Consulting CFO

Posted Dec 16

About: 

At Stage 1 Financial, a proud affiliate of Atlantix Partners LLC, the work we do matters. We serve innovative companies ranging from well-funded startups to high-growth private equity-backed companies. We lead our clients through intense periods of change and growth, whether it’s helping them implement new processes, acquire and sell businesses, or redefine their accounting and finance functions. 

Fostering a supportive and collaborative work environment since the day we were founded, we’re committed to the growth and development of our employees. At CFOA, we truly believe you should be passionate about what you do, and we believe in the power of creating a positive impact for our amazing clients.

We’re looking to expand our team with passionate, entrepreneurial, and like-minded people. If you like a versatility, helping others, and cracking jokes, you may be one of us! We work hard. We have fun. We want to meet you!

At this time we are looking for individuals with experience with Consumer Product Goods companies (CPG).

What You’ll Do: 

  • Partner with team members to meet client stakeholder needs
  • Perform all accounting functions (budget, forecast, month-end close, cash flow forecasting, AR, AP, collections, etc.)
  • Recommend and implement process improvements by streamlining, automating, reconfiguring, or recommend and implement new software
  • Demonstrate Executive Function capability (Strategic, high-level thinking with a holistic view of the end to end process, Able to translate complex issues in a simple, straightforward way, Effectively balance multiple competing priorities, Decisive action amid limited information, Lead multiple significant projects)
  • Assist in the creation of C-Suite slide decks and participate in client meetings
  • Partner with companies that are going through various stages (start-ups, growth, scale, sell, etc.)
  • Utilize MS Excel and a variety of software to complete accounting and finance duties
  • Travel to client sites in the Tampa Bay Area on occasion

Position Requirements: 

  • Bachelor’s Degree in Accounting or related field is required
  1. Experince with high growth, start up CPG companies
  • A minimum of 20 years of progressive experience in a mix of finance and accounting roles
  • Experience in a leadership accounting or financial role for a small, midsize, startup company
  • Public or private accounting/consulting experience strongly preferred
  • Advanced Excel and modeling skills (pivots, lookups, complex formulas, and macro capability)
  • Strong accounting and finance knowledge and experience (month/year-end close, general ledger, financial systems, financial reporting, consolidations, reconciliations, cash flow modeling, etc.)
  • Private equity and/or mergers and acquisitions experience preferred
  • MBA or dual degree in finance, CPA, CMA, or other certifications preferred
  • Ability to learn new software programs quickly