CFO - Controller
Company: Seres Smith Consulting
Location: Broken Arrow
Posted on: April 2, 2026
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Job Description:
CFO - Controller Controller to provide insights into: Financial
statements Customer by customer P&Ls Key performance indicators
(KPIs) Cost of new business (sales and marketing) Budgeting and
forecasting Modeling alternative growth strategies Working capital
management Collection of receivables Management of payroll
Management of payables Expense tracking Management of benefits
(healthcare, 401(k), ownership) Job Description: Financial
Management & Reporting Prepare chart of accounts to capture data
and facilitate reporting to the owners. Review accounting software
package alternatives, select best fit and obtain. Prepare to
implement new accounting and reporting solutions to historical and
future data and transactions. Review the past accounting by the
company’s accounting firm and make adjustments according to US GAAP
and new chart of accounts. Determine ASC 606 revenue recognition
policies for the Company. Determine the proper recognition of
retainer fees, extraordinary or just-in-time consulting fees
(separation of performance obligations), or other revenue streams.
Capture accounting data in a manner consistent with revenue
recognition policy. Determine owner needs for accounting
information on a quarterly, monthly, and ad-hoc basis. Such
information may include budget-to-actual revenue by customer,
margin analysis by customer, payroll and owner distribution
reports, cash flow forecasts, liquidity analyses, etc. Perform
variance analyses and understand root causes. Report to owners
suggested actions to minimize unexpected variances. Develop and
track key financial metrics (KPIs). Maintain the general ledger,
“close the books” each month following US GAAP, determine the need
for accrual accounting entries and their frequency (each month,
quarter and/or annually depending on the cost-benefit of recording
such entries). Perform duties to prepare for an annual audit in
accordance with US GAAP. Work with local accounting firm on filing
required tax returns. Budgeting & Planning Lead an annual budgetary
process by working with owners to determine customer revenues,
margins, “blue-sky growth targets”, etc. Create financial forecasts
and updates as business needs change. Provide financial insights
and recommendations to leadership for strategic decisions. Internal
Controls Provide for appropriate segregation of duties. Put down on
paper for review by owners of key authorizations of transactions
(delegations of authority), recording of transactions
(bookkeeping), custody of assets (who has access to bank accounts),
key control activities (for example, the person reconciling the
bank accounts being separate from the individual recording the
transactions being separate from the individual with access to the
bank accounts). Enforce the plan by reporting any deviations.
Maintain compliance with federal, state and local tax and payroll
laws and regulations. Coordinate with external auditor and tax
preparers. Accounts Receivable Review all current contracts to
understand billing practices required for each. Create and
implement a “standard contract template” and communicate to each
consultant/owner the need to adhere as closely as possible for
future contracts to the standard template. Work with legal advisers
to ensure compliance with federal law and regulation, protect the
company from litigation, unexpected tax impacts, unfavorable
collection terms, etc. Create regular billing practices including
review of each invoice for completeness, incidental expenses or
other potential revenue to bill for according to each performance
obligation. Ensure timely bilings. Manage collections. Report to
the consultants/owners a customer aging of past due receivables.
Oversee reconciliation of credit card accounts including any
receivables from members/owners for personal expenses. Payroll & HR
Oversee payroll processing and ensure correct tax withholdings.
Determine payroll best practices and cost-benefit of outsourcing
any and all functions. Assist ownership with compensation modeling
or benefits cost analysis. Maintain employee and owner financial
records, benefits deductions, and reimbursements. Management of
benefits (healthcare, 401(k), ownership) Governance Assist
ownership with setting up board meetings, providing agendas,
providing financial reports, graphs, charts, etc. for discussion.
Risk Management Analyze insurance needs, risk tolerance, and
renewals. Manage relationships with banks, insurance agents, and
financial partners. Other As experience grows, become a trusted
business advisor and member of the management team.
Keywords: Seres Smith Consulting, Fayetteville , CFO - Controller, Accounting, Auditing , Broken Arrow, Arkansas
