Controller

About the Opportunity

Our client is a growing professional services organization that provides outsourced accounting, controllership, and advisory services to a diverse portfolio of small and mid-sized businesses.

Reporting to senior leadership, the Financial Controller will oversee a team of accounting professionals, manage client relationships, and ensure the timely delivery of accurate financial information. This role is ideal for a hands-on leader who enjoys mentoring teams, improving processes, and acting as a trusted advisor to business owners.

Key Responsibilities

Leadership & Team Management

• Lead, mentor, and develop a team of accounting professionals
• Assign work, manage capacity, and oversee team performance
• Conduct regular coaching and performance discussions
• Establish and maintain high standards for quality, accuracy, and client service
• Drive process improvements and operational efficiencies across the finance function

Financial Reporting & Accounting

• Oversee month-end and year-end close processes across a portfolio of clients
• Review reconciliations, working papers, and financial statements
• Ensure accuracy, consistency, and compliance with accounting standards
• Identify and investigate financial variances and unusual trends
• Strengthen internal controls and accounting procedures

Client Advisory

• Serve as the primary finance contact for a portfolio of clients
• Lead financial review meetings with business owners and key stakeholders
• Provide insights and recommendations related to financial performance, cash flow, budgeting, and operational decision-making
• Support client onboarding and implementation of accounting processes and systems

Compliance & Operations

• Oversee payroll, sales tax filings, remittances, and regulatory compliance requirements
• Manage AP, AR, and cash flow oversight activities
• Ensure key deadlines are met across multiple client engagements
• Support technology enhancements and process automation initiatives

Required Qualifications

• CPA designation
• 5+ years of experience within a small or mid-sized public accounting firm or outsourced accounting environment
• Previous people leadership experience
• Strong knowledge of bookkeeping, financial reporting, month-end close, payroll, and indirect tax compliance
• Advanced experience with QuickBooks Online
• Experience managing multiple client engagements simultaneously
• Strong communication and relationship-management skills
• Ability to thrive in a fast-paced, entrepreneurial environment