technology

Remote Accounting Manager – SaaS – dlemaire@cfstaffing.com

Posted on by Dianedelgadolemaire

Accounting Manager – SaaS (must have!)

Our client is a portfolio company that specializes in the acquisition of hyper-niche software companies that fit narrow but mission-critical use cases for business customers. The company is experiencing rapid growth through acquisitions and organic growth and is looking for a motivated, energized, and high achieving Accounting Manager to support the growth of the company.

Benefits and Perks of the Accounting Manager role:

  • Solid benefits
  • Unlimited PTO-Required to take a minimum of 2weeks pto
  • Possibility of earning Semi-annual equity grants for top performers
  • Fully remote role (Austin, Dallas, Houston, SA or surrounding areas ideally) with the option for a physical office in San Antonio
  • Travel to San Antonio periodically for meetings & team events (if not local)
  • High growth company with smart & passionate people
  • Monthly Lunch n’ learns on topics regarding work & beyond, including DE&I
  • Great place to work Certified

Responsibilities of the Accounting Manager:

  • Manage accounting operations for multiple entities
  • Oversee the accounting close process and preparation of monthly financial statements
  • Review Journal Entries of staff
  • Implement ASC 606 and maintain deep knowledge of software revenue recognition practices
  • Utilize NetSuite across multiple legal entities and currencies
  • Liaise with auditors and support the annual financial statement audit process
  • Conduct financial analyses and provide ad hoc reporting as needed
  • Mentor junior accountants and delegate responsibilities
  • Ensure timely and accurate completion of annual PCAOB Audit
  • Design and implement internal controls and accounting policies
  • Adapt to evolving processes within the portfolio

Qualifications & Experience needed for the Accounting Manager:

  • Master’s or Bachelor’s Degree in Accounting or related field
  • 5+ years of accounting experience and 2+ years of prior Accounting Manager experience (we will consider Senior/Manager in public accounting)
  • Strong knowledge of GAAP Accounting standards
  • Proficiency in NetSuite
  • Experience with Maxio/SaasOptics (preferred)
  • Familiarity with foreign subsidiaries (preferred)
  • Experience managing relationships with external auditors
  • High attention to detail, high sense of urgency, strong communicator (responsiveness)

HIGH PREFERENCE FOR:

  • Big4 Industry Mix
  • CPA
  • SAAS/Tech/Start-Up/High Growth/PE backed/Pre-IPO industries
  • Experience with ASC 606 at a SaaS company

Nonprofit CFO – Are you passionate about the outdoors?

Posted on by Dianedelgadolemaire

CFS has teamed up with a non-for-profit. They are a company who provides a family-oriented work environment and the chance to partake in the implementation of processes and procedures within the accounting department.


Perks of the CFO role

  • 100% employee covered benefits.
  • Competitive salary.
  • Flexible schedule.

Essential Job Functions


As CFO, you will be responsible for operating an efficient and effective finance department that provides a variety of services to the organization such as financial planning and analysis, treasury, tax and other finance operations.

  • You will also be responsible for providing strategic leadership and direction to the organization.
  • Overseeing day-to-day operations and ensuring efficient and effective business processes
  • Leads and oversees daily operations of the Department of Finance
  • Assists in performing all tasks necessary to achieve the organization’s mission and help execute staff succession and growth plans.
  • Setting performance goals and targets for the organization
  • Making key decisions regarding resource allocation, budgeting, financial management and forecasting
  • Designs, establishes, and maintains an organizational structure and staffing to accomplish the department’s goals and objectives.
  • Identifying new business opportunities and driving business development initiatives
  • Ensuring compliance with relevant local, state and federal laws, regulations, and industry standards


Required Education and Experience

  • Non-profit experience is a plus.
  • CPA required
  • 8 – 10 years of managerial experience.

Nonprofit CFO – Houston

Posted on by Dianedelgadolemaire

Healthcare experience required

Mission-Driven Culture: Experience the satisfaction of working for an organization with a clear sense of purpose and a commitment to creating positive social impact. Join a community of like-minded individuals who are passionate about making a difference in the world.

Overview: As the Chief Financial Officer, you will play a crucial role in guiding the financial health and strategic direction of the organization. Reporting directly to the Executive Director, you will be responsible for providing leadership in financial planning, analysis, and management, ensuring the organization’s resources are effectively utilized to fulfill its mission. You will collaborate closely with the Executive Team to drive operational efficiency and support strategic initiatives.

Perks of the CFO Role?

  • Meaningful Impact: Be part of an organization dedicated to making a positive difference in the community. Your work directly contributes to advancing our mission and creating lasting social change.
  • Collaborative Culture: Join a team of passionate individuals who are committed to working together to achieve common goals. Our inclusive and supportive work environment fosters collaboration, creativity, and innovation.
  • Work-Life Balance: We value the well-being of our employees and strive to promote a healthy work-life balance. Enjoy flexible work arrangements, generous vacation days, and wellness programs designed to support your overall well-being.
  • Competitive Benefits Package: We offer a comprehensive benefits package, including health insurance, retirement plans, and other employee benefits, to support your financial security and overall wellness.
  • Employee Recognition: Your contributions are recognized and appreciated. We celebrate achievements, milestones, and outstanding performance through various recognition programs and events.

CFO Key Responsibilities:

  1. Strategic Planning:
    • Assist in formulating the company’s future direction by providing financial insights and participating in strategic decision-making processes.
    • Support tactical initiatives by analyzing financial data and providing recommendations to optimize resources.
  2. Operational Leadership:
    • Participate as a key member of the Executive Team in decision-making processes that impact the operations and strategic direction of the organization.
    • Collaborate with department heads to align financial strategies with operational goals and objectives.
  3. Financial Management:
    • Oversee, manage, and analyze financial performance, including budgeting, forecasting, and financial reporting.
    • Develop and implement financial policies, procedures, and controls to ensure compliance and mitigate risk.
    • Supervise the accounting department, providing guidance and support to ensure accurate and timely financial transactions and reporting.
  4. Facilities Management:
    • Work closely with Property Management for all locations to ensure efficient and cost-effective facility operations.
    • Monitor facility-related expenses and identify opportunities for optimization and cost savings.

CFO Qualifications:

  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field; CPA or MBA preferred.
  • Proven experience 5+ years in a senior financial management role, preferably within the non-profit sector.
  • Strong financial analysis skills with the ability to interpret complex financial data and provide actionable insights.
  • Experience overseeing financial reporting, budgeting, and forecasting processes.
  • Excellent leadership and communication skills with the ability to collaborate effectively with cross-functional teams.
  • Demonstrated ability to develop and implement financial strategies that support organizational objectives.
  • Knowledge of non-profit accounting principles and regulations is highly desirable.
  • Proficiency in financial management software such as Financial Edge and/or Blackbaud

Non-Profit CFO – Houston, Texas

Posted on by Dianedelgadolemaire

Mission-Driven Culture: Experience the satisfaction of working for an organization with a clear sense of purpose and a commitment to creating positive social impact. Join a community of like-minded individuals who are passionate about making a difference in the world.

Overview: As the Chief Financial Officer, you will play a crucial role in guiding the financial health and strategic direction of the organization. Reporting directly to the Executive Director, you will provide leadership in financial planning, analysis, and management, ensuring the organization’s resources are effectively utilized to fulfill its mission. You will collaborate closely with the Executive Team to drive operational efficiency and support strategic initiatives.

Perks of the CFO Role?

  • Meaningful Impact: Be part of an organization dedicated to making a positive difference in the community. Your work directly contributes to advancing our mission and creating lasting social change.
  • Collaborative Culture: Join a team of passionate individuals who are committed to working together to achieve common goals. Our inclusive and supportive work environment fosters collaboration, creativity, and innovation.
  • Work-Life Balance: We value the well-being of our employees and strive to promote a healthy work-life balance. Enjoy flexible work arrangements, generous vacation days, and wellness programs designed to support your overall well-being.
  • Competitive Benefits Package: We offer a comprehensive benefits package, including health insurance, retirement plans, and other employee benefits, to support your financial security and overall wellness.
  • Employee Recognition: Your contributions are recognized and appreciated. We celebrate achievements, milestones, and outstanding performance through various recognition programs and events.

CFO Key Responsibilities:

  1. Strategic Planning:
    • Assist in formulating the company’s future direction by providing financial insights and participating in strategic decision-making processes.
    • Support tactical initiatives by analyzing financial data and providing recommendations to optimize resources.
  2. Operational Leadership:
    • Participate as a key member of the Executive Team in decision-making processes that impact the operations and strategic direction of the organization.
    • Collaborate with department heads to align financial strategies with operational goals and objectives.
  3. Financial Management:
    • Oversee, manage, and analyze financial performance, including budgeting, forecasting, and financial reporting.
    • Develop and implement financial policies, procedures, and controls to ensure compliance and mitigate risk.
    • Supervise the accounting department, providing guidance and support to ensure accurate and timely financial transactions and reporting.
  4. Facilities Management:
    • Work closely with Property Management for all locations to ensure efficient and cost-effective facility operations.
    • Monitor facility-related expenses and identify opportunities for optimization and cost savings.

CFO Qualifications:

  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field; CPA or MBA preferred.
  • Proven experience 5+ years in a senior financial management role, preferably within the non-profit sector.
  • Strong financial analysis skills with the ability to interpret complex financial data and provide actionable insights.
  • Experience overseeing financial reporting, budgeting, and forecasting processes.
  • Excellent leadership and communication skills with the ability to collaborate effectively with cross-functional teams.
  • Demonstrated ability to develop and implement financial strategies that support organizational objectives.
  • Knowledge of non-profit accounting principles and regulations is highly desirable.
  • Proficiency in financial management software such as Financial Edge and/or Blackbaud

CFO – League City, Texas

Posted on by Dianedelgadolemaire

About the Small Company CFO Opportunity:

  • Work hand in hand with leadership team of a $70M company
  • Lead a team of 6 and build out the F&A infrastructure
  • Implement new systems, processes and procedures to get ready for more growth!
  • Engaging and fun work environment.
  • Partner with operations.
  • Boots and jeans in-office 5 days
  • They have a long-standing customer base with some of the leading Fortune 1000 companies
  • Key member of the Senior Finance Team
  • Amazing entrepreneurial leadership team looking to double company in size (organic and acquisition)

Perks of the Small Company CFO role?

  • Competitive Salary and bonus target
  • Located conveniently near Clearlake
  • Stable company with involvement with F&A, C-Suite and Operations!
  • Still in growth-mode

Overview of the Small Company CFO role:

  • IT Systems: Work with IT resources to ensure the safeguarding of company data and hardware.
  • Teamwork: Develop trust and rapport with the leadership team and other functional departments.
  • Financial Planning & Analysis: Coordinate the implementation of the annual operating plan, annual capital expenditure plan, and quarterly forecasts. Develop performance measures and monitoring systems that support the company’s strategic direction.
  • Accounting: Report accurate financial results in accordance with GAAP. Responsible for month-end closing process including recurring journal entries, accrual journal entries, variance and trend analysis, and financial statement preparation (Income Statement, Balance Sheet, Trial Balance, and Statement of Cash Flows
  • Operations: Manage relations with key suppliers seeking to control raw material costs. Also work with trucking vendors to maximize on-time delivery as well as control delivery costs.
  • Systems: Process improvement to improve technology and accounting systems
  • Treasury Management: Oversee the treasury function including daily cash tracking, cash forecasting, wire and ACH approvals, bank transfers, ABL revolver needs and requests, while driving behavior to maintain sufficient cash balances.
  • Tax Compliance: Partner with CPA Firm

Preferred Qualifications for the Small Company CFO:

  • Four-year degree (Accounting) and at least 10 years of progressively responsible experience.
  • Experience in developing, planning, and implementing successful business strategies
  • Excellent leadership, interpersonal and communication skills.
  • Previous CFO / Controller experience
  • M&A

AP & HR Specialist – Bellaire – dlemaire@cfstaffing.com

Posted on by Dianedelgadolemaire

Join our client’s dynamic AP and HR team and make a direct impact on the financial operations! We’re seeking a skilled AP and HR Specialist to efficiently process payments, build strong vendor relationships, and ensure compliance with financial regulations. Your role will involve invoice review, data entry, and assisting with financial reporting. Plus, you’ll handle HR duties like employee onboarding and terminations.

Key Responsibilities of AP and HR Specialist:

  • Help maintain strong vendor relationships through timely payments and clear communication.
  • Streamline accounts payable processes to optimize efficiency.
  • Ensure integrity and confidentiality in financial reporting, adhering to regulations.
  • Handling data entry for invoices and general ledger, from both internal and external systems.
  • Creating purchase orders as required.
  • Securing signatures on checks and managing printing processes.
  • Maintaining organized records by scanning and filing documents. 
  • Managing new employee onboarding via the PEO system, which involves requesting background checks and preparing Form I-9.
  • Collecting onboarding form packets from new hires and directing them to the relevant office personnel for filing.
  • Processing employee terminations within the PEO system and gathering necessary forms and exit checklists.
  • Sending reminders to staff periodically to ensure correct addresses and data are maintained in the PEO system.

Qualifications for AP and HR Specialist:

  • Completion of high school or equivalent education
  • Previous experience in accounts payable is required. HR experience is a plus, not a must. 
  • Excellent time management abilities with a keen eye for detail
  • Proficiency in organizing, coordinating tasks, and multitasking, with the capacity to work independently
  • Commitment to maintaining confidentiality regarding company and partner information
  • Exceptional customer service skills with a customer-centric approach
  • Ability to collaborate effectively with a diverse client base

CRM Analyst – Houston / Dallas – dlemaire@cfstaffing.com

Posted on by Dianedelgadolemaire

About the Company and Opportunity:

  • Hybrid Opportunity
  • Fantastic company culture with strong leadership
  • Full package benefits day one
  • Great work life balance


Duties & Responsibilities:

  • Administration and maintenance of the CRM software, serving as a product champion.
  • Acting as the primary contact point for the CRM, including user support and interaction with the CRM vendor.
  • Overseeing data quality initiatives and onboarding new users to the CRM.
  • Developing and maintaining CRM training materials.
  • Collaborating on strategic initiatives to enhance CRM utilization and process efficiencies.
  • Working on potential integrations with other firm systems and troubleshooting integration issues.
  • Coordinating with the IT department on internal CRM issues.
  • Building reports in the CRM and providing analytics on CRM usage.
  • Leading CRM training for the marketing department and overseeing email marketing software.
  • Responsible for email campaign analytics and proposing A/B testing when appropriate.
  • Collaborating with the digital marketing team on other assigned tasks.

Education & Experience:

  • Bachelor’s degree with 2 to 7 years of experience in a professional services environment.
  • 1 to 5 years of experience working with a CRM, preferably Microsoft Dynamics.
  • Experience with email marketing campaign software
  • Experience in developing and delivering CRM training.
  • Strong Excel skills, including pivot tables.
  • Excellent verbal and written communication skills.
  • Attention to detail and organizational skills.
  • Strong work ethic and commitment to customer service.

Ability to work effectively in a fast-paced environment.

#hybridroles #CRM #ITJobs #jobs #technology #jobs #houstonjobs

HR Director – Houston – dlemaire@cfstaffing.com

Posted on by Dianedelgadolemaire

HR Director Opportunity

Creative Financial Staffing has recently partnered with a privately held engineering & construction company headquartered in Houston, TX.

About the HR Director Opportunity:

  • Be a part of a rapidly growing company generating $150M+ in annual revenue with goals to be a 500M dollar organization in the next 5 years.
  • Highly visible role- get your name out there and work closely to the CEO & CFO
  • The plan for this role is GROWTH.
  • Great team dynamic! Fun atmosphere- close knit team!
  • You will be the head of HR and sit in the corporate office.
  • Very flexible management team- take your task and run with it. No micro-managing here!
  • Glassdoor rating is a 3.9 – “Growing! “Great place to work!” were the most common phrases used to describe the company.

Overview of the HR Director role:

Integrate the current HR policies and procedures of the operating divisions into one consolidated HR policy.

  • Develop corporate plans for a variety of HR matters such as compensation, benefits, health and safety, etc.
  • Devise strategies for onboarding, performance evaluations, staffing, training and development, etc.
  • Oversee all HR initiatives and systems.
  • Supervise the work of HR personnel at the various divisions and provide guidance.
  • Monitor adherence to internal policies and legal standards and requirements.
  • Deal with grievances and violations invoking disciplinary actions when required.
  • Anticipate and resolve litigation risks.
  • Report to senior management by analyzing data and using established HR metrics

Preferred Qualifications for the HR Director:

  • BSc/BA in human resources, business administration or relevant field;
  • Knowledge of all matters concerning HR departments
  • Ability to manage the integration of multiple existing division HR policies
  • Proven experience as a HR Director
  • Knowledge of data analysis and reporting.
  • Excellent organizational and leadership skills.
  • Diligent and firm with high ethical standards.


#HR #hrjobs #humanresources#houstonjobs #jobs

Non Profit – Chief Financial Officer (CFO)

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CFO Summary: As the CFO, you’ll play a pivotal role in our leadership team, partnering closely with the Director to drive financial strategy and ensure the organization’s fiscal health. Your responsibilities will be managing all financials, investment oversight, audit and tax compliance, rental real estate management, insurance, and risk management.

Perks of the CFO role?

  • Competitive salary and comprehensive benefits package.
  • Work alongside passionate individuals dedicated to our mission.
  • Be a part of an organization with strong core values that promote diversity and inclusion!
  • Collaborative and inclusive work environment in the heart of Houston!
  • Make a meaningful impact in the cultural sector!

CFO Job Responsibilities:

Financial Management:

  • Direct all financial activities to ensure robust fiscal administration.
  • Develop annual budgets in collaboration with department heads and present them to the Board of Trustees.
  • Review monthly financial reports and ensure compliance with accounting standards.

Investment Portfolio Oversight:

  • Collaborate with the Investment Committee to monitor policies and performance.
  • Maintain accounting control over restricted and endowment funds.

Audit and Tax Compliance:

  • Lead annual audit preparations and manage tax return filings to meet regulatory requirements.

Rental Real Estate Management:

  • Oversee the management of our rental real estate portfolio, setting rental rates and renewals.

Insurance and Risk Management:

  • Manage insurance programs and conduct regular risk assessments.
  • Enhance safeguards and legal compliance across operations.

Administrative Leadership:

  • Contribute to policy-making and attend key committee meetings.
  • Oversee 401(k) plan administration and lease agreements with tenants.
  • Engage and oversee external legal counsel.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, or related field (Master’s preferred).
  • CPA certification is highly desirable.
  • Proven experience in financial leadership roles, preferably in the nonprofit sector.
  • Strong understanding of investment management, audit, and tax compliance.
  • Excellent communication and interpersonal skills.

#cfo #nonprofitjobs #cfojobs #cfo