CFO Services Manager: Outsourced Accounting Leader

Brixey & Meyer; Cincinnati (OH); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with Match

Hybrid Work Environment

Lifestyle Spending Account

Flexible Time Off

Holiday Pay

Career Advancement Opportunities

Training and CPE Credits

Pet Insurance

Job summary

Brixey & Meyer is seeking a CFO Services Manager to oversee multiple client engagements and mentor a team of Seniors and Accountants. This role focuses on outsourced accounting and interim Controller work, while driving client relationships and practice development.

You will be responsible for ensuring high-quality CFO services, managing deadlines, and cultivating new business opportunities. The role emphasizes technical expertise in QuickBooks Online and ERP systems, with a hybrid work

Qualifications

• Bachelor's degree in accounting or finance; Master's degree preferred.
• CPA or relevant certification preferred.
• 2+ years of managerial or direct supervisory experience.
• 5+ years of public accounting experience preferred.
• Advanced computer literacy, including MS Office.
• Valid driver's license for travel up to 1 hour from home office.
• Ability to work both independently and in a team.

Responsibilities

• Provides high-quality CFO services to clients.
• Manages client expectations to provide exceptional service to a book of business.
• Manages multiple ongoing engagements to meet client deadlines, schedule staff and ensure staff time is properly utilized.
• Builds and maintains relationships with key client contacts.
• Looks for opportunities to create value, reduce costs and maximize efficiencies for clients.
• Reviews work of seniors and accountants for accuracy of accounting and financial reporting.
• Mentors and coaches Seniors and Accountants.
• Assists with Firm administrative tasks for CFO Services as needed (e.g—scheduling, sales pipelining, performance reviews, billing, etc.).
• Becomes an expert in QuickBooks Online and other ERP systems clients utilize.
• Assists with hiring, developing, and managing CFO Services team-members as assigned.
• Meets annual budgeted billable hours.
• Cross-sells and identifies additional services to provide to current clients of the Firm.
• Participates in Firm committees and activities.
• Promotes the Firm positively in the community and through professional organizations involvement.
• Performs other duties as assigned

Skills

Team leadership

Client relationship management

Strategic planning

Automation/AI tools interest

Attention to detail

Education

Bachelor's degree in accounting or finance

Master's degree preferred

CPA or relevant certification

Tools

Microsoft Office

QuickBooks Online

ERP systems

Job description

Brixey & Meyer is seeking a CFO Services Manager to oversee multiple client engagements and mentor a team of Seniors and Accountants. This role focuses on outsourced accounting and interim Controller work, while driving client relationships and practice development.

You will be responsible for ensuring high-quality CFO services, managing deadlines, and cultivating new business opportunities. The role emphasizes technical expertise in QuickBooks Online and ERP systems, with a hybrid work