Financial Controller

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Job Title: Controller

About the Company:

Our client is a managed accounting and fractional CFO practice serving growth-stage and mid-market businesses with outsourced accounting, financial reporting, CFO advisory, and financial transformation. They are practitioner-led and precision-first.

Job Description:

Our client is seeking a technically sharp, self-directed Controller to lead accounting operations across a portfolio of managed accounting clients and for the firm's internal operations. This role demands a practitioner who owns their workload, takes the lead without being asked, and brings the systems thinking needed to manage multi-entity, cross-industry accounting environments efficiently. You are fluent in QuickBooks Online, curious about AI-enabled accounting automation, and capable of delivering clean, audit-ready financials on deadline.

Responsibilities of the role:

• Lead month-end close for a portfolio of managed accounting clients; review and approve close packages, reconciliations, and financial statements before delivery.

• Review client books continuously for anomalies, misclassifications, and control gaps; escalate material issues to the engagement CFO with documented findings.

• Manage client-specific chart of accounts, close calendars, AP/AR workflows, and reconciliation schedules across multiple industries and entity structures.

• Support onboarding of new managed accounting clients: system setup, data migration, chart of accounts design, and opening balance reconciliation.

• Apply AI automation tools and QuickBooks integrations to improve efficiency and accuracy across the client portfolio.

• Own the general ledger for the firm; manage month-end and year-end close with variance analysis and written narrative for the Managing Principal.

• Manage semi-monthly payroll and coordinate domestic and international contractor payments via Wise, Deel, or equivalent platforms.

• Coordinate with the external CPA firm on federal, state, and local tax compliance, filings, and planning.

Required Experience and Qualifications:

• 5-8 years of accounting experience with at least 2 years in a controller or senior accounting manager role

• CPA or internationally recognized equivalent credential (ACCA, CPA Australia, or equivalent national designation)

• Expert-level QuickBooks Online proficiency; multi-entity, multi-industry environment experience

• Strong US GAAP and accrual-basis financial reporting knowledge

• Self-starter: takes ownership, identifies problems proactively, and drives resolution independently

Preferred Skills:

• Experience in fractional accounting, professional services, or outsourced CFO environments

• Hands-on experience with AI automation tools or QuickBooks integrations (Fathom, Syft, Dext, Vic.ai)

• Cross-industry accounting background: e-commerce, professional services, real estate, non-profit, or manufacturing

• Experience designing or improving internal controls over financial reporting

Personality:

• Self-directed and proactive

• Detail-oriented and accurate

• Systems thinker

Software & Tools:

• QuickBooks Online

• AI automation tools (e.g., Fathom, Syft, Dext, Vic.ai)

• Payment platforms (e.g., Wise, Deel)

Schedule:

Full-time preferred, part-time considered

Consistent US Eastern time overlap required

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.