people enjoy visiting an office setting at some point during the week (although that’s become fewer and fewer recently). While there are candidates only considering remote roles, the happy medium and the most trendy scenario seems to be a 3/2 hybrid schedule (3 days in the office, two days from home).
As you can see, the two sides don’t always match; employees are starting to “dig in their heels” and forcing employers to change their views and policies. Remember, companies outside of Houston (both in Texas and nationally) are open to a remote workforce. Previously Houston companies were only in competition for top talent with other Houston employers.. now.. they compete with organizations in different cities & states that are open to 100% remote employees.
March 2022 LOCAL STATISTICS o National Unemployment Rate: 3.6 o Houston Unemployment Rate: 4.3 o Labor Participation Rate: 62.2% – All-time high January 2000: 67.3% o Manufacturing Index: 57.5 o Oil Rig Count: 750 (last year 245) – All-time high around 1900 in 2012! o Price of Oil: 115 (avg in June 2022) (last year 75)