Virtual CFO / Account Manager

• Serve as ongoing Virtual CFO / Account Manager for multiple small and mid-size businesses

• Daily/Weekly/Monthly interaction with clients

• Process oversight for accounts payable, receivables, reconciling, etc.

• Business problem solver - Help our clients improve and grow their businesses

• Regular communication with clients to learn their needs and deliver results

• Assist clients in developing operational budgets

• Strategic thinking towards improving business operations and promoting company growth

• Ability to take a mess and create clarity

• Provide sound business advice for client’s questions

• Lead client management & accounting meetings

• Provide high quality work and integrity in business activities

• Strong leadership for internal team working with clients

• Degreed Accountant with 10+ years’ accounting experience

• Helpful Software experience (QuickBooks, QBO, MS Office)

• Excellent communication and organizational skills

• Forward thinker: Anticipate and prevent client business challenges

• Detail oriented / Strong critical thinking / Business minded / Able to multi-task

• Passionate about the mission of Fulling Management & Accounting

• CPA preferred, though not required

• This position is fully remote. When travel is possible, we get together once a year for a team vision event. Otherwise you can work from anywhere!

• We prioritize work/life balance and rarely exceed a 40 hour work week. Truthfully.

• We have a casual dress and work environment

• We offer access to a 401K plan

• We care about your development and invest in regular training for our team

• Generous PTO and sick time plan

• Paid Holidays (8.5 days)

• Laptop & Charger

• 2 Monitors

• Docking Station & Charger

• Web Cam

• Mouse

• Keyboard

Extensive onboarding plan

• Full day orientation w/ leadership team

• Allotted time for both hard skill & soft skill training sessions

• Assigned team lead for client workload

• 1:1 cross-training with peer in similar role

• Implement 30/60/90 day plan

• Define Success Statements for your role

• 30/60/90 day check-in with Assoc Dir of Client Services

• 6 Month Review with Team Lead & Assoc Dir of Client Services

• Assigned mentor to be your go-to for support