CFO Services Manager / Outsourced Controller

Brixey & Meyer; Dayton (OH); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, and 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 lead multiple client engagements and supervise a team of Seniors and Accountants. The role focuses on outsourced accounting and interim Controller services, with emphasis on coaching staff and maintaining strong client relationships.

The ideal candidate has a finance/accounting background, 5+ years in public accounting, and experience with automation/ERP tools. Firm offers a hybrid work model and robust professional development.

Qualifications

• Bachelor's degree in accounting or finance required; Master’s preferred.
• 2+ years of managerial or direct supervisory experience.
• Advanced computer literacy including Microsoft Office.
• Experience or interest in automation/AI-based tools.
• Valid driver’s license and travel to client sites within ~1 hour from home office.
• Proven ability to work both independently and in a team.
• Desire to contribute to our culture and have fun at work.
• 5+ years of qualified work experience in public accounting preferred.

Responsibilities

• Provide high-quality CFO services to clients and manage engagements.
• Oversee multiple engagements, allocate staff, and meet deadlines.
• Mentor and coach senior staff and accountants.
• Manage client relationships and pursue practice development opportunities.
• Becomes an expert in QuickBooks Online and other ERP systems used by clients.
• Assist in hiring, developing, and managing CFO Services team members.
• Support budgeting, billing, and performance reviews as needed.

Skills

Management experience

Staff coaching

Client relationship management

Organizational skills

Business development

Team collaboration

Education

Bachelor's degree in accounting or finance

Master's degree or continuing coursework preferred

Tools

Microsoft Office

QuickBooks Online

ERP systems

Job description

Be Part of Something Extraordinary at Brixey & Meyer! Brixey & Meyer is not just any firm – we've been recognized as one of the fastest-growing firms in the US, recognized as one of the top 50 best firms in the United States and Canada by INSIDE Public Accounting, and have been recognized as Best Places to Work 11 times! We're committed to having a positive impact on the employees of our firm and the clients we serve. If you're someone who excels at attention to detail, builds trust effortlessly, and thrives in the world of accounting, we want to meet you!

Manager Position Summary

This role is on our CFO Services practice line. The CFO Services Manager is responsible for overseeing multiple client engagements and managing a team of Seniors and Accountants. The client service aspect will focus on outsourced accounting and interim Controller roles. The Manager will also be responsible for coaching and mentoring staff, managing client relationships and networking/practice development. This role reports to the Senior Manager and Shareholder.

Manager Essential Job Functions

• Provides high-quality, value add 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. Operates in client systems and performs detailed transactions and analyses as needed
• Assists with hiring, developing, and managing CFO Services team-members as assigned
• Meets annual budgeted billable hours
• Cultivates new business for the Firm and identifies additional services to provide to current clients of the Firm
• 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

Manager Qualifications

• Bachelor’s degree in accounting or finance; Master’s degree or continuing coursework is preferred
• 2+ years of managerial or direct supervisory experience
• Advanced computer literacy, including proficient use of all Microsoft Office products
• Experience or interest in leveraging automation or AI based tools
• Valid Driver’s license and transportation to client sites up to 1 hour from the home office location
• Proven ability to work individually and collaboratively within a team setting
• The desire to have fun with your work and to contribute to our unique company culture
• Process oriented with strong organizational skills and the ability to handle multiple responsibilities and meet deadlines
• 5+ years of qualified work experience based in public accounting preferred

Awesome Perks for Our Team

• Medical, Dental, and Vision Insurance: Coverage starts on day one to ensure you and your family's health needs are taken care of.
• 401(k) with Match: Plan for your future with our 401(k) program and employer match, helping you build financial security.
• Hybrid Work Environment: Enjoy the flexibility of a hybrid work model, balancing remote and in-office work to suit your lifestyle and preferences.
• Lifestyle Spending Account: Receive a lifestyle spending account to use for wellness, fitness, or other personal expenses, enhancing your overall well-being.
• Flexible Time Off: Take advantage of flexible time off to recharge and maintain a healthy work-life balance.
• Holiday Pay: Celebrate holidays with paid time off, allowing you to relax and spend quality time with loved ones.
• Career Advancement Opportunities: Grow your career with us through various development programs and advancement opportunities.
• Training and CPE Credits: Access ongoing training and continuing professional education (CPE) credits to enhance your skills and stay current in your field.
• Pet Insurance: We care about your furry family members too! Get peace of mind knowing your pets are covered for unexpected vet bills.

Why Join Us? At Brixey & Meyer, you'll be part of a dynamic team that values your expertise and fosters growth and development. You'll have the opportunity to work with a diverse client base, tackle new challenges, and make a real impact in our firm and the community. Plus, you'll enjoy a supportive work environment where fun is encouraged, and your contributions are celebrated.

Ready to Join Us? If you're ready to take the next step in your career and be part of something great, we want to hear from you! Apply now and let's build a brighter future together at Brixey & Meyer.

Brixey & Meyer provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.