Senior Accountant – CFO Advisory Services

• • Posted on November 2, 2026

• Remote United States
• Remote
• Consulting
• Full-Time
• Requisition #: PROJE
  001688

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 Senior Accountant is the operational engine behind that team.

We are looking for a Senior Accountant to join our CFO Services Advisory team. In this role, you will take ownership of the accounting infrastructure and financial integrity that support client advisory recommendations, giving you meaningful influence over how each client’s finance function operates. Rather than focusing on staff supervision, you will onboard new clients, design and implement sustainable monthly close processes, collaborate with client accounting teams, provide hands‑on accounting support when needed, and develop budgets and cash flow forecasts that inform strategic decision‑making.

Because every client engagement is different, success requires the ability to assess each client’s needs and build reliable, efficient accounting processes that create a strong foundation for advisory services.

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.

As Senior Accountant, you will have the opportunity to do the following:

Client Onboarding and Process Design

• 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.

Working with Client Accounting Staff

• 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.

Interim Bookkeeping and Full‑Cycle Close

• 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.

Manufacturing Accounting (Majority of the Portfolio)

• Inventory accounting: cycle count and physical count reconciliation, roll‑for‑wards, 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.

Budgets, Forecasts, and Analysis

• 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…