The CFO is responsible for providing outsourced CFO-level services and support to a portfolio of clients. Their focus is to align clients’ financial operations and provide effective analysis and reporting to assist clients to achieve their goals.

Responsibilities
• Lead monthly financial review meetings with client to review and interpret financial results and offer insights into clients’ businesses. Provide value by identifying opportunities and suggesting opportunities for improvement.
• Provide customized metrics and reporting, analysis, cash flow management, budgeting, forecasting, and strategic insight to clients.
• Coordinate with accounting operations team on service delivery; provide oversight of accounting services to ensure quality and timeliness
• Serve as thought leader and coach to accounting leaders, leading change management process and establishing the RKL Virtual Team as collaborative and customer focused
• Partner with client leadership on operational and strategic issues, provide recommendations based on financial analysis and projection, cost allocation and revenue/expense analysis and profit optimization
• Leverage technology to drive service delivery
People Management/Relationships
• Takes initiative to be a team player (seeks out opportunities to help others)
• Treats everyone with respect
• Develops loyalty and trust with team
• Successfully adapts to different personalities and working styles
• Proactively and effectively communicates information regarding status issues to team members
• Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; is open to new ideas and suggestions
Business Growth (if applicable)
Possesses an understanding of RKL’s business (service lines, competitors) and client service capabilities and the impact of technology upon the firm’s growth and success

Required Skills
• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
• Problem solving skills; ability to shift focus and adapt to changes
Education, Experience and Certifications
• Bachelor’s degree in Accounting, Finance or related field required; Master’s degree preferred
• Active CPA license preferred
• Proven project management skills and team development experience
• 7+ years’ progressive accounting experience required
• Strong US GAAP technical accounting knowledge with demonstrated ability to exercise sound judgment in the application of accounting standards
• Strong critical thinking abilities with an analytical and project management mindset
• Proficiency with Microsoft Word, Excel and Outlook
• Excellent organizational skills with a strong attention to detail
• Ability to thrive and adapt in a fast paced environment
• Excellent attention to detail with the ability to manage multiple project
Work Responsibilities
• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
• Problem solving skills; ability to shift focus and adapt to changes
Essential Functions
• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external actors as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned.

Salary Range:

$90,000 - $110,000