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
