Role Description
As a Controller, you will be the key financial steward for each of your clients, responsible for managing and safeguarding their financial resources. Leading, managing and mentoring Shared Services Specialists, Staff Accountants, and Senior Accountants, you will oversee all aspects of financial reporting, compliance, and internal controls ensuring the accuracy and integrity of our clientsβ financial information.
We aim to be our client's true strategic partner and an extension of their team. As such, as the Controller, you will:
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Oversee and ensure the accuracy and integrity of clientsβ financial reporting, compliance, and internal controls.
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Take ownership of the entire accounting function, including corporate finance, GAAP adherence, and tax compliance.
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Spearhead strategic financial planning by translating data into actionable insights tailored to client goals.
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Lead the creation of budgets, forecasts, and monthly financial reports with a focus on business alignment.
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Manage and guide complex financial projects, ensuring alignment with broader strategic objectives.
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Interpret and apply new accounting standards, serving as a firm-wide content expert and advisor.
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Lead the team to deliver on all tasks, ensuring timely delivery, meeting deadlines, and driving excellence.
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Provide mentorship and guidance to team members, supporting development and knowledge sharing.
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Collaborate with leadership to identify and implement new service opportunities for existing clients.
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Drive innovation in financial systems and processes, enhancing accuracy, efficiency, and risk mitigation across clients.
Qualifications
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Bachelor's Degree in Accounting
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Minimum 8-10 years accounting experience
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CPA highly preferred
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Public Accounting experience highly preferred
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Experience in small privately-held, entrepreneurial companies as Controller or Assistant Controller
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Deep and Solid knowledge of cloud-based accounting systems (QuickBooks, Xero, NetSuite, etc)
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An uncompromising sense of integrity and ethics
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Strong leadership and supervisory skills with the ability to motivate and guide a remote team effectively
Requirements
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Understands that relationships are built on trust, and trust is created by consistently doing what you promise you will do.
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Takes ownership of customer issues and follows problems through to resolution.
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Has a commitment to improving the customer service experience and driving organic growth.
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Ensures adherence to service procedures, policies, and evolving financial standards.
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Mentors and develops employees, nurturing an environment where they can excel through encouragement and empowerment.
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Has strong client-facing and communication skills, including the ability to translate complex financial data for diverse audiences.
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Demonstrates advanced troubleshooting, problem-solving, and multi-tasking skills.
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Has a customer service orientation with the ability to instill a sense of trust, confidence, and partnership.
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Proactively identifies risks and opportunities to improve financial processes and outcomes.
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Partners with internal leadership to support strategic planning and enhance client relationships.
Benefits
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"Work Wherever" philosophy - independence, freedom and flexibility by working from your home office!!
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Full benefits including health, dental, vision, accident, and pet insurance
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Flexible vacation and a company close at the end of the year!
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401k plan with company match
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No busy season!!
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Fun, friendly, and collaborative culture that thrives on individual and team accountability