Chief Financial Officer

Schultheis & Panettieri LLP

Boston, MA

JOB DETAILS
SKILLS
Accounting, Accounts Payable, Accounts Receivable, Best Practices, Budget Management, Business Strategy, Certified Public Accountant (CPA), Communication Skills, Contract Negotiation, Finance, Financial Analysis, Financial Audit, Financial Management, Financial Operations, Financial Planning, Financial Statements, Financial Strategy, Head of Finance, Insurance, Interpersonal Skills, Intuit Quickbooks, Journal Entries, Labor Unions, Operations, Operations Management, Operations Planning, Organizational Development/Management, Problem Solving Skills, Reconciliation, Set Goals, Systems Maintenance, Team Lead/Manager, Team Player
LOCATION
Boston, MA
POSTED
2 days ago

Our client is currently seeking a Chief Financial Officer to oversee their organization's financial planning and accounting operations. The ideal candidate will be an accomplished accountant/ CPA.

The position requires an individual with a proven track record of managing daily financial operations and effectively dealing with team members in an accountable manner that is professional and team oriented. This is a fully on-site position in Boston.

 

Responsibilities:

  • Oversee all aspects of day-to-day accounting requirements including, but not limited to: A/R, A/P, payroll, bank reconciliations, monthly journal entries, insurance renewals, and reporting to Governing Members and financial institutions (as required).
  • Oversee the financial strategic planning of the organization by evaluating its performance and potential risks.
  • Perform regular financial analysis.
  • Develop budgets that meet the requirements of the organization's departments.
  • Establish goals for and manage a small team of staff members.
  • Oversee annual financial statement audit by third party auditors and completion of IRS Form 990 and DOL Form LM-2.
  • Maintain systems and controls that comply with DOL best practices for Labor Unions.
  • Recognize patterns in company spending, revenue, and recommend solutions to any problem areas.
  • Negotiate contracts with third party vendors.

 

Minimum Requirements:

  • Bachelor's degree in accounting, finance, or relevant field.
  • CPA preferred.
  • A minimum of 7 years' relevant experience, 2+ years with a union preferred.
  • In-depth knowledge of Quickbooks, Sage or similar, corporate principals, and financial analysis.
  • Strong communication and interpersonal abilities.
  • An analytical mind with good organizational skills.

 

Salary & Benefits:

 

Salary commensurate with experience.

 

Excellent benefits - including medical, dental, vision, defined benefit pension, defined contribution pension.

About the Company

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Schultheis & Panettieri LLP