We are always looking for bright, motivated and qualified people to join the Clear Insight team. If you are interested in positions at Clear Insight, please email us at Virtual CFO Job Description
We are looking to engage with VCFO's who are able to lead our client's companies from a financial perspective. You will work alongside other C-Suite team members and take ownership of all company fiscal and regulatory matters. To do well in this role you should have experience as a CFO in a company with complex financials and an extensive balance sheet. You are an entrepreneur who understands the challenges and opportunities in a small to medium(SMB) business and the value that an experienced finance professional brings.
Responsibilities:
Assist with high-level decisions about policy and strategy.
Help with recruiting new staff members when necessary.
Oversee the company's fiscal activity, including budgeting, reporting, and auditing.
Assure legal and regulatory documents are filed and monitor compliance with laws and regulations.
Identify and address financial risks and opportunities for the company.
Supervise financial reporting and budgeting team.
Review financial reports for ways to reduce costs.
Work well with Chief Marketing Officer, CEO, and COO to develop the strategic plan.
Requirements:
Bachelor's degree in a relevant discipline, master degree or MBA.
Experience in a senior management position.
Experience in a start-up or small to medium business environment
Strong financial and accounting background, including an understanding of profit and loss, balance sheet and cash flow management and general finance and budgeting.
Experience with corporate governance.
Experience with budget management, public accounting, and cash flow.
Ability to understand new issues quickly and make wise decisions.
Ability to inspire confidence and create trust.
Ability to work under pressure, plan personal workload effectively and delegate.
CPA Designation is a must.
Accountant Job Description
We are looking to engage with an Accountant to manage all financial transactions, from fixed payments and variable expenses to bank deposits and budgets for our clients.
Accountant responsibilities include reviewing financial documents and procedures, reconciling bank statements and calculating tax payments and returns. To be successful in this role, you should have previous experience with bookkeeping and a flair for spotting numerical mistakes.
Ideally you are an entrepreneur who understands the challenges and opportunities in a small to medium(SMB) business and the value that an experienced finance professional brings.
Ultimately, you will provide our clients with accurate quantitative information on financial position, liquidity and cash flows of our business, while ensuring we're compliant with all tax regulations.
Responsibilities:
Manage all accounting transactions
Publish financial statements on time
Handle monthly, quarterly and annual closings
Reconcile accounts payable and receivable
Ensure timely bank payments
Manage balance sheets and profit/loss statements
Report on the company's financial health and liquidity
Review financial transactions and documents
Reinforce financial data confidentiality and conduct database backups when necessary
Comply with financial policies and regulations
Requirements:
Work experience as an Accountant
Excellent knowledge of accounting regulations and procedures, including IFRS, and the Generally Accepted Accounting Principles (GAAP)
Hands-on experience with accounting software like FreshBooks and QuickBooks
Advanced MS Excel skills including Vlookups and pivot tables
Experience with general ledger functions
Strong attention to detail and good analytical skills
BSc in Accounting, Finance or relevant degree
Additional certification (CPA) is a plus
Job Description
We are looking to engage with a skilled Bookkeeper to maintain the financial records, including purchases, sales, receipts and payments for our clients.
Bookkeeper job duties include working closely with the Finance team to create and analyze financial reports and ensure legal requirements compliance, process accounts payable and receivable and manage invoices and tax payments. Our ideal candidate holds a Finance degree and is familiar with accounting software packages, like FreshBooks, Quickbooks and Xero as well as Receipt Bank, Hubdoc and Plooto.
Ultimately, the Bookkeeper's responsibilities are to accurately record all day-to-day financial transactions of the company.
Responsibilities:
Record day to day financial transactions and complete the posting process
Verify that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger
Bring the books to the trial balance stage
Perform partial checks of the posting process
Complete HST/GST forms
Enter data, maintain records and create reports and financial statements
Process accounts receivable/payable and handle payroll in a timely manner
Requirements:
Solid understanding of basic bookkeeping and accounting payable/receivable principles
Proven ability to calculate, post and manage accounting figures and financial records
Data entry skills along with a knack for numbers
Hands-on experience with spreadsheets and proprietary software
Proficiency in English and in MS Office
Customer service orientation and negotiation skills
High degree of accuracy and attention to detail
BS degree in Finance, Accounting or Business Administration
Financial Performance Management Consultant Job Description
We are looking to engage with an experienced Financial Performance Management professional to provide consulting, implementation and support services for our clients.
Responsibilities:
Serve as the primary contact for the implementation and customization projects of BPM solutions for mid to large sized clients.
Interact with client personnel at all levels from financial analysts and IT specialists to the CFO and CIO.
Provide industry and/or technology expertise to customers and utilizes best practice project management and implementation tools and methodologies to deliver clients solutions on time and on budget.
Provide architectural advice and guidance throughout the project lifecycle.
Provide support to the sales process in such areas as business development, proof-of-concepts and presentations.
Contribute to the development of methodologies, approaches, and models relevant to the Professional Services organization.
Requirements:
Hands-on experience and knowledge in IBM Cognos TM1 technology and a proven track record of successful implementations.
A minimum of three years of IBM Cognos TM1 and a successful track record of having managed several IT/Software development projects; proficient using Microsoft Outlook, Project, Excel, and Word.
Strong working knowledge of spreadsheets and web environments.
50% travel may be required.
Must be able to legally work in the US.
Degree in business and/or technology, (MBA or an advanced degree desirable).
Submit your resume and cover letter here
If you're interested in joining the Clear Insight team or to learn more about the company, get in touch with us today.