Navigating Tough Decisions: When Letting Go may be the Only Option
As the founder of CEFO Advisors and over 25 years of experience in financial management, my career has spanned roles from controller to CFO and then to CEO, giving me
Client Controller Job Description
Are you a strong Controller looking for flexibility and the ability to make a difference for one or more clients? Do you desire working for a progressive consulting practice who handles clients of varying sizes and industries? If you love numbers, love to solve puzzles and love to learn, CEFO Advisors (“CEFO”) (Strategic CFO Resources, LLC) may be the right company for you! You must be based within 60 miles of Saratoga Springs, NY. Some client travel may be necessary. Position is 50% remote.
We are a progressive, growing boutique consulting practice located in Saratoga Springs, NY. We have a very diverse client base in a variety of industries. Each client is unique and is treated that way. We form close partnerships with our clients and treat their success as our top priority. Our clients are located throughout New York. We work with our clients both on-site and remotely. This is a part time flexible position. We offer the ability to work from our client offices, our Saratoga Springs office and from other remote locations, ie. home.
Typical Client Responsibilities would include:
- Reviewing financial information and/or data entry
- Software migration and/or system integrations
- Closing month-end
- Recording recurring journal entries such as payroll and depreciation
- Reconciling balance sheet accounts
- Defining client-centric reports
- Developing and maintaining 13 week cash flow forecasts
- Developing workflow processes
- Identifying and correcting existing problems
- Implementing efficiencies and best practices
- Supervising client or CEFO staff accountants and/or bookkeepers
The leaders at CEFO Advisors are very involved with their staff and clients. Our Client Controllers hit the ground running and are able to quickly gain the trust of our clients through their diverse knowledge.
Requirements for this position:
- 5+ years of accounting experience, preferably at the Controller and/or CFO level.
- Ability to multi-task and manage multiple accounts and priorities.
- Understanding of Generally Accepted Accounting Principles.
- Excellent communication and negotiation skills required. Must understand and be willing to adapt to a changing role.
- Strong knowledge of Microsoft Excel and PowerPoint.
- Diverse industry experience preferred but not required.
- CPA or CPA candidate required.
- Bachelors or Masters degree in Accounting.
- Mix of Public Accounting and Private Company experience preferred.
- Must be willing to participate in company training and staff meetings via zoom and/or in the Saratoga office. Some client travel throughout Tri-City area is required. Non-local candidates need not apply.
- Confidentiality and promptness are of utmost importance.
- Adherence to the core values of CEFO Advisors required.
- CEFO provides the right resources, for the right reason, at the right time.
- CEFO bridges the gap between the CEO and CFO.
- Our client’s ideas are exciting, their enthusiasm is infectious.
- Accounting starts with accountability.
- CEFO’s team is reliable, efficient and dedicated. We form close partnerships with our clients.
Pay is commensurate with experience. We offer health, dental, vision and retirement benefits. CEFO is an equal opportunity employer.
Staff Accountant Job Description
Are you a strong Staff Accountant looking for flexibility and the ability to make a difference for one or more clients? Do you desire working for a progressive consulting practice who handles clients of varying sizes and industries? If you love numbers, love to solve puzzles and love to learn, CEFO Advisors (“CEFO”) (Strategic CFO Resources, LLC) may be the right company for you!
We are a growing boutique consulting practice located in Saratoga Springs, NY. We have a very diverse client base in a variety of industries. Each client is unique and is treated that way. We form close partnerships with our clients and treat their success as our top priority. Our clients are located throughout New York. We work with our clients both on-site and remotely.
Typical Client Responsibilities would include:
- Reviewing financial information and/or data entry
- Software migration and/or system integrations
- Closing month-end
- Recording recurring journal entries such as payroll and depreciation
- Reconciling balance sheet accounts
- Defining client-centric reports
- Developing and maintaining 13 week cash flow forecasts
- Developing workflow processes
- Identifying and correcting existing problems
The leaders at CEFO Advisors are very involved with their staff and clients. They serve as the Client Controller and CFO and supervise our staff as well as the client’s staff. Training on the job is an integral part of our process.
Requirements for this position:
- 2+ years prior experience as staff accountant
- QuickBooks Pro Advisor status preferred
- Strong knowledge of Microsoft Excel and PowerPoint
- Desire to learn
- Confidentiality and promptness are of utmost importance
- Adherence to the core values of CEFO Advisors required:
- CEFO provides the right resources, for the right reason, at the right time.
- CEFO bridges the gap between the CEO and CFO.
- Our client’s ideas are exciting, their enthusiasm is infectious.
- Accounting starts with accountability.
- CEFO’s team is reliable, efficient and dedicated. We form close partnerships with our clients.
Excellent pay and benefit packages are offered and are commensurate with experience. CEFO is an equal opportunity employer.
Bookkeeper Job Description
Amazing opportunity exists for a talented hands-on bookkeeper. Full grasp of accounting cycle with attention to detail required. This position will work with multiple clients at their offices during the work week. Our ideal candidate must be hands on, able to work well with others in a team environment, have excellent communication skills, professionalism, customer focus and be flexible to meet the needs of this dynamic organization.
Responsibilities
Bookkeeping and Accounting:
- Maintain accounts payable and process vendor payments
- Manage customer billing and account payments
- Prepare monthly bank, balance sheet and corporate credit card reconciliations; Process journal entries as required
- Reconcile inventory, review inventory levels and advise on fulfillment; Follow up on backordered products
- Prepare job cost reports, review backlog and update retainage information
- Call customers on past due invoices
- Prepare monthly, quarterly and annual Sales and Use Tax Returns
Other:
- Light office clerical duties
- Other duties as assigned
Qualifications
- Associate’s Degree in Finance or Accounting with 3+ years of experience
- Experience with Quickbooks
- Understanding and adherence to confidentiality of information
- Intermediate to advance knowledge of Excel and Word
- Successful track record of multi-tasking and meeting tight deadlines
- High energy, results oriented individual with continuous process improvement focus
- Attention to detail with an emphasis on accuracy and quality to minimize risk of errors
Excellent pay and benefit packages are offered and are commensurate with experience. CEFO is an equal opportunity employer.
Intern Job Description
CEFO Advisors located in Saratoga Springs, NY is seeking a local accounting student interested in an internship. If you love numbers, love to solve puzzles and want to learn, we want to hear from you!
We are a growing boutique consulting practice located in Saratoga Springs, NY. We have a very diverse client base in a variety of industries. Each client is unique and is treated that way. We form close partnerships with our clients and treat their success as our top priority. Our clients are located throughout New York. We work with our clients both on-site and remotely.
Typical Client Responsibilities would include:
- Data entry and bookkeeping
- Assisting CEFO Controllers and Staff Accountants with month-end close
- Recording recurring journal entries such as payroll and depreciation
- Reconciling balance sheet accounts
- Working with our Director of Staff and Process in setting up workflow templates to load into practice management software
- Other projects as needed
The leaders at CEFO Advisors are very involved with their staff and clients. They serve as the Client Controller and CFO and supervise our staff as well as the client’s staff. Training on the job is an integral part of our process.
Requirements for this position:
- Junior or Senior in College
- QuickBooks experience at plus!
- Strong knowledge of Microsoft Excel and PowerPoint
- Desire to learn
- Confidentiality and promptness are of utmost importance
- Adherence to the core values of CEFO required:
- CEFO provides the right resources, for the right reason, at the right time.
- CEFO bridges the gap between the CEO and CFO.
- Our client’s ideas are exciting, their enthusiasm is infectious.
- Accounting starts with accountability.
- CEFO’s team is reliable, efficient and dedicated. We form close partnerships with our clients.
This is a paid internship. We offer a flexible work schedule Monday through Thursday. We would prefer 12-16 hours per week. CEFO is an equal opportunity employer.
CFO Job Description
CEFO Advisors has a job opening for a client facing CFO. We work with clients of varying sizes in varying industries. As a CFO you will manage the engagements and work directly with owners for a select group of clients. You must be based within 60 miles of Albany, NY.
We are a progressive, growing boutique consulting practice located in upstate NY. Each client is unique and is treated that way. We form close partnerships with our clients and treat their success as our top priority. This is a hybrid work opportunity. Client travel is necessary and you must live within commuting distance to Saratoga Springs. You will also have some flexibility to work remotely.
Typical Client Responsibilities would include:
- Reviewing financial information and preparing client dashboards.
- Reviewing existing systems and providing recommendations for best practices and gaining efficiencies.
- Managing internal and external accounting staff.
- Providing regular strategic advice to CEOs and their management teams.
- Participating in client management meetings.
- Participating in CEFO regularly scheduled staff meetings and reviews.
- Developing workflow processes.
- Developing banking relationships and successfully arranging lending programs.
- Identifying and correcting existing problems
- Working hand in hand with clients to develop their future strategic plans along with milestones to success. Some clients work with EOS.
- Experience and understanding with the EOS principles and program is a +.
- Preparation and/or review of projection models.
- Managing and participation in M&A related projects.
- Our client teams hit the ground running and are able to quickly gain the trust of our clients through their diverse knowledge.
- Requirements for this position:
- 15+ years of accounting experience at the CFO level.
- Experience working as a CFO for multiple companies in an advisory capacity within a management consulting firm.
- Ability to coach and mentor client owners and their staff.
- Ability to mulit-task and manage multiple accounts and priorities.
- Demonstrated proficiency and expertise of Generally Accepted Accounting Principles.
- Excellent communication and negotiation skills required. Must understand and be willing to adapt to a changing role. Must be comfortable working in a team dynamic with a variety of personalities. Client service is key.
- Strong knowledge of Microsoft Excel and PowerPoint.
- You must have experience with QB, Sage products and other ERP systems. The ability to quickly learn and understand client systems is necessary. Experience with new system implementation is a +.
- Experience in manufacturing and construction accounting preferred. Job cost and cost accounting expertise is critical.
- Ability to take charge and manage multiple competing priorities.
- Demonstrated success in managing client engagements within a budget while achieving required scope.
- CPA or CMA required.
- Mix of Public Accounting and Private Company experience required.
- Confidentiality and promptness are of utmost importance.
- CEFO’s team is reliable, efficient and dedicated. We form close partnerships with our clients.
Pay is commensurate with experience. We offer health, dental, vision and retirement benefits. Holiday pay and PTO is also offered. CEFO is an equal opportunity employer.
Job Types: Part-time or Full-time.
Pay: $45.00 – $60.00 per hour
