SPRCHRGR - Revved-Up Business Intelligence

Bookkeeper

• Record and categorize daily transactions (sales, expenses, payments) in our clients’ accounting software.
• Manage accounts payable and receivable – issue invoices, process bills, monitor aging, and follow up on outstanding items.
• Reconcile bank and credit‑card accounts weekly and investigate discrepancies.
• Maintain the general ledger, ensuring that debits and credits are posted to appropriate accounts and that entries are accurate.
• Prepare bank deposits, verify receipts and maintain organized digital records of cash/check transactions for supervisors and managers.
• Assist with payroll processing, vendor payments and other routine tasks such as purchasing, billing and tracking overdue accounts.
• Help with client onboarding, including cleaning up historical books and setting up new systems and processes.
• Support the clients regarding day‑to‑day transaction questions; answer inquiries and provide updates.
• Flag anomalies or issues to the Client Accountant or Accounting Manager promptly so they can address them.
• Follow SPRCHRGR’s established SOPs, document your workflows, and suggest improvements to enhance efficiency.
• Collaborate closely with Client Accountants and Accounting Managers to ensure seamless month-end and year-end closes. Provide the data and schedules they need so they can focus on higher-level reporting and analysis.
• Participate in cross‑training and capacity planning with other bookkeepers to balance workloads and maintain coverage during vacations or peak periods.
• Contribute to a positive, client‑first culture by communicating professionally and maintaining client confidentiality at all times.

Financial Planning and Analysis

• Mentor and direct the work of FP&A Managers and Sr. Financial Analysts on our staff
• Responsible for overall fiscal operations: direct our dedicated accounting teams on their functions supporting the full monthly accounting cycle of client businesses
• Supervise client engagements and occasionally direct the client’s own internal accounting & finance team
• Maintain useful relationships with outside partners and vendors engaged with each client business
• Develop short-range and long-range financial plans to achieve established corporate goals and maximize client profitability
• Provide ongoing financial analysis and modeling to a range of company leaders in support of key business decisions
• Present timely and valid interpretation of operating results to board of directors and senior management team of clients
• Provide sound leadership in complying with financial and legal requirements
• Attend client board meetings (virtually)
• Support clients with investor capital raise activities and bank debt negotiations
• Prepare for and support buy-side and sell-side due diligence for client businesses
• Analyze current market trends and competition of clients’ industries
• Collaborate with others to solve ad-hoc technical finance and accounting challenges
• Assist with systems implementations and custom software solutions

Virtual, Fractional CFO

• Responsible for overall fiscal operations: direct our dedicated accounting teams on their functions supporting the full monthly accounting cycle of client businesses
• Maintain useful relationships with outside partners and vendors engaged with each client business
• Develop short-range and long-range financial plans to achieve established corporate goals and maximize client profitability
• Provide ongoing financial analysis and modeling to a range of company leaders in support of key business decisions
• Present timely and valid interpretation of operating results to board of directors and senior management team of clients
• Provide sound leadership in complying with financial and legal requirements
• Supervise client engagements and occasionally direct the client’s own internal finance team
• Collaborate with others to solve ad-hoc technical finance and accounting challenges
• Analyze current market trends and competition of clients’ industries
• Assist with systems implementations and custom software solutions

FP&A Manager

• Develop in-depth financial forecast models for clients
• Create budgets, operating plans, and strategic scenario models
• Analyze current market trends and competition of clients’ industries
• Evaluate and monitor key performance indicators
• Ad-hoc reporting and analysis
• Prepare presentations to board of directors and senior management team of clients
• Collaborate with others to solve ad-hoc technical finance and accounting challenges
• Assist with systems implementations and custom software solutions

Bookkeeper

Virtual, Fractional CFO

FP&A Manager

Senior Financial Analyst