We are seeking a strategic and results-driven Controller to join our Client Advisory Services (CAS) team. This role is integral to delivering financial reporting, advisory services, and strategic insights to a diverse portfolio of clients. The ideal candidate will provide high-level financial leadership, ensure compliance with accounting standards, and drive operational efficiencies to enhance our clients' financial success.
Employment Status
Exempt
Full-Time
Key Responsibilities
Client Advisory & Financial Leadership
Build and maintain strong client relationships, gaining a deep understanding of their financial needs and objectives.
Oversee and ensure timely delivery of monthly financial reporting packages, forecasts, projections, and financial analyses.
Present financial reports and strategic insights in periodic client meetings, helping stakeholders make data-driven business decisions.
Provide expert advisory services to improve financial performance, optimize cash flow, and enhance profitability.
Evaluate, design, and improve internal control systems to safeguard assets and ensure financial integrity.
Assist with indirect tax compliance and regulatory requirements as needed.
Internal Operations & Team Leadership
Collaborate with CAS team members and cross-functional departments to deliver seamless and integrated financial services to clients.
Oversee internal and off-shore accounting teams, ensuring accuracy in financial reporting and timely processing of client data.
Manage internal scheduling and resource allocation to meet client needs and department goals.
Drive process improvements and technology integrations to enhance efficiency and client experience.
Stay informed on emerging accounting standards, regulatory changes, and industry best practices to provide clients with top-tier service.
Skills & Competencies
Technical Expertise:
Proficient in Microsoft Office Suite (Word, PowerPoint, Excel - intermediate to advanced).
Strong knowledge of QuickBooks Online; familiarity with QuickBooks Desktop, Xero, NetSuite, Sage Intacct, and other ERP systems is a plus.
Client & Business Acumen:
Exceptional ability to interpret financial data, provide strategic insights, and guide business decisions.
Strong analytical and problem-solving skills to identify trends, risks, and opportunities for clients.
Project & Team Management:
Ability to manage multiple clients and projects simultaneously in a fast-paced environment.
Strong leadership and organizational skills to oversee accounting teams and optimize workflows.
Communication & Collaboration:
Excellent verbal and written communication skills, with the ability to engage and influence clients and stakeholders.
Ability to work both independently and collaboratively to drive results.
Attention to Detail & Initiative:
High level of accuracy and attention to detail in financial reporting and compliance.
Self-motivated, proactive, and committed to continuous learning and professional development.
Flexibility & Travel:
Ability to travel to client locations, which may include occasional overnight stays.
Willingness to work overtime when required to meet client deadlines.
Qualifications
Bachelor's degree in Accounting, Finance, or related field.
Active CPA preferred.
5-7+ years of progressive accounting experience, with a mix of public accounting and corporate roles being a plus.
Why Join Us?
Work in a dynamic, client-focused environment where your expertise has a direct impact.
Opportunity to lead strategic financial initiatives and drive client success.
Competitive compensation with professional growth and development opportunities.
Collaborate with a highly skilled team in an innovative and forward-thinking firm.
If you're a financial leader passionate about delivering strategic insights and optimizing financial performance, we encourage you to apply!
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