zenbooks

zenbooks

vCFO

Ottawa, Ontario, Canada

Sponsorship not specified$130k-$160kDetected 21 days ago
AccountingForecastingBudgetingFP&ATaxResearchLeadershipInternal Audit

About the role

  • Job Posting: Virtual CFO (Advisory Services) Zenbooks offers a fresh take on accounting, specializing in cloud-based software and virtual bookkeeping for small to medium businesses.
  • Group Performance: Take responsibility for managing the gross margin and profitability of your client group.
  • Scenario Modeling: Evaluate key business decisions including whether clients can afford to hire, invest, expand, acquire, or exit, providing clear financial recommendations grounded in the numbers.

Responsibilities

  • Strategic Portfolio Management: Manage a portfolio of multiple clients, acting as their dedicated Virtual CFO.
  • Engagement Scoping: Lead the initial scoping of new advisory engagements, defining the precise deliverables, resource requirements, and budget for the file.
  • Growth Identification: Identify and communicate potential out-of-scope opportunities to expand services and drive greater value for the client.
  • Strategic Financial Planning: Partner with clients on long-range financial planning and business model strategy, including 5 to 10 year forecasting and scenario modeling for growth.
  • Cash Flow Forecasting: Perform rolling 13-week cash flow forecasts and longer-range cash runway modeling to support sound financial decision-making.
  • KPI Development: Define, develop, track, and monitor key performance indicators (KPIs) to validate forecasts, provide early financial warnings, and give clients a real-time view of business performance.
  • Cash Management: Perform weekly liquidity monitoring and strategic cash flow analysis to optimize client cash reserves.
  • Risk Management: Identify and communicate financial risks proactively, helping clients understand exposure and build mitigation strategies.
  • Internal Controls for Scaling: Develop and implement internal controls suited to growing teams, ensuring financial infrastructure scales alongside the business.
  • Financial Oversight: Oversee the operations of assigned accounting clients and develop a system of accounting policies and procedures to maintain and strengthen internal controls and improve management reporting.

Requirements

  • Continuously monitor the value delivered to clients, proactively realigning service scope or pricing as required to maintain client success and firm profitability.
  • Prepare board reporting packages and investor reporting packages as required.
  • Familiarity with cloud accounting software such as Xero, QBO, Dext, and Plooto.
  • Experience with 1099 preparation and US sales tax filing and compliance.
  • Working knowledge of Canadian corporate tax concepts as they apply to small and mid-sized businesses, with the ability to identify and flag issues for review.
  • Familiarity with cross-border tax considerations, including basic U.S.-Canada implications, foreign income, and treaty concepts - enough to recognize when specialist input is needed.
  • Proficiency in French is considered an asset for supporting our diverse client base.
  • Value Alignment: Continuously monitor the value delivered to clients, proactively realigning service scope or pricing as required to maintain client success and firm profitability.
  • Software Proficiency: Familiarity with cloud accounting software such as Xero, QBO, Dext, and Plooto.

Nice to have

  • Ability to work from home with high-speed internet and availability during core business hours.
  • Preferred Assets

Skills

  • Virtual CFO (Advisory Services)
  • Zenbooks offers a fresh take on accounting, specializing in cloud-based software and virtual bookkeeping for small to medium businesses.
  • Client Engagement, Strategy & Profitability

Compensation

  • $130,000 to $160,000 per year.
  • Budgeting: Lead the creation of annual budgets and translate them into actionable financial targets, including guidance on where clients should be allocating spend across each area of their business.

Benefits

  • 100% Employer-paid health benefits (medical, dental, disability, life, and vision) plus a flexible health spending account.
  • Group Registered Retirement Savings Plan (RRSP).
  • Home Office: 100% Employer-paid hardware (laptop, monitor, keyboard, mouse) and a virtual ergonomic assessment.
  • Time Off: 15 vacation days, 5 personal days, and 1 week off during the winter holidays.
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This listing is sourced directly from zenbooks's careers page and normalized into a canonical job model.