CFO

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Job description

The Chief Financial Officer (CFO) is a strategic leadership role

responsible for managing the company's financial operations within

the Real Estate firm in the architecture, engineering, and consulting (AEC) industry.

Qualifications

This includes overseeing daily banking activities, such as monitoring online

banking for recent transactions, approving positive pay, managing cash

flow, and coordinating with the CEO on bank activity. The CFO reviews

accounting-related emails, ensuring prompt resolution of issues.

Semi-monthly, the CFO reviews payroll processes, ensuring accuracy in

payroll journals, resolving tax filing issues, and addressing employee

inquiries. The CFO prepares bank reconciliations monthly, manages

international payroll, and generates financial reports, analyzing earned

revenues, billings, and project unbilled balances. The role involves

posting various financial entries, preparing income statements, and

updating financial dashboards.

Quarterly, the CFO conducts financial review meetings with managers,

analyzing actual results, forecasts, and backlog data. This role also

manages quarterly tax filings, including commercial rent, sales and use,

corporate, business, and foreign VAT taxes. Annually, the CFO updates

compensation files, coordinates audits, prepares tax returns, and

administers the 401(k) plan, ensuring compliance and managing related

audits.

The CFO is also responsible for leading weekly financial discussions

with the CEO, managing accounts receivable collections, approving

purchase orders, and reviewing vendor agreements. Additionally, the CFO

serves as the system administrator for the accounting software,

overseeing system upgrades and resolving technical issues. The role

involves managing special financial projects as needed. Management

responsibilities also include overseeing a small team of accounting

professionals responsible for day-to-day invoicing, collections,

preparation of billing reports, accounts payable, etc.

The ideal candidate will have a bachelor's degree in accounting,

finance, or a related field, with a CPA or MBA preferred. They should

have at least ten years of experience in finance, including five years in a

senior financial leadership role, preferably within the AEC industry

(Architect, Engineering, and Construction). The candidate should possess

strong knowledge of financial regulations, tax laws, and accounting

standards relevant to the industry and excellent analytical,

strategic planning, and communication skills. Proficiency in accounting

systems, particularly Deltek Vantagepoint, Paylocity, or similar

platforms, is preferred.

• Medical, Dental, Vision insurance

• 401(k) retirement plan

• Individual and Dependent Life Insurance

• Employee Assistance Program

• Short & Long Term Disability

• A generous Paid Time Off Program (PTO)

• Flexible summer work schedules

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