Compliance Analyst conducting branch inspections and related compliance reviews at Key Investment Services. Responsible for documentation, communication, and compliance guidance to stakeholders.
C(
Hybrid Chief Financial Officer – Retail/Franchise
Posted 5 months ago
About the role
- CFO for CLA providing client accounting services in retail/restaurants. Responsibilities include financial policy, strategy, and client relationship management.
Responsibilities
- Perform CFO functions as part of the client’s accounting services team.
- Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
- Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
- Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
- Lead financial administration, planning, and budgeting.
- Oversee longer-term budget planning and cost management.
- Monitor progress of budgets and presents operational metrics.
- Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
- Manage cash flow and forecasting, directing financial accounting.
- Coordinate audit activities.
- Effectively and efficiently manage multiple client engagements.
- Build strong client relationships and becomes a key member of client management team.
- Develop key external business network and becomes service and industry thought leader.
Requirements
- 8 years of relevant accounting and/or financial experience is required.
- Relevant retail or restaurant industry experience is highly preferred.
- Knowledge of QuickBooks preferred.
- Prior project management and client management experience preferred but not required.
- Comfortable in fast paced environment and skilled in multitasking.
- Bachelor's degree is required (preferably within Accounting, Finance, or relation field).
- CPA certification preferred but not required.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave.
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
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