Controller

SeniorController|CFOAdvisory

We’relookingforanexperiencedControllerwhoisreadytotakethenextsteptowardCFO-levelleadership.

Thisisahands-onroleforsomeonewhohasmasteredthefundamentalsofaccountingandfinancialreportingbutwantstoexpandtheirimpactbeyondclosingthebooks.

You’llownthefinancialfunctionforaportfolioofapproximately5–7clients,manageanddevelopaccountingteammembers,andworkdirectlywithclientleadershipandcross-functionalteams.

TherightpersoncanadviseaCEOinthemorninganddigintoabalance-sheetissuethatafternoon.

WhatYou’llDo

OwntheAccounting

• Overseeday-to-dayaccountingandfinancialoperationsacross5–7clients
• Ownandreviewmonth-endclose,financialstatements,reconciliations,journalentries,accruals,AP/AR,payroll,andothercoreaccountingactivities
• Ensurebalancesheetsareaccurateandfinancialreportingbothistimelyandreliable
• Maintainstrongaccountingprocesses,internalcontrols,anddocumentation
• Identifyandresolveaccountingissuesanddiscrepancies
• Coordinatewithexternaltaxprofessionals,auditors,andotherfinancialpartners
• Staycloseenoughtotheworktojumpintothedetailswhennecessary

TurntheNumbersIntoInsights

• Prepareandpresentmonthlyfinancialreportingpackages
• Analyzerevenue,margins,expenses,cashflow,andotherbusinessdrivers
• Developbudgets,forecasts,cashflowprojections,andfinancialmodels
• Performvarianceanalysisandexplainwhatisdrivingperformance
• EstablishandmonitormeaningfulfinancialandoperationalKPIs
• Identifytrends,risks,andopportunitiesandturnthemintoactionablerecommendations
• Helpclientsimprovefinancialvisibilityandmakebetterbusinessdecisions

OperateasaCFO-LevelPartner

• Serveasatrustedfinancialpartnertobusinessownersandleadershipteams
• Developadeepunderstandingofeachclient’sbusinessmodel,operations,andgoals
• Connectaccounting,tax,cashflow,andoperationalperformancetothebiggerfinancialpicture
• Workcross-functionallywithclientteamsonfinancialandoperationalinitiatives
• Helpleadershipteamsthinkthroughfinancialimplicationsofimportantbusinessdecisions
• ContinuedevelopingfromController-levelfinancialownershipintoCFO-leveladvisory

LeadaTeam

• Manage,coach,anddevelopaccountingteammembers
• Reviewworkandmaintainahighbarforaccuracyandquality
• Delegateeffectivelywithoutbecomingdisconnectedfromthedetails
• Manageprioritiesanddeadlinesacrossmultipleclientengagements
• Improveprocessesandhelptheteamoperatemoreefficientlyaswegrow

WhoWe’reLookingFor

• 8+yearsofprogressiveaccountingandfinanceexperience
• MeaningfulexperienceasaControllerorsimilaraccountingleadershiprole
• Publicaccountingexperiencestronglypreferred
• Taxexperiencehighlyvalued
• CPApreferred
• StrongGAAPandtechnicalaccountingknowledge
• Demonstratedownershipofmonth-endclose,financialstatements,balancesheet,accountingoperations,andinternalcontrols
• Experiencemanaginganddevelopingaccountingprofessionals
• Strongfinancialanalysis,budgeting,forecasting,andcashflowmanagementskills
• StrongExcelskillsandcomfortlearningandworkingacrossfinancialtechnologyplatforms
• Experienceworkingdirectlywithbusinessowners,executives,orseniorleadership
• Abilitytocommunicatefinancialconceptsclearlytonon-financeleaders
• Comfortablemanagingmultipleclients,businesses,deadlines,andpriorities
• Naturallycurious.Youwanttounderstandwhythenumberschanged,notsimplyreportthattheychanged
• Willingtorollupyoursleeveswhenneeded;noaccountingtaskis“beneath”you

WhyThisRole

• You’vealreadylearnedhowtobeagreatController.Thisroleisaboutexpandingwhatyoucandowiththatfoundation.
• Insteadofseeingthefinancialchallengesofonecompany,you’llworkacrossseveralbusinesseswithdifferentbusinessmodels,leadershipteams,andopportunities.
• You’llremainclosetotheaccountingwhilebuildingdeeperexperienceintheareasthatdistinguishstrongCFOs:forecasting,cashmanagement,analytics,taxstrategy,executivecommunication,operationaldecision-making,andfinancialleadership.
• Ifyoustartedyourcareerinpublicaccountingortax,movedintoanoperationalControllerrole,andarenowlookingforanopportunitytogrowtowardCFO-levelleadership,we’despeciallyliketohearfromyou.
• The person who thrives here is equally comfortable in the boardroom and the accounting system and understands that great financial strategy starts with great numbers.

Qualifications

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
• 8+ years of progressive accounting and finance experience, including significant experience in a Controller, Assistant Controller, Accounting Director, or comparable financial leadership role
• Demonstrated experience owning the month-end and year-end close process, including financial statement preparation and review
• Strong knowledge of U.S. GAAP and technical accounting principles
• Strong understanding of the income statement, balance sheet, and statement of cash flows, including how activity flows between all three
• Experience overseeing core accounting functions including general ledger, journal entries, reconciliations, accruals, AP, AR, payroll, fixed assets, and cash
• Experience developing and maintaining accounting policies, procedures, and internal controls
• Experience with budgeting, forecasting, cash flow planning, variance analysis, and financial modeling
• Strong financial analysis skills with the ability to identify trends, understand business drivers, and turn financial data into actionable insights
• Experience managing, reviewing, coaching, and developing accounting and finance team members
• Experience working directly with business owners, executives, or senior leadership
• Ability to manage multiple priorities, deadlines, entities, or client relationships simultaneously
• Advanced proficiency in Microsoft Excel and strong overall financial systems aptitude
• Strong written and verbal communication skills, including the ability to explain complex accounting and financial concepts to non-finance stakeholders
• Strong attention to detail, judgment, organization, and problem-solving skills
• Comfortable operating as a hands-on financial leaderable to delegate and review work while also stepping into the details when necessary

Preferred Qualifications

• CPA license or active CPA designation strongly preferred
• Public accounting experience strongly preferred
• Experience in tax accounting, tax compliance, tax planning, or tax advisory
• Strong understanding of how tax considerations affect cash flow, entity decisions, financial planning, and business strategy
• Experience working with pass-through entities and privately held businesses
• Experience coordinating with external tax professionals, auditors, bankers, attorneys, and other professional advisors
• Experience managing a portfolio of multiple clients, engagements, companies, or business entities
• Experience in Client Accounting Services (CAS), outsourced accounting, fractional Controller/CFO services, professional services, or consulting
• Experience implementing or improving accounting systems, reporting processes, close procedures, and internal controls
• Experience developing KPIs, management reporting, dashboards, and executive-level financial reporting
• Experience presenting financial results, forecasts, risks, and recommendations to business owners or leadership teams
• Exposure to CFO-level responsibilities, including strategic planning, scenario modeling, capital allocation, banking relationships, or other executive financial matters
• Experience with modern accounting and financial technology platforms

Our Ideal Background

While there are multiple paths to being successful in this role, and we welcome them, an especially strong candidate may have started their career in
public accounting, with experience in audit, tax, or both, then transitioned into industry and developed significant Controller-level experience.

You have mastered the accounting fundamentals and know how to ensure the numbers are right. You also understand tax and appreciate how accounting decisions connect to the broader financial picture.

Most importantly, you're ready for more!

You want to move beyond reporting what happened and become a financial leader who helps businesses understand whyit happened, what it means, and what they should do next.

You can advise a CEO in the morning and dig into a balance-sheet issue that afternoon.

This role is designed for an experienced Controller who wants to continue developing the analytical, strategic, and advisory capabilities needed to operate at the CFO level.