Staff Tax Accountant – North Houston –

Our client is one of the premier oil & gas producing companies in the US. They have over 500 field locations and are located in over 13 states. Houston is their headquarters. The average tenure of this company is over 10 years! We are looking for someone with a great attitude! Someone who loves to be a team player is eager to learn and will do what it takes to get the job done!!!!!

Why work here?

  • Flexible working schedules
  • Good Work/Life balance
  • Low Turnover
  • Full benefits including 401k and medical, dental & vision
  • Half-Day Fridays!!!!


  • Prepare state and federal income tax returns for S corporations, partnerships, private foundations, benefits plans, trusts, and individuals using UltraTax CS software.
  • Prepare information returns, quarterly tax depletion/depreciation and income estimates, unaudited financial statements, and tax return workpapers using complex Excel spreadsheets.
  • Research various state and federal income and franchise tax issues, analyze capital expenditures for tangible/intangible characteristics and expense versus capitalization issues.


  • Minimum of BBA in Accounting with CPA or serious CPA candidate
  • Masters in Tax or Professional Accounting preferred
  • Minimum 2 to 4 years of experience with public accounting experience preferred.
  • Knowledge of basic tax accounting principles, partnership and S corporation taxation, state income/franchise tax required
  • Knowledge and experience in oil & gas independent producer tax is a plus.
  • Must be proficient in Excel, Word, and tax return software (UltraTax CS is a plus)

Internal Audit Director – Houston –

CFS is assisting our client, a leader in the retail industry, on their search for an Internal Audit Director. This is a great role for someone with a mix of public accounting/industry experience and a very hands leadership style (ideal candidate will have come from a smaller Internal Audit team). This role provides stability, the chance to join a strong team with a passion for the business, and an operations team that strives to provide a one-of-a-kind catalogue of products and services. 

This role is open due to a recent departure of a long-tenured team member.. Travel will be required once COVID cases decline (up to 30%). Advancement (professional) within the team is limited, so candidates interested in using this opportunity as a springboard into the C-Suite need not apply. Candidates interested in being a part of a special team with leadership that genuinely cares about their employees may continue on reviewing job details and requirements below:

Education and/or Experience:

  • Bachelor’s degree in accounting from four-year college or university, large accounting or consulting firm experience, previous lead role in internal audit in industry.
  • Thorough understanding of internal controls over financial reporting, COSO and SOX 404.
  • General understanding of SEC reporting.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

  • Lead and develop the Internal Audit staff as aligned with the standard.
  • Perform the necessary risk assessments of all field businesses in order to develop an annual Audit Plan for field operational audits.
  • Oversee and execute the Audit Plan for field operational audits.
  • Oversee and execute value-added consulting site visits in order to achieve greater efficiency and effectiveness of field businesses with respect to Company policy & procedures.
  • Maintenance of an internal control monitoring system to support management’s assertions required by Section 404 of SOX.
  • Develop, manage and execute the documentation and testing of the Company’s internal controls over financial reporting
  • Work with department heads in the documentation required by Section 404 focusing on processes, risk assessments, and internal controls over financial reporting.
  • Identify control gaps and work with process owners to document and monitor remediation plans.
  • Identify, recommend, and implement changes to the Company’s financial processes to enhance efficiency and effectiveness.
  • Serve as liaison for internal and external auditors in connection with Section 404 engagement to ensure requests are fulfilled in a timely manner.
  • Prepare communications and status reports for senior management and the Audit Committee.
  • Keep abreast of new Sarbanes-Oxley and related developments and identify their potential impact on the Company.
  • Must be able to effectively communicate to all levels both at corporate and in the field.
  • Provide support, as needed, for ad hoc projects.
  • Travel requirement may be up to approximately 30%.

Computer Skills:

To perform this job successfully, an individual should have general knowledge of accounting software (Great Plains – eEnterprise a plus), Microsoft Excel, Microsoft Word and Hyperion.

Family Office Bookkeeper – Houston –

***35 Hour Work Week***** Remote for the time being******


Assist the Controller position reporting to Controller with an established and highly successful Family Office located in the Galleria Area of Houston.


  • Monthly Financial Statements-maintain monthly books and records for multiple entities with reconciliation schedules for Partnerships, Corporations, Trusts and Individuals using QuickBooks Enterprise.
  • Cash Management and Banking Relationships-Manage deposits and incoming transfers in an online banking environment, prepare monthly bank reconciliations and prepare and implement cash plans as needed.
  • Accounts Payable-managing invoices and investment requests received in the mail and by email. Setup of online payments and wire transfers for approval by Controller/CFO and Managing Director.
  • Payroll-manage bi-monthly payroll processing by outside payroll service including funding and reviewing payroll tax reports.
  • Manage office administrative tasks including mail, phone calls and email.
  • Expertise in Quickbooks and Microsoft Outlook, Excel and Teams and experience as a bookkeeper essential for this position

Production Accounting Clerk – Houston –

Apply Here!


  • Reconcile sales to purchaser / transporter statements
  • Production data entry into software & data uploads
  • Analyze well test, downtime, run tickets vs statements, daily gas entries vs statements and resolve any issues
  • Run, verify and analyze monthly allocations
  • Prepare State/Federal Regulatory Reports


  • Experience should include a minimum of 2 years oil & gas production accounting.
  • Detailed oriented with high degree of accuracy.
  • Good communication and interpersonal skills
  • Experience in Microsoft Excel, Word and Outlook applications
  • Experience and ability in researching and reconciling discrepancies

Renewables Senior Financial Analyst – Houston –


  • Help define the financing strategy for projects;
  • Actively contribute to the early positioning, marketing, and bid submission for greenfield and M&A processes for renewables projects;
  • Assist with structure tax equity (including modeling parentship flip and sale-leaseback structures) and debt for financing greenfield projects;
  • Advise on equity strategies / and execute partial equity divestments – equity rotations
  • Actively contribute to and support growth and ambitions of in the renewables sector;
  • Build financial modeling for renewables projects to assess the projects’ economic Propose financial optimizations to increase projects’ profitability;
  • Maintain current internal financial models;
  • Work with all external advisors / and internal divisions of Company
  • Produce internal committee presentation (financial statements, economic, sensitivities) to senior management
  • Assist more senior members of the team on all other project finance-related tasks (due diligence, loan and membership interest purchase agreement documentation, );
  • Manage due diligence needs of investors
  • Regularly share experiences and knowledge with the team to continuously improve the quality of investment management and transactions completed;


  • Master’s degree in finance or economics;
  • 5-7 years of relevant experience in project finance / direct investment in the infrastructure/renewables sector;
  • Strong financial analysis and modeling skills. Deep understanding and comfort with cash flows, XIRR, XNPV calculations;
  • Strong presentation and interpersonal skills; able to communicate clearly, in both oral and written forms;
  • Capable of advancing multiple work streams simultaneously, autonomy
  • Fluency in English, experience working in a multi-cultural / multi-site environment

Senior Construction Project & AP Coordinator Opportunity – Houston –

Senior Construction Project & AP Coordinator Opportunity

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:

  • A family-owned organization that has continued to grow through three generations.
  • The 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:

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

Administrative Assistant for Investment Management Firm – Houston –

Creative Financial Staffing has partnered with an Investment Services Firm located in Houston, TX. They are looking to add an Administrative Assistant to join their team and will move quickly for the right candidate.

Perks of the Company and Administrative Assistant Opportunity:

  • Highly sought-after work/life balance
  • Diverse and team-oriented culture
  • Part time opportunity: Hours will be 11:30-3:30pm

Overview of the Administrative Assistant role:

  • Assist Office Administrator
  • Answer Phones
  • Organize files
  • Handle Spreadsheet Distributions to office managers
  • Run Errands to Post office etc.
  • Assist with Special Projects

Accountant – Houston –

Why take an Accountant role with this company?

  • Amazing office with great company culture!
  • The position is open due to a recent promotion!
  • Ability to work with upper management

Perks of the Accountant role:

  • Very visible role.
  • Strong medical benefit package
  • 8% match on 401K!
  • Free Parking

What the Accountant will do…

  • Record weekly, monthly and quarterly transactions in the general ledger
  • Perform monthly close duties included but not limited to:
    • Reconciliations of cash, interest, dividends
    • Perform monthly reconciliations
    • Maintain accrued interest schedule for bonds
    • Import offline fund transactions and valuations
  • Assist in the preparation of weekly and monthly reports for Management Committee
  • Prepare quarterly Board reports
  • Prepare schedules and provide requests for several external audits including for profit and non-profit companies
  • Assist in the preparation of budgeting and forecasting schedules for annual budget
  • Maintain relations with custodians, request trades, and manage accounts
  • Assist with requesting and confirming buy and sell orders
  • Assist Accounting Manager with reporting and special requests as needed

What the Accountant will need……

  • BBA – Accounting
  • Two to Four years of accounting experience.
  • Uncompromised reputation for discretion, honesty and personal integrity.
  • Proficient in Excel and knowledge of Word and PowerPoint.
  • Ability to multi-task.

Senior Treasury Analyst – Woodlands –

Senior Treasury Analyst – Woodlands

  • CFS has successfully placed over 15 professionals in the last 2 years for this organization within their Accounting, Finance, Audit and Treasury teams.
  • This is a newly created role due to the company’s growth, both organic and through acquisition
  • They are seeking a Treasury Analyst who will report to the Director of Treasury and develop and execute a Treasury Workstation Implementation


  • Maintains daily cash positioning processes and reports for multiple companies. Monitors and analyzes daily cash position to ensure commitments are met and optimizes short-term borrowing or investments
  • Pools cash from secondary accounts as needed
  • Initiates wires based on company policies; monitors ACH and check disbursements
  • Sets-up and maintains bank accounts and bank account signers, and the related database
  • Prepares all periodic liquidity position worksheets and reports
  • Prepares annual FBAR reports
  • Deposits checks received at Corporate
  • Monitors bank fees for banking and cash management services
  • Requests and delivers certificates of insurance to various stakeholders
  • Supports annual insurance program renewals, and ongoing administration of the programs
  • Responsible for initiating various Treasury related payments (debt, interest, misc. fees)
  • Investigates and resolves banking related issues
  • Provides support for cash funding and repatriation for international subsidiaries
  • Uses various internet banking platforms
  • Coordinates responses to audit and internal control inquiries. Monitors cash management activities to ensure compliance with controls
  • Assists with maintaining banking records and legal documentation including SOX and FBAR-related documentation
  • Oversees cash forecasting process and publishes weekly rolling cash forecast report
  • Prepares and distributes various treasury reports, including debt reports, and interest/fee accrual reports for Company credit facilities
  • Monitors debt and works with the Vice President & Treasurer to prepare rollover and repayment notices
  • Assists employees, vendors, clients, or customers by answering questions related to bank accounts, procedures, and services. Coordinates all documentation for new/updated bank accounts and services
  • Cross-trains and serves as back-up for Senior FX Analyst


  • At least 5-7 years of relevant treasury experience
  • Bachelor’s degree in Finance, Accounting or a related field of study
  • Familiarity with enterprise resource management software (i.e. Oracle, SAP)
  • Experience working with treasury management systems
  • Certified Treasury Professional certification
  • Good PC skills and proficient using complete Microsoft Suite (Word, Excel, Outlook, etc.)
  • Good working knowledge of online banking platforms

Analyst, Compensation and Equity – Houston –

About the company:

  • Over the past few years, CFS has successfully placed over 20 people in Accounting, Finance and HR with this client
  • They are a leading retail organization doing business in over 15 states and over 200 store locations
  • The company has a strong mission and company culture.  The leadership team is focused on promotion from within and creating an environment that is fun, rewarding and challenging
  • If you are looking for a company that is stable, growing and has unlimited opportunity from within, read on.

Overview of the Opportunity:

  • This Analyst role will play an integral part of the Compensation team for all matters related to long-term incentive plan design      and administration
  • SME for all equity programs
  • Partner closely with the Legal Team as well as Accounting, Finance, IT and HR
  • Ensure all equity awards are being administered according to plan rules
  • Assist with the design, budget and communications related to long-term incentive plans
  • Provide appropriate reporting and analytics to key stakeholders in Legal, Accounting, Finance and IT
  • Stay up to date on all comp and equity regulatory matters

Background Preferred:

  • BS
  • 2+ years experience in compensation and equity administration
  • Experience working for a public company

Tax Manager – Houston –

About the Company:

  • Our Client is a privately-held company headquartered in Houston
  • CFS has placed other executives/management on their Accounting and Finance team
  • The founder of the company is still the current owner and he founded the company with the goal of developing innovative solutions in the farming industry
  • The company has over 1000 employees worldwide and they operate in more than 50 countries
  • They continue to develop a global footprint and currently over 75% of their revenues can be attributed to international sales
  • They hold their core company values very closely and focus on creating exceptional value to their stakeholders
  • They are dedicated to ongoing R&D to continue to innovate and pioneer

Overview of the Tax Manager Position:

  • The Tax Manager will report directly to the Corporate Controller and will focus on the following key responsibilities:
  • Facilitates and manages the preparation and review of the company’s federal and state tax returns.  
  • Works closely with tax consultants in the preparation and filing of consolidated federal, state and local income, sales and property taxes
  • Ensures accurate, timely filing of consolidated federal, state and local income, sales and property tax filings and other business-related tax filings
  • Reviews quarterly estimates and yearly tax provision prepared by tax consultant
  • Monitors legislative and regulatory tax law developments, communicates the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation
  • Researches, develops, coordinates, and implements strategies to ensure tax compliance
  • Analyzes merger & acquisition transactions, contracts and other applicable agreements including review, determination of tax impacts, and development of recommendations to protect the Company’s interests

Preferred Education/Knowledge/Experience

  • Bachelors and Masters in Accounting or Finance
  • CPA certification is plus
  • 8+ years of Tax/ Accounting and/or Finance experience
  • Extensive US corporate tax knowledge requires; International tax knowledge as relates to domestic regulation is a plus

100% Remote Tax Manager

My client is a local, growing, and innovative Accounting firm that specializes in full service outsourced accounting! Their focus is to help organizations implement best practices, establish financial systems that are proactive, and to help them grow and scale quickly. This is a firm that has truly spent the time to create a culture of excellence. 

They have experienced such growth that they are looking to add a Tax Manager to the team! The Tax Manager will work directly with the young and entrepreneurial firm partners who are faith centered, very family oriented and mindful of work-life balance. 


    • 45-50 hours during busy season
  • Zero politics or stress of a “Big 4” firm environment
  • No worry of “big brother” or buyout from a larger firm
  • Flexible Schedule (Make your own schedule) & Remote work options (100% Remote available)
  • Half-day Fridays
  • Fridays off in the summer
  • Faith based company
  • Partners that are young, entrepreneurial, and relationship focused
  • Core values of the firm include:
    • people first
    • humility
    • ownership
    • results matter
    • hustle


  • The Tax Manager is responsible for managing and overseeing operations of the tax team by supervising and evaluating day-to-day activities. The Tax Manager will also serve as tax advisor to clients and provide innovative tax planning and consulting services while adhering to budget


  • Work with the team to serve clients of the firm
  • Train & Supervise staff
  • Build relationships with clients
  • Maintain accuracy of work
  • Budget & Profitability Management
  • Accept and be an example of firm core values (People First, Humility, Ownership, Results Matter, and Hustle)
  • Build relationships and interact with clients to provide excellent planning, consulting, and expertise
  • Provide innovative tax planning and review complex income tax returns all while identifying and mitigating tax risks
  • Manage tax provision and tax compliance process as well as coordination of tax audits
  • Maintain tax balances on general ledger
  • Manage and process client billing and work with operations team to ensure accuracy
  • Provide detailed financial analyses needed for pricing and negotiation of contracts
  • Demonstrate an awareness of professional standards and the ability to identify areas for improvement in clients’ systems and procedures.


  • 8+ years recent public accounting experience or working for a professional service company
  • 4+ years leading a team
  • CPA
  • Strong leadership qualities and management experience a must
  • Experience auditing in public accounting a must
  • Analytical & detail oriented
  • Bachelors degree in accounting, finance, business admin. or related field.
  • Quickbooks proficiency
  • Excellent customer service and client-facing experience

Controller – Houston –

About the Company and Perks of the Controller Opportunity:

  • Booming Industry
  • Work and live up north!
  • Mentor and train a team
  • Combination of Accounting & Finance!
  • Privately held & Stable Company that has maintained their family feel!
  • Highly sought-after work-life balance
  • Visible role. This position works closely with the Senior Management team.

Overview of the Controller Role…..

  • Oversee and manage the accounting and financial reporting function
  • Develop and manage internal financial reporting and analysis to assist management in its decision-making process.
  • Develop and distribute external reporting as required by various financial institutions and governmental agencies.
  • Coordinate annual budget and cash forecasting process.
  • Coordinate with CPA firm to ensure accurate and timely preparation of tax returns and audit report.
  • Perform ad hoc analysis and projects, as needed.
  • Manage financial software and systems implementation projects
  • Manage team

EXPERIENCE REQUIRED to lead the Accounting Team:

  • Bachelor’s degree in accounting is required.
  • 7+ years of progressive accounting experience; including 2+ years as a Controller or Accounting Manager is required.
  • Public accounting experience (assurance or tax) is highly preferred.
  • Strong background in financial reporting, accounting policies and procedures, and internal controls systems.
  • Solid management and leadership skills with a positive demeanor

Analyst – Houston –

Why take an 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 Analyst role:

  • Strong medical benefit package
  • 401-K with a 9% match
  • Free parking
  • 8 to 4 or 9 to 5 work schedule
  • 60 to 80K DOE

What the 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 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

Healthcare Controller, North Houston,

Controller for an entrepreneurial privately held company with HUGE growth plans!

Perks of the Controller role:

  • Company is undergoing major growth!
  • Ability to advance in a growing company. Report directly to the CEO
  • No travel!
  • Work for an entrepreneurial leader.
  • Be part of a growing industry (20B) with7% growth expectations in 2020.

What the Controller will do…

  • Managing the consolidation of all financial data necessary for an accurate accounting of consolidated business results
  • Coordinating and preparing internal and external financial statements
  • Coordinating activities of external auditors
  • Providing management with information vital to the decision-making process
  • Managing the budget process
  • Assessing current accounting operations, offering recommendations for improvement and implementing new processes
  • Evaluating accounting and internal control systems, including implementation of controls surrounding migration to a new ERP system.
  • Partnership distribution calculations
  • Developing and monitoring business performance metrics
  • Overseeing regulatory reporting, frequently including tax planning and accounting/medical compliance
  • Build accounting forecast model based on historical cost and data
  • Hiring, training, and retaining skilled accounting staff

What the company needs in a Controller:

  • Bachelor’s degree in Accounting or Finance
  • Minimum 10 years of experience
  • Partnership and third party billing experience
  • Experience with high growth environments
  • Experience with converting from cash basis to accrual basis accounting
  • Requires demonstrated skill in written and oral communications and interview skills.
  • Ability to think analytically, creatively, highly-driven, and self-motivated.
  • Strong performer who sets high standards and drives performance to achieve results.

Updated List of Accounting & Finance Openings – Houston, Texas –

Job Openings: Please check out for job descriptions.  Direct Hire Roles:
  • Senior Internal Auditor – NW Houston ***new
  • Controller – Healthcare Billing – North Houston ***new
  • Accounting Lead – Healthcare – North Houston ***new
  • Technical Accounting Manager – West ***-new
  • Senior Technical Accountant – West  ***new 
  • Tax Manager, Public Accounting (3 openings)
  • Remote Mortgage Closer – 100K potential
  • Remote Mortgage Processor – 100K potential
  • Remote Mortgage Underwriting Manager – 100K plus bonus!
  • Senior Internal Controls Analyst, Odessa (no travel)
  • Senior Tax Manager (PCS), Central Houston
  • Real Estate Accounting Manager, CPA – West
  • Audit Manager, Public Accounting, Central
  • Division Assistant Controller, West Houston
  • Bookkeeper, Restaurant Group, Galleria
  • Senior Real Estate Accountant, West Houston
  • Tax Planning Senior, CPA Firm, West Houston
  • Executive Assistant to the CFO, Nonprofit, Downtown
  • Senior Accountant, CPA , Investment, Central
  • Treasury Analyst, Manufacturing, Northwest
  • International Tax Accountant, West
  • AR Billing Lead, Woodlands
  • AR Supervisor, West
  • Credit Analyst, Northwest
  • Controller with Syteline, NW Houston
  • Nonprofit Controller, reduced hour work week! Central
  • Nonprofit AP Staff Accountant, Southeast Houston
  • Tax Manager, Public Accounting (3 openings)
  • Senior Tax Manager (PCS), Central Houston
  • Real Estate Accounting Manager, CPA – West
  • Audit Manager, Public Accounting, Central
  • Division Assistant Controller, West Houston
  • Sales & Use Tax Manager, Stafford
  • Internal Audit Director, Financial Services, San Antonio
  • SEC Accountant, San Antonio
Temporary Roles:
  • Staff Accountant – nonprofit, Central Houston
  • Fixed Asset Accountant – West
  • Lease / Rev Rec Accountant – Northwest
  • Part-Time Accountant – NetSuite experience, Central Houston
  • Accounts Payable – West Houston
  • Financial Analyst – Northwest Houston
  • AP specialist – North Houston
  • Senior Accountant – Oracle, Northwest Houston
You can reach me at

Senior Internal Auditor – Houston –

CFS has teamed up with a publicly-traded services company located on the northwest side of Houston. They have been in operation for over 60 years in the Houston market and internationally. This role sits within a team of five and reports directly to the Audit Director. This role will travel 25-35% of the year (mostly internationally). The engagements last from 1-2 weeks, but never more than two. 

Why work here?

CFS has worked with this company for over 6 years and hears direct feedback from it’s candidates. Here are some of the things they have said:

“Great work-life balance”
“Lot’s of mentorship here, truly an open-door policy”
“They are so patient, no matter how many mistakes I made early on they stuck with me and helped me every day”

Essential Duties – Senior Auditor

  • Plan, organize and perform various audits, including financial, operational, and compliance audit projects.
  • Performs audit procedures, including identifying and defining issues, developing criteria, reviewing and analyzing evidence, and documenting client processes and procedures.
  • Conducts interviews, reviews documents, develops and administers surveys, composes summary memos, and prepares accurate and complete working papers that adequately support audit findings and work performed.
  • Identifies, develops, and documents audit issues and recommendations concerning areas being reviewed and discusses them with the auditee.
  • Communicates or assists in communicating the results of audit and consulting projects via written draft audit reports and oral presentations to management.
  • Identifies and evaluates the organization’s risk areas and provides key input to the development of the Annual Audit Plan, and in developing audit programs and tests.
  • Assists in providing training, coaching and guidance to employees and staff on audit and internal control-related areas.
  • Assists Director of Internal Audit and participates in special projects/investigations as required.
  • In addition to auditing duties, performs testing and related tasks for compliance with the Sarbanes-Oxley (SOX) Act throughout the year. Presents SOX test results to auditees to ensure accuracy and follows-up on remediation efforts. Maintains a proactive approach to ensure compliance with the SOX requirements – to reduce the risk of a Significant Deficiency or Material Weakness, as defined by the SOX regulations.

Preferences – Senior Auditor

  • Four to seven years’ experience of internal and/or external auditing.
  • CPA preferred
  • SOX experienced preferred
  • Bachelor’s degree in accounting from an accredited college or university.
  • Holds or can qualify for a US Passport.

Quarterly Newsletter for Accounting & Finance Professionals from Diane Delgado LeMaire @ CFS

Industry News: 
Crawling…that is what Houston is doing with regards to the job market. I think I was correct that we hit bottom in May. So now we are slowly crawling our way out of this recession. Here are the cards we were dealt: there are less jobs, less people who will make a move (we need these musical chairs the most), the price of oil is still way below $50, capital spending has been put on hold, and we are approaching an election. This is not a good recipe for the job market. However, there are some glimpses of hope and some industries that are doing well. Homebuilding and the mortgage industry are booming! Online retailers, grocers and civil construction are also doing well!  It’s definitely much harder to find a job in this environment. You have to be more diligent, network as much as possible, and put some real sweat into it. I believe once we turn Houston back “ON” again, things are going to get really crazy very quickly! The question is when will that happen? Most economists are saying our recovery will not happen until 2022. My humble opinion is that it will be much earlier than that. I have high hopes for Q1 2021! 

August Local Statistics:
– National Unemployment Rate: 11.2  (last year 3.8)
– Houston Unemployment Rate: 9.9 (last year 3.8)
– Labor Participation Rate: 61.70% – All-time high January 2000: 67.30% – All time low 58.10%
– Manufacturing Index: 47.9
– Oil Rig Count: 247 (last year 942) – All-time high around 1900 in 2012!
– Price of Oil: 40.71 (last year 57.35)

Links and ideas to help with your job search:

Stay tuned for my next newsletter in December! 

Job Openings: Please check out for job descriptions. 

Direct Hire Roles:

  • Tax Manager, Public Accounting (3 openings)
  • Remote Mortgage Closer – 100K potential
  • Remote Mortgage Processor – 100K potential
  • Remote Mortgage Underwriting Manager – 100K plus bonus!
  • Senior Internal Controls Analyst, Odessa (no travel)
  • Senior Tax Manager (PCS), Central Houston
  • Real Estate Accounting Manager, CPA – West
  • Audit Manager, Public Accounting, Central
  • Division Assistant Controller, West Houston
  • Bookkeeper, Restaurant Group, Galleria
  • Senior Real Estate Accountant, West Houston
  • Tax Planning Senior, CPA Firm, West Houston
  • Executive Assistant to the CFO, Nonprofit, Downtown
  • Senior Accountant, CPA , Investment, Central
  • Treasury Analyst, Manufacturing, Northwest
  • International Tax Accountant, West
  • AR Billing Lead, Woodlands
  • AR Supervisor, West
  • Credit Analyst, Northwest
  • Controller with Syteline, NW Houston
  • Nonprofit Controller, reduced hour work week! Central
  • Nonprofit AP Staff Accountant, Southeast Houston
  • Tax Manager, Public Accounting (3 openings)
  • Senior Tax Manager (PCS), Central Houston
  • Real Estate Accounting Manager, CPA – West
  • Audit Manager, Public Accounting, Central
  • Division Assistant Controller, West Houston
  • Sales & Use Tax Manager, Stafford
  • Internal Audit Director, Financial Services, San Antonio
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My client is a financial institution with a large presence in San Antonio, Texas and nationwide. My client operates much like a start up but has the strong solid backing & stability of a 80+ year financial institution. This financial institution always looks to operate in the best interest of its members, employees, and community.  Being a part of this organization is more than just being an employee, it is being a part of a family.

My client is growing and adding a Manager to their Mortgage Underwriting team. This role will have the opportunity to work remotely anywhere in the US and will report to the Director in San Antonio, Texas.


  • 100% Remote, anywhere in the US
  • Company with massive growth & positive change
  • Company with a focus on employee growth and promoting from within
  • Ability to have a “seat at the table” to influence build out of processes
  • Strong compensation package including base+ bonus & sign on bonus
  • Ability to build out and develop your team and bring your top players with you!
  • Strong leadership team with an understanding of “real life” and a focus on employee engagement and satisfaction
  • Contribute to a great purpose and support dedicated former military members where the loans stick!
  • Strong benefits package including:
    • 4% 401k match with immediate vesting
    • 25 days of leave in first year
    • Health & Fitness facilities on site
    • Medical, dental, vision, LTD, STD
    • Employer paid life insurance (2x annual salary) & Supplemental life insurance
    • Educational assistance
    • Ongoing training & development


The Manager of Mortgage Underwriting will support the operations staff in maintaining the underwriting quality on all loan files. Validate & analyze findings on credit and compliance quality control reviews according to FNMA, FHLMC, VA and credit union guidelines.


• Train, Manage, and develop team of Underwriters.

• Complete the monthly scorecards for Underwriters as well as staff performance evaluations, making sure there are no quality issues

• Provide complete overview of the Underwriting quality trending on all Conforming, Conventional, Jumbo & Super Jumbo loans to meet GSE, Appendix Q & credit union guidelines.

• Update the Mortgage Origination Manuals related to Underwriting.

• Validate & analyze reports that identify the responsible parties on findings reported by QC, QA, Loan Delivery, Post Closing, Credit Risk and/or Compliance.

• Provide guidance on escalated underwriting loan scenarios and requirements.

• Works closely with Manager, Loan Delivery to ensure all saleable loans are meeting investor requirements.

• Help move pipeline along and not let loans sit or stagnate

• Help build employee moral when things are tough and as the market ebbs and flows


  • Ability to lead and manage a team remotely
  • Strong ability to lead, mentor, grow, and retain talent
  • Equivalent combination of education and experience is considered.
  • Bachelor’s degree or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions.
  • Minimum seven (7) years related work experience in mortgage lending with at least 3 years of underwriting experience.
  • Experience managing mortgage operations that involved customer interaction
  • Comfortable with conversations with customers and members.
  • Seeking a servant leader that desires to be there for their team to help achieve goals and develop their skillsets.
  • Seeking someone that brings ideas to the table to better the processes for the team
  • Ability to provide insistent honest feedback to team to help coach and develop people.