Accountant

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Place of work Brookfield
Contract type -
Start date -
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Job details

Job description, work day and responsibilities

Qualifications
Expertise in financial management, preferably within the tax and accounting sector, strategic planning, and corporate finance
Proficient in tax law, GAAP, and IRS regulations
Proficiency in using financial software, ERP systems, and Microsoft Office, as well as familiarity with accounting-specific software
Strong analytical, negotiation, and communication skills
Ability to lead, inspire, and manage teams effectively
A minimum of 10 years’ experience in financial management, with substantial senior managerial experience preferably in the CPA industry or a related professional services sector
Responsibilities
As the Chief Financial Officer, you will oversee all financial operations and strategies of the firm
This role involves direct leadership over financial planning, risk management, record-keeping, and financial reporting to enhance profitability and ensure financial compliance and business integrity
Lead and mentor the finance department, ensuring excellence in tax compliance and financial operations
Ensure strong departmental performance through effective process management and staff allocation
Formulate and implement comprehensive financial strategies that integrate budgeting, mergers and acquisitions, banking relationships, real estate, tax planning, and legal frameworks, effectively communicating these strategies to key stakeholders
Ensure all financial management practices, including financial forecasting, align with the regulatory standards specific to the accounting industry
Manage the firm’s financial planning process, including the development of forecasts that anticipate the firm's long-term financial health and effectively communicate these forecasts to relevant parties
Direct and execute M&A strategies, assess potential deals, conduct due diligence, and lead financial negotiations to support growth, with a focus on financial due diligence that incorporates tax implications and compliance
Establish and maintain relationships with financial institutions to secure favorable terms and services, and communicate effectively with these institutions to negotiate terms beneficial to the firm
Oversee property management, acquisitions, and lease negotiations to optimize the firm’s real estate portfolio, communicating the financial benefits and risks of various real estate decisions to executive leadership
Coordinate with legal counsel to ensure all financial practices comply with statutory requirements and manage risks effectively
Develop strategies to manage the firm's liquidity ensuring sufficient cash flow to meet operational needs
Produce precise financial reports and forecasts for key stakeholders and perform detailed analysis to guide strategic decision-making, utilizing financial storytelling techniques to present complex financial data in an understandable and compelling manner through effective communication skills
Enhance the financial literacy and acumen of management through ongoing training and development initiatives, fostering a deeper understanding of financial principles, analysis, and decision-making processes within the organization
Actively contribute to the development and maintenance of a culture that values continuous improvement, professional growth, and innovation
Demonstrate strong communication and stakeholder management skills by consistently delivering clear, timely, and accurate financial reports to internal and external stakeholders, ensuring transparency and alignment with organizational goals and objectives
Performs additional duties as assigned

Company address

United States
Wisconsin
Brookfield
Show on map Get directions
Company Name: Lucida Tax + Accounting Solutions
Offer ID: #841899, Published: 4 months ago, Company registered: 3 months ago

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