Controller, Client Accounting and Advisory Services

Overview

The Controller is a key member of the Client Accounting & Advisory Services who leads a variety of engagements as the client’s everyday trusted advisor contact. The Controller is responsible for keeping the Managing Director abreast of the progress of each engagement and responsible for seeking his direction when needed. The Controller is tasked with reviewing financial statements, as well as managing staff work assignments.

Additionally, he/she is responsible for 2-4 direct reports and providing outstanding client service to our clients.

• Maintains multiple client relationships as the managing point-of-contact, while providing consulting and accounting services in a proactive trusted advisor manner.
• Develops and strengthens long-term relationships with client’s senior management.
• Demonstrates the ability to manage the preparation and review process of complex financial statements in a timely and efficient manner for clients across a variety of industries.
• Ability to do technical accounting/finance research and supply documentation that supports conclusions.
• Resolves complicated accounting issues that arise for staff while completing monthly financial statement accounting duties.
• Ensures an on-boarding plan has been designed and discussed with client and reviews plan with Managing Director prior to start of all new engagements.
• Prepares review notes for staff on client financial statements and assures statements are accurate prior to being issued.
• Oversees and performs with staff assistance, all onboarding training for new team members and works with Managing Director to ensure appropriate ongoing training occurs for CAAS team.
• Works with other CAAS Controllers to assure staff resources are scheduled properly, ensuring all deadlines are met, and to assure individual capacity loads are managed, while also structuring work teams for new engagements that successfully meet client expectations and help develop strong client partnerships.
• Participates with the Managing Director on new business development client calls and assists with pricing models for proposal.
• Manages with the assistance of an assigned CAAS team, the implementation of internal controls, and client understanding of these internal controls.

• Experience in preparing and analyzing financial statements required.
• Strong understanding of GAAP financial Statements required.
• Quick Books Online and Desktop experience required, Pro Advisor a plus.
• Excellent command of Excel and Word.
• Experience with Quick Books implementations, project consulting and training.
• Experience in compilations and reviews a plus.
• Experience working in public or corporate accounting in multiple industries a plus.
• Experience working with multiple accounting software packages a plus.
• Ability to work with multiple clients, staff and managers, with varying needs and personalities.
• Demonstrated ability to act as a role model for staff, as a result of professional and technical reputation.
• Strong analytical and problem-solving skills.
• Ability to multi-task and meet or exceed deadlines.
• Strong time management, organizational and communication skills.
• Prior managerial experience required.

• 12+ years of accounting experience with 2+ years as a controller in corporate accounting, some public accounting experience helpful but not required.
• Bachelor’s degree in accounting.
• A level of technical competence as demonstrated through either: CPA, other professional credentials (i.e. CMA), advanced degrees (master’s degree/MBA) is required.
• QBO Pro Advisor certification a plus.
• AICPA Client Accounting & Advisory Services certification a plus.