Controller

Posted 8ds ago

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Job Description

Controller overseeing financial operations, providing accounting oversight and strategic insights for clients. Leading accounting teams and improving processes for diverse client portfolios.

Responsibilities:

  • Serve as the lead accounting advisor for a portfolio of clients, acting as their outsourced Controller and trusted financial partner
  • Guide clients on financial performance, operational trends, cash flow considerations, and accounting best practices
  • Lead recurring financial review meetings with clients and present insights in a clear, strategic manner
  • Support clients in improving accounting processes, internal controls, and financial visibility
  • Build strong client relationships through proactive communication and high-quality advisory support
  • Oversee monthly, quarterly, and annual close processes across client engagements
  • Review financial statements, reconciliations, journal entries, and supporting workpapers for accuracy and completeness
  • Ensure proper accounting treatment and adherence to GAAP/best practices across client books
  • Troubleshoot complex accounting issues and provide technical guidance on unusual transactions
  • Maintain audit-ready financials and support tax/audit deliverables as needed
  • Lead and review the work of Senior Accountants, Accountants, and Bookkeepers assigned to client engagements
  • Delegate responsibilities across engagement teams to ensure efficient delivery and proper utilization
  • Coach team members on technical accounting, client service, and best practices
  • Provide feedback and support team development through ongoing mentorship
  • Assess client accounting workflows and recommend improvements to increase efficiency and scalability
  • Lead cleanup, catch-up, and process optimization projects for clients with evolving accounting needs
  • Support implementation and optimization of accounting systems, reporting packages, and integrations
  • Drive adoption of automation and technology-enabled solutions where appropriate

Requirements:

  • Bachelor’s degree in Accounting, Finance, or related field
  • 7+ years of progressive accounting experience, preferably in outsourced accounting, client accounting services, or public accounting
  • Prior experience leading month-end close and financial reporting functions
  • Experience managing client relationships and presenting financials to stakeholders
  • Experience reviewing/delegating work across accounting teams
  • Advanced proficiency in QuickBooks Online (QBO) and QuickBooks Desktop (QBD)
  • Strong understanding of GAAP, accrual accounting, and operational accounting processes