Senior Accountant – CFO Advisory Services

Overview

This role supports a CFO Services advisory team by serving as the operational owner of accounting infrastructure and financial integrity that enable client advisory recommendations. The Senior Accountant will onboard new clients, design and implement sustainable monthly close processes, collaborate with client accounting teams, step in hands-on when needed, and build budgets and cash flow forecasts that support strategic decision-making.

This is a remote position, with preference given to candidates located in the southeastern United States. Work hours will be in the eastern time zone.

Responsibilities

Client onboarding and process design

• Lead accounting onboarding for new CFO Services clients, including chart of accounts review and mapping, opening balance validation, system access, and historical cleanup.
• Assess the client’s accounting environment (QuickBooks, ERP, other bolt-on tools) and recommend what to fix, replace, or leave alone.
• Design and document the monthly close process, including close calendar, checklist, ownership matrix, and workpaper templates.
• Build reusable onboarding and close templates to accelerate future engagements.

Working with client accounting staff

• Partner with on-site bookkeepers, accountants, and controllers to train them on the close process, review their work, and close capability gaps.
• Serve as the day-to-day accounting resource for client staff between close cycles.
• Collaborate with client process owners to identify and implement improvements in a respectful, cooperative manner.

Interim bookkeeping and full-cycle close

• Step in as the client’s interim bookkeeper or accountant during turnover, growth, or coverage gaps.
• Own full-cycle close when required, including recurring and adjusting journal entries, accruals, prepaid amortization, depreciation, and all balance sheet reconciliations.
• Run AP and AR activities, including coding, approval routing, payment runs, invoicing, cash application, and collections follow-up.
• Prepare month-end reporting packages for CFO advisor review on a committed calendar.

Manufacturing accounting (majority of the portfolio)

• Inventory accounting, including cycle count and physical count reconciliation, roll-forwards, and reserve entries.
• Job and project costing, including WIP tracking, job cost accuracy, and labor and overhead application.
• Standard cost environments, including posting and reconciling purchase price, labor, and overhead variances.
• Tie ERP inventory and production subledgers back to the general ledger.

Budgets, forecasts, and analysis

• Build and maintain annual budgets and reforecasts alongside CFO advisors.
• Build, maintain, and update rolling 13-week cash flow forecasts, including explaining what moved versus the prior week and why.
• Support budget-to-actual variance analysis, KPI reporting, and EBITDA and cash flow bridges.
• Assemble and validate data behind board, lender, and owner reporting packages.

Tools and AI

• Use advanced Excel skills (pivot tables, lookups, graphs, and building models others can use).
• Leverage AI tools to streamline reconciliation, data cleanup, documentation, and analysis while applying sound judgment and thorough review to ensure accuracy.
• Identify opportunities to automate repetitive tasks and improve efficiency.

Requirements

• 5–8 years of full-cycle accounting experience, including primary ownership of month-end close.
• Hands-on experience in QuickBooks (Online and Desktop).
• At least one true ERP system experience, including one or more of the following: NetSuite, Sage Intacct, Sage 100/300, Acumatica, Dynamics 365 Business Central, Epicor, Global Shop, JobBOSS, or Fishbowl.
• Advanced Excel skills, including building and maintaining budget or forecast models.
• Experience building or materially improving a close process, not just executing one designed by others.
• Comfort working directly with client accounting staff and owners.
• Ability to work effectively in evolving environments where processes and documentation are still being developed.
• Associate's or Bachelor's degree in Accounting, or equivalent experience.

Preferred Qualifications

• Manufacturing, distribution, or job-shop accounting experience, including inventory, WIP, or standard costing.
• Cash flow forecasting experience, particularly rolling 13-week forecasts.
• Public accounting, outsourced accounting, or other multi-client experience.
• Multi-entity or consolidated close experience.
• Practical experience applying AI tools to accounting work.
• Familiarity with AP automation and expense tools (Bill.com, Ramp, Expensify) and sales tax platforms (Avalara).
• Experience with process documentation, Lean, or continuous improvement.

Compensation & Benefits

• Competitive compensation, with opportunities for continued professional development, training, and career advancement.
• Flexible schedule options, paid parental leave, and a summer schedule.
• Flexible PTO with a minimum expectation of at least two weeks away from work each year, including one consecutive week.
• Twelve paid holidays, including a full week of winter break in December.
• Two comprehensive healthcare options, along with dental and vision insurance for full-time employees.
• Retirement contribution: the organization contributes 4–5% annually to a 401(k), regardless of your personal contribution.

Location

Remote. Preference for candidates located in the southeastern United States. Work hours will be in the eastern time zone.

Additional Information

• Offers are contingent on the satisfactory outcome of a background check including a criminal record check, reference check, credit check, valid driver’s license check, and employment and education verifications.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
• The organization provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type.
• Unsolicited resumes from third-party recruiters or agencies are not accepted.