Kansas City, MO 64161

Job ID: Job-1394



$150-200k total compensation plus ESOP and future ownership opportunity


Kansas City, MO


Interviewing over the next two weeks


Our client has engaged Bell & Associates, Inc. to recruit their next CFO/Controller.  They are recognized as one of KC Best Places to Work.  For the last 50 years, they have continued to grow and have never had a profit loss year.  Longer term, they hope this CFO/Controller will become a productive management partner, participating in the Management Group as well as a becoming a future Corporate Officer and Individual Shareholder.



  • Post sales process and other source documents as needed 

  • Run and distribute daily DOC (Daily Business updates) sheets 

  • Run morning bank reports

  • Reconcile previous days' banking activity 

  • Review ACH receipts and distribute remittance advices as needed 

  • Create bank account transfers to fund withdrawal activity 

  • Prepare and enter account transfers into accounting software (Exceed) 

  • Maintain Credit Company Cash Management Account (CMA) balance 

  • Create and import weekly and semi-monthly payroll journal entries 

  • Prepare monthly and quarterly sales and use tax returns 

  • Make quarter-monthly sales tax deposits 

  • Prepare quarterly Federal excise tax returns 

  • Verify accuracy and make semi-monthly excise tax deposits 

  • Review, code and approve any expenses for Administrative department 

  • Review and code various employee expense reports

  • Code (add account numbers to) miscellaneous invoices 

  • Maintain off site storage of computer data backups

  • Update and maintain depreciation schedules 

  • Prepare credit card funds transfer check 

  • Review and finalize monthly order bank reports 

  • Prepare and enter journal entries into accounting software (Exceed) 

  • Calculate month end departmental plus bottom line bonuses 

  • Prepare and distribute monthly financial statements

  • Prepare and distribute monthly analysis reports

  • Assist outside auditors with annual audit of Company consolidated financial statements 

  • Prepare consolidated financial statements audit report draft for auditors 

  • Assist outside appraiser with annual appraisal

  • Review financial information in appraisal report before completion 

  • Review and verify ESOP balances as determined by TPA 

  • Prepare income tax support schedules 

  • Maintain individual shareholders' basis worksheets

  • Prepare and file annual tax reporting and filings

  • Prepare and file Form 5500 for all required benefit plans 

  • Assist outside auditors with annual benefit plan audits

  • Prepare benefit plan audit report drafts for auditors



  • Bachelor s Degree

  • CPA and prior public accounting experience

  • Hands on CFO/Controller involved in daily accounting as well as a supervisory role

Bell & Associates, Inc. Was recently recognized by Forbes list of Best Professional Recruiting Firms in America - https://www.Forbes.Com/best-professional-recruiting-firms/list/3/#tab: overall




Bell & Associates, Inc. Is a recognized Executive Recruiting & Staffing leader based in Kansas City. We focus and specialize in the following practice areas - Accounting/Finance, Engineering, Executive Leadership, Financial Institutions, Healthcare, Human Resources, Information Technology, Manufacturing/Operations Management.  We provide top talent to our clients on a Direct Hire, Contract, and Contract-to-Hire basis.    


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