CFO Services Senior Manager

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Be Part of Something Extraordinary at Brixey & Meyer! Brixey & Meyer is not just any firm – we've been recognized as one of the fastest-growing firms in the US, recognized as one of the top 50 best firms in the United States and Canada by INSIDE Public Accounting, and have been recognized as Best Places to Work 11 times! We're committed to having a positive impact on the employees of our firm and for the clients we serve.

If you're someone who excels at attention to detail, builds trust effortlessly, and thrives in the world of accounting, we want to meet you!

The CFO Services Senior Manager is responsible for management and growth of the practice. The role will be a mix of client service for outsourced accounting and long term/ interim CFO roles, as well as business development, networking, managing client relationships and managing a team of Managers, Seniors, and Accountants. This role reports directly to a Partner.

• Provides high-quality, value add CFO Services to clients
• Manages client expectation to provide exceptional service to a book of business
• Ability to navigate Quick Books Online and other ERP and accounting systems utilized by clients.
• Manages multiple ongoing engagements to meet client deadlines, schedule staff and ensure staff time is properly utilized.
• Builds and maintains relationships with key client contacts
• Looks for opportunities to create value, reduce costs and maximize efficiencies for clients
• Assists with Firm administrative tasks for CFO Services as needed (e.g.—scheduling, sales pipelining, performance reviews, billing, etc.)
• Assists with recruiting, hiring, developing, and managing CFO Services team-members as assigned
• Assists and works alongside Partners with strategic direction and growth of the firm. This includes monitoring realization on existing clients, targeting new business and determining staffing needs for the office, and other areas as determined.
• Meets annual budgeted billable hours
• Cultivates and closes on new business for the Firm
• Cross-sells and identifies additional services to provide to current clients of the Firm
• Encourages an environment within the Firm that promotes its core values
• Promotes the firm brand in the marketplace through firm initiatives, civic organizations, board participation and networking events
• Mentors and coaches team-members by providing constructive feedback to assist with professional growth.
• Takes ownership for engagement profitability including billing and collections. Including managing WIP and A/R for assigned clients to maximize realization and cash collections.
• Identifies engagement and project resource needs and properly assigns qualified staff-members as needed
• Participates in Firm committees and activities
• Promotes the Firm positively in the community and through professional organizations involvement
• Performs other duties as assigned

Required:

• Bachelor’s degree in accounting or finance; MBA/MACC preferred
• CPA or CMA certification in good standing
• 7+ years of qualified work experience based in public accounting or related experience
• 3+ years of management experience
• Advanced computer literacy, including proficient use of all Microsoft Office products
• Valid Driver’s license and transportation to client sites up to 1 hour from the home office location
• Excellent attention to detail and accuracy
• Proven leadership qualities in managing others, includes both internal team-members as well as external client relationships
• Process-oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
• Proven ability to work individually and collaboratively within a team setting
• Excellent interpersonal, oral, and written communication skills
• Experience or interest in leveraging automation and AI-based tools
• Working knowledge of Quick Books and/or other accounting systems and ability to dig into detailed transactions when needed
• Desire to have fun with your work and to contribute to the Firm’s unique culture

• Medical, Dental, and Vision…