Grants & Contracts Accounting, Associate Director – San Antonio, Texas (The Pearl)

Posted on April 2, 2025 by Dianedelgadolemaire

Grants & Contracts Accounting, Associate Director

Central SATX

A CFS client is seeking an experienced professional to join their leadership team in Central San Antonio, TX. This organization is known for its personable team players and is looking for a leader to support their ongoing initiatives. The Associate Director of Grants & Contracts Accounting will oversee financial accounting and reporting for grants and contracts, ensuring compliance with all regulations and requirements. This individual will also advise and educate their team on regulatory compliance, evaluate the organization’s capability to secure future awards, and supervise the grants accounting staff.

Grants & Contracts Accounting, Associate Director Essential Job Functions:

Prepare and oversee financial reports for grants and contracts.
Respond to internal and external audit requests.
Submit audit-related schedules for the annual Single Audit.
Collaborate on month-end and year-end closing activities.
Present grant and contract activity reports to leadership.
Ensure compliance with financial terms and conditions of awarding agencies.
Oversee invoicing and cash drawdowns for reimbursement grants.
Ensure sufficient liquidity for grant-related expenditures.
Manage the chart of accounts for proper tracking of grant funds.
Supervise staff in preparing reconciliations, invoices, drawdowns, and reports.
Advise during the pre-award phase to avoid contract issues.
Develop and update grant procedures and training programs.
Supervise and evaluate direct reports and manage employment documents.

Education and Experience:

Bachelor’s degree in Accounting or related field.
5 years of grant management experience, with 3 years in a supervisory role.

Preferred Education and Experience:

Master’s degree in Accounting or related field.
Experience in post-award grant accounting.

Knowledge, Skills, and Abilities:

Knowledge of OMB 2 CFR 200 and Texas Grant Management Standards (TxGMS).
Advanced skills in ERP systems, Excel, and data reporting.
Strong people management and training program development skills.
Effective communication and negotiation abilities.
Ability to interpret and apply complex regulations and maintain confidentiality.

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Are you a Senior Accountant ready for the next move up?

Posted on March 21, 2025 by Dianedelgadolemaire

Exciting Opportunity for a Small Company Accounting Manager with significant Inventory experience in Houston!

Join a forward-thinking tech company as an Accounting Manager with hands-on responsibilities. Leverage your expertise in accounting, HR compliance, and administration—apply today!

Why Join?

Competitive Pay: Attractive salary commensurate with experience, reflecting your expertise as a Senior Accountant / Accounting Manager.
Professional Growth: Thrive in a hands-on role, shaping accounting, HR (PEO), and admin functions while working with the President.
Work-Life Balance: Enjoy a supportive environment with a focus on efficiency and collaboration.
Exceptional Benefits: Comprehensive package including health (100% paid for employee and children), dental, 401K, and the chance to influence bonus.
Modern Workplace: Work from a Houston-based office attached to the distribution center.

About Our Client

Our client is a wholesale distribution headquartered in Houston, committed to delivering innovative solutions. With a lean, agile team, they emphasize operational excellence and growth, offering a hands-on environment where an Accounting Supervisor can make a significant impact under the guidance of the CEO and a Fractional CFO.

Who You Are

You’re a meticulous, analytical Accounting Supervisor with a passion for overseeing accounting, HR, and administrative functions. You thrive in a hands-on role, enjoy working closely with leadership, and excel at managing diverse, time-sensitive tasks. If you’re ready to contribute to a dynamic tech company, this Accounting Manager role is for you!

Key Responsibilities of the Accounting Supervisor

Accounting: Manage AR (customer invoicing, collections, credit management, cash application, customer setup) and AP (vendor invoices, payments, month-end accruals, 1099s, vendor setup) while handling general accounting tasks like monthly adjusting entries, bank/GL reconciliations, Inventory management, 13-week cash flow forecasts, financial reporting, sales tax, P&L/balance sheet forecasts, commission/bonus calculations, and process documentation maintenance as an Accounting Manager.
Human Resources: Process biweekly payroll, verify payroll tax reports, manage employee benefits, maintain the employee handbook, participate in goal-setting, develop bonus/compensation plans, and oversee hiring/onboarding
Purchasing: Process POs for inventory, and purchase office supplies and computer equipment to support operations.
Administration: Handle office management and insurance renewals, ensuring smooth day-to-day operations.
Additional Duties: Take on department-related tasks in coordination with the CEO, contributing to all relevant topics

Minimum Qualifications for the Accounting Supervisor

Bachelor’s degree in Accounting,
5+ years of experience in accounting, with a broad scope including AR, AP, and inventory.
Strong Excel skills (Pivot Tables, VLOOKUP required); experience with Microsoft Business Central or Dynamics 365 (preferred).
Excellent communication skills, analytical abilities, and a keen attention to detail.

Salary: 90,000 to 110,000

Payroll Specialist – Central Houston – 4/1 Schedule – dlemaire@cfstaffing.com

Posted on March 5, 2025 by Dianedelgadolemaire

Why Join?

Competitive Pay: Attractive salary commensurate with experience, reflecting your expertise as a Payroll Specialist in a growing organization.
Professional Growth: Thrive in a well-established, family-owned company offering opportunities to advance your career alongside a talented team in a dynamic payroll department.
Work-Life Balance: Generous PTO, holidays, and access to an Employee Assistance Program
Exceptional Benefits: Comprehensive package with health, dental, and vision coverage, 401(k), life insurance, short-term and long-term disability, Health Savings Account, plus perks like a Family College Fund, and Pet Discount Program.
Engaging Culture: Enjoy a professional yet family-oriented environment that fosters collaboration and teamwork.
Community Focus: Benefit from a supportive culture rooted in family values

About Our Client
Our client is a well-established, family-owned company that has recently relocated its corporate headquarters in Houston’s Upper Kirby neighborhood. With a commitment to excellence and operational efficiency, they offer a professional environment where Payroll Specialists can excel.

Who You Are
You’re a detail-oriented, organized Payroll Specialist I with a passion for payroll processing and accuracy. You excel at managing time-sensitive tasks, solving problems, and maintaining confidentiality while building relationships with employees and management.

The Payroll Specialist I Role
We’re seeking a Payroll Specialist I to join our client’s Houston-based team. Reporting to the Payroll Manager, this Payroll Specialist will handle the day-to-day operations of assigned payrolls, ensuring accuracy and efficiency while supporting special projects and employee needs.

Key Responsibilities of the Payroll Specialist I
• Process new hires, input benefit enrollment data, salary increases
• Prepare paychecks and direct deposit transactions for employees with precision.
• Verify accuracy of Electronic Time Submission and paycheck calculations using UKG.
• Process employee wage garnishments, including IRS levies, Child Support Orders, and Chapter 13 deductions.
• Manage paid and unpaid leaves of absence, including FMLA paperwork, as a Payroll Specialist I.
• Create and process detailed payroll reports for management.
• Analyze payroll processes and make recommendations to the Payroll Manager when needed.
• Prepare and maintain payroll and employee files
• Complete Verification of Employment Letters upon request.
• Perform special projects for the Payroll Department as assigned.
• Respond to employee inquiries in a timely and effective manner.

Minimum Qualifications for the Payroll Specialist I
• High School Diploma or equivalent required.
• 1–2 years of relevant payroll processing experience.
• General knowledge of payroll procedures and IRS tax laws.
• Demonstrated computer skills, including working knowledge of MS Office (Outlook, Excel, Word, PowerPoint).
• Proficiency with UKG payroll software is a plus.

Exciting opportunity for a Payroll Specialist I in Houston! Join a thriving, family-owned company with great benefits and a supportive team environment.

Apply now! #PayrollSpecialist #HoustonJobs #PayrollJobs #AccountingJobs #CareerGrowth #WorkLifeBalance #HiringNow #FinanceCareers #TexasJobs #EmployeeBenefits

Financial Reporting Accountant – Westchase – Hybrid Scheudle

Posted on February 26, 2025 by Dianedelgadolemaire

Why Join?
Our client offers a competitive compensation package, growth opportunities, and a collaborative workplace where your expertise will shine. This is your chance to make a difference at a globally recognized organization!

Who You Are
You’re a detail-oriented, self-motivated individual with a passion for financial reporting. You thrive in a team setting, lead by example, and excel at juggling priorities to meet deadlines. If you’re ready to bring your skills to a high-impact role, keep reading!

The Role
We’re seeking a Financial Reporting Senior Accountant to join our client’s corporate team. Reporting to the Manager of Financial Reporting, this position is based at their headquarters and plays a vital role in preparing and reviewing key financial documents, ensuring compliance, and driving process improvements.

Key Responsibilities

Assist in preparing and reviewing quarterly and annual SEC filings, including financial statements, footnotes, and management discussion & analysis (MD&A).
Support the creation and review of quarterly earnings releases and call scripts.
Help tie out investor relations materials as needed.
Contribute to the preparation and review of corporate responsibility reports.
Assist with drafting and reviewing the annual Proxy Statement.
Support filings under the 1933 Act (e.g., Forms S-1, S-3, S-8) as required.
Prepare quarterly financial statement disclosure checklists.
Aid in reviewing census data and other governmental reporting needs.
Develop financial statement analytics (e.g., debt, equity, stock compensation).
Prepare the statement of cash flows.
Participate in continuous process improvement initiatives.
Tackle technical accounting projects and special assignments as they arise.
Mentor and guide a Financial Reporting Analyst in their daily tasks.

What You Bring

Strong attention to detail and a solid grasp of financial reporting and disclosure requirements.
Experience with cloud-based SEC reporting tools (e.g., Workiva, Active Disclosure).
Skill in using disclosure checklists and applying guidance to disclosures.
Team-oriented mindset with a proactive, leadership-by-example approach.
Effective communication skills for collaborating with departments like Tax, Legal, Treasury, and Investor Relations.
Ability to manage time, prioritize tasks, and meet tight deadlines.

Minimum Qualifications

Bachelor’s degree in accounting or a finance degree with an accounting focus.
CPA certification or actively pursuing it.
2-3 years of relevant experience in public accounting or financial reporting.
Strong understanding of U.S. GAAP.
Experience coaching or mentoring junior staff on daily responsibilities.

Ready to step into this exciting role?

Corporate Development Analyst

Posted on February 11, 2025 by Dianedelgadolemaire

Our client is seeking an experienced Corporate Development Analyst to join their rapid growing company! This position offers hands-on involvement in evaluating potential business opportunities, conducting financial analysis, and collaborating with leadership to drive expansion initiatives across the U.S. and Canada.

Job Title: Corporate Development Analyst

Perks of the Corporate Development Analyst?

Career Growth and Development: this organization believes in promotions from within! This role is open due to the growth of the organization!
Collaborative Environment: Work with a dedicated and diverse team committed to excellence and innovation.
Competitive Benefits: Enjoy competitive salaries, comprehensive benefits.

Key Responsibilities of the Corporate Development Analyst

Build and analyze financial models to assess mergers, acquisitions, divestitures, and capital investments.
Conduct in-depth research on market trends, competitive landscapes, and industry dynamics to identify strategic opportunities.
Develop presentations and investment reports that provide insights to executive leadership and stakeholders.
Support the due diligence process by managing financial data, coordinating with internal teams, and ensuring smooth information flow with external parties.
Assist in structuring transactions and presenting recommendations to senior leadership.
Work closely with multiple departments to support integration planning and post-transaction execution.
Provide financial and strategic support for special projects as needed.

Corporate Development Analyst Qualifications:

Bachelor’s degree in Accounting or Finance or something similar from an accredited institution
1–3 years of experience in financial analysis, corporate development, investment banking, or a related field.
Strong understanding of finance, financial modeling, and generally accepted accounting principles (GAAP).
Expert-level proficiency in Excel financial modeling and PowerPoint.
Excellent communication skills (oral and written) with the ability to engage across all levels of an organization.

Job Title: Financial Analyst – Manufacturing Industry – North Houston

Posted on January 23, 2025 by Dianedelgadolemaire

We are seeking a detail-oriented and strategic Financial Analyst to join our dynamic team in the manufacturing industry. This role is critical in driving financial planning, analysis, and reporting processes, ensuring the organization achieves its strategic objectives.

Perks of the Financial Analyst role?

Flexible Work Arrangements:
- Enjoy a hybrid work schedule that promotes a healthy work-life balance, allowing you to work both remotely and on-site.
Comprehensive Benefits Package:
- We offer competitive benefits, including health, dental, and vision insurance, retirement plans with company match, and generous paid time off.
Professional Development:
- Opportunities for career growth and development through training programs, mentorship, and access to industry-leading tools and resources.
Collaborative Work Culture:
- Work alongside a team of talented and driven professionals in an environment that values innovation, collaboration, and transparency.

Financial Analyst Responsibilities:

Financial Reporting:
- Assist in preparing monthly, quarterly, and annual financial reporting packages for internal stakeholders and external compliance requirements.
Borrowing Base Calculations:
- Lead the preparation of the monthly Borrowing Base calculation, ensuring adherence to the credit agreement.
Data Analysis and Decision Support:
- Leverage financial systems to gather and analyze data, providing insights to support decision-making processes.
Budgeting and Forecasting:
- Collaborate on the development and compilation of annual budgets and quarterly forecasts.
Accruals and Expense Management:
- Partner with the Accounting team to ensure accurate month-end accruals and proper timing of expenses.
Operational Tools and Dashboards:
- Work with technology improvement staff to maintain and enhance operational tools and dashboards using business intelligence tools.
Performance Tracking:
- Monitor key performance indicators (KPIs) and objectives related to revenue, cost of sales, expenses, and capital expenditure

Financial Analyst Qualifications:

Bachelor’s degree in Finance
Proven experience in financial analysis, preferably in the manufacturing sector.
Strong proficiency in financial systems and business intelligence tools.
Excellent analytical and problem-solving skills with a keen attention to detail.

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Contract Role – Pasadena – Billing Specialist

Posted on January 23, 2025 by Dianedelgadolemaire

Company Industry: Construction
Compensation: $25/hr+

Key Responsibilities of the Billing Specialist:

Oversee the entire invoicing process from start to finish, collaborating with project managers to ensure job details are accurate. This includes ensuring timesheet accuracy, reviewing job-related payables and expenses, creating invoices (primarily Time & Material), routing for internal approval, and sending finalized invoices to customers.
Regularly review the Accounts Receivable aging report to identify overdue bills. Work with management and customers to ensure timely collections and resolve any discrepancies.
Analyze project-based Profit & Loss statements on a monthly basis to ensure accuracy in financial reporting and job costing.
Ensure proper scanning, saving, and organization of invoice backup documentation for easy access and compliance.

Qualifications of the Billing Specialist:

Time and Material Billing
Strong proficiency in Excel, including pivot tables and basic formulas
Experience with Sage
Prior experience in billing or accounting, preferably in a high-volume environment
Ability to manage and verify large volumes of data with a keen attention to detail
Excellent organizational skills and ability to prioritize tasks efficiently
Strong communication skills for coordinating with internal teams and external partner

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Senior Corporate Accountant – Westchase – Hybrid

Posted on January 22, 2025 by Dianedelgadolemaire

Job Summary:

As a Senior Accounting Analyst in the oil and gas industry, you will play a crucial role in ensuring the accuracy and integrity of financial data and reporting. Leveraging your expertise in accounting principles and industry-specific knowledge, you will perform a range of general accounting functions, conduct variance and metrics analyses, draft accounting policies, and support external audit processes.

Perks of the Senior Accounting Analyst Role?

Competitive salary
Comprehensive benefits package.
Opportunities for professional development and growth within a dynamic industry.
Hybrid Work Schedule – Work From Home on Mondays and Fridays!

Senior Accounting Analyst Responsibilities:

Perform general accounting functions: Execute tasks such as the preparation of journal entries, reconciliation of accounts, and creation of financial statement disclosures.
Compile and analyze variance and metrics data: Conduct comprehensive analyses to identify trends and opportunities for process enhancement.
Develop and draft accounting policies: Formulate and operationalize accounting policies in alignment with regulatory standards and organizational objectives.
Conduct technical accounting research: Undertake in-depth research to address complex accounting issues and prepare detailed accounting memos.
Collaborate with internal and external stakeholders: Engage with stakeholders to address inquiries, provide information, and ensure compliance with reporting requirements.
Prepare audit schedules: Create schedules and support external audit processes to ensure accuracy and compliance with regulatory standards.
Lead or participate in cross-functional project teams: Take on leadership roles or contribute to teams focused on system automation, process reengineering, or implementation of new requirements and systems.

Senior Accounting Analyst Qualifications:

Bachelor’s degree in Accounting, Finance, or related field; CPA certification preferred.
5 years of experience in accounting roles, preferably within the oil and gas industry.
Strong knowledge of GAAP principles and experience with financial reporting.
Proficiency in accounting software and advanced MS Excel skills.
Excellent analytical, problem-solving, and communication skills.

Global Assistant Controller – NW Houston (249)

Posted on January 16, 2025 by Dianedelgadolemaire

Why Join This Organization as a Global Assistant Controller?
Step into a role directly impacting global financial operations with a highly successful division of a publicly traded company. This organization values innovation, collaboration, and employee growth, offering competitive benefits, professional development opportunities, and a supportive work environment. Employees frequently praise the company for its focus on teamwork. They commend the respect and clear communication, making it an ideal place to thrive professionally and personally.

Key Responsibilities
As the Global Assistant Controller, you will:

Oversee the monthly financial close process in coordination with Eastern and Western Hemisphere Controllers.
Review and approve journal entries while ensuring accurate monthly account reconciliations.
Prepare detailed journal entries and perform account analyses to maintain data integrity.
Ensure compliance with IFRS and uphold accounting policies that support robust internal controls.
Partner with external auditors to achieve seamless audits and compliance.
Assist in compiling data for income tax return preparation.
Contribute to annual budgeting and variance analysis exercises.
Evaluate complex technical accounting matters and assist in adopting new accounting standards.
Enhance accounting policies, procedures, and operational strategies.
Lead strategic financial projects, including improving ERP system reporting capabilities.
Provide timely support and responses to internal departments, auditors, and tax authorities.

Qualifications
To succeed in this role, you’ll need:

A bachelor’s degree in Accounting or Finance.
5–7 years of progressive accounting experience; manufacturing & IFRS experience is a plus.
Expertise in Excel and the ability to manage large datasets.
Familiarity with Microsoft Dynamics 365 is highly preferred.
- Strong verbal and written communication skills.
The ability to manage multiple priorities and deadlines in a fast-paced environment.
A hands-on, detail-oriented approach and problem-solving mindset.
Flexibility to travel internationally, up to 10%.

If you’re ready to make a significant impact as a Global Assistant Controller while working in an environment that promotes excellence and innovation, apply today!

#assistantcontroller #accountingjobs

Global Accounting Manager – NW Houston

Posted on January 14, 2025 by Dianedelgadolemaire

Why Join This Organization?
Step into a role directly impacting global financial operations with a highly successful division of a publicly traded company. This organization values innovation, collaboration, and employee growth, offering competitive benefits, professional development opportunities, and a supportive work environment. Employees frequently praise the company for its focus on teamwork. They commend the respect and clear communication, making it an ideal place to thrive professionally and personally.

Key Responsibilities
As the Global Assistant Controller, you will:

Oversee the monthly financial close process in coordination with Eastern and Western Hemisphere Controllers.
Review and approve journal entries while ensuring accurate monthly account reconciliations.
Prepare detailed journal entries and perform account analyses to maintain data integrity.
Ensure compliance with IFRS and uphold accounting policies that support robust internal controls.
Partner with external auditors to achieve seamless audits and compliance.
Assist in compiling data for income tax return preparation.
Contribute to annual budgeting and variance analysis exercises.
Evaluate complex technical accounting matters and assist in adopting new accounting standards.
Enhance accounting policies, procedures, and operational strategies.
Lead strategic financial projects, including improving ERP system reporting capabilities.
Provide timely support and responses to internal departments, auditors, and tax authorities.

Qualifications
To succeed in this role, you’ll need:

A bachelor’s degree in Accounting or Finance.
5–7 years of progressive accounting experience; manufacturing & IFRS experience is a plus.
Expertise in Excel and the ability to manage large datasets.
Familiarity with Microsoft Dynamics 365 is highly preferred.
- Strong verbal and written communication skills.
The ability to manage multiple priorities and deadlines in a fast-paced environment.
A hands-on, detail-oriented approach and problem-solving mindset.
Flexibility to travel internationally, up to 10%.

If you’re ready to make a significant impact as a Global Assistant Controller while working in an environment that promotes excellence and innovation, apply today!

#assistantcontroller #accountingjobs

Senior Staff Accountant – Central Houston – dlemaire@cfstaffing.com

Posted on January 7, 2025 by Dianedelgadolemaire

Take your career to new heights with this hybrid Senior Staff Accountant position. Be part of a thriving, PE-backed company.

Why Should You Consider This Senior Accountant Opportunity?

Shape Financial Success: Contribute directly to the financial success of our company as we embark on an exciting journey of expansion.
Remote Flexibility: Enjoy the freedom of working from home on Mondays and Fridays.
PE-Backed and Rapid Growth: Join a company backed by private equity, scaling quickly, and offering significant career advancement opportunities.
Dynamic Role for Ambitious Minds: We’re seeking a detail-oriented, critical thinker who is hungry for knowledge and eager to learn.

Responsibilities of the Senior Staff Accountant

Fully manage division accounting, including processing AR/AP invoices and preparing month-end revenue/expense accruals.
Oversee the month-end close process by preparing journal entries and account reconciliations for division-related activities.
Review and analyze financial results at the division level, identifying variances and working with operations to address significant fluctuations.
Assist with the preparation of monthly and quarterly financial reporting packages.
Monitor bank accounts and project weekly cash flows to ensure financial stability.
Participate in the budgeting and reforecasting process to support financial planning.
Assist with internal and external audits, including financial, operational, and internal controls audits.
Complete special projects, ad hoc reports, and analyses as required.
Support profitability analysis, forecasting, and variance reporting.

Job Requirements of the Senior Accountant

Bachelor’s degree in Accounting or Finance required; CPA or Master’s Degree preferred.
Minimum3 years of accounting experience or 2 years of public accounting experience.
Strong knowledge of GAAP and financial statement preparation.
Exceptional critical thinking and attention to detail.
Effective decision-making and time management skills, with the ability to manage multiple projects simultaneously.

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Controller – The Woodlands

Posted on December 23, 2024 by Dianedelgadolemaire

Company Overview: Our client is a rapidly growing private equity-backed company poised for substantial growth, aiming to quadruple in size over the next 3 to 5 years. Their dynamic and fast-paced environment offers a unique opportunity to contribute to our ambitious growth plans. This role will be in office to start with a goal of a 3/2 hybrid schedule.

Position Summary: They are seeking a highly skilled and experienced Financial Controller to join their team. This critical role will be responsible for overseeing all financial and accounting operations, ensuring accuracy and integrity in financial reporting, and providing strategic financial insights to support our growth objectives. The ideal candidate will have a strong background in financial management, preferably within a private equity-backed environment, and a proven track record of driving financial performance in rapidly scaling organizations.

Why you should consider this role:

Be a part of a rapidly growing company generating $150M+ in annual revenue with goals to be a 500M dollar organization in the next 2 years!
Highly visible role- get your name out there and work closely to the CEO & CFO
The plan for this role is GROWTH.
Very flexible management team- take your task and run with it. No micro-managing here!

Responsibilities:

Financial Reporting and Analysis:
- Prepare and oversee the preparation of accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.
- Conduct in-depth financial analysis to provide insights and recommendations for business growth and operational improvements.
Internal Controls and Compliance:
- Oversee external audits and ensure timely and accurate completion of all audit requirements.
- Ensure compliance with all tax filings and regulatory requirements.
Team Leadership and Development:
- Lead and mentor the finance and accounting team, fostering a culture of continuous improvement and professional development.
- Collaborate with cross-functional teams to support business initiatives and drive financial performance.
Strategic Financial Planning:
- Provide financial insights and recommendations to support mergers, acquisitions, and other strategic initiatives.

Qualifications:

Bachelor’s degree in accounting, Finance, or a related field; CPA designation required.
Minimum of 8-10 years of progressive experience in financial management
Experience in a private equity-backed company.
Experience with POC, job costing, or Activity-based costing is required.
Strong understanding of GAAP, financial reporting, and internal controls.
Excellent analytical, problem-solving, and decision-making skills.
Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

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#REMOTE Financial Analyst

Posted on December 9, 2024 by Dianedelgadolemaire

Summary: Embark on an exciting opportunity as a Senior Financial Analyst within our client’s vibrant team. This PE-backed organization dedicated to improving healthcare outcomes. Your pivotal role as the Senior Financial Analyst will report to the Senior Manager and will work alongside a high-performing team with other qualified Finance professionals. This position offers growth into management as the organization continues to grow. Ideal candidates have 1-3 years of experience in the investment banking industry.

Salary: 110 000 – 135 000 plus bonus

Why take this Senior Financial Analyst opportunity?

Newly created position on a growing team
Large PE backed company in the healthcare industry
Growth opportunity
Exposure to C-Suite and other high-level management
Work remotely in EST
Great compensation and benefits

Position Expectations and Responsibilities for a Senior Financial Analyst:

The Senior Financial Analyst will contribute, support and lead corporate strategy projects, analyzing key metrics and market trends.
Support the VP of FP&A to understand financial impacts of multiple streams of revenue.
Collaborate cross-functionally with multiple departments to support the FP&A function and team.
Provide financial analysis and reporting to air in the stability and growth of the organization.
Analyze financial data and market trends to identify areas for growth and operational efficiency.
Ad-hoc reporting projects on a monthly, quarterly and annual basis.

Knowledge, Skills, and Abilities of an Senior Financial Analyst:

Bachelors degree in Accounting, Finance or related field or related work experience
Proven experience as a Senior Financial Analyst
Investment banking experience highly preferred
Strong analytical skills
Advanced Excel and PowerPoint
Thrive in a fast-paced Private Equity environment
Demonstrate the ability to work independently with minimal supervision and meet deadlines.

#remote #WFH

Nonprofit Accounting Supervisor – 2/3 Office Schedule!

Posted on December 9, 2024 by Dianedelgadolemaire

Our nonprofit client is seeking an Assistant Controller to join their mission-driven organization!

Why should you explore this Assistant Controller role?

Access to leadership development programs and ongoing professional training. Reports directly to the CFO who is a CPA and CFP! The CFO is a firm believer in mentorship and development.
Be part of the sourcing, testing, and implementation of a new software!
This is a newly created position due to their growth in size!

Primary Responsibilities of the Assistant Controller:

Oversee investment accounting, focusing on improving transaction processes, reporting accuracy, and internal controls.
Prepare monthly reports detailing gift activity, income distribution, and investment performance, along with related journal entries.
Reconcile monthly and quarterly investment activity to advisor reports and maintain communication with investment managers.
Collaborate on board meeting preparations, draft committee minutes, and support investment committee activities.
Document due diligence processes for investment activities and assist with year-end audit preparations.
Manage quarterly reporting, including endowment cash summaries and distributions to operations.

Reconcile monthly gift workpapers and prepare quarterly journal entries for pledge activities.
Create detailed fund reports to support stewardship and compliance with donor intent.
Assist with post-award grant activities, including preparing accrual entries, invoices, and drawdown requests.
Support quarterly and year-end closings and the financial statement audit.

Contribute to annual audit preparation and year-end closing activities.
Perform complex reconciliations and prepare schedules for internal and external stakeholders.
Support treasury activities and undertake other essential tasks as assigned.

Qualifications for the Assistant Controller:

Bachelor’s degree in accounting or finance required.
Heavy Excel knowledge required.
3+ years of accounting experience.
Nonprofit and grant management experience is a plus, not a must.

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Senior Financial Reporing Accountant – Hybrid! – Central Houston

Posted on October 30, 2024 by Dianedelgadolemaire

Location: Central Houston

Salary: $80,000 – $100,000

Senior Financial Reporting Accountant Position Overview:
The Senior Financial Reporting Accountant will be responsible for managing the financial reporting process, ensuring accuracy and compliance with GAAP and relevant regulations. This role requires a detail-oriented professional with strong analytical skills and a thorough understanding of financial accounting principles.

Perks of the Senior Financial Reporting Accountant position?

Competitive salary and benefits package.
Opportunities for professional growth and development.
A collaborative and inclusive work environment.
Hybrid work schedule – 3 days in office

Senior Financial Reporting Accountant Key Responsibilities:

Prepare and review financial statements, including balance sheets, income statements, and cash flow statements.
Ensure compliance with GAAP, IFRS, and other regulatory requirements.
Oversee month-end and year-end closing processes, including account reconciliations and variance analysis.
Prepare and file quarterly and annual reports, including Form 10-Q and Form 10-K.
Collaborate with cross-functional teams to support budgeting and forecasting processes.
Develop and maintain financial reporting policies, procedures, and internal controls.
Assist in the implementation of financial reporting software and tools.
Lead and mentor junior accounting staff, providing guidance and support in their professional development.
Conduct research on accounting issues and provide recommendations for improvements.
Assist with external audits and coordinate with auditors to ensure timely and efficient audit processes.

Senior Financial Reporting Accountant Qualifications:

Bachelor’s degree in Accounting
CPA Eligible or Certified
Minimum of 3 years of experience in financial reporting or accounting, preferably in a corporate environment.
Strong knowledge of GAAP and financial reporting standards.
Proficient in financial reporting software and advanced Excel skills.
Excellent analytical and problem-solving abilities.
Strong attention to detail and organizational skills.
Effective communication and interpersonal skills.
Ability to work independently and collaboratively in a fast-paced environment.

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Non-Profit Controller

Posted on October 23, 2024October 29, 2024 by Dianedelgadolemaire

Exciting Opportunity: Controller Role with a Leading Nonprofit Organization!

Are you a finance professional with a passion for community development and making a difference? We have an outstanding opportunity for a Controller to join a prominent nonprofit organization dedicated to enhancing communities for all. With a rich history dating back to 1976, this nonprofit has been a driving force in creating access to quality services through strategic partnerships. They’ve recently achieved a major milestone with their impactful projects, expanding their reach and impact. As a key player in this dynamic team, you’ll contribute to managing various initiatives and supporting their nonprofit mission.

Highlights of the role:

Work in the office two days a week! Work from home 3 days!!!! Very flexible with start and end times when in the office.
Help implement a new accounting system.
Work in a very project-oriented and complex nonprofit environment.
Funding is 50% private and 50% governmental.
Manage a team of 3. Groom the accounting manager for their next step in their career.

Role Overview: Controller

As a Controller reporting to the Chief Financial Officer (CFO), you’ll play a pivotal role in overseeing accounting operations, managing staff, and facilitating transactions. Your responsibilities will include preparing financial reports for different arms of the organization, collaborating with senior leadership on financial reporting, and ensuring compliance with industry standards.

Key Responsibilities:

Lead and mentor a dedicated accounting team, ensuring effective internal controls.
Manage accounts, ledgers, and reporting systems to align with financial standards.
Oversee timely monthly, quarterly, and annual reporting, including bank reconciliations.
Coordinate annual audit preparation and compliance tasks.
Analyze financial data to craft accurate reports.
Assist in monitoring budgets and preparing variance analysis.
Maintain precise financial forecasts, particularly considering changes.
Collaborate on payroll functions and team training with the CFO.
Strengthen internal communication channels and foster a positive work environment.

Qualifications:

Bachelor’s degree in accounting or finance.
Eight years of progressive finance and accounting experience.
CPA qualification.
A drive for continuous growth and improvement.
Goal-oriented mindset with a knack for meeting deadlines.
Experience with audits, budget development, and compliance.
Excellent analytical, organizational, and problem-solving abilities.
Strong interpersonal and communication skills for effective collaboration.
Unwavering integrity and dedication to the organization’s mission.

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Financial Planning Analyst – Galleria – Hybrid 3/2 #hybridjobs

Posted on October 15, 2024 by Dianedelgadolemaire

Our oil and gas client is seeking an experienced Analyst II to join their company! This role involves gathering data and producing monthly, quarterly, and long-range forecasts. The ideal candidate will have strong analytical and problem-solving abilities, along with proficiency in Microsoft Excel.

Job Title: Analyst II

Perks of the Analyst II?

Career Growth and Development: this position is open due to company growth!
Collaborative Environment: Work with a dedicated and diverse team committed to excellence and innovation.
Competitive Benefits: Enjoy competitive salaries, comprehensive benefits.

Analyst II Key Responsibilities:

Collaborate with departments to collect data and update long-term financial models.
Analyze and interpret data on operational performance and financial trends to support long-term planning initiatives.
Prepare detailed reports and presentations for management and the Board of Directors, summarizing findings related to strategic planning and ad hoc projects.
Work closely with Finance leadership to identify opportunities for process improvements and best practices in planning.
Conduct variance analyses to track actual performance against forecasts and budgets, presenting findings in concise summaries.
Provide ongoing support to various departments through ad-hoc reports and the distribution of financial information.

Analyst II Qualifications:

Bachelor’s degree in related field.
1-2 years of experience in a financial analyst role.

Strong analytical and problem-solving skills.
Proficiency in Excel and PowerPoint, creating presentations for high level individuals.
Strong written and verbal communication skills.

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Remote – Financial Reporting Accountant – Must reside in Greater Houston Area – Remote!

Posted on October 14, 2024 by Dianedelgadolemaire

We are looking for a skilled Financial Reporting Accountant to join the corporate accounting team for our growing, dynamic manufacturing client. This role focuses on supporting financial reporting and general ledger processes critical to the company’s financial operations. The ideal candidate will have a CPA certification, experience in a large public accounting firm, and the ability to thrive in a fast-paced, hands-on environment.

Here’s why you should consider this exciting opportunity:

Exceptional Work-Life Balance: Enjoy a balanced work-life schedule with a typical 40-hour workweek outside of quarter close, allowing you to maintain a healthy equilibrium between your professional and personal life. This role is 100% remote with occasional travel to Waller, TX.
Amazing culture! – close-knit team that fosters a family-oriented atmosphere, even within the framework of a large corporation.
Community Engagement: Make a positive impact beyond your daily tasks by participating in various community initiatives and volunteer opportunities. Our client is dedicated to giving back to the communities it serves.
Company Growth: this role is open due to the company rapidly growing!

Key Responsibilities:

Prepare and post journal entries to the general ledger, conduct account reconciliations, and perform detailed account analysis.
Ensure the accuracy, timeliness, and proper accounting treatment of transactions, adhering to industry best practices for documentation and review.
Perform internal control activities to maintain compliance with the Sarbanes-Oxley Act, ensuring documentation meets regulatory standards.
Prepare concise, well-organized workpapers that support financial reporting conclusions.
Assist the Financial Reporting Manager in preparing financial reports and implementing process improvements across accounting functions.
Research complex accounting issues to ensure accuracy in reporting and compliance with applicable regulations.
Collaborate cross-functionally with departments such as production, supply chain, and operations to ensure alignment in financial data.
Take on additional accounting and financial tasks as required.

Apply practical accounting knowledge gained through both education and work experience, with an understanding of manufacturing cost structures and financial practices.
Work independently on a range of assignments, navigating challenges that are difficult but not highly complex.

Experience & Education:

3+ years of progressive experience in accounting or finance, preferably in a manufacturing environment.
Bachelor’s degree in accounting required; Master’s degree preferred.
CPA certification preferred.

Strong ability to communicate financial information clearly across multiple levels of the organization, including plant operations, finance, and leadership teams.
Strong analytical, communication, and interpersonal skills, with a deep understanding of general ledger accounting in a manufacturing context.
Expertise in Excel, Access, SAP ERP system.
Analytical mindset capable of interpreting meaningful patterns from financial and operational data.
Strong problem-solving skills, able to address issues with practical and effective solutions.

Demonstrated ability to build and maintain relationships across diverse teams, including those in production, logistics, and management

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#remotework #WFH

Financial Reporting Manager – Remote – Must reside in Greater Houston Area

Posted on October 14, 2024 by Dianedelgadolemaire

Our manufacturing client is seeking an experienced Financial Reporting Manager to oversee all aspects of financial reporting, including detailed analysis and technical accounting. This position is responsible for ensuring the timely and accurate preparation of income statements, balance sheets, and supplemental reports for both internal and external stakeholders. The role also involves leading and mentoring the Financial Reporting team. The ideal candidate is a CPA with a strong background in public accounting and a self-starter with excellent analytical skills, able to work independently and collaborate across the organization.

Here’s why you should consider this exciting opportunity:

Exceptional Work-Life Balance: Enjoy a balanced work-life schedule with a typical 40-hour workweek outside of quarter close, allowing you to maintain a healthy equilibrium between your professional and personal life. This role is 100% remote with occasional travel to Waller, TX.
Amazing culture! – close-knit team that fosters a family-oriented atmosphere, even within the framework of a large corporation.
Community Engagement: Make a positive impact beyond your daily tasks by participating in various community initiatives and volunteer opportunities. Our client is dedicated to giving back to the communities it serves.
Company Growth: this role is open due to the company rapidly growing!

Key Responsibilities:

Lead the preparation and review of quarterly and annual financial statements, as well as manage external audits.
Act as the primary resource for technical accounting guidance and policy implementation, providing expertise to the team and company.
Lead project teams focused on accounting and program-related initiatives, ensuring alignment with business goals.
Regularly update Senior Leadership on the status of financial reporting, accounting matters, and key issues requiring attention or resolution.
Oversee the development and continuous improvement of financial reporting processes to meet internal and external reporting timelines for month-end, quarter-end, and year-end activities.
Conduct research on technical accounting issues and prepare related memos to support decisions.
Supervise, mentor, and develop members of the Financial Reporting team to ensure high performance and professional growth.
Coordinate and assist with annual audits, focusing on both financial statements and internal controls compliance.
Provide training to staff as necessary and lead ad hoc projects within the accounting department.
Identify opportunities to enhance the effectiveness and efficiency of accounting processes.

Accountable for short-term results through the implementation of policies, processes, and procedures.
Manages complex projects and challenges while providing guidance and mentorship to the team.

Experience & Education:

8+ years of progressive experience in accounting or finance.
3+ years of experience with a Big 4 or other national/regional public accounting firm is required.
5+ years of leadership experience, managing teams.
Bachelor’s degree in accounting required; Master’s degree preferred. Certified Public Accountant (CPA) required.
Expertise in Excel, Access, SAP ERP system.
Hands on technical accounting experience.
Strong communication and presentation skills, with the ability to effectively interact at all levels within and outside the organization.
Deep understanding of financial reporting, general ledger, and technical accounting principles.
A hands-on, results-oriented leader with a commitment to delivering high-quality work.

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#remote #remotework #WFH #accountingjobs

Senior Accountant – Investment Management / Private Equity – Downtown Houston

Posted on October 8, 2024October 18, 2024 by Dianedelgadolemaire

About the Company and Opportunity:

Our client is a successful investment company.
They invest in EVERYTHING renewables…wind, solar, batteries……..over 5B invested worldwide!
The offices are located in the downtown area. Free parking is provided! Conveniently located to get out at lunch.
Excellent benefits, great team, and culture!
3/2 or 4/1 in downtown Houston depending on the week
Be the right-hand person to the controller!
Work for a former big 4 audit manager, CPA with lots of knowledge to share.
The company has equity in over 200 low-carbon, renewable, storage, and grid support projects all over the world.
Looking for a go-getter mentality. Someone who loves to learn and be challenged.

Overview of the role:

Assist with the review of monthly and quarterly accounting and reporting packages, including corporate entities, portfolio companies, intermediate holding, and fund-level entities
Assist with the review and submission of periodic regulatory reporting.
Collaborate with portfolio company accounting teams and other external accounting teams to ensure accuracy, consistency, and timeliness in financial reports.
Monitor fund-level investment activity, liquidity, and available commitments
Assist with coordination of tax compliance and work with external tax teams to ensure all filing requirements are met.
Support the Capital team with ad hoc investor requests, analysis, and DDQ responses.
Assist with the annual audits with respect to US entities and underlying investments.
Assist with corporate level budgeting, forecasting, and expense reports.
Assist with various corporate treasury, cash management, and AP activities.
Assist with intercompany billing process.

Preferred Qualifications for the role:

Bachelor’s degree in accounting, business or related field is required.
A minimum of 2-4 years of experience in accounting/finance role
Understanding of financial reporting, budgeting, forecasting and cash management.

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