CFS has teamed up with a growing PE-backed company in the Healthcare Industry. The company provides complete occupational health services for the full life cycle of their client’s employees. Their Accounting team is looking for an AR Billing Lead who is outgoing and able to hit the ground running!

Why work for this company?

• Work Hard Play Hard Environment
• Currently, a remote position but will be an in-office role for half of the week when the staff goes back into the office.
• Medical, Dental, 401K and Quarterly Bonuses
• Employees on Glassdoor have said “I really love the culture here. Leadership places value on every single employee and encourages growth among each team member.”

Summary of Duties:

• Serves as a direct contact for client billing inquiries and works closely with other departments to provide insight and resolution.
• Create new and maintain existing customer records.
• Obtain details so as to generate weekly/monthly project invoices for clients in compliance with contracted terms and various client specific invoicing requirements.
• Reconcile monthly billings & accounts receivable accounts in conjunction with the monthly close of the GL.
• Confers with colleagues in various departments to resolve procedural problems in tracing sources of error.
• May assist or serve as a backup in the application of daily cash receipts. 
• Provide weekly/monthly reporting related to accounts receivable transactions including but not limited to department analysis (i.e. DSO), established KPIs and other transnational reporting upon request.
• Research and contact customers to pay past due amounts via phone or email; escalate non-payment to client’s mid-level or senior-level managers, as needed.
• Traces source and corrects customer accounts for errors in billing rates, misapplied credits, or identifying information, such as name and address received from customers.

Experience:

• 5+ years of Billing Experience
• Supervisory experience
• Degree in Finance or Accounting
• Intermediate Excel Skills
• Experience with online procurement and pay software

Why take a Supply Chain – Planning Analyst role with this company?

• Company is growing rapidly
• Private Equity-backed
• Work with an amazing team!
• Work-life balance…truly!
• Strong medical benefit package

What the Supply Chain – Planning Analyst will do…• Demand Forecasting – “Analyzes demand stream information to determine near term and long purchasing objectives according to demand patterns and the organization’s strategy”• PO Tracking & Updating “Constructs and maintains vendor purchase order reports in order to manage on time deliveries of goods and services.”• Cross Functional Coordination with sales, curriculum, production, logistics, and suppliers• Procurement – “Makes vendor purchasing decisions in close coordination with the production team, supply chain analyst, and supply chain manager.”• SOP Creation and Maintenance• Root Cause & Corrective Analyses

What the company needs in a Supply Chain – Planning Analyst :

• Experience in Supply Chain (1 year)
• Proficient in Microsoft Office and Database management
• Demonstrated ability to effectively with a variety of people including vendors, management team
• Strong Analysis & Project Management

My client is a local, growing, and innovative Public Accounting Firm! They have experienced such growth that they are looking to add to their Management Team! The Audit Manager will work directly with the young and entrepreneurial firm partner who is very family oriented and mindful of work-life balance. 

This firm offers their clients a variety of diverse services and a partner experienced in tax planning, litigation support, wealth management and valuation services. The firm serves a wide variety of industries, but has a focus on construction and small businesses.

PERKS OF THE AUDIT MANAGER:

• WORK. LIFE. BALANCE.
• Zero politics or stress of a “Big 4” firm environment
• No worry of “big brother” or buyout from a larger firm
• Flexible Schedule & Work from home options
• Opportunity to grow into Partner
• Managing partner that is young, entrepreneurial, and relationship focused
• Most new business comes in by word of mouth and referrals

WHAT THE AUDIT MANAGER WILL DO:

• Serve alongside the firm Partner, as an experienced and seasoned manager of the firm.
• Assist with managing and delegating workflows to team members.
• Perform and guide other staff members on audits, reviews, & compilations.
• Demonstrate an awareness of professional standards and the ability to identify areas for improvement in clients’ systems and procedures.

WHAT WE NEED IN AN AUDIT MANAGER:

• 6+ years recent public accounting experience
• You must be a CPA or CPA candidate
• Servant leader with ability to easily build rapport & strong working relationships with clients & team-members
• Experience serving construction & small businesses a plus
• Benefit plan audits a plus
• Management experience in public accounting setting required

Competitive compensation packages are provided based on experience and include benefits for health insurance, 401k match and PTO.

My client is a high growth and well-respected credit union in the San Antonio area. CFS has partnered with this organization for over 10 other placements and can attest to the wonderful culture and opportunities within the company. The opportunity is available because of growth. You will be joining this group essentially on the ground floor of the growing new department. The sky is the limit!!! This position will provide you with the career growth you desire in an environment with flexible working hours, work-life balance (no overtime, evenings, or weekends), & no travel. The position will be remote for the foreseeable future but will ultimately be officed out of San Antonio. This is a highly visible role as the position directly reports to the AVP of Mortgage Compliance.

ABOUT THE COMPANY:

My client is ranked among the top 15 of nearly 7,700 financial cooperatives, and is one of the strongest credit unions in the country with more than 650,000 members and total assets exceeding $10 billion.My client consistently receives the highest ratings of “Five Star” and “Superior” from two respected organizations that rate financial institutions in the United States and has been consistently recognized as one of the best workplaces in San Antonio, Austin, the state of Texas and the country.

My client also has a comprehensive benefits package, including:

• 401(k) with matching incentives up to 10 percent
• 21 days of PTO
• Competetive compensation, annual reviews, & annual bonus that has been paid out for the last 30+ years
• Growth opportunities within the department as well as the organization as a whole
• Medical, dental and vision from Day One of employment
• Life insurance
• Pharmacy discount programs
• Flexible spending/dependent care account options

WHAT WILL THE MORTGAGE COMPLIANCE ANALYST II DO?

The role will be responsible for assisting the credit union to manage compliance risk by conducting compliance testing and reviews as well as risk assessments to be certain the organization is in adherence to policy, procedure & federal and state regulations.

• Work with the team as well as leadership to strengthen first line of defense within the Mortgage department-Business Units
• Review and re-underwrite a representative sample of credit decisions in order to assess compliance with lending policy and procedures
• Review mortgage early payment defaults, first payment defaults, and charge offs in order to assess underlying factors contributing to poor performance
• Review and re-underwrite a representative sample of credit decisions made as exceptions to approved standards (credit or pricing) to assess compliance with approval processes
• File reviews will include an assessment as to the adequacy of required documentation including approval documentation, promissory note, lien perfection, and disclosure requirements
• Escalates areas of concern to the AVP Mortgage Compliance/QC for further review and possible further escalation
• Assist with scrubbing of required HMDA data to insure is error free prior to annual filing deadline
• Assist with analysis of fair lending datasets
• Assist with building ad-hoc management reports as required
• Participate on special projects as assigned

WHAT WE NEED IN A MORTGAGE COMPLIANCE ANALYST II:

• 3-5 years experience in mortgage or audit related field
  • Bachelors degree preferred
• Some college completed or associates degree
• Working knowledge of;
  • federal & state residential mortgage regulations
  • underwriting, loan structure, documentation, and origination
  • Fannie Mae guidelines & requirements
• Basic understanding of secondary market requirements & policies
• Strong working knowledge of excel and other systems related to mortgage lending
  • preferred: Questsoft, Fair lending Magic & Lending Patterns
• Preffered certifications: NAFCU, NCCO or similar

My client is a local, growing, and innovative Public Accounting Firm! They have experienced such growth that they are looking to add to their Management Team! The Audit Manager will work directly with the young and entrepreneurial firm partner who is very family oriented and mindful of work-life balance.

This firm offers their clients a variety of diverse services and a partner experienced in tax planning, litigation support, wealth management and valuation services. The firm serves a wide variety of industries, but has a focus on construction and small businesses.

PERKS OF THE AUDIT MANAGER:

• WORK. LIFE. BALANCE.
• Zero politics or stress of a “Big 4” firm environment
• No worry of “big brother” or buyout from a larger firm
• Flexible Schedule & Work from home options
• Opportunity to grow into Partner
• Managing partner that is young, entrepreneurial, and relationship focused
• Most new business comes in by word of mouth and referrals

WHAT THE AUDIT MANAGER WILL DO:

• Serve alongside the firm Partner, as an experienced and seasoned manager of the firm.
• Assist with managing and delegating workflows to team members.
• Perform and guide other staff members on audits, reviews, & compilations.
• Demonstrate an awareness of professional standards and the ability to identify areas for improvement in clients’ systems and procedures.

WHAT WE NEED IN AN AUDIT MANAGER:

• 6+ years recent public accounting experience
• You must be a CPA or CPA candidate
• Servant leader with ability to easily build rapport & strong working relationships with clients & team-members
• Experience serving construction & small businesses a plus
• Benefit plan audits a plus
• Management experience in public accounting setting required

Competitive compensation packages are provided based on experience and include benefits for health insurance, 401k match and PTO.

The ideal candidate will have a minimum of 5 years of experience working in the hospitality industry, preferably in companies with multiple locations. This person will manage all of the accounting procedures and oversee one accounting clerk. The bookkeeper will be responsible for processing payroll in QB.

Responsibilities of the Bookkeeper

• The Bookkeeper will verify, allocate, and post details of business transactions to the general ledger.
• Reconcile and balance accounts.
• Compile reports to show cash receipts and expenditures, accounts payable and receivable, profit and loss, and other items pertinent to the operation of business.
• Calculate employee wages from records and prepare checks for payment of wages.
• Prepare withholding, Social Security, and other tax reports.
• Generate monthly statements

Preferred experience for the Bookkeeper role

• 5 years of full-charge bookkeeping experience in the hospitality industry
• Strong working knowledge of QuickBooks (desktop)
• Excellent written and verbal communication skills
• Solid computer skills
• Fast-paced, entrepreneurial mentality!

About the Company and Opportunity:

• Outgoing, Friendly Company
• Promote internally
• We have worked with this company for over 10 years with multiple successful placements!
• International publicly-traded company
• Conduct business in 20 countries
• Oil and Gas related company
• Convenient location in Southwest Houston

Overview of the Indirect Tax Manager role:

Sales and Use Tax:

– Monitor laws, regulations, decisions in sales/use tax area for our industry
– Maintain external software taxability matrices, updating regularly for tax rate and law changes, changes in service lines, etc.
– Apply eligible credits to tax liabilities
– Prepare monthly cash requests, journal entries and balance sheet account reconciliations
– Conduct periodic self-audits to ensure compliance with the sales and use tax laws
– Handle sales/use tax audits, preparation of responses to taxing authorities and address any audit findings in a timely manner

Property Tax:
– Manage property tax compliance and develop strategy to minimize liabilities
– Coordinate with the vendor for preparation of the property tax renditions and review to ensure accuracy and timely filing
– Timely transmittal of property tax payments in accordance with the tax calendar

Preferred Qualifications for the Indirect Tax Manager:

• Bachelor’s degree in Accounting or related degree
• 7+ years of related experience
• Proficient in Microsoft Excel, Word, PowerPoint
• Public accounting experience or large corporate tax experience

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

We are taking this time to find the best talent for our clients. We still have several clients actively interviewing and reviewing resumes. August 18th, 2020 Indirect Tax Manager, Southwest Houston Division Controller (Public Accounting and Operations Accounting) – West International Tax Analyst – West Billing Specialist, SE Part-time Nonprofit Controller – Galleria Fixed Asset Senior Accountant, West Senior Corporate Accountant, Galleria Tax Manager, Public Accounting, Central Tax Senior, Public Accounting, Southwest Houston Senior Accountant (Management Reporting & Audit Support) Lease Administration Manager (ERP implementation) Galleria AR Supervisor – West Houston Construction Controller, Denver, CO Assistant Controller (Katy) – Construction, job costing Treasury or Financial Analyst (Cash, Risk & Procurement) Accounting & Admin Assistant Senior Accountant (Advanced Excel) VP Finance (nonprofit) Senior Director of Accounting (nonprofit) Controller (manufacturing & construction) Senior Auditor (North of Cypress) Third-Party Billing Real Estate Accountant Tax Director (public accounting) Corporate Accounting Supervisor Lease Administration Manager Assistant Controller (Real Estate) Entrepreneurial CPA looking to become a partner! Office Manager (nonprofit) Controller (nonprofit) Senior Credit Specialist Treasury Analyst (Junior) CFO, Boston, MA – auto dealership Senior Tax Planning Accounting Future Tax Manager & Partner! Audit Manager – Public Accounting (nonprofit)

 

CFS is working with one of our nonprofit clients on their search for a Controller to add to their team. The ideal candidate will have 5-7 years of accounting experience, with at least 2 spent in public accounting, working knowledge of Financial Edge, and a strong work ethic and attention to detail.

The client offers a 9am-4pm work schedule, with half-days on Friday! 

Responsibilities:

• Maintain cash report on a weekly basis
• Prepare and manage outgoing checks
• Prepare and manage deposits·
• Prepare financials for Board meetings on a quarterly basis
• Organize and maintain all accounting files
• Manage and analyze expenses on a monthly basis
• Prepare budget analysis
• Prepare and review the annual budget for the organization
• Manage the annual financial audit and tax return

Requirements:

• 5-7 years of accounting experience, with 2 years spent in public accounting
• Strong presentation skills – will be working directly with the board
• Ability to work in the office (not a remote role)
• Previous experience working with Blackbaud – Financial Edge

Our client is a consultative tax firm focused on adding value. Many of it’s professionals are CFP’s and trusted partners and advisors to their clients. This company has a strong foothold in Houston culture and has been active in our market for over 30 years. This Tax Manager opening is a pure addition to the team due to growth over the last five years.

Why work here?

• A unique tax role blended with finance and asset management
• Beautiful office within the loop
• Tax planning, creative thinking, research opportunities abound
• Multiple awards such as “2019 Best-In-State Wealth Advisors”

Brief overview – Tax Manager

• Manage and execute tax strategy and planning for a variety of clients
• Ensure compliance with changing tax laws and provide a road map to clients
• Meet face to face with clients, develop relationships, grow business
• Review various tax returns and ensure compliance

Preferences – Tax Manager

• CPA preferred
• CFP preferred
• Bachelors in Accounting or Finance preferred
• 5+ years of Tax experience (individuals, trust, partnerships, estates and Scorp)

 

Location: West Houston

Why work for the company?
– Work Hard Play Hard Environment

– Laid Back Tax team
– Experience to learn and grow with the company
– Lucrative Compensation package & bonus

CFS has teamed up with the World’s Leading Industrial Aviation Solutions Provider! The Senior Tax Analyst will report directly to the International Tax Manager.

Essential Functions
• Assist in preparation of US International compliance obligations (Forms 5471, 8858, 8865, as well as disclosure statements)
• Prepare and review foreign tax returns and coordinate with local finance managers and local tax advisors to ensure they are accurately and timely filed
• Monitor international tax accounts – prepare monthly roll forwards for current/deferred tax expense, income taxes payable, and NOLs

Minimum Qualifications
• Bachelor’s degree in Accounting
• 3 years of experience in a large public accounting firm or multi-national corporate tax department
• CPA or CPA Candidate preferred
• Experience with CorpTax tax preparation software

CFS has teamed up with a Construction & Equipment service company that is searching for a Billing Specialist to join their growing team!

Why work for this company?

• The company provides a laid back family-oriented environment.
• Non Exempt position
• Work-life balance provided
• Start off working remotely

Summary of Essential Job Functions:

• Issue invoices to customers.
• Draft invoice statements for customers.
• Update accounting records with new payments, customer information, etc.
• Update customer files with issued invoices.
• Process credit memos.
• Create Change Orders.
• Review the accuracy of invoices prior to submission by performing various checks.
• Investigate and resolve billing discrepancies.
• Assist in collections and create reports and present to managers.
• Provide month-end reports to management.
• Assist with the reconciliation of accounts during closing.
• Submit checks to the bank and post deposits to the GL on a regular basis
• Communicate effectively within the company in order to resolve client inquiries.
• Submit invoices and payment applications by all necessary means.
• Maintains compliance with billing procedures and Company guidelines.

Requirements:

• High School degree or GED
• 3 + years’ experience in billing based on contract terms or purchase orders
• Detail-oriented

CFS has teamed up with a fast-growing company located in West Houston!

The company is currently looking for a qualified individual for a Senior Tax Analyst – International reporting directly to the Tax Manager. This position is a dynamic position that supports the International Tax group.

• Assist in preparation of US International compliance obligations (Forms 5471, 8858, 8865, as well as disclosure statements)
• Prepare quarterly and annual ASC 740 tax accruals
• Provide support for modeling and quantitative analysis projects
• Prepare and review foreign tax returns and coordinate with local finance managers and local tax advisors to ensure they are accurately and timely filed
• Monitor international tax accounts – prepare monthly roll forwards for current/deferred tax expense, income taxes payable, and NOLs
• Provide support when considering uncertain tax positions and if necessary help document the company’s position
• Prepare tax basis balance sheets for international operations
• Provide internal control documentation required by Sarbanes-Oxley
• Assist with foreign tax audits, coordinating with local finance managers and local tax advisors,
• Connect with various business teams to understand tax technical issues and operations as well as build relationships
• Attend relevant tax technical training programs to stay current on ever-changing tax legislation.
• Maintain international tax compliance calendar and workplans
• Drive process improvements and facilitate streamlining and automation of recurring calculations

Minimum Qualifications

• Bachelor’s degree in Accounting or Finance from an accredited institution
• Minimum three (3) years of experience working in a large public accounting firm or multi-national corporate tax department in international tax
• Experience with international income tax compliance and reporting
• Knowledge of federal income taxation of international transactions
• ASC 740 accounting for income taxes knowledge and experience
• Proficient in MS Office Excel, Word, PowerPoint

Preferred Qualifications

• CPA or CPA Candidate
• Strong project management skills
• Experience with CorpTax tax preparation software
• Experience with SAP
• Experience with Hyperion

Why take a Financial / Treasury Analyst role with this company?

• Company is growing
• A key part of the corporate team
• Work & Live close to Houston
• Beautiful Office Space (work remotely until it is safe)
• Finance, Treasury & Procurement Responsibilities Combined

Perks of the Financial / Treasury Analyst role:

• Strong medical benefit package
• 401-K with a 9% match
• Free parking
• 8 to 4 or 9 to 5 work schedule

What the Financial / Treasury Analyst will do…

• Monitor and process daily cash position and other cash management activities
• Assist with cash forecasting for multiple entities
• Upload payment files and processing wires
• Assist with P-card day-to-day activities
• Manage repetitive P-card payment subscriptions
• Monthly review of bank account analysis and bank fee reporting
• Collect, monitor, and ensure timely delivery of audits from multiple locations
• Monitor outstanding and past due insurance invoices for locations, to ensure timely payment and good standing with insurer
• Receive and catalog insurance checks check
• Request Certificate of Insurance
• Prepare monthly expense reporting for approval of online vendors
• Participates and assists in conference planning and preparation.
• Assist with events and training meetings, both in person and virtual, with a focus on developing strategic relationships and sharing resources
• Prepares proforma and ad hoc reporting as needed
• Assists in procurement assuring reasonable prices for goods and services needed and manages online presence at vendor websites
• Provides facility management for other office locations
• Establishes presence and builds connection with business units

What the company needs in a Financial / Treasury Analyst:

• Bachelor of Business Administration / Finance
• Provides knowledge and experience of broad range of business support and financial activities
• Develops healthy, positive relationships with internal customers.
• Has strong written and oral communication skills.
• 2 plus years of experience
• Customer Service driven attitude

Creative Financial Staffing has recently partnered with a privately held construction company headquartered in Houston, TX. Are you ready to join this incredible team?

About the Company and Construction Project & AP Coordinator Opportunity:

• Family-owned organization that has continued to grow through three generations.
• Company voted as one of the Best Places to Work in Houston for over a decade!
• The accounting group alone added 9 new positions this past year through growth from acquisitions.

Perks of the Construction Project & AP Coordinator role?

• Visible role & Direct Point of Contact for all projects under construction!
• Competitive Compensation Package
• Laid-back and collaborative environment

Overview of the Construction Project & AP Coordinator role:

• Maintains master vendor list verifying new vendors are properly authorized.

• Obtain sub-contractor COI’s and W-9’s insuring compliance with company requirements.
• Processes vendor invoices, credit card charges, and subcontractor bills in accounting software
• Follow up with Project Manager to make sure all change orders are entered
• Contact subcontractors for lien waivers as required and ensures proper lien releases are obtained from vendors before payment.
• Tracks subcontractor’s licenses and insurance to insure both remain current.
• Reconciles credit card statements and follows up with employees as needed.
• Reconciles open payables to vendor statements.
• Matches voucher portion of A/P checks with bills, obtain authorized signatures and files voucher portion in designated areas within the Accounting Department.
• Performs maintenance of accounting record files including annual rotation and archiving of old records.

Preferred Qualifications for the Construction Project & AP Coordinator:

• 2+ Years of Construction Accounting Experience
• Proficiency with Sage 300/Timberline preferred
• High School Diploma or Associates Degree

 

Location: Denver, Colorado (Stapleton)

Company Details:

• Excellent pay and benefits (401k, healthcare, and PTO)
• Construction, manufacturing and building services
• Top Denver- Area contractor
• #Top 200 Private Companies List

Brief Overview of the Role:

• Oversee job costing process and maintain revenue recognition according to GAAP.
• Mentor, coach, and supervise accounting team.
• Presents findings and recommendations to top management.
• Oversee financial reporting and accounting functions of the various divisions.
• Establish, communicate, and adhere to a monthly closing schedule.
• Close within 10 business days.
• Maintain and improve the company’s internal control environment.
• Coordinate job-costing and accrual entries.
• Prepare property tax returns and sales and use tax returns.

What is expected of a Controller:

• Company Leader.
• Responsible for one or more programs/functions of such diversity and scope to be of critical importance to overall company objectives.
• Negotiates critical and controversial issues with top-level employees and officers.
• Plays a role in company business strategy development and execution.
• Makes authoritative decisions and recommendations having significant impact on extensive and related activities of the company.
• Demonstrates a high degree of creativity, foresight, and mature judgment in planning, organizing and guiding extensive programs and activities of importance.
• Manages autonomous individuals, managers and diverse groups giving broader direction.
• Masters or college/university graduate or equivalent combination of skills and experience generally required.

Preferred Qualifications: 

• MUST have construction experience
• MUST have CPA (inactive is fine)
• MUST have Viewpoint software

  #controller #denver #jobcost #construction

Manage a team of 8. High volume environment. 

Location: Memorial City

Description:

• Accounting Clerk – Accounts Receivable, Expense Reports, Report Preparation
• Accounts Receivable Coordinator Duties:
• Daily Invoicing
• Weekly invoice delivery and purchase order verification
• Billing and pricing questions – internal and external
• Monthly customer statements and invoice reviews
• Research and invoice inquiries
• Cash Receipt entry and postings
• Report Preparation
• Prepare various monthly accounting reports (Excel)

Desired Skills:

• Accounts Receivable or Accounts Payable experience
• Volume data entry experience
• Excel skills – basic to intermediate
• Outlook skills
• Adobe PDF – basic document handling
• Well organized
• Efficient multitasker
• Self-motivated