The Finance Manager / Controller will serve as a key member of the practice, working with the CFOs on clients and taking substantial responsibility in performing financial models, financial reporting, tax reporting, transactions, and other purposes. The professional will also work closely with the practice CFO’s in key business development initiatives.
Successful Candidates will have:
Broad and Deep Finance and Accounting Skills. Due to the broad nature of our work, our consultants must be capable of doing day to day accounting, must have management skills, and must have considerable financial analytical skills. Our consultants must also have experience designing and building an accounting department.
Leadership and Teaching Ability. Building an accounting and finance department in a rapidly growing company requires our consultants to be dynamic, motivational, and possessing a teaching spirit capable of recruiting and training new team members as our client companies grow.
Entrepreneurial Experience. Experience with a rapidly growing entrepreneurial startup is a plus.
Position is responsible for providing support to our CFO consultants in financial operations, ensuring the clients’ financial books are accurate and up to date. We need a proactive, savvy, ENERGETIC, self-starter who is independent and able to not only post the entries, but close the books and related entities, including subsidiaries, with minimal assistance.
Preparing reports on a regular basis, including monthly financial statements, cost reports, budgeting, forecasting reports, variance reports and other financial reports as needed including maintaining complex financial models.
Responsible for cash forecasting and Treasury Management.
Assisting with interfacing our clients outside accounting firms and Audit liaison with Independent Auditors.
Preparing due diligence information as needed for debt/equity raises as required.
Accounts payable-entry of all vendor invoices into various client accounting systems, preparation of checks for signature when invoices are due. Create and maintain vendor files. Obtain W-9 for all vendors and determine if 1099 is required at year end.
Accounts receivable-preparation of customer invoices when due, entry into various client accounting systems, prepare deposits for delivery to bank and entry into QuickBooks. Create and maintain files for all customers executing contracts.
Payroll Processing including: payroll-entry into client accounting system; preparation of the report of commission payments.
Preparation of information for tax return preparers.
Managing the company’s banking relationships and insurance needs.
Maintaining accounting policies and procedures.
Improving upon the accounting technology stack to increase efficiency in accounting processes.
Evergreen Advisors is an equal employment/affirmative action employer Female/Minority/Disability/Vet.