Careers / Startup CFO / San Diego

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.  
      

RESPONSIBILITIES

Delivery

  • Effectively communicate with client and Countsy Growth Lead/Founder (if/when needed) to understand and document priorities and work status

  • Effectively communicate project objectives and status to team members

  • Develop a thorough understanding of the client's business and culture to better support the client's strategic objectives

  • Demonstrate commitment to client success.  Develop a thorough understanding of the project scope, tool and skill sets required 

  • Develop, document and execute work plan/project plan while meeting agreed upon deadlines and commitments

  • Manage day-to-day project activities 

  • Prepare, delegate if appropriate, and review client deliverables

  • Work effectively with client personnel and be positive and respectful in all client interactions

  • Seek and communicate ways to improve client satisfaction

  • Support client and project team with timely response to information requests

  • Take ownership of work and follow tasks through to completion

  • Leverage client and Countsy subject matter experts (SME) to execute the project effectively

  • Use, administer and promote company practices, standards, procedures, tools and methodologies 

  • Complete a knowledge transfer to appropriate person at appropriate time in the project

  • Supervise project teams (multiple clients at times)

  • Provide appropriate training to client or Countsy staff

  • Build consensus with client management

  • Provide strategic leadership to the client and project team members

  • Act as primary on-site liaison between Countsy and all levels of client management

  • Evaluate the overall project success in meeting client's objectives

  • Provide quality assurance for projects

  • Lead solution identification and implementation efforts

  • Provide thought leadership and direction 

    Internal Responsibilities:

  • Effectively interact with and support other Countsy consultants, management and internal staff

  • 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)

  • Proactively communicate status of work to Countsy direct Manager on the engagement

  • Update LinkedIn profile as new skills and experiences are acquired

  • Perform internal duties, as requested

  • Comply with Countsy policies and procedures

  • Contribute to achievement of Countsy' goals and objectives

  • Maintain practice specific active professional certification status 

  • Escalate HR issues and employee relations concerns to HR/management

  • As the face of the firm appropriately represent Countsy in all interactions and communications with clients, prospective clients and the business community at large

    Staff Development:

  • Participate in technical interviews of candidates, as requested 

  • Be a buddy to a new hire or new project member

  • Act as a career development advisor, as requested

  • Assist, coach, train and manage lower level consultants, as required 

  • Monitor performance of lower level consultants, advise them and communicate observations and recommendations to appropriate manager

  • Provide project level performance evaluations for lower level consultants, as required

  • Develop and conduct specific training as requested by Countsy management

    Practice Development:

  • Develop and present practice area specific training as requested by Countsy management

  • Propose new delivery tools and methodologies to Countsy management

  • Keep abreast of new trends and developments in practice area to provide competitive service offerings to clients

    Business Development:

  • Acquire and share knowledge of current Countsy offerings with clients and networks 

  • Proactively identify and communicate leads to Countsy leadership 

  • Build and expand positive client relationships and identify new opportunities

  • Actively participate in networking on behalf of Countsy

  • Actively participate in sales activities and assist in proposal development, as requested

  • Leverage one's network to actively generate new business leads to Countsy

  • Develop long-term relationships with client management

  • Coach and mentor others to find and nurture business development opportunities   

REQUIRED SKILLS/ABILITIES

General Skills:

  • Exhibits the leadership traits of confidence, resolve, passion, credibility, collaboration, inspiration,

    creativity and decisiveness

  • Excellent written, verbal and interpersonal communication skills 

  • Advanced organizational and problem-solving skills

  • Advanced analysis, research and presentation skills

  • Monitoring/assessing performance of oneself to make improvements or take corrective action

  • Effectively operate under multiple demands/projects

  • Exceptional people management skills to effectively mentor and coach others

Systems Skills:

  • Practice specific system skills required (NetSuite, Dropbox, EchoSign, Expensify, Bill.com, Jirav)

  • Ability and willingness to learn new systems

  • 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

Specific Skills/Abilities:

  • Recognized as a leader by clients and Countsy

  • Instill confidence in clients, forming a truly trusted advisor position

  • 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 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

  • Be truly in tune with market conditions and industry trends and advise clients accordingly

  • Proven ability to interact with all levels of client and Countsy management and positively influence them

  • Proven ability to work independently, and lead team members to establish priorities, and meet deadlines

  • Ability to effectively organize, plan and manage group meetings

  • Ability to develop policies and procedures

  • Ability to provide leadership and motivation  

EDUCATION/EXPERIENCE/CERTIFICATION

  • Bachelors degree or equivalent degree, Masters degree preferred

  • 15+ years experience with progressive responsibility in accounting and finance

  • Practice specific professional certification preferred

  • 7+ years of consulting experience preferred

  • 5+ years of experience managing a team required

  • Leadership experience in multiple industries and practices that align with local industry verticals that Countsy serves, 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

 

Online contact and registration forms from Wufoo.