Project Accountant

Our CFO Services team acts as the finance function for growing companies most of them manufacturers in the $10M–$50M revenue range, plus a mix of clients in other industries. The Project Accountant is the operational engine behind that team.

We are looking for a Project Accountant to support a portfolio of clients and help build strong, reliable accounting processes. In this role, you will onboard new clients, manage monthly close processes, collaborate with client accounting teams, provide hands‑on accounting support, and develop budgets and cash flow forecasts.

Working closely with our CFO advisors, you will help ensure each client has accurate financial information and efficient accounting processes to support better business decisions.

This is a remote position, with preference given to candidates located in the southeastern United States. Work hours will be in the eastern time zone.

• Lead the accounting onboarding for new CFO Services clients: chart of accounts review and mapping, opening balance validation, system access, and historical cleanup.
• Assess the client's existing accounting environment (Quick Books, ERP, other bolt‑on tools) and recommend what to fix, replace, or leave alone.
• Design and document the monthly close: close calendar, checklist, ownership matrix, and workpaper templates.
• Build reusable onboarding and close templates that make the next engagement faster than the last.

• Partner with on‑site bookkeepers, accountants, and controllers and train them on the close process, review their work, and close capability gaps.
• Serve as the day‑to‑day accounting resource for client staff between close cycles.
• Partner with client process owners to identify and implement improvements in a collaborative, respectful manner.

• Step in as the client's interim bookkeeper or accountant during turnover, growth, or a coverage gap.
• Own full‑cycle close where the engagement calls for it: recurring and adjusting journal entries, accruals, prepaid amortization, depreciation, and all balance sheet reconciliations.
• Run AP and AR: coding, approval routing, payment runs, invoicing, cash application, and collections follow‑up.
• Prepare month‑end reporting packages for CFO advisor review, on a committed calendar.

• Inventory accounting: cycle count and physical count reconciliation, roll‑forwards, and reserve entries.
• Job and project costing: WIP tracking, job cost accuracy, and labor and overhead application.
• Standard cost environments: post and reconcile purchase price, labor, and overhead variances.
• Tie ERP inventory and production subledgers back to the general ledger.

• Build and maintain annual budgets and reforecasts alongside the CFO advisors.
• Build, maintain, and update rolling 13‑week cash flow forecasts — including explaining what moved versus the prior week and why.
• Support budget‑to‑actual variance analysis, KPI reporting, and EBITDA and cash flow bridges.
• Assemble and validate the data behind board, lender, and owner reporting packages.

• Work at an advanced level in Excel: pivot tables, lookups, graphs, and building models others can use.
• Leverage AI tools to streamline reconciliation, data cleanup, documentation, and analysis while applying sound judgment and thorough review to ensure accuracy.
• Proactively identify opportunities to automate repetitive tasks and improve efficiency.

• 5–8 years of full‑cycle accounting experience, including primary ownership of month‑end close.
• Hands‑on experience in…