Job Description
Note: The job is a remote job and is open to candidates in USA. Creative Planning is a company that provides financial and accounting services. They are seeking a Virtual CFO who will work directly with clients to manage their accounting and finance departments, prepare financial reports, and perform financial analysis while advising on business matters. Responsibilities • Provide guidance and thought leadership on accounting, financial, and general advisory aspects of the client’s business, including: • Appropriate utilization and efficiency of software applications • Development of budgets, forecasts, and KPIs • Process improvement, standard operating procedures, and industry-specific best practices • Coordinate and participate in year-end income tax planning and strategies • Ability to adapt to client needs by providing immediate short-term solutions while working toward implementation of long-term goals • Set and meet defined deadlines on projects with clients • Maintain open and honest fee discussion with clients while maintaining appropriate engagement profitability • Proactively participate in pursuing new business for this service while generating referrals for internal business growth • Maintain an active and engaging social media presence to connect with and influence target audiences, driving brand awareness and fostering community engagement Skills • 10+ years with both public accounting and private company experience • Familiarity with accounting systems • Experience delegating work and maintaining client and other COI relationships • Strategic and Stakeholder leadership • Prior Board experience • Experience building cross functional teams • Cross selling services to clients • Lending and M&A leadership • MS Office /Windows experience particularly financial modelling and data management in Excel • Strong analytical and problem-solving abilities • Excellent written and verbal communication skills • Background with QuickBooks and Sage Company Overview • Creative Planning is exclusive because their strategy for designing your investment portfolio is different. It was founded in 1982, and is headquartered in Leawood, Kansas, USA, with a workforce of 1001-5000 employees. Its website is Apply tot his job