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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial acumen with expertise in budgeting, forecasting, and compliance within accounting regulations. Proven ability to enhance operational efficiency through technology and process improvements in a professional services environment.
Highest-signal resume keywords
Financial Operations ManagementBudgeting And ForecastingAccounting Software ProficiencyCertified Public AccountantOperational Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingForecastingFinancial ReportingInternal ControlsAccounting Compliance
Soft Skills
Attention To DetailCollaborationLeadershipContinuous ImprovementAccountability
Tools & Technologies
IntacctBill.comCCHMicrosoft Office Suite
Certifications & Qualifications
Certified Public AccountantCertified Management Accountant
Industry Keywords
Professional ServicesCPA FirmLaw FirmRisk ManagementBusiness Continuity
About the role
Key responsibilities & impact- Lead the firm's daily operations across multiple office locations
- Oversee financial operations, including budgeting, forecasting, payroll, billing, collections, cash flow, and financial reporting
- Partner with firm leadership on strategic planning, operational improvements, and growth initiatives
- Streamline workflows through technology and scalable processes to enhance productivity and client service
- Manage technology, vendor relationships, facilities, and business continuity
- Ensure compliance with accounting industry regulations, employment laws, internal policies, and risk management standards
- Foster a collaborative, high-performing workplace culture focused on excellence, accountability, and continuous improvement
- Collaborate with professionals across the Sarasota, Bradenton, and Tampa offices
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Business Administration, or a closely related field, required
- Minimum of five (5) years of progressive accounting experience in a mid-sized professional services environment
- Experience in a CPA firm or law firm strongly preferred
- Ability to leverage technology and implement automation to enhance accounting workflows and efficiency
- Strong financial acumen, with experience managing budgets, billing, and internal controls
- Familiarity with accounting and tax software platforms and practice management systems, including Intacct, Bill.com, and CCH
- Proficiency in Microsoft Office Suite and general office systems
- High level of attention to detail and commitment to precision in financial work
- Willingness and ability to travel occasionally to Bradenton and Tampa office locations as business needs require
- Certified Public Accountant or Certified Management Accountant designation highly preferred
Benefits
Comp & perks- Medical, Dental & Vision Insurance (2 medical plans available)
- Group Life, Short-Term & Long-Term Disability Coverage
- Voluntary Benefits including Critical Illness & Accident Insurance, Identity Theft Protection, Pet Insurance, Telehealth Services, and Additional Life Insurance Options
- 401(k) Retirement Program
- Generous Paid Time Off & Holidays
- CPA Exam Bonus Program
- Mentorship & Business Development Program
- CS&L Cares Program – Supporting team members and communities
- Private office with stunning views
- Opportunity to work remotely one-two days per week after the first 90 days
