LGI - CFO Advisor

CFO Advisor
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Position Description: CFO Advisor

For the outsourced client company, the CFO is responsible for the management of working capital, cash flow, budgeting/projections, preparation of financial statements, management of the annual review, and income tax planning and compliance. The CFO maximizes return on financial assets by establishing/recommending financial policies, procedures, controls, and reporting systems. The CFO reports to the President of LGI and the outsourced client's designated executive.

Primary Client Focused Responsibilities

Oversee outsourced client's financial management to include developing financial, accounting, billing, internal control and budget policies and procedures as required.
Recommend state-of-the-art financial technologies, processes, and procedures.
Approve and coordinate changes and improvements in automated financial and management information systems for the client.
Establish and maintain appropriate internal control safeguards. Ensure records systems are maintained per generally accepted accounting standards.
Determine client's financial and accounting agendas. Respond accordingly.
Oversee client financial management projects including acquisitions and required capital.
Coordinate the preparation of financial statements, financial reports and special analyses
Analyze and project cash flow, cost controls, cost reduction opportunities, capital investment needs and expenses to guide business leaders. Analyze financial statements to pinpoint potential weak areas.
Serve on strategic planning, goal setting and policy-making committees as required.
Interact with client managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations.
Hire, mentor, coach, and develop accounting department employees to improve their capabilities, performance, and impact.
Manage all aspects of banking relationships

Primary LGI Focused Responsibilities

Develop a pipeline to produce new clients using activities such as publishing articles, developing an effective networking program, attending events with potential clients/networking sources, conducting or helping with speaking engagements
Write effective proposals using the LGI template
Maintain frequent contact with clients.
Submit weekly, monthly required reports on time and to standard. Typical reports relate to networking, contacts, backlog, projected hours status, proposals, calendar and hours worked
Attend all LGI management/strategic/fellowship meetings.
Fully develop each client by matching recommended actions to available opportunities.
Maintain earned commission level where CFO can survive any business slowdowns.
Demonstrate loyalty to LGI and its team members.

Minimum Requirements: Knowledge, Abilities, Values, Skills

Knowledgeable of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles (GAAP Compliance). Has applied experience in creating control procedures from "the ground up".
Demonstrate ability to develop effective marketing approaches.
Experienced in group speaking
Build key relationships with referral sources.
Demonstrate proficiency in using financial software (accounting packages and Excel).
Experienced in utilizing automated financial and accounting reporting systems. Report monthly/quarterly results to Senior Management team and the Board.
Possess ability to analyze financial data and prepare financial reports, analyses and cash-flow projections.
Possess professional written and verbal communication and interpersonal skills.
Willingness to work a flexible schedule and travel to out of town locations if required.
5+ years accounting/finance experience as a CFO or equivalent with at least 10 years of overall financial experience.
Ability to maximize use of limited resources.
Highly analytical with a hands-on approach and ability to be detail oriented.
Excellent project and time management skills.
High degree of exposure to formal business processes.
Flexible in a variety of situations.
Demonstrated experience as a leader, team-player and mentor.
Intrinsically motivated. High degree of emotional intelligence.
Unquestionable character, integrity, loyalty, responsiveness, commitment.
Experienced in working through difficult financial situations with companies.

Minimum Educational Requirements

Bachelors degree in Accounting or Finance

Benefits and Compensation

401k
Holiday, vacation & sick pay
Health insurance (one-half)
Non Qualified benefit plan
Flex time

Click here to download job description as a pdf

Please email resumes confidentially to sclumley@lgiservices.com.


			CFO Advisor YOU ARE HERE : Home / Career / CFO Advisor Click here to download job description as a pdf Position Description: CFO Advisor For the outsourced client company, the CFO is responsible for the management of working capital, cash flow, budgeting/projections, preparation of financial statements, management of the annual review, and income tax planning and compliance. The CFO maximizes return on financial assets by establishing/recommending financial policies, procedures, controls, and reporting systems. The CFO reports to the President of LGI and the outsourced client's designated executive. Primary Client Focused Responsibilities Oversee outsourced client's financial management to include developing financial, accounting, billing, internal control and budget policies and procedures as required. Recommend state-of-the-art financial technologies, processes, and procedures. Approve and coordinate changes and improvements in automated financial and management information systems for the client. Establish and maintain appropriate internal control safeguards. Ensure records systems are maintained per generally accepted accounting standards. Determine client's financial and accounting agendas. Respond accordingly. Oversee client financial management projects including acquisitions and required capital. Coordinate the preparation of financial statements, financial reports and special analyses Analyze and project cash flow, cost controls, cost reduction opportunities, capital investment needs and expenses to guide business leaders. Analyze financial statements to pinpoint potential weak areas. Serve on strategic planning, goal setting and policy-making committees as required. Interact with client managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations. Hire, mentor, coach, and develop accounting department employees to improve their capabilities, performance, and impact. Manage all aspects of banking relationships Primary LGI Focused Responsibilities Develop a pipeline to produce new clients using activities such as publishing articles, developing an effective networking program, attending events with potential clients/networking sources, conducting or helping with speaking engagements Write effective proposals using the LGI template Maintain frequent contact with clients. Submit weekly, monthly required reports on time and to standard. Typical reports relate to networking, contacts, backlog, projected hours status, proposals, calendar and hours worked Attend all LGI management/strategic/fellowship meetings. Fully develop each client by matching recommended actions to available opportunities. Maintain earned commission level where CFO can survive any business slowdowns. Demonstrate loyalty to LGI and its team members. Minimum Requirements: Knowledge, Abilities, Values, Skills Knowledgeable of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles (GAAP Compliance). Has applied experience in creating control procedures from "the ground up". Demonstrate ability to develop effective marketing approaches. Experienced in group speaking Build key relationships with referral sources. Demonstrate proficiency in using financial software (accounting packages and Excel). Experienced in utilizing automated financial and accounting reporting systems. Report monthly/quarterly results to Senior Management team and the Board. Possess ability to analyze financial data and prepare financial reports, analyses and cash-flow projections. Possess professional written and verbal communication and interpersonal skills. Willingness to work a flexible schedule and travel to out of town locations if required. 5+ years accounting/finance experience as a CFO or equivalent with at least 10 years of overall financial experience. Ability to maximize use of limited resources. Highly analytical with a hands-on approach and ability to be detail oriented. Excellent project and time management skills. High degree of exposure to formal business processes. Flexible in a variety of situations. Demonstrated experience as a leader, team-player and mentor. Intrinsically motivated. High degree of emotional intelligence. Unquestionable character, integrity, loyalty, responsiveness, commitment. Experienced in working through difficult financial situations with companies. Minimum Educational Requirements Bachelors degree in Accounting or Finance Benefits and Compensation 401k Holiday, vacation & sick pay Health insurance (one-half) Non Qualified benefit plan Flex time Click here to download job description as a pdf Please email resumes confidentially to sclumley@lgiservices.com.