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Chief Financial Officer

Schultheis & Panettieri LLP
Posted a month ago, valid for 22 days
Location

Boston, MA 02212, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • Our client is seeking a Chief Financial Officer to manage financial planning and accounting operations in Boston.
  • The ideal candidate should have a Bachelor's degree in accounting or finance, CPA preferred, and a minimum of 7 years of relevant experience, with 2+ years in a union setting preferred.
  • Responsibilities include overseeing daily accounting operations, financial strategic planning, and managing a small team of staff members.
  • The salary for this position is commensurate with experience and comes with excellent benefits including medical, dental, vision, and pension plans.
  • Strong communication skills and proficiency in financial software like Quickbooks or Sage are essential for this role.

Our client is currently seeking a Chief Financial Officer to oversee their organization's financial planning and accounting operations. The ideal candidate will be an accomplished accountant/ CPA.

The position requires an individual with a proven track record of managing daily financial operations and effectively dealing with team members in an accountable manner that is professional and team oriented. This is a fully on-site position in Boston.

 

Responsibilities:

  • Oversee all aspects of day-to-day accounting requirements including, but not limited to: A/R, A/P, payroll, bank reconciliations, monthly journal entries, insurance renewals, and reporting to Governing Members and financial institutions (as required).
  • Oversee the financial strategic planning of the organization by evaluating its performance and potential risks.
  • Perform regular financial analysis.
  • Develop budgets that meet the requirements of the organization's departments.
  • Establish goals for and manage a small team of staff members.
  • Oversee annual financial statement audit by third party auditors and completion of IRS Form 990 and DOL Form LM-2.
  • Maintain systems and controls that comply with DOL best practices for Labor Unions.
  • Recognize patterns in company spending, revenue, and recommend solutions to any problem areas.
  • Negotiate contracts with third party vendors.

 

Minimum Requirements:

  • Bachelor's degree in accounting, finance, or relevant field.
  • CPA preferred.
  • A minimum of 7 years' relevant experience, 2+ years with a union preferred.
  • In-depth knowledge of Quickbooks, Sage or similar, corporate principals, and financial analysis.
  • Strong communication and interpersonal abilities.
  • An analytical mind with good organizational skills.

 

Salary & Benefits:

 

Salary commensurate with experience.

 

Excellent benefits - including medical, dental, vision, defined benefit pension, defined contribution pension.




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