Client CFO

February 15

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Logo of Whittle Strategic Accounting

Whittle Strategic Accounting

Whittle Strategic Accounting strives to break the typical ‘accountant’ mold. We offer unparalleled client service and a customized approach to each client’s priorities. We work to come alongside our clients as a partner to move their business or nonprofit towards their financial and operational goals. We see ourselves as part of your team, and consider ourselves a success when you achieve your goals.

accounting • strategic planning • CFO • CPA • bookkeeping

2 - 10 employees

📋 Description

• Serve as a vital advisor to clients • Support Client Service Managers (CSMs) and Controllers • Drive positive changes for clients • Mentor team members to enhance growth and capabilities • Develop and assist with strategic business goals • Proactively suggest improvements based on client insights • Review client financials and oversee audits • Conduct training on process improvement and personal development • Participate in evaluating and interviewing prospective team members

🎯 Requirements

• Bachelor's degree in accounting or business-related field (required) • CPA or MBA (preferred) • 5+ years experience in public accounting or consulting • Knowledge of income tax and project management • Strong Microsoft Office 365 skills • Experience in nonprofit accounting (preferred) • Leadership skills, with a focus on teamwork and mentorship • Strong interpersonal and communication skills • Integrity, with the ability to work independently • Experience in a paperless environment (preferred)

🏖️ Benefits

• Comprehensive health and dental insurance • Short/long term disability coverage • SIMPLE IRA plan with up to a 3% match • Wellness stipend • Generous PTO • Annual performance-based bonus • Team retreats for collaboration and innovation • Collaborative and engaging team environment

Apply Now

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