Serve as the primary CAAS Lead for the assigned Client's Fractional Controller advisory engagements.
Coordinate with the Client's Leadership and Accounting personnel, other Byrne Zizzi Team Members, and third parties, such as financial advisors, attorneys, etc.
Communicate proactively with both the Client and CAAS Team Members regarding deadlines, issues, and deliverables.
Oversee the Client's accounting operations, including the General Ledger, accounts receivable/payable, and payroll.
Review the Client's Monthly or Quarterly General Ledger and supporting documentation for accuracy and completeness.
Prepare or review the Client's Monthly or Quarterly Management Reporting Package.
Conduct regular meetings with the Client to discuss the Management Reporting Package.
Prepare and analyze historical cash flow trends.
Assess and strengthen existing financial and accounting internal controls.
Support the development and monitoring of company-wide and departmental budgets and forecasts.
Provide mentoring, training, and support to the Client's Accounting Staff.
Requirements
Bachelor’s degree in accounting or finance.
3-5 years of relevant experience (e.g., financial accounting and reporting, financial analyst, auditor, controller or assistant controller in industry).
Proficient in preparing financial statements on a GAAP basis or in accordance with a special purpose framework, knowledgeable in GAAP and financial reporting standards.
Skilled in analyzing financial statements and other financial and relevant non-financial data, identifying trends, and providing strategic insights.
Experience in managing accounting processes, including general ledger, accounts receivable/payable, and payroll processes.
Technically proficient in working with QuickBooks accounting software and possesses the ability to quickly adapt to using other types of accounting software.
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