personal-finance

Credit Specialist – NW Houston – Hybrid

Posted on by Dianedelgadolemaire

Our industrial client is seeking a Credit Specialist to join their collections team! This well-established firm has been in business for over 100 years and has been growing ever since.

The Credit Specialist will be responsible for performing all credit and collections functions associated with mid-tier account portfolio in accordance with the credit department goals and objectives.

Why should you explore this Credit Specialist role?

  • Competitive salary and comprehensive benefits plan.
  • Flexible working schedule! – this company cares about work life balance.
  • Supportive management team that wants to help you grow and succeed within the company.

Primary Responsibilities of the Credit Specialist:

  • Perform account management tasks related to credit and collections and overall accounts receivable management
  • Perform periodic analysis on their customer account portfolio. Perform root cause analysis to resolve problems in timely manner
  • Recommend credit limits for accounts in the portfolio and Identify issues needing escalation
  • Extend credit to customers within their limits of authority and approve credit inquiries.
  • Generate account statements, provide billing documentation and prepares credit adjustments where applicable
  • Identify delinquency drivers and achieve resolution is required.
  • Ensure optimal cash flow by continued positive contact and relationship building.
  • Facilitate customer meetings
  • Other duties and tasks as assigned by Credit Manager

Qualifications for the Credit Specialist:

  • Degree in Accounting/Finance preferred or 3+ years of equivalent experience in AR/AP or credit role preferred
  • 2+ years’ experience with electronic billing (ADP, Oildex, EDI)
  • Intermediate Excel skills (vlookup/pivot tables/power queries)
  • Intermediate knowledge of financial statements and credit reporting tools (D&B, etc.)
  • Experience managing portfolio; intermediate understanding of reconciliations
  • Work well independently, part of a team and takes initiative to deliver on results in acceptable period of time

Accounting & Finance Manager – North Houston – 4/1 Schedule

Posted on by Dianedelgadolemaire

Our shipping and logistics client is seeking an Accounting & Finance Manager to join their global company!

Why should you explore this Accounting & Finance Manager role?

  • Amazing tenure and even better culture! – people stay for the long run at this company.
  • Beautiful office space – onsite gym, coffee shop, tenant lounge, golf simulator, and more!
  • Flexible working schedule! – this company cares about work life balance.
  • The company has been in business since the 1800’s!!!!!

Primary Responsibilities of the Accounting & Finance Manager:

  • Supervise overall accounting operations including receivables, payables, and cash management
  • Coordinate monthly and quarterly financial close processes
  • Prepare, assess, and submit monthly management financial statements (MRs)
  • Conduct monthly Work in Progress (WIP) analysis and evaluation
  • Validate or create account reconciliations
  • Review or input journal entries accurately
  • Complete and deliver quarterly reporting package
  • Analyze revenue, expenses, and balance sheet components as required
  • Authorize payments and maintain communication with financial institutions
  • Aid CFO in budgeting and forecasting activities
  • Serve as primary liaison and organizer for annual IFRS financial statement audit
  • Address inquiries and maintain communication with head office accounting
  • Achieve consistent reporting deadlines with minimal need for post-submission adjustments or corrections

Qualifications for the Accounting & Finance Manager:

  • Bachelor’s degree in accounting or finance required
  • At least 5 years of pertinent experience in accounting and financial reporting
  • Leadership experience managing accounting teams is a huge plus, not a must.
  • Proficiency in IFRS or US GAAP

#accounting #finance #accountingjobs #financejobs #jobs #houston #houstonjobs #hybrid #hybridjobs

Investment Accounting Manager – West Houston

Posted on by Dianedelgadolemaire

CFS has partnered with a growing private equity firm in Houston. Are you ready to join this amazing team?

Perks of the Accounting Manager:

  • Hybrid Schedule
  • Private Equity Fund – They are on their THIRD fund!
  • Exciting work – never boring
  • Company pays 100% of health insurance premiums for employee, spouse, and family
  • Tons of growth and learning opportunities as they grow through acquisitions
  • Work-life balance is highly valued

Job Summary:

Fund Accounting Manager reports to the Chief Accounting Officer and must be able to work independently and with a

team. This is a growth position that requires the individual to actively work on developing strategies for a more effective

work effort.

Essential Duties:

  • Responsible for all phases of monthly, quarterly, and annual accounting processes and investment accounting operations.
  • Responsible for internal and external financial reporting activities to ensure accurate and timely submission of information to investors and senior management for decision-making.
  • Maintain and generate accurate accounting records; perform monthly account reconciliations and analyze transactions for reasonableness, accuracy, and compliance with US GAAP.
  • Serve as the first level review of all external and internal reports.

Qualifications:

  • Bachelor’s degree in accounting required
  • CPA, active license status required
  • Five to seven (5 – 7) years’ work experience at a “Big 4” accounting firm or a combination of “Big 4” and industry accounting
  • Private Equity and/or other alternative investment accounting experience preferred
  • Must be highly proficient in Excel
  • Strong knowledge of US GAAP standards and internal control processes

Senior Accountant – Hybrid – Galleria Area

Posted on by Dianedelgadolemaire

Senior Accountant

Why should you consider joining their company as a Senior Accountant? Let us count the ways:

  • 🏢 Office to Hybrid: We believe in work-life balance and offer a flexible work schedule. Start in the office and then transition to a hybrid schedule that suits your lifestyle.
  • 🤝 Partnership & Balance: You’ll work hand in hand with the CFO, Controller, and Accounting Manager, forming a true partnership. They value your well-being and understand the importance of maintaining a healthy work-life balance.
  • 🔧 Fixer’s Delight: Processes need to be changed, and they are looking for someone who enjoys “fixing” things. In this role, you’ll have the opportunity to identify areas for improvement and implement changes that will drive efficiency.
  • 🏢 Amazing Space: Their office space is more than just four walls. It’s a vibrant and inspiring environment designed to fuel creativity and collaboration. Plus, their location is second to none!
  • 💰 Competitive Compensation: They believe in recognizing talent and offer a competitive salary and benefits package. Your hard work will be rewarded!
  • 📚 Lifelong Learning: They invest in your professional growth. They offer partial and/or complete financial support for professional accreditations and continuing education requirements. Your success is their success!


What will you be doing as a Senior Accountant? Here’s a sneak peek:

  • Post daily cash entries to ensure allocations among entities are accurate and intercompany is appropriately recorded.
  • Prepare month-end close entries including but not limited to accruals, amortization, allocations of shared expenses, revenues and expenses
  • Perform intercompany analysis and reconciliations.
  • Perform flux analysis on balance sheet and income statement accounts.
  • Reconcile sub-ledger to general ledger account balances.
  • Review final trial balances for accuracy and completeness.
  • Ensure accounting procedures comply with Generally Accepted Accounting Principles (GAAP).
  • Review and manage accounts payable and receivable.
  • Ensure compliance with established internal control frameworks and best practices.
  • Develop recommendations to optimize accounting systems and procedures and detect inaccuracies.
  • Provide requested information to annual audit and tax preparation team as needed for assigned entities.

What do you need to bring to the table as a Senior Accountant? Here are the essentials:

  • Bachelor’s Degree in Accounting is a must.
  • Experience Matters: 2-5 years of prior accounting experience, with a preference for Public Accounting Audit experience. Show us what you’ve got!
  • Accounting Know-How: Working knowledge of basic accounting principles is essential to excel in this role.


Ready to embark on an exciting accounting adventure? Don’t miss out on this fantastic opportunity. Apply now and let your financial expertise shine!

#senioraccountant #accountant #hiringnow #accountingjobs #houstonjobs #cfstaffing #hybridjobs #accountant


Accounting & Finance Manager – Downtown Houston – Investment Management – Renewables!

Posted on by Dianedelgadolemaire

About the Company and Opportunity:

  • Our client is a successful investment company.
  • They invest in EVERYTHING renewables infrastructure…wind, solar, batteries……..over 5B invested worldwide!
  • The offices are in the Downtown Houston. Free parking is provided! Conveniently located to get out at lunch.
  • Excellent benefits, great team, and culture! 100% Family medical is covered by the company.
  • This is a new created role. This person will also hire a Senior Accountant to assist by the end of the year.
  • Company is going from a centralized model to a regional model due to tremendous amount of growth globally.
  • Hybrid role! Amazing office space. (3 to 4 days a week in office)
  • 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 go-getter mentality. Someone who loves to learn and be challenged.

Overview of the Accounting & Finance Manager:

  • Perform the review of monthly and quarterly accounting and reporting packages, including portfolio companies, intermediate holding and fund level entities and management company in accordance with various accounting standards (i.e. IFRS, UK GAAP and US GAAP).
  • 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, and initiate investor contributions and distributions as needed.
  • Manage tax compliance and coordinate with external tax teams to ensure all filing requirements are met.
  • Coordinate with the internal investments team on fund and portfolio company financial matters.
  • Support the Capital team with ad hoc investor requests, analysis and DDQ responses.
  • Assist with the annual audits with respect to US fund level entities and underlying investments.
  • Assist with corporate level budgeting and forecasting.
  • Assist with the review and processing of payroll and related matters.
  • Assist with various corporate treasury, cash management and AP activities.
  • Assist in the identification and implementation of business processes and reporting enhancements,

Preferred Qualifications for the Accounting & Finance Manager:

  • CPA
  • Bachelor’s degree in accounting, business or related field is required.
  • A minimum of 4-5 years of experience in accounting/finance role in Big 4, Private Equity, Financial Services and/or renewable energy experience
  • Strong understanding of financial reporting and cash management.
  • Working knowledge of various private equity fund structures (GP/LP/Feeder) and the accounting for these structures.
  • Excellent interpersonal and coordination skills to interact effectively with diverse teams and stakeholders.
  • Strong leadership skills and the ability to manage extensive third-party relationships.
  • Strong analytical skills needed for financial statement review and financial forecasting.
  • Capable of managing multiple projects and meeting deadlines in a fast-paced environment.

Senior Investment Accountant – Hybrid – Downtown

Posted on by Dianedelgadolemaire

🏢 Are you ready to join an exciting journey with a leading Real Estate Company as a Senior Investment Accountant? 🚀 We are looking for a skilled professional to play a vital role in our financial team! 📊👩‍💼

Perks of Working with Us: 🎁🌟

  • 🏢 Join a prestigious Real Estate Company with a reputation for industry leadership.
  • 📈 Contribute to shaping the future of the Real Estate industry with innovative leaders.
  • 🌐 Opportunity for career growth and professional development.
  • 🏢 Flexible work schedule that offers a hybrid schedule!
  • 💼 Collaborative and inclusive work environment fostering creativity and teamwork.
  • 💪 Competitive salary and benefits package.
  • 🎉 Exciting company events and team-building activities.
  • 🌇 Work in modern and inspiring offices with state-of-the-art facilities.

Responsibilities:

  • 📝💼 Collaborate closely with the Controller and Accountant to ensure accurate financial reporting.
  • 🔍 Review and prepare journal entries for complex accounting areas.
  • 💼 Perform month-end and quarter-end close procedures, meticulously reviewing account reconciliations.
  • 💰 Manage treasury functions, including cash flow projections and cash management.
  • 🧾🔍 Assist in coordinating audits, providing crucial information for smooth audit processes.
  • 🤝 Work closely with Investment Management and Luxembourg accounting groups, sharing essential information and reports.
  • 🗂️ Maintain accurate structure charts and ownership schedules for operational efficiency.
  • 👩‍🏫 Provide supervision and support to Accountants within the team.
  • 💼 Assist in setting up new projects, ensuring seamless project initiation.

Qualifications:

  • 🎓 Bachelor’s degree in Accounting from an accredited institution.
  • 👩‍💼 Two or more years of professional accounting experience.
  • 🏆 CPA designation
  • ⏰ Willingness to work overtime as needed.

Join us now and be part of a dynamic team shaping the future of the Real Estate industry! 🏘️💼 Apply today! 📩🚀 #RealEstate #Accounting #FinanceJob #SeniorInvestmentAccountant

Assistant Controller – IFRS – West Houston – dlemaire@cfstaffing.com

Posted on by Dianedelgadolemaire

Why should you explore this Assistant Controller role?

  • 🌟 Surround yourself with brilliance! Join industry leaders in geoscience technology and high-performance computing.
  • 🚀 Embark on a journey in an energetic and fun work environment, where challenges are opportunities for growth.
  • 🎓 Ignite your potential with excellent training and mentorship programs.
  • 🌐 Relocation bonus – because moving to Houston should be exciting, not stressful!
  • 💰 Competitive compensation with a performance-based bonus program.
  • 🏝️ Unwind with 3 weeks’ vacation, 3 personal days, and 8 sick days.
  • 🌐 Embrace a hybrid and flexible work schedule that suits your lifestyle.
  • 💼 Fuel your financial future with an excellent 401k match program (contribute up to 5%, matched up to 7%).
  • 👨‍👩‍👧‍👦 Celebrate family moments with a parental leave program for eligible moms and dads.
  • 🌐 Access medical, dental, vision, supplemental benefits, and more.
  • 🌱 Prioritize your well-being with our Wellness Program and state-of-the-art Fitness Center.
  • 🌎 Our client sees the world differently. Diversity fuels our innovation.

Primary Responsibilities of the Assistant Controller:

  • 🔍 Dive into the financial world alongside the Senior Financial Controller and Business Managers.
  • 📊 Craft financial reports aligned with group policy and the financial calendar.
  • 💡 Generate dynamic cost center management accounts, monitoring profitability and cash performance.
  • 💡 Illuminate key variances and performance indicators to drive informed decisions.
  • 📈 Create budget and financial forecasts, contributing to a visionary three-year business plan.
  • 🚀 Be the driving force behind exciting projects: investment analysis, financing, and auditing.
  • 🌐 Champion the roll-out of cutting-edge applications in collaboration with the Finance group.

Qualifications for the Assistant Controller:

  • 📈 Master financial data analysis tools (MS Excel; data retrieval tools) like a pro.
  • 🌐 Navigate financial databases (Oracle Hyperion) with ease.
  • 🧠 Possess an analytical mindset, exploring beyond the numbers for hidden insights.
  • 🗣️ Communicate effortlessly with both finance and non-finance stakeholders.
  • 🌐 Embrace a dynamic, open-minded team spirit committed to continuous improvement.
  • 🌐 Proven ability to collaborate inclusively in a global organization.
  • 🌐 Approach work proactively and flexibly, ensuring effective communication across time zones.

Education and Experience for the Assistant Controller:

  • 🚀 Unlock your potential with a bachelor’s degree or equivalent in finance, accounting, or a related major.
  • 📚 Elevate your expertise with a master’s degree in finance, accounting, or a related major (preferred).