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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 and finance. Proven ability to lead operations, streamline workflows through technology, and foster a collaborative workplace culture.
Highest-signal resume keywords
Bachelor's Degree In AccountingCertified Public AccountantFive Years Of Progressive Accounting ExperienceExperience In A CPA FirmProficiency In Microsoft Office Suite
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 ReportingBillingCollectionsCash Flow ManagementInternal ControlsAttention To DetailAutomation ImplementationCompliance
Soft Skills
LeadershipCollaborationEmployee DevelopmentStrategic PlanningHigh-Performing Workplace Culture
Tools & Technologies
IntacctBill.comCCHPractice Management SystemsGeneral Office Systems
Certifications & Qualifications
Certified Public AccountantCertified Management Accountant
Industry Keywords
Accounting Industry RegulationsEmployment LawsRisk Management StandardsProfessional Services EnvironmentBusiness Continuity
About the role
Key responsibilities & impact- Lead the firm's daily operations across multiple office locations
- Oversee 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
- Direct human resources functions, including recruiting, onboarding, benefits administration, employee development, and compliance
- 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
- Travel occasionally to Bradenton and Tampa offices as business needs require
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, Business Administration, or a closely related field, required
- Certified Public Accountant or Certified Management Accountant designation, preferred
- 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
- Proven 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 (Intacct, Bill.com, CCH)
- Proficiency in Microsoft Office Suite and general office systems
- High level of attention to detail and a commitment to precision in financial work
- Willing and able to travel occasionally to office locations in Bradenton and Tampa as business needs require
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, 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 our team members and communities when they need it most
- Opportunity to work remotely one-two days per week after your first 90 days
- Private office with stunning views
