Bookkeeper (1099 Consultant)

At CFO Alliance, a proud affiliate of Atlantix Partners LLC, the work we do matters. We serve innovative companies ranging from well-funded startups to high-growth private equity-backed companies. We lead our clients through intense periods of change and growth, whether it’s helping them implement new processes, acquire and sell businesses, or redefine their accounting and finance functions. https://cfoallianceinc.com/ 

Fostering a supportive and collaborative work environment since the day we were founded, we’re committed to the growth and development of our employees. At CFOA, we truly believe you should be passionate about what you do, and we believe in the power of creating a positive impact for our amazing clients.

We’re looking to expand our team with passionate, entrepreneurial, and like-minded people. If you like a versatility, helping others, and cracking jokes, you may be one of us! We work hard. We have fun. We want to meet you!

What you’ll be doing

• Perform month-end closing procedures for various clients
• Produce general ledger information that is aligned with our clients’ business models
• Use advanced system functions to expedite processing time and optimize reporting
• Use Excel to report, summarize, reconcile, and analyze data
• Extract, analyze, and interpret high volumes of data from various sources, including accounting and operating systems
• Assist with creating cash flow models, budgets, forecasts, and other analysis using advanced Excel techniques
• Identify variances and trends in financial data
• Provide information to management by assembling and summarizing data, preparing reports, making presentations of findings, and expressing recommendations
• Use prior experience to develop creative approaches for solving issues
• Use critical thinking skills to identify exceptions and errors in data and make corrections
• Collaborate with team members to develop solutions to complex business challenges
• Actively participate in team meetings, anticipate and provide ideas for process improvement and opportunities

Requirements

• Bachelor’s Degree in Accounting or related field strongly preferred
• Experience in public or private accounting consulting preferred
• Experience with private equity and/or mergers and acquisitions strongly preferred
• 1-3 years of experience in progressive accounting and/or finance roles
• Advanced Excel and modeling skills (pivots, lookups, complex formulas, and macro capability)
• Strong accounting and finance knowledge and experience (month/year-end close, general ledger, financial systems, financial reporting, consolidations, cash flow modeling, reconciliations, AR, AP, etc)