Controller/CFO with Entrepreneurial Mindset (Remote) - CPA, MBA, CMA

Minneapolis-Based Applicants Preferred

At Resolve Works we are passionate about helping entrepreneurial organizations succeed. With roots in entrepreneurial leadership, closely-held business, and start-up operations, our team specializes in part-time, interim and project-based accounting for growing businesses.

We are looking for a Controller/CFO with startup experience who is flexible and is comfortable wearing many hats. Our clients are ambitious small businesses and startups. They can be scrappy and hands on. We help them shape their accounting function, implement processes, and analyze their businesses. We also play a key role in helping our clients identify technology tools, integrating digital platforms, and managing data flow and integrity between systems.

This role requires both technical accounting skills as well as strategic financial thinking. When paired with a client delivery team, some technical duties may be delegated to the junior members of the team, but the Controller/CFO must be able to perform all duties if working by themselves . When paired on teams, it will be the Controller/CFO’s responsibility to identify and delegate duties based on the structure of the delivery team and the scope of the client engagement.

VALUES DEMONSTRATED:

• Proactive.
• Adaptable.
• Solution-Oriented.
• Driven by Purpose.
• Committed to the ‘Wow.”

SUPERVISORY RESPONSIBILITIES:

• Oversees the daily workflow of the client delivery team.
• Provides training and constructive feedback to the junior members of the delivery team.

TEAM LEAD:

• The Team Lead is the senior accounting member in each client delivery team.
• The Controller/CFO is the team lead when paired on any delivery team.
• Team Lead Responsibilities:
• Client Onboarding - Assessment/Action Plan
• Identify and Implement Ongoing Processes
• Lead client communication and check-in calls
• Regular check-in calls with the delivery team
• Monitor deadlines and the quality of work

KEY ACCOUNTABILITIES:

Financial Close:

• Manage the monthly, quarterly, and annual close process.
• Prepare balance sheet reconciliations, manage adjusting journal entries, and maintain supporting workpapers.
• Keep financial close checklists up to date with current tasks, due dates and assigned to the proper staff member.
• Document detailed processes, using both written and video instructions.
• Present financial statements to the client’s leadership team, board, or investors with in-depth analysis of variance trends and comparison against budget.
• Identify and implement relevant KPI monitoring.

Budgeting and Forecasting:

• Drive the client’s annual budgeting process.
• Coordinate with the members of the executive team and various-departments to gather information and assumptions.
• Build a dynamic, driver-based budget with key assumptions clearly identified.

Investors, Mergers, and Acquisitions:

• Preparation of pro-forma financial statements and forecasts for internal or investor use.
• Support client’s capital raise by participating in investor relations and helping to create pitch-decks.
• Support M&A activities including analyzing targets, supporting due-diligence, and making recommendations on post-merger integrations.

Cash Management:

• Forecast client cash needs and cash position.
• Proactively communicate cash matters to the client leadership team.

Inventory:

• Maintain accurate cost and purchase details in the inventory schedule.
• Accurately code inventory purchases to the proper item in the financial system.
• Manage creating and receiving inventory against purchase orders.
• Create inventory builds/production runs in a manufacturing environment.
• Reconcile and balance physical inventory counts to the financial system.

Payroll:

• Process timely and accurate payroll using third-party payroll software.
• Process payroll tax reporting and submissions, if not managed by the payroll software.
• Maintain payroll schedules that accurately reflect employee wage rates, deductions, deferrals, and garnishments.
• Maintain bonus and other supplemental payroll schedules.
• Oversee onboarding and termination of employees in the payroll system.
• Timely management of employment account registrations by state. Enroll new states and manage TPA assignments in the payroll system, as necessary.
• Monitor quarterly and annual tax filings prepared by the payroll provider to ensure compliance and

Accounts Payable:

• Implement and maintain AP workflows and approval procedures.
• Ensure all Accounts Payable are accurately coded in the AP software and syncing to the financial software.
• Manage AP processing, ensuring bills are approved and paid in a timely manner.
• Collect W9s and prepare annual 1099 filings at the end of the year.

Sales Tax Administration:

• Monitor sales-tax exposure and compliance obligations.
• Process new state sales tax registrations.
• Manage the reporting and submission of monthly, quarterly and annual sales tax filings.

System Management:

• Responsible for managing the integrity of the financial systems and any integrations touching the financial system.
• Within the financial system, responsible for ensuring the Chart of Accounts is appropriate for the client’s business, is numbered, and grouped into meaningful categories.
• Within integrated systems, responsible for ensuring that the external system is mapped to the financial system and accurately transmitting data.
• Manage close and lock dates to prevent unwanted data errors.

Processes and Workflow:

• Identify & implement opportunities to maximize workflow efficiency.
• Possess awareness and curiosity of technology tools and integrations.

Special Projects:

• Other special projects as needed.

KEY SKILLS & EXPERIENCE:

• CPA
• Minimum 10 years experience in a financial leadership role.
• Experience working with business owners, principals and executive staff.
• Experience working with ambitious entrepreneurial organizations. You are flexible, responsive and forward-looking. You look ahead to anticipate and solve problems in advance.
• Operate with a sense of urgency. You have a passion for your work and are an advocate for your clients.
• Comfortable with both written and verbal communication. You will be expected to prepare detailed write-ups and email communication.
• Experience managing technology solutions such as Shopify, Quickbooks Online, Bill.com, Melio, Exepnsify, Fathom, Syft, LivePlan, Rippling, Gusto, Avalara or others.
• Ability/desire to work with multiple clients in multiple industries and ability to handle shifting priorities.