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

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

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. 

PERKS OF THE TAX MANAGER:

• 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

ABOUT THE TAX MANAGER:

• 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

WHAT THE TAX MANAGER WILL DO:

• 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.

WHAT WE NEED IN A TAX MANAGER:

• 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

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

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

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.

Job Openings: Please check out www.cfstaffing.com 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 dlemaire@cfstaffing.com

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.

ABOUT MY CLIENT:

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.

PERKS OF THE MANAGER, MORTGAGE UNDERWRITING:

• 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

ABOUT THE MANAGER, MORTGAGE UNDERWRITING:

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.

WHAT WILL THE MANAGER, MORTGAGE UNDERWRITING DO?

• 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

WHAT WE ARE LOOKING FOR IN A MANAGER, MORTGAGE UNDERWRITING:

• 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.

ABOUT MY CLIENT:

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 Operations team. This role will have the opportunity to work remotely anywhere in the US and will report to the Director in San Antonio, Texas.

PERKS OF THE MANAGER, MORTGAGE LOAN PROCESSING :

• 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
• 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

ABOUT THE MANAGER, MORTGAGE LOAN PROCESSING:

The Manager of Mortgage Loan Processing will manage the daily activities of the Operations Department of the Mortgage Originations Division, ensuring the timely and accurate completion of team responsibilities within established guidelines. This position is responsible for overseeing relationships with all Mortgage Loan Origination staff while maintaining PenFed’s best interest and complying will all policies and procedures.

WHAT WILL THE MANAGER, MORTGAGE LOAN PROCESSING DO?

• Train, Manage, and develop team of mortgage loan processors.

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

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

• Evaluate and analyze pipeline details—Make sure pipeline is not stagnant.

• Ensure that all conditions and closing dates are met.

• Identify any issues that may affect the ability to meet previously established conditions and dates in a timely manner.

• Monitor daily work of the team so that service level agreements are being met.

• Assist assigned staff in the maintenance of efficient workflow to minimize turn around and processing time from initial application to closing.

• Monitor loans in process to ensure members receive timely service.

• Responsible for recruiting, training and continuing professional development of mortgage services staff to include coaching and addressing disciplinary issues.

• Develop and/or suggest methods and other techniques that will increase leads into applications.

• Ensure exceptional member service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements and demonstrate a commitment to professional ethics.

• Upon escalation, counsel individual borrowers appropriately, to include, interpreting rates and programs, interfacing with external customers and providing competitive market information.

• Assist with maintaining compliance with all applicable federal, state and local laws, regulations and ordinances by abiding by compliance program and all policies, procedures, rules and regulations.

• Remain current on all mortgage related regulations and changes and keeps section staff informed.

WHAT WE ARE LOOKING FOR IN A MANAGER, MORTGAGE LOAN PROCESSING:

• Strong leadership and management skills & experience required to be able 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 operations
• Experience managing mortgage operations that involved customer interaction
• Working knowledge of mortgage lending and/or conventional lending and VA lending policies and procedures.
• Experience managing mortgage operations that involved customer interaction
• 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 them

Senior Internal Controls Analyst for a multinational publicly-traded company.

*****Position is located in Odessa, Texas***********

Perks of the Senior Internal Controls Analyst role:

• The company is undergoing major growth!
• Ability to advance in a growing company.
• No travel!
• Work independently
• Comprehensive benefits package

What the Senior Internal Controls Analyst will do…

• Develop and maintain a strong internal control environment and helping execute the company’s annual Sarbanes-Oxley (SOX) assessment.
• Assist operating company develop and maintain internal control documentation and related processes to ensure compliance with control framework.
• Assist operating company with internal control remediation activities.
• Assist operating company in preparation for Internal Controls testing during different testing cycles.
• Coordinate with internal & external audit, and assist in the timely closure of any identified deficiencies or improvement opportunities.

What the company needs in a Senior SOX / Internal Controls Analyst:

• Bachelor’s degree in Accounting or Finance
• Minimum 4 years of internal controls, audit or accounting experience. Previous experience with Public Accounting firms is preferred.
• 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.

*****Position is located in Odessa, Texas*********** NO TRAVEL!

Why take a Senior Accountant role with this company?

• Amazing office with great company culture!
• The position is open due to a recent promotion!
• Ability to work with CFO & Controller

Perks of the Senior Accountant role:

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

What the Senior Accountant will do…

Responsible for accounting and reporting for a private equity fund and its General Partner. Duties included but not limited to:

• Prepare quarterly financial statements and partner capital account statements.
• Monthly and quarterly closing duties including journal entries and review of trial balances.
• Calculate distribution waterfall on as if liquidated basis (quarterly and as needed).
• Prepare annual audited financials for fund including schedules and footnotes; provide requests to auditors.
• Maintain cash projections for fund and General Partner and monitor cash availability.
• Calculate monthly distributions from the General Partner.
• Calculate monthly inter-company payoffs.

Responsible for accounting and investor relations for a private equity fund and several investment entities that it manages. Duties included but not limited to:

• Prepare and send quarterly management fee invoices and accounting services billings.
• Prepare and send capital calls and distribution notices for investments as needed.
• Process quarterly management fee distributions to Managing member.
• Provide coding for all invoices, capital calls and distributions.
• Maintain investor relations (includes following up on late payments and answering investor questions as appropriate).
• Calculate promoted interest on as if liquidated basis for year-end audit and reporting.
• Prepare annual audited financials for fund and investment entities including GAAP accruals, FMV adjustments, schedules, and footnotes; provide requests to auditors.
• Prepare annual capital account statements and send investor reporting packages including tax and disclosure documents.
• Process new entity requests including creation of new GL accounts and sub accounts.

What the Senior Accountant will need……

• BBA – Accounting, CPA preferred.
• Four plus 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.

About the Company and Opportunity:

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

Overview of the Sales & Use Tax Manager role:

Sales and Use Tax:

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

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

Preferred Qualifications for the Sales & Use Tax Manager:

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

CFS has recently partnered with a leading property management company here in Houston looking to add to their Accounting team. The Accounting Manager will supervise 3 and joining a team of over 20 professionals in this established and growing company. The role is open due to growth and has direct paths to promotion!

About the Company and Opportunity:

• This company manages recognizable and established properties in a variety of industries
• We have placed multiple accountants here with outstanding reviews!
• They offer benefits such as 401k match, company-subsidized healthcare, flexible work/life balance
• Some of the employee reviews include things like:
  • “Great company, the leadership is here to stay and they are motivated and focused on growing the company responsibly”
  • “Great benefits, nice people and a hard-working team”
  • “Company is very focused on the health of employees, great wellness program!”

Overview of the Accounting Manager role:

• Responsible for Financial Statement review in accordance with GAAP principles
• Directs and performs monthly review of forecasts & budgets
• Works closely with outside Auditors
• Assesses current Accounting operations, recommends changes and process reviews
• Acts as a liaison with third party management companies
• Ensures and reviews AP, reconciliations, ME close, etc..

Qualifications for the Accounting Manager role:

• Accounting degree preferred
• CPA preferred
• Public Accounting Candidates preferred
• 6+ years of Accounting Experience; 2+ of management

Our client, an engineering/construction services company, will be adding a Accounts Receivable Supervisor to their team. This is a newly created role due to the strong market they are in and high volume of work they have. 

The AR Supervisor is responsible for:

• Weekly invoice delivery and purchase order verification
• Billing and pricing questions – internal and external
• Monthly customer statements and invoice reviews
• Research and invoice inquiries
• Cash Receipt entry and postings
• Prepare various monthly accounting reports (Excel)

Desired Skills:

• AP/AR experience in a high volume environment
• Strong Excel skills
• MAS/SAGE 100 application knowledge (Not required)

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

Why work for this company?

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

Summary of Duties:

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

Experience:

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

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

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

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

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

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

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

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

PERKS OF THE AUDIT MANAGER:

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

WHAT THE AUDIT MANAGER WILL DO:

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

WHAT WE NEED IN AN AUDIT MANAGER:

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

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

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

ABOUT THE COMPANY:

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

My client also has a comprehensive benefits package, including:

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

WHAT WILL THE MORTGAGE COMPLIANCE ANALYST II DO?

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

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

WHAT WE NEED IN A MORTGAGE COMPLIANCE ANALYST II:

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