Senior Accountant (REF #006)

Senior Accountant (On-Site in Oldsmar, FL)

Job Details

• Location:On-site in Oldsmar, FL

• Schedule:MondayFriday, 8:00 AM4:30 PM. Includes a 30-minute lunch

• Contract Type:1099 contractor, full-time (40 hours/week)

About CFO Worx

CFO Worx provides high-quality Fractional CFO services, M&A preparation support, bookkeeping, monthly financial packages, and financial modeling to small and mid-sized businesses across the U.S. We pride ourselves on delivering exceptional financial management and strategic support tailored to our clients' needs.

About the Role

We are seeking aSenior Accountantto work on-site at a client location in Oldsmar, FL. This is a 1099 contractor position, requiring 40 hours per week. You will collaborate with our remote team while directly supporting the clients leadership. This role is hands-on and ideal for a highly organized, detail-oriented individual with experience inQuickBooks Desktop,GAAP compliance, andinventory/WIP accounting. You will report to the remote CFO Worx Controller and the on-site CEO.

Key Responsibilities

• Client Interaction:Conduct regular meetings with the clients owner to review financial performance and address accounting matters.

• Invoicing:Create and manage detailed invoices for a smaller client base, ensuring accuracy and timeliness.

• Cash Management & Reconciliations:Oversee daily cash flow, perform bank and credit card reconciliations, and maintain accurate records.

• Accounts Payable:Process credit card and ACH payments, manage bill entries, and conduct weekly AP reviews for approval with the clients owner.

• Accounts Receivable:Set up vendors and customers, issue invoices, and follow up with clients through calls and emails to ensure timely collections.

• Inventory Management:Conduct monthly cycle counts of inventory and ensure accurate inventory tracking. Collaborate on work-in-progress (WIP) accounting.

• Journal Entries & Accruals:Prepare journal entries, maintain detailed schedules, and manage accruals as part of the monthly accounting cycle.

• Schedules & Reporting:Create and maintain comprehensive schedules and detailed monthly reporting packages using Microsoft Excel.

• Month-End Close:Complete all tasks related to the month-end close process, ensuring journal entries, schedules, and reconciliations are accurate and finalized on time.

• Payroll Coordination:Work with the clients payroll provider (Heartland) on weekly payroll tasks.

• Management Inquiries:Respond to inquiries from management and provide timely updates on financial and operational matters.

• Team Collaboration:Review deliverables from remote team members, provide corrections, and offer constructive feedback to ensure quality.

Qualifications

• Education:Bachelors degree in Accounting or Finance.

• Experience:5+ years of professional accounting experience in roles such as Assistant Controller, Senior Accountant, or similar.

• Technical Skills:

• Strong proficiency in QuickBooks Desktop (required).

• Advanced knowledge of GAAP and balance sheet management.

• Expertise in Microsoft Excel for data analysis and financial reporting.

• Familiarity with Microsoft Dynamics is a plus.

• Specialized Skills:

• Experience with inventory tracking and work-in-progress (WIP) accounting, ideally in manufacturing settings.

• Ability to prepare and maintain detailed schedules for journal entries, accruals, and reporting.

• Soft Skills:

• Strong organizational skills, with the ability to prioritize tasks and meet deadlines.

• Excellent communication and collaboration skills to work with both on-site and remote teams.

Questions:

Are you comfortable with the commute to Oldsmar?

How many years of QuickBooks Desktop do you have?

How many years of WIP experience do you have?

What types of reports have you created in Excel?

What is you preferred hourly compensation?