Job Opening: Virtual CFO/Controller

DepartmentClient Accounting Services

The Virtual Controller/CFO is responsible for managing the ongoing financial reporting operations of each Outsourced Accounting client. The Virtual Controller/CFO also serves as the primary liaison between the client and the client’s tax preparer and other professional service providers.


  • Weekly/monthly/quarterly client telephone meetings with “A” clients relating to ongoing WIP and special projects, “Open Items” lists
  • Preparation of complex client Key Performance Indicators (KPIs), Critical Success Factors (CSFs) and other management reports prepared by Accounting Manager
  • Recommending of comprehensive set of controls designed to mitigate risk, enhance the accuracy of the client’s reported financial results, and ensure that reported results comply with generally accepted accounting principles
  • Budgeting & forecasting, cash flow and other strategic planning with the client
  • Cost accounting and management
  • Business skills, strategy and business models
  • Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)
  • Management of new client implementations and ongoing support
  • Primary client ally in relationships with client’s professional team (attorney, insurance and financial experts, banks, etc.)
  • Staff and technology resource planning/management
  • Business development and growth initiatives of the practice
  • Retention of talented people through strong leadership and coaching/mentoring relationships


  • Bachelor’s Degree in Accounting with minimum GPA of 3.5
  • Active CGMA license preferred
  • 3-5 years managing staff in a pay-for-performance environment preferred
  • 7-10 years of experience in public accounting working with clients in the $1-$10 million in revenues per year range
  • Strong technology skills
  • Home office environment, including separate work area
  • Experience working in a paperless environment
  • Strong interpersonal and relationship building skills
  • Team player with a positive ”can-do” approach
  • A general and growing knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas


Thank you for your interest but we are not accepting applications for this opening at this time.

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