Manager, Fractional CFO Practice
This role will manage Fractional CFO engagements for multiple clients, and will manage associates on the engagements. The position will report to a Partner or Principal. The Fractional CFO Practice is rapidly growing, and this individual will be a key player within the team.
LGA is a regional public accounting and advisory firm, and is a member of the RSM Alliance. LGA offers a competitive salary and benefits package and the opportunity to work within a positive environment that lends itself to a strong team culture. At LGA, we are dedicated to further developing and enhancing your skills and talents though a variety of firm initiatives that include learning and development, reimbursement program, career counseling/coaching, mentoring, interim evaluations, firm community events and outings.
Key Responsibilities:
- Manage multiple retainer-based and/or project engagements with middle market clients
- Manage the work of associates within the Practice, and mentor/train/develop the associates through the client engagements
- Develop and/or customize proposals and engagement letters
- Manage day-to-day correspondence with client contacts
- Work with other Practices from within LGA when more than one group is involved (audit, tax, outsourced accounting, valuation, etc)
- Manage hours spent on engagements to ensure that billed time is within budget
- Closely manage client work through road maps and frequent check-ins w/ client on status/priorities
- Execute a wide array of financial planning and analysis functions, and support Partners and Principals in CFO-level work
- Accounting/Finance organization assessments
- Forecast and budget process development, enhancement, and/or execution
- KPI development, enhancement, and/or execution
- Process assessments and best practice implementation
- Long-term and short-term financial modeling
- Executive reporting development, enhancement, and execution
- Development of cash flow forecasting tools
- Performing due diligence and related work for clients involved in buy side or sell side transactions
- Ad-hoc project deliverables as requested by client
Key Requirements:
- BS in Accounting or Finance
- CPA and/or Masters preferred but not required
- 4+ years of experience within Accounting, Finance, or Audit
- 2+ years of management or supervisory experience
- Solid understanding of Accounting principles
- Candidates must possess excellent engagement management skills
- Strong analytical, organizational, and problem-solving skills
- Strong written & verbal communication skills
- Strong interpersonal skills, displaying ability to communicate consistently, professionally, & tactfully
- Confidence to interface directly with C-level client contacts other key client leadership personnel
- Strong attention to detail with the ability to think outside the box
- Ability to work independently and as part of a team
- Excellent working knowledge of Excel, PowerPoint, and Word
- Interest in and ability to participate in business development efforts
- Desire to grow within the role and advance within the firm