CFO Strategist

Job Summary

Dedicated to providing exceptional financial management and strategic guidance, the full-time CFO Strategist will manage full-cycle accounting for multiple client accounts, deliver financial analysis, and facilitate impactful client interactions in a remote work environment.

Key Responsibilities

• Provide consulting and advisory services tailored to small and midsize businesses
• Manage full-cycle accounting for multiple client accounts
• Prepare and deliver accurate financial statements and sales tax filings

Required Qualifications

• Proven experience in bookkeeping or an accounting role serving multiple clients
• Demonstrated success managing diverse client portfolios in a dynamic, service-based environment
• Strong financial analysis skills, including advanced proficiency in Microsoft Excel
• Exceptional organizational skills, able to manage multiple tasks with attention to detail and accuracy
• A natural ability to build lasting client relationships and deliver outstanding customer service