Join the VertexCFO team
We are seeking team members who are committed to the success of our clients, our growth and building long-term relationships. VertexCFO provides a flexible environment for team members to achieve work–life balance. We are based in Golden, Colorado, but work is performed remotely and at client locations as required.
Successful team members are highly motivated problem solvers and strong communicators — collaborators who take ownership and can manage multiple client relationships and help our clients achieve success. We are motivated to succeed and grow with our clients and constantly make business improvements.
Open Positions:
Fractional CFO Advisor +
This role is a subcontractor/1099 role which provides the successful candidate a voice on our team and the ability to jointly structure a schedule that works for all parties. We source all clients, provide marketing support and processes and procedures. We work with our CFO Advisors to build a group of strong clients, with a competitive pay structure and incentives.
Key attributes:
- CPA and work experience in public accounting or multi-site experience where candidate built strong client relationships, multi-tasked, worked at different locations and managed multiple client relationships to achieve success at a high level
- Gets stuff done, proactive and maximizes value proposition
- Value-oriented — delegate work based on client value, bill based on knowledge, experience and value provided
- Continuous learner and problem solver — We don’t always know everything, our strength comes from collaboration and the belief we can help and improve
- Excellent listener and strong communicator
- Relationship-focused to maintain multiple long-term client relationships
- Inclusive and strong mentor to our team
- Responsive to client questions and requests
- Ability to build complex Excel models
- This position works closely with client senior leadership and accounting staff
- Hands-on and willing to jump quickly into accounting systems, revenue recognition and GAAP issues to quickly support our clients.
- Board and investor experience
- Buy/sell transaction experience
- Strong understanding of valuations is a plus
- Working tax knowledge
- Audit background and due diligence experience
- Banking and financing experience
- Capital raise experience a plus
Responsibilities:
- Maintain multiple successful client relationships
- Manage the overall financial close process, financial statement preparation and KPI’s for clients
- Mentor, manage and provide leadership to client accounting team and VertexCFO assigned team members
- Manage multiple deadlines and multi-task to meet client needs
- Conduct financial analysis
- Manage cash flow and prepare cash flow forecasting reports
- Oversight and management of accounting policies, procedures, and controls
- Board, investor meetings and presentations
- Build complex Excel budget and forecasting tools
Experience Requirements:
- CPA
- 4-year accounting degree from accredited university
- 15+ years progressive accounting leadership experience and held the title of CFO or VP of Finance
- Strong GAAP reporting and compliance background
- Financial statement preparation
- Hands-on and detail-oriented
- Ability to multi-task
- Strong communicator
- Excellent work ethic
- Integrity
- Ability to meet deadlines
- Comfortable working remotely, at client locations and motivated to collaborate with key team members to meet goals of clients
- Rate is $80-110 per hour based on experience plus incentives.
Fractional Controller Advisor +
This role is a subcontractor/1099 role which provides the successful candidate a voice on our team and the ability to jointly structure a schedule that works for all parties. Successful candidates must be timely with work product, manage multiple clients, financial closes, multi-task, have excellent relationship skills, be readily available and responsive to client questions and requests, have the ability to work in multiple financial systems, be strong with Microsoft tools, have an ability to build complex Excel models and possess strong leadership/managerial skills. This position works closely with our CFO’s, client senior leadership and accounting staff.
Responsibilities:
- Maintain multiple successful client relationships
- Manage the overall financial close process, financial statement preparation and KPI’s for clients
- Perform reconciliations for all general ledger accounts and analyze key variances to provide explanations to our clients
- Manage multiple deadlines and multi-task to meet client needs
- Maintain oversight and leadership of client accounting team
- Conduct financial analysis
- Manage cash flow and prepare cash flow forecasting reports
- Oversight and management of accounting policies, procedures, and controls
- Possess strong reconciliation skills and general ledger management
- Present month-end close and financial statements
Experience Requirements:
- CPA preferable, but not required
- 4-year accounting degree from accredited university
- 5+ years Controller experience or accounting manager/assistant controller looking to make the step in their career
- Strong GAAP reporting and compliance background
- Financial statement preparation
- Detail oriented
- Ability to multi-task
- Strong communicator
- Excellent work ethic
- Integrity
- Ability to meet deadlines
- Comfortable working remotely, at client locations and motivated to collaborate with key team members to meet goals of clients
- Rate is $50-$80/hour based on experience.
- Email resume to Brian Medley, Principal & Founder, bmedley@vertexcfo.com
Staff Accountant +
This role is a subcontractor/1099 role which provides the successful candidate a voice on our team and the ability to jointly structure a schedule that works for all parties. Successful candidates must be timely with work product, manage multiple clients, multi-task, have excellent relationship skills, be readily available and responsive to client questions and requests, and have the ability to work in multiple financial systems, and have strength with Microsoft tools. This position works closely with our CFOs, Controllers and client senior leadership.
Responsibilities:
- Maintain multiple successful client relationships
- Perform reconciliations for bank and credit card accounts
- Manage multiple deadlines and multi-task to meet client needs
- Process and record company credit card information into accounting system to accurately record transactions
- Maintain accounts payable (i.e. match purchase orders to vendor invoices, enter bills accurately, make payments, 1099s, etc.) and maintain vendor relationships
- Maintain accounts receivable-invoicing customers, process payments, record transactions, and follow up on collections
- Maintain accurate files for accounts payable, customer contracts, payments, expense reports etc.
- Payroll processing with outside payroll vendor - may be assigned tasks to maintain employee records, process payroll, new hire paperwork etc.
- Assist with month-end close deadlines to ensure accuracy, completeness, and timely reporting of all AP, AR, payroll and other key items as assigned within established policies and procedures
- Maintain sales tax information and timely file sales tax reports
- Inventory and fixed assets - assist with maintaining accurate inventory and fixed asset records
- Perform special projects and other administrative tasks for the company as needed
Experience Requirements:
- 2-year associates accounting degree or extensive accounting/bookkeeping experience
- Detail oriented
- Ability to multi-task
- Strong communicator
- Excellent work ethic
- Integrity
- Ability to meet deadlines
- Comfortable working remotely, at client locations and motivated to collaborate with key team members to meet goals of clients
- Proactive personality that has high accountability and standards
- Must have strong aptitude for accounting systems (i.e. QB desktop/enterprise, QBOnline, Xero, Sage) and other software technology such as expensify, bill.com etc.
- Pay range for position is $25-$40 per hour depending on experience