Financial Controller

We are seeking an experienced Controller to support our Charleston-based CEO who leads a business valuation and ESOP advisory firm specializing in ESOP services, business appraisals, and litigation support. Additional support is also needed for the CEO's interest in outside ventures.

This role requires an experienced financial professional who can work directly with the CEO to manage all accounting operations and financial reporting.

You'll be responsible for ensuring accuracy, timeliness, and compliance across all financial functions.

• Maintain clear financial separation and proper documentation
• Prepare comprehensive monthly financial statements for executive meetings and decision-making
• Manage all accounts payable and accounts receivable functions ensuring accuracy and timely processing
• Day-to-day accounting operations including general ledger maintenance, reconciliations, and inter-company accounting
• Work closely with the CEO on financial planning, analysis, and strategic decision-making for both businesses
• Ensure proper integration and data flow between Quick Books Desktop, Salesforce, and Stripe
• Monitor cash flow and maintain accurate financial records for each entity
• Complete month-end and year-end close processes
• Liaise with external auditors, tax professionals, and banking partners as needed
• Work closely with CEO's assistants and partners

• Bachelor's degree in accounting or finance required; CPA preferred
• 5-6 years of progressive accounting experience, with at least 2 years in a controller or senior accounting role
• Expert-level proficiency with Quick Books Desktop (essential requirement)
• Strong working knowledge of CRM systems, Salesforce and Stripe payment processing are a plus
• Comprehensive understanding of accounts payable and receivable best practices
• Proven ability to prepare accurate and timely financial statements
• Experience managing accounting for multiple entities or business units
• Strong analytical skills and exceptional attention to detail
• Excellent communication skills and ability to work directly with executive leadership
• Self-motivated with ability to work independently and manage competing priorities
• Experience in professional services and/or real estate preferred

• Unique opportunity to work directly with an entrepreneurial CEO
• Diverse professional experience spanning business valuation advisory and real estate investment
• Competitive compensation and benefits package
• Charleston, SC - Downtown office location.