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Startup Cfo Jobs

Company

Countsy

Address , San Francisco, Ca
Employment type
Salary $190,000 - $200,000 a year
Expires 2023-06-25
Posted at 1 year ago
Job Description

The Countsy Startup CFO is viewed by clients as having the competence, experience and leadership qualities to fulfill “C” level roles for clients. The CFO is a trusted advisor and business partner to clients and has the ability to be an active participant of their client’s Executive Management Team. (S)he efficiently and effectively manages competing priorities of service delivery, while focusing on quality, for multiple clients.


ESSENTIAL DUTIES & RESPONSIBILITIES

Delivery

  • Lead solution identification and implementation efforts
  • Take ownership of work and follow tasks through to completion
  • Prepare, delegate if appropriate, and review client deliverables.
  • Use, administer and promote company practices, standards, procedures, tools and methodologies
  • Provide strategic leadership to the client and project team members
  • Supervise project teams (multiple clients at times)
  • Provide appropriate training to client or Countsy staff
  • Provide thought leadership and direction
  • Build consensus with client management
  • Work effectively with client personnel and be positive and respectful in all client interactions
  • Leverage client and Countsy subject matter experts (SME) to execute the project effectively
  • Develop, document and execute work plan/project plan while meeting agreed upon deadlines and commitments
  • Act as primary on-site liaison between Countsy and all levels of client management
  • Effectively communicate project objectives and status to team members
  • Provide quality assurance for projects
  • Support client and project team with timely response to information requests
  • Complete a knowledge transfer to appropriate person at appropriate time in the project
  • Seek and communicate ways to improve client satisfaction
  • Manage day-to-day project activities
  • Effectively communicate with client and Countsy Growth Lead/Founder (if/when needed) to understand and document priorities and work status
  • Develop a thorough understanding of the client's business and culture to better support the client's strategic objectives
  • Evaluate the overall project success in meeting client's objectives
  • Demonstrate commitment to client success. Develop a thorough understanding of the project scope, tool and skill sets required

Internal Responsibilities

  • Maintain practice specific active professional certification status
  • Perform internal duties, as requested
  • Perform all necessary administrative responsibilities in a timely manner (e.g. Timesheet and expense report submission, response to e-mail and voice-mail, forecasting of upcoming availability)
  • Escalate HR issues and employee relations concerns to HR/management
  • Update LinkedIn profile as new skills and experiences are acquired
  • As the face of the firm appropriately represent Countsy in all interactions and communications with clients, prospective clients and the business community at large
  • Proactively communicate status of work to Countsy direct Manager on the engagement
  • Comply with Countsy policies and procedures
  • Effectively interact with and support other Countsy consultants, management and internal staff
  • Contribute to achievement of Countsy' goals and objectives

Staff Development:

  • Act as a career development advisor, as requested
  • Participate in technical interviews of candidates, as requested
  • Monitor performance of lower level consultants, advise them and communicate observations and recommendations to appropriate manager
  • Be a buddy to a new hire or new project member
  • Assist, coach, train and manage lower level consultants, as required
  • Develop and conduct specific training as requested by Countsy management
  • Provide project level performance evaluations for lower level consultants, as required

Practice Development:

  • Keep abreast of new trends and developments in practice area to provide competitive service offerings to clients
  • Propose new delivery tools and methodologies to Countsy management
  • Develop and present practice area specific training as requested by Countsy management

Business Development:

  • Actively participate in sales activities and assist in proposal development, as requested
  • Build and expand positive client relationships and identify new opportunities
  • Acquire and share knowledge of current Countsy offerings with clients and networks
  • Coach and mentor others to find and nurture business development opportunities
  • Proactively identify and communicate leads to Countsy leadership
  • Leverage one's network to actively generate new business leads to Countsy
  • Develop long-term relationships with client management
  • Actively participate in networking on behalf of Countsy


REQUIRED SKILLS/ABILITIES

General Skills:

  • Exceptional people management skills to effectively mentor and coach others
  • Effectively operate under multiple demands/projects
  • Exhibits the leadership traits of confidence, resolve, passion, credibility, collaboration, inspiration, creativity and decisiveness
  • Advanced organizational and problem-solving skills
  • Advanced analysis, research and presentation skills
  • Excellent written, verbal and interpersonal communication skills
  • Monitoring/assessing performance of oneself to make improvements or take corrective action

Systems Skills:

  • Practice specific system skills required (NetSuite, Dropbox, EchoSign, Expensify, Bill.com, Jirav)
  • Expert level of knowledge in Microsoft Office tools relevant to practice area including the ability to create and format documents in Word, Excel and PowerPoint
  • Ability and willingness to learn new systems

Specific Skills/Abilities:

  • Instill confidence in clients, forming a truly trusted advisor position
  • Ability to adjust to new conditions, clients, tasks and priorities and coach others to do the same
  • Ability to maintain a positive attitude and influence others about changes
  • Proven ability to interact with all levels of client and Countsy management and positively influence them
  • Ability to accept responsibility for errors for oneself as an individual and one's team, propose corrective measures and ensure controls are in place for non-recurrence
  • Ability to develop policies and procedures
  • Ability to provide leadership and motivation
  • Ability to effectively organize, plan and manage group meetings
  • Recognized as a leader by clients and Countsy
  • Be truly in tune with market conditions and industry trends and advise clients accordingly
  • Proven ability to work independently, and lead team members to establish priorities, and meet deadlines


EDUCATION/EXPERIENCE/CERTIFICATION

  • Leadership experience in multiple industries and practices that align with local industry verticals that Countsy serves, preferred
  • 5+ years of experience managing a team required
  • 7+ years of consulting experience preferred
  • 15+ years experience with progressive responsibility in accounting and finance
  • Bachelors degree or equivalent degree, Masters degree preferred
  • Practice specific professional certification preferred
  • 7+ years of experience in leading a team of professionals in the achievement of rigorous profit and revenue objectives over an extended period, preferred


Compensation and Benefits Information

  • All Compensation is commensurate with employee qualifications, experience, and other factors including geographic location, market and operational factors.
  • Base Pay Range: $190,000 - $200,000
  • Other Compensation: Discretionary Bonus Plan
  • Benefits: Medical (including FSA and HSA offerings), Dental, Vision, Life insurance, Disability insurance, 401(k) savings plan, Employee Stock Purchase plan, Paid Time Off: 23 days, Eight Paid Holidays, Paid Sick Time (in geographies where legally required).


Washington state applicants, additional benefits information follows:

Washington Time Off and Leave

Management and Support Roles : Employees working in the state of Washington will receive the following time off and leave benefits:*

Short-Term Disability Benefits: RGP provides eligible employees up to 12 weeks of paid leave for total and temporary disability due to illness or injury.

Maternity Leave: For pregnancy and childbirth, female employees may receive up to 8 weeks (40 days) of paid Maternity Leave.**

Parental Leave: RGP provides 2 weeks (10 days) of paid Parental Leave for the birth or adoption of a child.**

Bereavement: Up to 3 days of paid leave (additional time may be available under PFML)

Paid Family Medical Leave (PFML): The state-administered PFML fund provides qualified employees with the following maximum leave amounts per calendar year: (a) up to 12 weeks of paid family or medical leave, (b) up to 16 weeks of leave when family and medical leave are used in combination, and (c) an additional two weeks of leave due to pregnancy complications, (d) up to 7 days bereavement leave.

Jury Duty Leave: Up to 5 paid days

Military Leave: Up to 21 days of paid leave during a one-year period.

  • Certain eligibility requirements apply
** applicable if the employee is not eligible for Paid Family Medical Leave

EQUAL OPPORTUNITY EMPLOYER
RGP is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply. (Countsy is an RGP Company)