Controller, Finance & Banking, Financial Manager

This Controller role is an excellent opportunity for experienced Accounting Managers who are ready to take the next step into a true controllership position. It offers a natural progression for someone looking to transition from managing day‑to‑day accounting functions into a more strategic leadership role with direct exposure to executive decision‑making. In this position, the Controller will lead and develop a team while reporting directly to the CFO, acting as a key partner and right‑hand in driving the company’s financial strategy.

The role is responsible for overseeing and directing all aspects of the finance and accounting department within a professional services environment.

• Establish financial policies, procedures, controls, and reporting systems.
• Monitor and enforce internal controls to protect company assets.
• Conduct audits and provide information to external auditors to confirm the financial condition of the company.
• Evaluate and recommend upgrades for hardware and software systems.
• Collect, interpret, and report financial data to provide status updates on the company’s financial condition.
• Provide comprehensive financial updates to management by evaluating, analyzing, and reporting data points and trends.
• Ensure compliance with federal, state, and local legal requirements by studying legislation and advising management.
• Recruit, select, orient, and train financial staff to maintain a strong financial team.
• Coach, counsel, and discipline employees to ensure job results are met.
• Keep financial information and plans confidential to protect operations.
• Participate in the development and support of the company’s strategic plans.
• Stay current on tax regulations and practices to minimize tax impacts.
• Lead budgeting, forecasting, and financial planning processes.
• Guide operational and financial decision‑making.
• Lead cash flow projections, working capital analysis, and other key financial metrics.

• In‑depth knowledge of accounting principles, financial reporting, GAAP, tax laws, and financial regulations.
• Strong leadership, management, and team‑building skills with over 5 years of experience in managing large teams.
• Proven expertise in financial planning, budgeting, forecasting, and financial analysis.
• Exceptionally able to interpret complex financial data and provide strategic insights.
• Advanced proficiency in accounting software, ERP systems, and financial modeling tools.
• Strong communication, negotiation, and interpersonal skills.
• Ability to drive financial strategy while ensuring operational efficiency and regulatory compliance.
• Excellent problem‑solving skills with a strategic mindset.

• Bachelor’s degree in Accounting or Finance.
• At least ten years of finance‑related experience in the industry.
• At least five years of management experience.
• Advanced degree or CPA is a plus.
• Proven success in leading financial operations in a growing organization.

The pay range for this position is $ – $ per year. Standard benefit package includes healthcare, PTO, etc.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarter for other accommodation options.

San Francisco Fair Chance Ordinance:
Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI):
We may use AI to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.