Senior Accountant & Client Finance Lead (Remote)

Blue Ribbon CFOs; Cape Coral (FL); Remote; USD 85,000 - 120,000; Full time

Job summary

Blue Ribbon CFOs is a high-touch consulting firm that manages finance, accounting, and other operational functions for investment managers. We are seeking a skilled senior accountant to serve as the main point of contact for select client engagements and supervise onboarding and the establishment of a deliverables schedule.

You will oversee full-cycle accounting, including accounts payable and receivable, ensure client financial records are accurate, and assist with month-end and year-end

Qualifications

• Bachelor’s degree in accounting or finance.
• CPA certification preferred.
• 5+ years in partnership and/or fund accounting.
• GAAP knowledge.
• Ability to train junior team members.
• Strong Excel and QuickBooks Online proficiency.
• Excellent analytical and problem-solving skills.
• Exceptional attention to detail.
• Strong organizational and time management abilities.
• Effective communication and interpersonal skills.
• Ability to multitask while handling daily client needs.
• Interest in delivering superior client service.

Responsibilities

• Serve as main point of contact for select client engagements.
• Supervise onboarding of new clients and establishment of a deliverables schedule.
• Oversee full-cycle accounting processes, including accounts payable and receivable.
• Ensure client financial records are updated and accurate.
• Assist with month-end and year-end closing procedures.
• Support senior team with data collection and ad-hoc project coordination.

Education

Bachelor’s degree in accounting or finance

CPA certification

Tools

MS Excel

QuickBooks Online

Job description

Blue Ribbon CFOs is a high-touch consulting firm that manages finance, accounting, and other operational functions for investment managers. We are seeking a skilled senior accountant to serve as the main point of contact for select client engagements and supervise onboarding and the establishment of a deliverables schedule.

You will oversee full-cycle accounting, including accounts payable and receivable, ensure client financial records are accurate, and assist with month-end and year-end