Job Description

CFO Consultant

519 Southwest Blvd, Kansas City, MO 64108, USA

Full-time

e2E helps startups, small businesses, and nonprofits successfully grow to the next level by providing them with the strategic finance, human resources, and/or tax expertise they need to succeed; freeing them up to focus on the growth and profitability of their business.

Remote/Hybrid Applicants should currently reside in the Kansas City Metro area.

To learn more about e2E, visit our website at

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The) CFO Consultant is an individual who enjoys working with leaders of entrepreneurial companies, excels in a fast-paced environment, is curious, enjoys providing a high level of service partnered with high attention to accuracy and welcomes the challenges that come with change, learning new online software tools, managing multiple priorities, and navigating back and forth between strategic and tactical activities.

The CFO Consultant will be responsible for managing and providing oversight for an internal team of Accounting Consultants who provide financial, accounting, payroll, bookkeeping, and tax services to entrepreneurial clients. The CFO Consultant will also play a key role in the development of projections, budgets, and financial analysis for assigned clients and will assist client management teams in making educated economic decisions as well as provide recommendations to clients regarding the future financial condition of their businesses.

The CFO Consultant reports directly to the Finance Practice Leader.

Key Responsibilities

• Oversee, coordinate, and review the assigned client activities of the Accounting Consultants for the accurate and timely preparation of financial statements and/ or financial schedules & reports, journal entries (daily/weekly/monthly/quarterly/annually), fixed asset schedules, payroll, and/or other general accounting/financial duties.
• Consult with assigned clients and/or Accounting Consultants on various accounting/tax/business matters primarily related to general financial accounting such as accounts payable, accounts receivable, fixed assets, payroll processing, adjusting journal entries, cash management, debt management, sales & use tax, business filings, etc.
• Manage special client projects including, but not limited to the preparation of budgets and/or financial projections, profitability analysis, cash management models, internal control and segregation of duties analysis, tax planning strategies, etc.
• Responsible for overseeing and monitoring all e2E's client engagements with regard to accounting deadlines including, but not limited to: monthly/quarterly/annual financial closings, payroll cycles, payroll tax filings, W-2/W-3 filings, 1099 filings, sales & use tax filings, personal property tax filings, business license filings, personal/corporate/nonprofit tax returns, assigned client CFO consultations, and other special project deadlines.
• Develop internal systems, processes and quality controls that ensure compliance deadlines are met, the integrity of all reporting data is verified, and client financial reporting is accurate.
• Prepare and/or review both complex and non-complex client income tax returns, payroll tax returns, sales & use tax returns, personal property filings and business license filings, as well as, provide guidance to other staff regarding technical tax topics and issues.
• Research and document technical accounting and tax topics/issues to support accounting and tax positions as well as to provide resources to other staff.
• Responsible for detail tracking of hours by client and by project on a daily basis to manage profitability for each client.
• Ensure Finance Practice Leader is informed by reviewing and analyzing special reports, review of Accounting Consultants work product, summarizing information and identifying trends for areas of responsibility.
• Respond to CEO/Client Executive teams as assigned with accurate and timely work to facilitate financial reporting requirements and deadlines.
• Ability to meet tight deadlines on financial closes and projects which will require working within multiple client's deadlines, and available to travel locally to client meetings as well as out of town if needed.
• Other duties and responsibilities as identified or needed to help drive our Vision and abide by our client promise to help our clients grow.

Skills and Competencies

• Demonstrated ability to lead and coordinate cross-functional teams and work well in groups and across functions.
• Excellent written and verbal communication skills. Able to present recommendations and plans to senior management teams and key client representatives with poise and professional effectiveness.
• Client focus, and strong desire to identify client problems and create actionable solutions.
• Forward thinker that can leverage technology and process improvement opportunities across accounting records and processes.
• Self-starter with strong sense of ownership and ability to direct and delegate, as well as roll up sleeves on projects.
• Solid organizational and project management skills, able to establish priorities, strong detailed execution and ability to multi-task
• Superior analytical, evaluative, and problem-solving abilities with keen attention to detail
• Ability to navigate back and forth between multiple tasks both strategic and tactical
• Entrepreneurial disposition

Qualifications

• University degree in the field of accounting, business administration, or another rigorous discipline.
• 5+ years of experience as a CFO and managing direct reports (CPA Firm experience a plus)
• 5+ years of experience with financial statement preparation, budgeting & forecasting, and cash flow analysis.
• Non-profit experience a plus.
• CPA Preferred.
• Candidates with a Inactive CPA will be required to reinstate.
• QuickBooks experience preferred.
• All offers contingent on successful completion of background screen.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including healthcare and retirement plans.
• Professional development opportunities and ongoing training.
• Collaborative and innovative work environment.
• Opportunity to work with diverse and exciting clients.
• Company culture that values creativity, initiative, and growth.

Additional Information: All offers are contingent on the successful completion of background screen.

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