Overview
This is a full-time remote position offering a starting salary based on qualifications and experience, with strong candidates potentially starting at or above the top of the range.
The organization is a fully remote fractional CFO firm founded in 2022, with a team of over 30 professionals serving more than 90 active clients with revenues ranging from $1 million to $30 million. The firm provides accounting, reporting, and CFO advisory services across industries including home services, construction, healthcare, and SaaS.
Responsibilities
- Categorize all client transactions weekly according to their chart of accounts, ensuring consistent coding.
- Maintain bank feeds and research unusual transactions to determine proper accounting treatment.
- Complete bank, credit card, and balance-sheet reconciliations and rollforwards on schedule, resolving and documenting discrepancies to ensure balances tie to source documents.
- Prepare and post delegated journal entries with clear memos and supporting documentation.
- Keep project tracking systems and workpapers up to date, following established naming and folder conventions for each client.
- Provide proactive status updates, review work thoroughly before submission, and complete daily and weekly recaps.
Requirements
- Experience working with QuickBooks Online and a strong understanding of how transaction categorizations impact financial statements.
- High attention to detail and precision, with the ability to reconcile accounts accurately and identify anomalies.
- Strong discipline in process adherence, documentation, and time management.
- Proactive communication skills, including early identification of blockers and ownership of tasks from start to finish.
- Self-directed and reliable in a remote work environment.
Preferred Qualifications
- CPA or other accounting or finance certifications.
- Degree in accounting or finance.
Compensation and Benefits
- Salary: $65,000 to $80,000 annually, depending on experience and skills.
- Paid Time Off: Flexible open PTO policy contingent on high-quality, timely work and strong communication.
- Remote Work: Fully remote position; requires a laptop and internet connection.
- Career Growth: Opportunities to take on new projects, expand skills, and advance within a lean, high-growth environment.
Location
- Remote (work from anywhere with internet access).