Creative Financial Staffing has been exclusively retained by a highly reputable Automotive Group to identify a CFO to implement the finance/accounting infrastructure and drive the strategic financial growth of the company.

Overview:

• The Company: Highly reputable automotive group with 30+ years in the industry. They have multiple dealerships across the state of MA.
• The Growth: Fast-growing company expanding both through acquisition and organic growth.
• Opportunity: As the first professional finance hire, the CFO will be charged with standardizing the financial process, implementing company-wide policies and procedures, partnering with the banks, and building out the accounting/finance infrastructure to support the run rate of the company.
• The Exposure: The CFO will be expected to provide business and operational analysis, strategic insight, and tactical financial support to be an effective business partner and trusted adviser to the President and senior management team.

Responsibilities include but are not limited to:

• Reporting to the President, the CFO will oversee all aspects of the day-to-day financial management of the company including: the preparation of the monthly consolidated financial package; management of GL accounts, annual audit and submission of government and related tax returns; and financial planning.
• Implement financial and operational metrics and analytics to present to Executive Management.
• Develop and implement business process improvement initiatives and strategies.
• Increase the company’s ability to anticipate business issues and drive good decision-making through sound financial management.
• Standardize accounting processes and procedures across all dealerships.
• Develop strong banking relationships and implement necessary changes to increase profitability or save money through these relationships.
• Identify deficiencies and further develop guidelines and processes corresponding to the rapid growth of the company.
• Continually review accounting policies and procedures to ensure that the company is compliant with GAAP and statutory accounting
• Implement reliable forecasting tools (P&L, cash flow and balance sheet).

Qualifications:

• Undergraduate degree in accounting or finance
• C.P.A., M.B.A. or master’s degree in finance is preferred, but not required
• Automotive industry experience required
• 15+ years of experience with 5+ years with a multi-location auto dealership in a VP or CFO capacity
• Experience establishing and implementing process improvement initiatives within a high growth environment
• Strong banking experience

Perks of the Financial Analyst role:

• Annual bonus
• Strong medical benefit package
• 20 days of vacation
• 401-K with match

Why take a Financial Analyst role with this company?

• Exposure to multiple business units
• A key part of the finance team
• Ability to grow within the department and/or move to other areas of the organization
• The company has been in business for over 100 years!

What the Financial Analyst will do…

• Assist Managers in analyzing the company, departments, product lines to identify trends

• Develop pricing proposals in collaboration with Managers by analyzing historical cost, leverage, and matter information
• Develop monthly reporting and presentations
• Assist Managers in analyzing departmental performance versus goal
• Perform predictive scenario/sensitivity analysis and modeling to assess the impact of proposed initiatives
• Assist Pricing with the development and administration of pricing systems
• Monitor and compare financial and operational performance against internal and external benchmarks
• Compare financial and operational performance against internal and external benchmarks
• Research and analysis related to other assigned financial projects, including monitoring of trends in support of rate-setting and review process
• Report on the status of various department initiatives and metrics to the Chief Financial Officer and other key stakeholders
• Other projects and/or duties as assigned

What the company needs in a Financial Analyst:

• A bachelor’s degree in finance, economics, accounting, or a business-related degree is required
• A minimum of three years’ experience related to financial analysis is strongly preferred;
• Strong written and oral communication skills
• Proficiency with Microsoft Word, Excel and PowerPoint
• Must be organized, analytical and detail-oriented
• Able to multi-task, prioritize, and deliver quality work product in a deadline-driven environment; overtime is required during peak times
• Must be team-oriented, yet also able to be self-sufficient and work independently
• Ability to interact with internal and external customers and team members employing a high degree of tact, diplomacy, and professionalism

Due to rapid growth, our client is seeking to add a Sr. Accountant to their team. 

• Work with an amazing team of accounting professionals!
• 401(k) Plan – Matched 100% up to 8%
• Company subsidized PPO (85+ % for Employee AND Dependents + HSA Contribution), Dental, Vision, Life Insurance, Disability
• Reimbursement of all necessary and approved CPA Et Al and CPE expenses
• Free Covered Parking

This position will report to the Accounting Manager and perform the following duties:

• Accounting and reporting for a consolidated group of entities including intercompany accounting and eliminations.
• Perform monthly and quarterly closing duties including but not limited to:
  • Prepare and post quarterly intercompany payoffs for several entities.
  • Review monthly bank reconciliations.
• Prepare quarterly reports for Board of Director meetings
• Assist in preparation of audited financials for the consolidated company including schedules and footnotes and provide requests for external audit.
• Prepare budgeting and forecasting schedules for the annual budget.
• Update reports in Management Reporter with new companies and GL account as needed.

Requirements:

• BBA – Accounting, CPA preferred
• 4-7 years of accounting experience.
• Relies on experience and judgment to plan and accomplish goals.
• Excellent communication (verbal, written, and listening) skills.
• Proficient in Excel and knowledge of Word and PowerPoint.
• Ability to multi-task

About the Company and Opportunity:

• Our client is a growth-oriented firm dedicated to providing technology used to enhance production.
• This organization provides services to the world’s major, national, and independent oil companies.

Why work here:

• A progressive firm with over 70 offices in more than 50 countries located in major oil-producing provinces.
• This organization strives to make sure that it is a place where everyone’s perspective is valued.
• Work 3 days in the office and 2 days work from home!

Overview of the Senior Accountant/Financial Analyst role:

• Month-end close
• Balance Sheet Review and Reconciliations
• Process packages – Locations send them financial information in an Excel downloadable format and handle mapping in Oracle
• Work on True-Ups – Understand historical rates for foreign currency
• Accounting projects

Preferred Qualifications for the Senior Accountant/Financial Analyst:

• 5 -10 years of Senior Accountant experience
• Foreign currency
• MS Excel – Pivot Tables, Vlookups
• Strong attention to detail and organized
• Ability to work independently and take initiative in a fast-paced environment
• Great communication and follow-through

Why work for this company?

• Fortune 500 company with multiple locations throughout the US. One of their top 10 divisions is located in Houston.
• The company is well known for promoting within, so if you are looking to move up, this role may be just right for you!
• Competitive compensation package is provided to all employees

Primary Responsibilities:

• Directs and supervises accounting staff to ensure adherence to GAAP, strong internal controls, and adherence with Company policies and procedures
• Prepares and/or directs the preparation of monthly financial reports, including analyzing budget vs. actual results and reviewing them with management
• Prepares financial forecasts and coordinates with construction functional leaders to prepare and review
• Coordinates all internal and external audit requests
• Facilitates workflow between National Shared Services and Division operations
• Ensures appropriate staffing to meet department needs
• Utilizes recruiting and selection tools/processes to build organizational talent
• Delegates work according to employee’s abilities and skills
• Evaluates employee’s performance and plans for compensation actions in accordance with that performance
• Provides developmental opportunities through identification of internal and external training opportunities
• Creates opportunities for employee growth
• Provides continuous coaching with regard to functional and leadership standards (technical skills and behaviors)

Qualifications:

• Bachelor’s Degree in Accounting & CPA
• Public Accounting experience
• Minimum of 3 years Strong knowledge of GAAP Strong knowledge of cash flows, financial reports, and annual reports
• Supervisory experience ( leading or mentoring)

Job Description

FINANCIAL SYSTEMS MANAGER: REMOTE

About My Client

My client is a leading global health and wellness lifestyle company. Our client utilizes innovative technology to deliver high quality products & service to their members. Continuous improvement is a lifestyle for this organization- offered up to their members and expected from their employees!

Perks Of The Financial Systems Manager

The company is in hyper growth mode and the financial systems team is on target to nearly double in size over the next year which allows you the ability to build your brand and your team. The Financial Systems Manager will have high visibility to the CFO, CEO, and President of the company. The culture of the team and the organization is centered around a common vision. This is a true team that values growth and mentoring.

• • Flexible work schedules
  • Unlimited vacation
  • Flexible working arrangements- in office, or 100% remote options
    • Shiny new headquarters with fitness facilities on site!
  • Fantastic benefits package- top notch health care package, maternity/paternity support, and fertility treatments to name a few!
  • Education assistance including tuition reimbursement and further training in different areas you may with to hone your skills- both technically and personally/professionally.
  • Competitive compensation package including equity
  • Catered team lunches every Friday with your team, as well as a full kitchen of snacks & beverages…. Yes, adult beverages too ?
  • Fun team building company events
  • Discounted products and services
  • This organization has been recognized and named on several prestigious lists to include:
    • Most innovative companies
    • CNBC’s Disrupter 50
    • Tech 25 & Fast50
    • TIME’s Genius Companies

About The Financial Systems Manager

As the Financial Systems Manager, you will play a pivotal role as business liaison to the Accounting & Finance team. We are seeking a hands-on people leader with a passion for developing people as well as processes. The manager of Financial Systems will build out and lead a team responsible for building system solutions with emphasis in user experience, functionality, automation, resilience, performance and availability.

WHAT WILL THE FINANCIAL SYSTEMS MANAGER DO?

• • Manage and grow the Finance Systems team which includes a group of Developers and QA Engineers supporting the organizations global integrated financial systems platform.
  • Provide day-to-day management to guide the team throughout the software application development lifecycle to deliver flexible, innovative, cost-effective solutions while meeting business, compliance and security requirements.
  • Work with software vendors and internal teams to deliver all initiatives ranging from large enterprise implementations to smaller features/enhancements.
  • Identify opportunities, create, and implement processes to improve the effectiveness of the team and operational excellence.
  • Effectively manage internal and external team collaboration and communication.

WHAT WE ARE LOOKING FOR IN A FINANCIAL SYSTEMS MANAGER:

• 5+ years of work experience with a Bachelor’s Degree.
• 2+ years experience leading a team
• Background in Finance or IT
• Experience implementing SAP
• Experience designing and implementing Financial ERP systems with emphasis in Procure to Pay and Financial Accounting domain, utilizing SAP
• Passion for enterprise Accounting & Finance systems technologies and continuous innovation.
• Ability to translate complex ideas into easy to understand concepts and articulate technical solutions
• Experience working with stakeholders/partners at all levels, globally, across the organization.
• Driven and self-motivated.
• Multi-tasking ability essential to handle multiple priorities with minimal direction from management.

Our client is privately held, has an entrepreneurial spirit, and always in acquisition mode! They are in the consumer products industry and their sales are well over 3B annually. We are looking for a strong Accountant with great leadership skills and strong technical accounting background.

Responsibilities:

• Manage and maintain the monthly close process and monthly reporting.
• Review and approve journal entries and supporting documentation, as well as enter journal entries as needed.
• Review / perform corporate account reconciliations, making sure all are done timely and accurately.
• Manage the chart of accounts, overseeing the adding of accounts as needed.
• Working with the Company’s external and internal auditors to assist in year-end audit procedures.
• Assist with the monthly and annual corporate budgeting and forecasting.
• Maintaining up-to-date process documentation; recommending and implementing process improvements, as appropriate, to simplify, standardize and streamline efforts.
• Two direct reports.

Requirements

• Accounting Degree
• Public Accounting Audit experience preferred but not required
• 5 plus years of experience

ABOUT THE ORGANIZATION:

• Great culture, amazing office space.
• Federal, State, and Foundation-funded!
• Offers a wide variety of programs throughout Houston
• Very fast-paced environment.
• Must enjoy working with program leaders and executive leadership.
• Competitive compensation plan
• Central location in Houston
• Manage a team of 40 (5 Managers)

OVERVIEW OF THE CONTROLLER ROLE:

This role will report directly to the Chief Financial Officer, The Controller will direct and coordinate the activities and administration of the Accounting, Treasury, Grant Administration, Accounts Receivable, Accounts Payable, Payroll, and Compliance teams.

WHAT WILL THE CONTROLLER DO?

• Manage the accuracy and productivity of day-to-day activities around payroll, treasury accounts payable, accounts receivable, grant administration and reporting, fixed assets, and general ledger accounting and develop metrics to report on these activities against benchmarks
• Actively participate in the preparation, analysis and review of both internal and external monthly, quarterly and annual reporting requirements for program management, directors, executive and Finance and Administrative Committee
• Responsible for all accounting functions, grant compliance, and internal controls for the organization. The position is responsible for directing all aspects of the fiscal functions of the organization in accordance with generally accepted accounting principles and practices
• Manage the annual external audit process for the agency, working directly with the external audit firm and internal business process owners as necessary to ensure a successful and positive audit cycle
• Lead a team of 40 to regularly prepare relevant management reports, including semi-monthly, monthly, quarterly and year-end reports for each area of responsibility
• Lead and establish departmental strategies and goals that align with the agency’s strategic direction
• Lead tax reporting and compliance with all Federal, State, and Local laws
• Participate as a subject matter expert on all agency wide contractual projects including new program initiatives.
• Serve as an effective senior leader by coaching, orienting, counseling, and developing an effective team
• Carry out supervisory responsibilities which include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising and assessing team and individual performance

WHAT WE ARE LOOKING FOR IN A CONTROLLER:

• Bachelor’s Degree in Accounting, Finance, or Business Administration from an accredited college or university;
• 10 to 12 years of related experience in accounting or finance and a minimum of five years of supervisory experience (non-profit experience strongly preferred).
• CPA required

 Our client is a leading health and wellness organization that is dedicated to creating and strengthening healthy communities & families. The organization has recently teamed with Creative Financial Staffing to assist in locating a passionate, dedicated CFO to help lead the organization and accomplish its mission.

This role provides a unique opportunity to make a direct impact on the people and families of San Antonio.

The Chief Financial Officer role encompasses a wide range of activities and responsibilities with direct involvement in all phases of management, administration, operations, personnel, IT, and financials. This position requires a hands-on individual that will work with and report directly to the CEO.

About the Company and Opportunity:

• Our San Antonio client is an innovative longevity care, health, and wellness company operating across four states
• Well established, with start-up vibes, the privately-owned company is preparing to go public
• The company has a high sense of community, hard work, and values teamwork
• They offer excellent benefits, including healthcare solutions, casual work environment & flexible hours
• Competitive compensation package to include equity!

Overview of the CFO role:

• Develop systems, processes, and standards that are consistent company-wide and in conformity with company policy that improves the efficiency and mission of the organization
• To ensure the organizations monthly and annual financial reports are issued timely and accurately
• Oversight of office operations working closely with the President to maintain a superior working environment
• Supervision of administrative staff and overseeing IT functions
• Oversight of Human Resource functions and guidance
• Manage cash flow and complete internal accounting functions
• Produce accurate and timely financial reports and presentations to Board members

Qualifications of the CFO role:

• Bachelors degree in accounting or finance required
• CPA license required
• Extensive SEC filing experience required
• Start-up experience preferred
• Strong leadership/management skills and abilities
• Ability to train, motivate, and supervise staff members
• Excellent communication skills
• Ability to multi-task and oversee simultaneous operations
• Hands-on leadership and management experience required

About the Company and Opportunity:

• Our San Antonio client is an innovative longevity care, health, and wellness company operating across four states
• Well established, with start-up vibes, the privately-owned company is preparing to go public
• Opportunity to make an impact at the ground level and experience exponential growth

SR SEC Accountant – Experienced Filing, Reporting

$70K -$75K

Preferred Qualifications for the SEC Accountant:

• Bachelor’s in Accounting, Finance or related field (Required)
• 5+ years of SEC standards expertise
• SEC Reporting (10Q, 10-K filings) (Required)
• GL Experience
• Experience in a small start-up company

General Ledger Accountant – Eats, Sleeps, and Breathes GL

$60K – $65K

Preferred Qualifications for the General Ledger Accountant:

• Bachelor’s in Accounting, Finance or related field (Required)
• 5+ years of GL accounting expertise (Strongly Preferred)
• Systems Implementation experience (Strongly Preferred)
• Experience in a small start-up company

A successful Supply Chain Manager will lead and direct all facets of supply chain management including, but not limited to, purchasing, logistics, warehousing, inventory management, material forecasting, inventory control, and job costing, as materials support to meet production schedules. This position will provide leadership and direction on a cross-functional basis. 30% Travel!

Responsibilities:

• Supervise, develop, and provide leadership to employees and supervisors of an assigned area, department, or project(s).
  • Review tasks and reports to ensure accuracy, completeness, and compliance.
  • Develop processes to ensure completion of tasks in support of an assigned area, department, or project(s).
  • Communicate with employees, contractors, vendors, and/or customers to assist an assigned area, department, or project(s).
  • Additional Duties as assigned.

Qualifications:

• Bachelor’s Degree in a related field or 5 years of related work experience.
  • Previous supervisory and/or managerial experience.
  • Project management skills including planning, organizing, and coordinating tasks.
  • Authorized to work in the United States.

Benefits:

• Competitive Pay
• Health Insurance: Medical, Dental, Vision, and Prescription Plans
• Flexible Spending Accounts
• Retirement Savings Plan (401K) with company matching
• Stock Purchase Plan
• Short& Long Term Disability
• Supplemental Life and ADD&D Insurance
• Paid Holidays& Vacation (PTO)
• Tuition Reimbursement
• 70-100k + bonus
• Company vehicle or car allowance

   

SEC Accountant – Highly visible role, the opportunity for growth

About the Company and Opportunity:

• Our San Antonio client is innovative longevity care, health, and wellness company operating across four states
• Well established, with start-up vibes, the privately-owned company is preparing to go public
• The company has a high sense of community, hard work, and values teamwork
• Opportunity to make an impact at the ground level and experience exponential growth
• They offer excellent benefits, including healthcare solutions, career advancement, casual work environment & flexible hours
• Competitive compensation package to include equity!

Overview of the SEC Accountant role:

• This SEC Accountant will work directly under the Controller
• Assist in the preparation and processing of various SEC filings, to conform with US GAAP guidelines and SEC requirements
• Prepare and manage the timeline and documentation requests, maintaining a financial reporting system, and drafting financial statement footnotes as needed.
• Oversee the implementation of a company-wide system
• Conduct research on technical accounting issues/new reporting standards
• Perform control activities and maintain related SOX documentation
• Maintain and update accounting policies and procedures as well as controls identified
• Prepare reporting needed for external audit and tax teams
• Preparation of periodic reports to Management

Preferred Qualifications for the SEC Accountant:

• Bachelor’s in Accounting, Finance or related field (Required)
• 5+ years of SEC standards expertise
• SEC Reporting (10Q, 10-K filings) (Required)
• GL Experience
• Experience in a small start-up company

ABOUT THE ORGANIZATION:

• Great culture, family-oriented and laid back!
• Competitive compensation plan
• Awesome benefits & true work-life balance

OVERVIEW OF THE PLANT ACCOUNTANT ROLE:

This position will be responsible for closing gas processing plants and gathering system allocations. A successful candidate will perform allocations, settlements, analysis, and reconciliations. This position will play a key role in maintaining, testing and implementing software solutions as well as operational changes, reporting, and controls.

WHAT WILL THE PLANT ACCOUNTANT DO?

• Monthly midstream revenue close process and analysis
• Manage a wide array of functions related to gas plant accounting and revenue allocations
• Analyze volumetric, contractual and financial results and explain variances to estimate and forecasts and prior trends
• Review and apply contract terms for proper revenue recognition and customer settlement
• Prepare timely and accurate gas plant allocations and production settlement statements or invoices in compliance with midstream service agreements
• Communicate with operations, marketing and internal and external parties that are critical to perform job responsibilities
• Prepare the monthly midstream revenue accrual and periodic accrual to actual look back
• Prepare journal entries
• Prepare account reconciliations
• Document the performance of internal controls over responsible areas
• Meet all critical closing deadlines

WHAT WE ARE LOOKING FOR IN A PLANT ACCOUNTANT:

• Preferred Bachelor’s Degree in Accounting; 10+ years in the oil and gas industry with Midstream and Gas Plant Accounting experience required
• Minimum five or more years related business experience required; ten or more years preferred
• Extensive plant and gas balancing knowledge required, database query experience a plus
• Strong knowledge of accounting transactions related to gas processing plants also needed
• W Energy Software (formerly Waterfield) experience preferred

Alternatively, my client will be interested in candidates without the required experience but with a high aptitude and interest in learning about Gas Plant Accounting.

This is a great opportunity for someone who LOVES to work for an Entrepreneur and lives in Katy or west of Katy! Email dlemaire@cfstaffing.com for more details. 

Overview: 

Report directly to the owner of multiple businesses. Work with multiple businesses at a time. The Bookkeeper position requires strong bank reconciliation experience and the flexibility to do a variety of projects including Accounts Payable, Accounts Receivable, Account Reconciliations, General Ledger work, Payroll, Month End Close, tax reporting and ability to meet deadlines with accuracy.

Responsibilities

• Maintains sales tax records and creates and files quarterly payments
• Update general ledger
• Process payroll and review payroll of other locations
• Accounts Receivable
• Accounts Payable
• Monthly accounting close
• Cash Flow Management
• Knowledgeable in credit card management and reconciliation
• Cost Analysis for manufacturing business

Requirements:

• 5+ years of Bookkeeping experience
• Advanced Microsoft Excel
• QuickBooks experience
• Ability to be a highly motivated, self-starter who can work independently with minimal supervision
• Excellent oral, written and inter-personal communication skills.
• Spanish Speaker

Why take a Bookkeeper / Admin with this company?

• Conduct reconciliation of all accounts on an as-needed basis
• Perform all activities related to the accounts payable function including reviewing, coding, and processing payments
• Perform account receivable functions including invoicing, deposits
• Enter and post transactions utilizing knowledge of debits and credits by reconciling bank statements
• Administrative Assistant duties
• Assist in auditing and consulting projects.

Qualifications:

• 10 plus years of relevant experience working in accounting and bookkeeping
• Strong verbal and written communication skills
• Experience with accounts payable, accounts receivable, payroll, and general ledger
• A high degree of accuracy and attention to detail
• Ability to multitask efficiently and prioritize work; Highly motivated, Organized, and Team Player
• Must be able to work independently with minimal supervision
• Proficient in accrual and cash basis of accounting