Virtual CFO / Account Manager Client Accounting Advisory Services (CAAS) Position Details Serve as ongoing Virtual CFO / Account Manager for multiple small and mid-size businesses
Daily/Weekly/Monthly interaction with clients
Process oversight for accounts payable, receivables, reconciling, etc.
Business problem solver - Help our clients improve and grow their businesses
Regular communication with clients to learn their needs and deliver results
Assist clients in developing operational budgets
Strategic thinking towards improving business operations and promoting company growth
Ability to take a mess and create clarity
Provide sound business advice for client’s questions
Lead client management & accounting meetings
Provide high quality work and integrity in business activities
Solid leadership for internal team working with clients
Degreed Accountant with 10+ years’ accounting experience
Helpful Software experience (QuickBooks, QBO, MS Office)
Excellent communication and organizational skills
Forward thinker: Anticipate and prevent client business challenges
Detail oriented / Strong critical thinking / Business minded / Able to multi-task
Passionate about the mission of Fulling Management & Accounting
CPA preferred, though not required
This position is fully remote. When travel is possible, we get together once a year for a team vision event. Otherwise you can work from anywhere!
We prioritize work/life balance and rarely exceed a 40 hour work week. Truthfully.
We have a casual dress and work environment
We offer access to a 401K plan
We care about your development and invest in regular training for our team
Generous PTO and sick time plan
Paid Holidays (8.5 days)
Laptop & Charger
2 Monitors
Docking Station & Charger
Web Cam
Mouse
Keyboard
Extensive onboarding plan
Full day orientation w/ leadership team
Allotted time for both hard skill & soft skill training sessions
Assigned team lead for client workload
1:1 cross-training with peer in similar role
Implement 30/60/90 day plan
Define Success Statements for your role
30/60/90 day check-in with Assoc Dir of Client Services
6 Month Review with Team Lead & Assoc Dir of Client Services
Assigned mentor to be your go-to for support
Please apply now with your resume and cover letter Apply Now " data-localized="{"invalidVideo":"Invalid video embed.","playButton":"Play"}"> Our Core Values G – Growth R – Represent the Client A – Accountability C – Champion Attitude E – Eternal Impact Learn more Virtual CFO / Account Manager Client Accounting Advisory Services (CAAS) Position Details Serve as ongoing Virtual CFO / Account Manager for multiple small and mid-size businesses
Daily/Weekly/Monthly interaction with clients
Process oversight for accounts payable, receivables, reconciling, etc.
Business problem solver - Help our clients improve and grow their businesses
Regular communication with clients to learn their needs and deliver results
Assist clients in developing operational budgets
Strategic thinking towards improving business operations and promoting company growth
Ability to take a mess and create clarity
Provide sound business advice for client’s questions
Lead client management & accounting meetings
Provide high quality work and integrity in business activities
Strong leadership for internal team working with clients
Degreed Accountant with 10+ years’ accounting experience
Helpful Software experience (QuickBooks, QBO, MS Office)
Excellent communication and organizational skills
Forward thinker: Anticipate and prevent client business challenges
Detail oriented / Strong critical thinking / Business minded / Able to multi-task
Passionate about the mission of Fulling Management & Accounting
CPA preferred, though not required
This position is fully remote. When travel is possible, we get together once a year for a team vision event. Otherwise you can work from anywhere!
We prioritize work/life balance and rarely exceed a 40 hour work week. Truthfully.
We have a casual dress and work environment
We offer access to a 401K plan
We care about your development and invest in regular training for our team
Generous PTO and sick time plan
Paid Holidays (8.5 days)
Laptop & Charger
2 Monitors
Docking Station & Charger
Web Cam
Mouse
Keyboard
Extensive onboarding plan
Full day orientation w/ leadership team
Allotted time for both hard skill & soft skill training sessions
Assigned team lead for client workload
1:1 cross-training with peer in similar role
Implement 30/60/90 day plan
Define Success Statements for your role
30/60/90 day check-in with Assoc Dir of Client Services
6 Month Review with Team Lead & Assoc Dir of Client Services
Assigned mentor to be your go-to for support
Please apply now with your resume and cover letter Apply Now " data-localized="{"invalidVideo":"Invalid video embed.","playButton":"Play"}"> Our Core Values G – Growth R – Represent the Client A – Accountability C – Champion Attitude E – Eternal Impact Learn more Virtual CFO / Account Manager Client Accounting Advisory Services (CAAS) Position Details Please apply now with your resume and cover letter Our Core Values G – Growth R – Represent the Client A – Accountability C – Champion Attitude E – Eternal Impact Fulling Management & Accounting, Inc. has provided Accounting, Bookkeeping, Business Coaching and CFO Services to organizations across the country since 2000.
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📌 Virtual CFO / Account Manager (Now Hiring) (Hunterganj)
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