Why take a Logistics Coordinator role with this company?

• Company is growing rapidly
• Private Equity backed
• Work hand in hand with the Manager who loves to train & mentor!
• Work with an amazing team!
• Work-life balance…truly!

Perks of the Logistics Coordinator role:

• Very visible role.
• Strong medical benefit package
• 40-hour workweek
• Hybrid Schedule

What the Logistics Coordinator will do…

• Scheduling, shipping, and tracking of all vendor orders through, an excellence sense of organization, strategic planning, and keen attention to detail.
• Monitoring transportation and warehouse processing of orders using software systems specifically designed to manage logistical functions.
• Ensuring accurate and timely issue of shipping documents to the warehouse for shipments of orders to meet delivery timelines.
• Serves as POC for the client fulfilment leaders and managers, vendor shipping team, Account management team as well as other internal and external collaborators.
• Processes vendor shipments as per the contract.
• Track and analyze mis-shipments to ensure they don’t occur again and address and resolve any issues with delayed shipments.
• Reports any problems, issues, and losses to the Supply Chain manager.
• Liaise with trucking companies to ensure timely pick up of shipments.

What the company needs in a Logistics Coordinator:

• Associates Degree with experience or Entry Level Supply Chain graduate
• 1 year experience in customer service or logistics industry
• Excellent communication and problem solving skills
• Ability to work well in a fast-paced environment

Seeking a Director FP&A near Hobby Airport!

Why take a Director FP&A role with this company?

• Stable, Family Owned Company that has been in business for over 50 years!
• Massive organization with plenty of room to grow your career!
• Ability to mentor and train employees
• Newly created role. Build out a more formal finance function for the organization.
• This is a polished and professional environment working with an exceptional and very talented team!
• Succession plan! Work hand in hand with the COO and CAO.
• Live by their mission statement of being committed to excellence, customer service and integrity.

Perks of the Director FP&A role:

• Strong medical benefit package
• 401-K with match
• Excellent PTO plan
• Hybrid role
• Base low to mid 100’s plus bonus

What the Director FP&A will do..

• Maintain and further enhance corporate consolidated financial model
  • Inventory management;
  • Develop profit and loss, balance sheet and cash flow forecasts based on cross-functional inputs;
• Lead the company budget process, which includes but is not limited to the following:
  • Act as primary point of contact for inquiries regarding financial performance and budget/forecast;
  • Work with COO and city/division presidents to prepare operating revenue and margin forecasts;
  • Work with department heads to prepare operating expense and capital expenditure budgets;
  • Consolidate the operating revenue and expense and capital expenditure forecasts by month to prepare the annual plan and incorporate into the corporate consolidated financial model;
  • Analyze and report budget to actual performance throughout the year.
• Develop and enhance monthly, quarterly, and annual financial reports and analysis and presentations for executive leadership.
• Identify key financial metrics and derive insight on business performance.
• Develop and enhance asset area forecasts and analysis, including trends and variances.
• Prepare financial analysis of various business scenarios on an ad hoc basis, which includes but is not limited to the following:
  • Work with IT to automate information capture from disparate systems

What the company needs in a Director FP&A:

• Bachelor’s degree in Finance, Accounting, Economics or similar discipline required
• Master’s degree preferred
• Requires 5+ years of relevant hands-on experience. Experience with the construction industry a plus.
• Advanced business/financial modeling skills and high accuracy with numbers. PowerBI or Tableau would be preferred.
• Strong initiative and ability to work collaboratively

We have an AMAZING opportunity with a local Medical Office. Not only are they growing at their original location, they have plans to open their second location next year and with that current Practice Administrator is hiring someone who can take over her role.

We are looking for someone with a solid foundation in Accounting and also has an interest in learning how a Medical Office truly runs. No healthcare or medical experience is required.

In this role you will not only take over the Accounting you will be trained on:

Human Resources:

• Recruiting
• Evaluations
• Onboarding
• Benefits Administration

Accounting:

• Accounts Payables
• Accounts Receivables (oversee insurance receivables with billing staff)
• Month end close and financial statement preparation
• Bank reconciliations
• Manage Petty cash
• Payroll
• Create new accounting procedures & policies to help run the office accurately & efficiently
• Resolve insurance problems & work with attorneys if necessary
• Resolve patient issues with bills if billers can’t resolve.

IT:

• General IT issues
• Set up staff on computers, security systems, medical systems
• Purchase computers & software
• Oversee leases of copiers
• Coordinate with EMR, IT & various other vendors

Insurance & Hospitals:

• Oversee the contracts for doctors, PA’s & practice with insurance companies & hospitals
• Handle insurance issues when billing can not
• Update all licenses, liability insurance, etc. for doctors
• Attempt to keep up with changing insurance policies for biological medications
• Work with pharmaceuticals on issues on new policies

Supervision:

• Oversee Billing & meet with Senior Biller
• Oversee Front Desk & meet with Front Desk Supervisor

Interested in saving the planet?

• CFS of New York is working with a Direct to Consumer firm and they are adding a Controller to their growing Finance team
• This is a PE Backed firm that just went through a series of fundraising and in the past three years grown substantially in the sustainable household goods area and moving onto personal care in the upcoming year
• This role will be reporting to the CFO with an opportunity to help grow an environmentally friendly organization, as well as growing the department
• This firm has a niche product and the leader right now in their field. They are looking for someone who cares about the mission and who can help grow the company where it needs to be
• This role is 100% remote and their HQ is based out of New York but the firm has expanded to Canada, parts of Europe and have intentions to move into the Asian markets as well
• Competitive salary with potential of Equity in the company, great benefits including medical, dental, vision, 401k, and more.
• The owners, C-Suite team are from a very impressive background combined of Big 4, Harvard grads, Private Equity experience professionals. As the Controller you will be surrounding yourself with the best team in the industry

Responsibilities of the Controller

• Conducting the full accounting cycle including, not limited to, leading the month end close process
• Managing the tax filling process including domestic & international sales tax requirements
• Providing international accounting and inventory costing reports
• Ad-Hoc responsibilities from the CFO

Qualifications of the Controller

• 5+ to 12 years of relevant accounting experience; Public Accounting required
• Bachelors in Accounting and Finance; CPA/MBA required
• QuickBooks is a major plus and excellent Excel skills.
• Having a growth mindset, make unexpected changes swiftly, and a team player

CFS has partnered with a local company in Sugarland!


Position: Financial Analyst

Perks of the Financial Analyst:

• Growing public company
• Staff has great tenure
• Family friendly culture
• Great work-life balance

Essential Job Duties:

Budgeting and Forecasting

• Manage the quarterly forecasting and annual budget cycles including making projections.
• Develop and communicate instructions, tools, and timelines to various division managers who are responsible for forecast/budgets. Provide direct assistance to these personnel as needed.
• Summarize and communicate changes in forecast for monthly presentation to Sr Mgmt.

Financial Analysis

• Support the business through analysis of current trends, opportunities, and processes to drive efficiencies; understand ROI, financial, and operational impacts of ongoing programs, as well as new initiatives.
• Review financial accounting information on a regular basis and certify correctness and completeness.
• Work with Sr Mgmt to review various expenses and identify problem areas.

Reporting

• Develop and prepare KPI schedules to determine trends and deviations from expected results.
• Prepare PowerPoint presentations that summarize and visualize financial and KPI trends, conclusions, and recommendations – strong use of charts/graphs to rely information.
• Prepare monthly Management Operating Report
• Prepare reporting and analysis for budget, forecasts, and other financial plans to share with Sr Management Team.

Must Have Highlights:

• Bachelor’s Degree in Accounting
• 6+ years of Tax related experienced
• Federal and state corporate taxation

Position Summary:

Senior Tax Analyst state tax reporting requirements and ASC740 Accounting for Income Taxes. The Senior Tax Analyst will provide tax compliance and accounting expertise to various stakeholders including supporting accounting during the quarterly close process and management reporting.

Senior Tax Analyst Opportunity

Creative Financial Staffing has recently partnered with a local company located in Houston, TX. Are you ready to join this incredible team?

About the Senior Tax Analyst Opportunity:

• Strong company values!
• A company that prioritizes career development/mentorship
• Flexible work environment

Perks of the Senior Tax Analyst role?

• Visible & Direct point of contact with Tax Manager
• Career development opportunities
• Health, Dental and Vision
• Casual work dress when in the office!
• Hybrid Schedule

Overview of the Senior Tax Analyst role:

• Prepare and review quarterly tax provisions, reconcile current and deferred taxes, and complete schedules for year-end audited statements and FERC regulatory reports
• Provide tax information to appropriate groups for the preparation of internal budgets and forecasts
• Provide tax consulting services related to regulatory income tax issues, including rate proceedings and quarterly reporting
• Involved in income tax accounting and reporting functions and related day to day tax activities
• Communicate with tax auditors and interact with appropriate government agencies on tax matters
• Identify opportunities and develop new processes to obtain efficiencies in the tax preparation process and aid in strategic tax planning
• Perform an active role in implementing new technology, initiation of continuous improvement opportunities and the ability to manage change.
• Prepare federal corporate/partnership income tax returns
• Prepare separate and combined state income and franchise tax returns

Preferred Qualifications for the Senior Tax Analyst:

• CPA Certification
• Partnership taxation and accounting for income taxes
• Debt compliance reporting
• SAP Experience
• FERC Regulatory reporting

100 to 110K plus bonus

Job Title: Senior Payroll Specialist

Must Have Highlights:

• Bachelor’s Degree
• 3-5 Years of Payroll
• Multi state payroll experience
• “Can-DO!” Attitude

Senior Payroll Specialist Position Summary:

This position provides overall payroll support to the organization. This person will directly work with managers to support their organization as well as provide payroll administration. Requires the ability to work independently in performing assignments. This position will have the opportunity to work with multiple states including MA and CA.

Senior Payroll Specialist Opportunity

Creative Financial Staffing has recently partnered with a local company located in Houston, TX. Are you ready to join this incredible team?

About the Senior Payroll Specialist Opportunity:

• Business that is experiencing EXPLODING growth!

Perks of the Senior Payroll Specialist role?

• PE Backed Company!
• Opportunity to make a huge impact
• Supportive Executive Leadership team!

Overview of the Senior Payroll Specialist role:

• Payroll is executed on time and is correct
• Reimbursements paid out on time (within 30 days)
• Preparing and resolving all reimbursements and taxable wages issues
• Ensure accurate entry of employee salaries, reported hours, bonuses, severance pay,
• Ensure all payroll related tax filings are completed timely and accurately, including the
• Work with tax agencies and payroll service providers to resolve tax issues
• Ensuring compliance with company policies, relevant industry regulations, tax, and deduction laws.
• Creating of new accounts with various federal, state, and local agencies as required
• Work with team members to prepare year-end filings (W-2)
• Correctly responding to employee inquiries with current Company policy and potential changes

Preferred Qualifications for the Senior Payroll Specialist:

• Bachelor’s Degree
• 4+ Years of job related experience
• Paycor HRIS Experience preferred

About the Nonprofit Accounting Manager Role & Company:

• Founded over 70 years ago!
• Family feel with unbelievable passion for their mission.
• Excellent benefits.
• Hybrid schedule – work 1 to 2 days from home

Responsibilities:

Account Reconciliation

Monthly reconciliation with reports of:

• Receivables to donor and other records
• Revenue sales reports
• Inventory supply and accounts
• Contributed revenue to donor records

Financial Reporting

Preparation and distribution of:

• Weekly cash update report to Director of Finance
• Monthly internal financial reports
• Monthly internal concessions reports
• Monthly reporting and filing for sales and liquor taxes
• Monthly expense reports
• Updating comprehensive sales analysis report

Data Entry and Other

• Journal entries
• COGS
• Payroll into general ledger
• Provide project management for bank and merchant services
• Oversee the daily and monthly duties of A/R and A/P personnel
• Provide guidance to other departments on financial practices and procedures
• Prepare for annual financial audit

Qualifications

• 5 plus years of Accounting experience (nonprofit, retail or hospitality preferred
• Accounting Degree
• CPA preferred, but not required

Position:  Financial Analyst

Salary: 90k-100k

Position Summary:

 IES Residential is looking for a full-time Financial Analyst who will be responsible for analyzing past performance against a plan;  forecasting future revenue and expenses for multiple divisions; and driving process improvements to help management and operations make strategic decisions.

Perks of the Financial Analyst:

• Growing public company
• Staff has great tenure
• Family friendly culture
• Great work-life balance

 Essential Job Duties:

Budgeting and Forecasting

• Manage the quarterly forecasting and annual budget cycles including making projections.
• Develop and communicate instructions, tools, and timelines to various division managers who are responsible for forecast/budgets.  Provide direct assistance to these personnel as needed.
• Summarize and communicate changes in forecast for monthly presentation to Sr Mgmt.

Financial Analysis

• Support the business through analysis of current trends, opportunities, and processes to drive efficiencies; understand ROI, financial, and operational impacts of ongoing programs, as well as new initiatives.
• Review financial accounting information on a regular basis and certify correctness and completeness.
• Work with Sr Mgmt to review various expenses and identify problem areas.

Reporting

• Develop and prepare KPI schedules to determine trends and deviations from expected results.
• Prepare PowerPoint presentations that summarize and visualize financial and KPI trends, conclusions, and recommendations – strong use of charts/graphs to rely information.
• Prepare monthly Management Operating Report
• Prepare reporting and analysis for budget, forecasts, and other financial plans to share with Sr Management Team.

Qualifications

• Bachelor’s degree in Finance or Accounting
• Minimum of 5 yrs experience in reporting, consolidation, and financial analysis
• Advanced knowledge of Microsoft Office – Excel, Access, Powerpoint
• Must be detailed oriented with strong organizational and analytical skills
• Experience in construction industry a plus
• Advanced spreadsheet and modeling skills; adept at learning and applying technology tools and resources
• Ability to evaluate/manage priorities and deadlines in order to support unscheduled analysis and projects. 
• Ensure confidentiality and integrity of financial data in compliance with GAAP, SOX requirements, and IES Residential policies.
• Strong communication skills and ability to interact with all levels of management
• Ability to work overtime when required for month-end, quarter-end, and year-end activities

About the Company and Opportunity:

• Our client is a very reputable Non-Profit organization that has served the community for over 25 years.
• This firm offers support to individuals with developmental disabilities to help them realize their potential in a world where they’re fully integrated.
• The Accounting and Finance division is in growth mode and looking to add to their team.
• Why work here:
  • The value of inclusion and teamwork is celebrated.
  • People and purpose are what their culture is all about!

Overview of the Analyst

• Financial Planning and Analysis
• Work with the CFO st on FP&A responsibilities
• Assist in the development and updating of forecasting, headcount and budget models
• Prepare monthly budget-to-actual reporting and variance analysis insights for budget owners
• Prepare weekly, monthly and quarterly financial and business reports
• Analyze data and prepare KPI reports for distribution to senior management
• Assist in the preparation of presentation materials, including building charts that provide meaningful visualizations of data
• Perform other ad hoc finance and business analyses/projects for stakeholders as needed

Preferred Qualifications of the Analyst:

• BS Degree in Finance, Accounting, or Business Administration
• 0-1 years of relevant experience with preferable exposure to FP&A and budgeting
• Solid understanding of accounting and corporate finance fundamentals
• Highly detail-oriented
• Resourceful / able to find or develop compelling data
• Team player with strong interpersonal skills
• Excellent communication skills with the ability to present analysis in verbal or written form
• Highly organized with ability to multi-task and meet deadlines in a fast-paced environment
• Self-starter, results-oriented, has a positive attitude and hunger to learn
• In-depth experience using Microsoft Excel and PowerPoint

Creative Financial Staffing has recently partnered with a chemical company located in The Woodlands, Texas.

Overview:

In this role you will be managing bank accounts, administering online bank systems, processing electronic payments and cash positioning.

Why work for this company!

• The company is a leader in its niche.
• They offer a comprehensive benefits package.
• Hybrid Schedule!
• The company has huge growth plans!!!!
• Located in North Houston

Overview of the Global Treasury Analyst

• Process daily payments from various bank accounts (checks, domestic/international wire transfers, and ACH transfers)
• Prepare daily liquidity report for Management
• Utilize PC and/or ERP systems and software to compile and prepare reports, graphs, and charts of data developed.
• Work with/evolve the Treasury Dashboard and KPI’s
• Reconcile cash clearing accounts for electronic payments and bank statement posting
• Review and approve new vendor setups
• Assist with managing operational banking relationships of the Company, including all information associated with the bank accounts
• Prepare documentation to open and close bank accounts, and update account signatories
• Work with AP/AR/Back Office group to investigate and resolve any payment inquiries
• Research and respond to all business and bank-related inquiries in a timely manner
• Assist in administering the credit card programs
• Ensure compliance with internal controls and assist with responding to requests from internal and external audit teams.
• Perform other duties as assigned to ensure efficient operation of the Treasury Department.

Qualifications of the Global Treasury Analyst

• Bachelor’s degree in Finance, Accounting, or Business Administration preferred.
• 2-4 years of relevant work experience within a treasury function of a multinational organization.
• A proficient level of experience with Microsoft Excel (pivot tables, v-lookups, etc.) is strongly preferred.
• Strong analytical, problem solving, and decision-making skills.
• Excellent communication skills, both written and verbal.
• Fluent in English, bilingual in Spanish or Portuguese preferred but not required
• Ability to work in a team environment with minimal supervision
• Ability to multi-task and work well under time pressure to meet deadlines

Why take a Staff Accountant role with this company?

• Company is growing
• A key part of the corporate team
• Work & Live close to Houston (hybrid schedule)
• Beautiful Office Space
• Looking for someone who wants has aspirations to manage someday!
• The current Controller was hired as an Accountant and moved his way up!

Perks of the Staff Accountant role:

• Strong medical benefit package
• 401-K with a 9% match
• Free parking
• 8 to 4 or 9 to 5 work schedule when in the office (Hybrid)

What the Staff Accountant will do…

• Accounting/Bookkeeping – Prepare journal entries for month-end and year-end closing for Controller’s review.
• Develop and maintain various spreadsheets for amortization of prepaid expenses, depreciation, grants, restricted contributions, and other specialized needs; reconcile special account activity, special contributions, compensation, and other specific accounts monthly and as needed.
• Assist in preparation of audit schedules and confirmations.
• Prepare monthly bank statement reconciliations for all seven entities. Reconcile all employee credit card purchases to monthly statements. Maintain various spreadsheets, such as recurring support payments, grants, pension payments and credit card charges
• Research and reconciliation projects for Controller as needed. Performs special and specific financial and statistical projects as assigned by the controller.
• Accounts Receivable – Prepares accounts receivable analysis report. Assist with calculating and tracking assessments and mission funding commitment responses for over 150 locations.
• Perform entry, processing and monthly/quarterly reporting of account receivables for various entities. Record and track all payments received via Lockbox and/or scanned
• Create invoices for Medical Insurance reimbursements, and payroll reimbursements.
• Record all receipts collected through online accounts
• Vendor Maintenance: Create and/or maintain vendor information accurately. Ensure that vendor records are up to date, complete, and in compliance with Federal 1099 reporting.
• Financial Reporting/Analytics – Prepare draft of monthly and year-end financial reports for review by Controller; monthly and reports to ministry programs and congregations and specialized reports as needed.

What the company needs in a Staff Accountant:

• Bachelor of Business Administration / Finance
• Personable and professional in person, on phone, and online.
• Demonstrated ability to handle confidential information.
• Strong organizational and administrative skills. Knowledge of Excel, Microsoft Office, and PowerPoint.

About the Company and Opportunity:

• Our client is an established, private equity-backed company with goals to grow via acquisitions.
• Why work here:
  • Amazing chance to work for a PE-backed company
  • The role is a good blend of accounting & finance.
  • Great opportunity that allows you to come in and make an immediate impact.

Overview of the Accountant role:

• Prepares revenue variance analysis and explains major forecast fluctuations.
• Maintains and analyzes cash flow forecast.
• Preparation and analysis of Invoicing, Revenue, and resulting metrics.
• Prepares general ledger (G/L) account reconciliations for assigned accounts on a monthly basis.

• Performs a daily analysis of posted production.
• Monitors and manages clients’ accounts.
• Prepares and processes invoice adjustments/ credit memos as well as related accounts receivable/ revenue/ bad debt journal entries.
• Assists with the annual budgeting process.
• Assists in financial audits and implement audit recommendations.
• Assists with month-end close by preparing journal entries and conducting month-end reconciliations.

Preferred Qualifications of the Accountant:

• 2+ years of Accounting experience
• Strong MS Excel
• Effectively communicate with others
• Work well in a team environment

Interested in saving the planet?

• CFS of New York is working with a Direct to Consumer firm and they are adding a Controller to their growing Finance team
• This is a PE Backed firm that just went through a series of fundraising and in the past three years grown substantially in the sustainable household goods area and moving onto personal care in the upcoming year
• This role will be reporting to the CFO with an opportunity to help grow an environmentally friendly organization, as well as growing the department
• This firm has a niche product and the leader right now in their field. They are looking for someone who cares about the mission and who can help grow the company where it needs to be
• This role is 100% remote and their HQ is based out of New York but the firm has expanded to Canada, parts of Europe and have intentions to move into the Asian markets as well
• Competitive salary with potential of Equity in the company, great benefits including medical, dental, vision, 401k, and more.
• The owners, C-Suite team are from a very impressive background combined of Big 4, Harvard grads, Private Equity experience professionals. As the Controller you will be surrounding yourself with the best team in the industry

Responsibilities of the Controller

• Conducting the full accounting cycle including, not limited to, leading the month end close process
• Managing the tax filling process including domestic & international sales tax requirements
• Providing international accounting and inventory costing reports
• Ad-Hoc responsibilities from the CFO

Qualifications of the Controller

• 5+ years of relevant accounting experience; preferably public/private mix
• Bachelors in Accounting and Finance; CPA/MBA
• QuickBooks is a major plus and excellent Excel skills.
• Having a growth mindset, make unexpected changes swiftly, and a team player

About the Company and Opportunity:

• Our client is an established, international company with a Houston Upstream division that is growing!
• Hybrid work schedule: Monday & Friday work from home!
• 3.7 stars on Glassdoor!
• Over 200 employees worldwide
• Great opportunity that allows you to come in and make an immediate impact.
• Founded over 80 years ago.
• The company has an open, collaborative and challenging working environment, where talented individuals thrive in global teams!
• West Houston location.
• The role is a blend of Accounting & Finance. This is great for someone who truly enjoys revamping and creating new processes and efficiencies.

Overview of the Senior Accounting Manager role:

• Manage monthly, quarterly, and year-end closing that is timely and complete
• Drive continuous improvement to achieve efficiency and effectiveness of the Accounting function, and play a key role in the implementation of new systems and tools
• Review revenue, UOP depletion, DD&A, Capitalized Interest, and other monthly entries
• Coordinate budget preparation process for corporate and asset-level entities and periodic forecast updates
• Review account reconciliations for accuracy and completeness
• Prepare and manage periodic local and corporate financial statements for accurate reporting
• Prepare Accounting memos for internal and external audit purposes
• Lead, support, and supervise the Accounting team in the U.S
• Liaise and coordinate with internal and external auditors
• Ensure adequate financial controls are in place for corporate and within the business units
• Maintain and review accounting procedures, processes and make improvements when necessary
• Coordinate and prepare internal and external presentations

Preferred Qualifications of the Senior Accounting Manager:

• 8+ years of Accounting experience
• Strong MS Excel
• Effectively communicate with others
• Work well in a team environment
• Technical Accounting Research
• IFRS
• Upstream industry experience

• Director of FP&A- ~180+ bonus and equity
  • Role focuses on KPI & Dashboard reporting for business units within a vertical

• Sr. Manager FP&A ~160k base range plus bonus & equity
  • Role focuses on KPI & Dashboard reporting for business units within a vertical

• Senior FPA/Tableau Analyst~110k-120k base +10%
  • Role focuses on KPI & Dashboard reporting for business units within a vertical

• AP Manager- 125k, 15% bonus, equity
  • Seeking Manager that has built teams, implemented systems, high growth, pre-ipo or controlled/public company environment

• Workday Adaptive Planning Administrator 120-140k (flexible for right candidate) + 15%bonus
  • Seeking minimum of 2 full life cycle implementations

• Treasury Manager- 120-140 range, 15% bonus, equity