Job
Description
FOR CFO-
Sample chief financial officer job description[Company X] is growing, and we need a leader who can guide the financial systems that empower us. We’re searching for an experienced chief financial officer to join our team of high-performing professionals and keep our finances positioned for continued success. The CFO will have a day-to-day, ongoing impact on company operations, helping us to analyze, strategize, and grow our financial position. This seasoned strategist not only will understand current accounting practices and trends, but also will have experience raising capital and adapting to change, whether it’s through growth or downsizing. As a member of senior management, the CFO will be comfortable in a leadership role that requires clear and effective communication skills.
Objectives of this roleTake responsibility (either directly or via staff) for all cash management, investments, insurance, budgeting, and financial reporting, and help drive the company’s financial strategy and hiring needs
Coordinate development of annual operating, capital, and program budgets, as well as reporting for the same
Ensure cash flow is compatible with operations by overseeing day-to-day accounting, recording, reporting, and internal-control activities of the organization
Develop and implement best practices and tools to ensure a well-controlled yet flexible organization that has strong fiscal management, project coordination, cross-team communications, and workflows
Comply with national and local financial requirements by studying existing and new legislation and taking appropriate action
ResponsibilitiesWork with senior managers to efficiently develop budget proposals, provide access to project finance information, and ensure contract/grant compliance and reporting
Research revenue opportunities and economic trends, analyze internal operations, and identify areas for cost reduction and process enhancement
Perform risk management through analysis of company liabilities and investments, and evaluate and manage capital structure and fundraising initiatives
Oversee HR operations by coordinating with external service providers (ex: payroll, benefits, recruitment) and internal staff responsible for other aspects of HR
Monitor business performance with tracking tools, establish corrective measures as needed, and prepare detailed reports for earnings calls, management team, and rest of company
Manage finance personnel and oversee financial IT systems, ensuring compliance with relevant regulatory entities (ex: Financial Accounting Standards Board, Internal Revenue Service, state attorneys general)
FOR ACCOUNTS-
Sample account manager job descriptionAt [Company X], client relationships are our top priority. We’re looking for a dedicated and personable account manager to maintain client accounts and serve as our main point of contact. The ideal candidate will have a passion for helping others and a drive for providing exceptional customer service. Applicants should also be proficient with audits, spreadsheets, and other productivity software. Apply today and help us build meaningful, long-lasting relationships that move our business forward.
Objectives of this roleServe as the main point of contact in all matters related to client concerns and needs
Build and strengthen client relationships to achieve long-term partnerships
Maintain accurate client records, keeping track of any contract updates and renewals
Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met
Develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients
ResponsibilitiesHandle inquiries and requests from customers and address their needs
Stay on top of accounts, making sure they receive services that are within their budget and meet their needs
Meet regularly with other team members to discuss progress and find new ways to improve business
Generate progress reports for clients and senior leaders within the organization
Identify upsell, cross-sell, and renewal opportunities and communicate with the sales team regularly
