CAAS Chief Financial Officer

Overview

We are currently seeking a talented CAAS Chief Financial Officer to join our Client Accounting and Advisory Services department. Boulay offers accounting and consulting services, integrating business and owner strategies that help clients understand their impact on future success. Our advice comes from a strong focus on serving privately held owner-managed organizations, from start-ups to established small and midsize businesses. Our team specializes in helping to improve day-to-day operations by offering outsourced accounting services, including bookkeeping, controller, and CFO services.

Client-Facing and Technical Work

• Provide Strategic CFO consulting functions to CAAS Clients – from client proposal to final work products
• Establish and maintain the budgeting, forecasting, cash flow and other long-term financial planning and cost management resources
• Manage capital planning, risk management, and the analysis of financial ratios and key performance indicators (KPIs)
• Primary point of contact for the client\'s professional team, including the board of directors, attorneys, insurance and financial experts, banks, etc.
• Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)
• Oversee all aspects of Management Reporting and Analysis, as well as other technical work products
• Promote business through participation in business development activities
• Oversee and manage the budget on assigned engagements
• Offer specialized knowledge in a particular industry or service area
• Assist CAAS Director and Partners in proposal and cross-sell opportunities
• Serve as a backup in completing all aspects of client work.

Leadership Responsibilities

Required

Preferred

The annual salary range for this position is : $140,000 - $200,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual\'s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.

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