Creative Planning
Direct message the job poster from Creative Planning.
As a Virtual CFO, this position will work directly with clients to help manage their accounting and finance department, prepare financial reporting, perform financial analysis and advise on business matters. This position blends high level strategy with the tactical reviewing and monitoring of details to effectively manage financial information and solve accounting issues for our clients.
JOB DUTIES
Provide guidance and thought leadership on accounting, financial, and general advisory aspects of the client’s business, including appropriate utilization and efficiency of software applications.
Develop budgets, forecasts, and KPIs.
Execute process improvement, standard operating procedures, and industry‑specific best practices.
Coordinate and participate in year‑end income tax planning and strategies.
Adapt to client needs by providing immediate short‑term solutions while working toward implementation of long‑term goals.
Set and meet defined deadlines on projects with clients.
Maintain open and honest fee discussion with clients while maintaining appropriate engagement profitability.
Proactively pursue new business for this service while generating referrals for internal business growth.
Maintain an active and engaging social media presence to connect with and influence target audiences, driving brand awareness and fostering community engagement.
REQUIRED EXPERIENCE / QUALIFICATIONS
10+ years with both public accounting and private company experience.
Familiarity with accounting systems; background with QuickBooks and Sage preferred.
Experience delegating work and maintaining client and other COI relationships.
Strategic and stakeholder leadership.
Prior board experience.
Experience building cross‑functional teams.
Cross‑selling services to clients.
Lending and M&A leadership.
TECHNICAL SKILLS
MS Office / Windows experience, particularly financial modeling and data management in Excel.
Strong analytical and problem‑solving abilities.
Excellent written and verbal communication skills.
SENIORITY LEVEL
Director
EMPLOYMENT TYPE
Full‑time
JOB FUNCTION
Accounting/Auditing, Finance, and Business Development
INDUSTRIES
Financial Services, Accounting, and Business Consulting and Services
Referrals increase your chances of interviewing at Creative Planning by 2x.
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As a Virtual CFO, this position will work directly with clients to help manage their accounting and finance department, prepare financial reporting, perform financial analysis and advise on business matters. This position blends high level strategy with the tactical reviewing and monitoring of details to effectively manage financial information and solve accounting issues for our clients.
JOB DUTIES
Provide guidance and thought leadership on accounting, financial, and general advisory aspects of the client’s business, including appropriate utilization and efficiency of software applications.
Develop budgets, forecasts, and KPIs.
Execute process improvement, standard operating procedures, and industry‑specific best practices.
Coordinate and participate in year‑end income tax planning and strategies.
Adapt to client needs by providing immediate short‑term solutions while working toward implementation of long‑term goals.
Set and meet defined deadlines on projects with clients.
Maintain open and honest fee discussion with clients while maintaining appropriate engagement profitability.
Proactively pursue new business for this service while generating referrals for internal business growth.
Maintain an active and engaging social media presence to connect with and influence target audiences, driving brand awareness and fostering community engagement.
REQUIRED EXPERIENCE / QUALIFICATIONS
10+ years with both public accounting and private company experience.
Familiarity with accounting systems; background with QuickBooks and Sage preferred.
Experience delegating work and maintaining client and other COI relationships.
Strategic and stakeholder leadership.
Prior board experience.
Experience building cross‑functional teams.
Cross‑selling services to clients.
Lending and M&A leadership.
TECHNICAL SKILLS
MS Office / Windows experience, particularly financial modeling and data management in Excel.
Strong analytical and problem‑solving abilities.
Excellent written and verbal communication skills.
SENIORITY LEVEL
Director
EMPLOYMENT TYPE
Full‑time
JOB FUNCTION
Accounting/Auditing, Finance, and Business Development
INDUSTRIES
Financial Services, Accounting, and Business Consulting and Services
Referrals increase your chances of interviewing at Creative Planning by 2x.
#J-18808-Ljbffr