Job Description

Controller – Client Advisory Services

Position Overview

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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