Accounting and Finance Principal

Are you an active and successful independent Accounting/Financial executive consultant looking to partner with an impactful service provider? If so, we want to connect!

CSuite Financial Partners/ Ravix Group is a trusted provider of outsourced accounting, finance, HR, and technical accounting services with over 20 years of experience. We specialize in supporting growth-stage businesses, including venture-backed startups, by enabling founders and executives to focus on strategic goals while we manage their day-to-day operations.

CSuite Financial Partners/ Ravix is thrilled to announce that we are launching a mutually beneficial and exciting new Principal Affiliate program in response to our experienced rapid growth!

This program will help meet the evolving needs of our current and future expanding clientele with a new, wider array of industry expert resources, while simultaneously providing our new consultant affiliates the opportunity to take advantage of a vast network reach and boost their own professional footprint within the financial services ecosystem, to great professional and financial benefit!

IDEAL CANDIDATE SUMMARY

The ideal fit for this partnership will be a professional consultant that has a currently active history of direct client work, as an Accounting Manager, Controller, or VP Finance/CFO, working within startups, private equity backed, privately held and/or publicly traded companies

STANDARD ESSENTIAL FUNCTIONS

Advise and provide accounting and finance service to clients using independent discretion and judgment, including vendor recommendations as needed, or as directed by Company management.

· Evaluate client needs on an ongoing basis through discussions with client management and keep other Company team members informed of all client requests and updates.

· Supervise the efficient provision of client and technical service to meet client requirements for GAAP-based financials, technical services, etc.

· Prepare, examine, or analyze client accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.

· Report to client management regarding the finances and cash flow of establishment.

· Develop, implement, modify, and document client recordkeeping and accounting systems, making use of current computer technology.

· Advise client in areas such as the design of accounting or data processing systems.

· Develop, maintain, and analyze client budgets, preparing periodic reports that compare budgeted costs to actual costs.

· Manage and/or assist with client’s tax & audit preparation.

· Analyze client’s business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.

· Formulate and implement policies and procedures for clients.

· Appraise, evaluate, and inventory client’s real property and equipment, recording information such as the description, value and location of property.

· Oversee both Company and client staff, if present, on client assignments

· Provide mentoring and training to Company team members on your clients.

SKILLS & ABILITIES

Education: Bachelor’s degree in accounting, finance, or business administration is preferred. MBA, a plus

Certifications: CPA (active or inactive, ideal)

Experience: Minimum of 6 to 10 years of similar level accounting experience. Experience at any level within finance and accounting, Accounting Manager and above.

Computer Skills: Strong user experience with Microsoft Excel, strong knowledge of QuickBooks, as well as larger scale ERP systems such as ADP, Oracle, Dynamics, and/or any other payroll & accounting systems.

Organizational skills - Ability to manage multiple clients and work with, or for, multiple team members, and respond to requests in a timely manner.