Senior Accountant

Posted 22 Days Ago
Be an Early Applicant
Tampa, FL
Mid level
Fintech • Payments • Financial Services
The Role
As a Senior Accountant at CFO Alliance, you will partner with clients in various growth stages to meet their accounting needs and improve financial processes. You'll create presentations for C-Suite executives, utilize advanced Excel skills, and assist in finance duties while occasionally traveling to client sites in the Tampa Bay Area.
Summary Generated by Built In

About CFOA:

At CFO Alliance, 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 Do: 

  • Partner with team members to meet client stakeholder needs
  • Partner with a variety of companies that are going through various stages: Start up, Growth, Scale, Sell, etc.
  • Partner with companies that are going through various stages (start-ups, growth, scale, sell, etc.)
  • Recommend and implement process improvements by streamlining, automating, reconfiguring, or recommend and implement new software
  • Create C-Suite slide decks and participate in client meetings and presentations
  • Create client service plans, and participate in project team meetings
  • Assist in the creation of C-Suite slide decks and participate in client meetings
  • Utilize MS Excel and a variety of software to complete accounting and finance duties
  • Travel to client sites in the Tampa Bay Area on occasion

Position Requirements: 

  • Bachelor’s Degree in Accounting or related field strongly preferred
  • 3-5 years of progressive experience in a mix of finance and accounting roles is required
  • Public or private accounting/consulting experience strongly preferred
  • 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, reconciliations, cash flow modeling, etc.)
  • Private equity and/or mergers and acquisitions experience preferred
  • MBA or dual degree in finance, CPA, CMA, or other certifications preferred
  • Ability to learn new software programs quickly

Top Skills

Excel
The Company
HQ: Tampa, Florida
29 Employees
On-site Workplace
Year Founded: 2008

What We Do

CFO Alliance is proud to announce it is now part of the Atlantix Partners family of brands.

Atlantix Partners is a leading consulting firm focused on the office of the CFO providing Accounting and Finance Advisory, Business Process Outsourcing, Digital Transformation and Information Technology Services. Its team brings decades of experience, delivering and executing actionable recommendations needed to efficiently scale any business.

CFO Alliance is a CFO outsourcing and professional consulting firm with a dedicated team of financial leaders who specialize in transformation through accounting, strategic finance, business process improvement, and mergers & acquisitions.

We find uncommon ways to help entrepreneurs, CFOs and their investors create conditions for enduring success.

In every financial leadership role we play, we are an extension of our client’s executive team. We provide leadership and direction, helping teams realize their strengths, learn new skills, and overcome uncertainty. It’s our job to clarify and simplify processes, reduce resistance, and catalyze change. It’s our mission to help businesses and people prosper.

Our clients choose us because we are incredibly technical. They love us because we are refreshingly human.

Services:
Outsourced CFO
Strategic Finance & Accounting Process Transformation
Mergers & Acquisitions
Accounting as a Service
Insurance Financial Consulting
Special Projects

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