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Chief Financial Strategist

2 months ago

Edmonton, Alberta, Canada ROC Advisors Full time

{"Mission": "Become a trusted finance and strategic partner for new and current clients. Within one year, we will develop the client teams you work with while also cross-training in EOS and/or DiSC.", "Key Outcomes": ["Serve as Fractional CFO level expertise on 4-6 clients", "Build internal processes to streamline our onboarding and ongoing support of current clients", "Successful candidate has opportunity to become head of our Fractional Finance department"], "Key Competencies": ["Efficiency", "Independent, self-starter who can identify, explain and solve the biggest issues", "Follow through on commitments", "Process driven to ensure consistent results for our clients", "Attention to detail", "Teamwork"], "Key Attributes for Success": ["5+ years experience working in small and medium sized businesses and CPA designation", "Operational experience is an asset", "Ability to book journal entries in the morning and discuss acquisitions in the afternoon", "Knowledgeable in QuickBooks Online, Xero and/or Sage", "Involved in turnaround or ownership transitions is an asset", "Forecasting / budgeting / cash flow experience", "Desire to be trained in EOS and/or DiSC", "Love business I love to read and talk about too much. I'm looking for a teammate to bounce ideas off and join me as we work to accomplish our vision.", "Expected Weekly Activities": ["Interact with multiple client leadership teams", "Ensure timely, accurate and insightful month end process and package", "Build and execute budgeting for multiple clients", "Build and execute cash flow planning for multiple clients", "Once trained, opportunity for DiSC facilitation / EOS facilitation / coaching"], "Compensation & Other Perks": ["Salary $110,000-140,000", "We are a young fast-growing company therefore lots of room to grow your career and compensation with our business", "Ability to train in EOS / DiSC", "Budgeted meals & entertainment to drive business and onboard new talent", "Hybrid work (home & client sites)"], "About ROC Advisors": ["At ROC Advisors, we help teams build a common language in their business. With our Finance, EOS and DiSC offerings, we help businesses understand their financial performance, people and operations", "Our core values are:", "- Relentless – We find a way", "- Reliable – Do what we say we will do", "- Growth – Always seek to improve and develop", "Our core focus is helping business owners unlock the potential in their teams by providing high value, affordable advice.", "We work primarily with organizations that are owner managed, $0 - $20 million revenues and excited to build financial and operational processes within their business."]}