Note: The job is a remote job and is open to candidates in USA. Creative Planning is a company that provides financial and accounting services. They are seeking a Virtual CFO who will work directly with clients to manage their accounting and finance departments, prepare financial reports, and perform financial analysis while advising on business matters.
Responsibilities
• 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
• Development of budgets, forecasts, and KPIs
• Process improvement, standard operating procedures, and industry-specific best practices
• Coordinate and participate in year-end income tax planning and strategies
• Ability to 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 participate in pursuing 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
Skills
• 10+ years with both public accounting and private company experience
• Familiarity with accounting systems
• 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
• MS Office /Windows experience particularly financial modelling and data management in Excel
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Background with QuickBooks and Sage
Company Overview
• Creative Planning is exclusive because their strategy for designing your investment portfolio is different. It was founded in 1982, and is headquartered in Leawood, Kansas, USA, with a workforce of 1001-5000 employees. Its website is https://creativeplanning.com/.
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