Preferred CFO


(Outsourced Services)


JOB TYPE: Full-Time/Part-Time

JOB LOCATION: Utah (virtual work from home office and visit client locations)

CATEGORY: Finance and Accounting



Preferred CFO is an outsourced/fractional CFO firm providing premium finance and accounting assistance to growing and emerging companies. We are seeking a dynamic and accomplished individual to assume the outsourced controllership position for a select group of our existing clients. This position delivers part-time/outsourced controller services to a variety of companies simultaneously. Being a key team member for several different clients provides the controller with broad exposure to different businesses, management styles, and best practices. As a trusted advisor to the executive management teams within these companies, the controller is expected to oversee the tactical finance and accounting function within the company.



  • Oversee the day-to-day accounting work of the accountant assigned to the client
  • Maintain general ledger and chart of accounts
  • Complete the month-end close workbook for each client on a timely basis (i.e. no later than the 10th day after month end)
  • Reconcile all balance sheet and income statement accounts as part of the monthly close process
  • Assist the assigned CFO with the monthly reporting package
  • Prepare and record general journal entries, primarily for more complex accounting areas or areas involving judgment and estimates (i.e. revenue recognition)
  • Develop strong working relationships with clients and other stakeholders
  • Provide leadership and support to junior accountants
  • Report risk issues and potential opportunities to the assigned CFO
  • Suggest and implement operational best practices within the finance and accounting department
  • Employ good, sound judgment and become a trusted advisor within the company
  • Develop and manage financial controls in accordance with the company's procedures
  • Generate qualified leads for future engagements by networking with other professional trusted advisors



  • Bachelor's degree in accounting or finance required (CPA, MBA or MAcc a plus)
  • QuickBooks Certified (within 90 days of hire)
  • Advanced Microsoft Excel skills required
  • and Expensify experience a plus
  • Strong and verifiable technical accounting skills
  • Ability to plan, direct, and control the tactical accounting function for multiple client companies at any given time
  • A decisive individual who possesses a "big picture" perspective and is well versed in implementing and maintaining effective accounting controls and systems
  • Ability to analyze existing operations and recommend and implement both revised and new policies, procedures, and systems
  • Willing to travel to local and regional client locations (out-of-state travel is very limited)
  • Exceptional ability to motivate, coach, and develop junior accounting professionals
  • Impeccable communication and interpersonal skills
  • Ability to present reports accurately and concisely to the assigned CFO and/or executive management team
  • Unquestionable business ethics and personal integrity


Full Job Description
Preferred CFO
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