Controller - Financial Solutions

Overview

This full-time, exempt Controller - Financial Solutions role supports small- to mid-sized business clients as a trusted advisor and fractional Controller. The position blends technical accounting expertise with strategic business insight to help clients make sound financial decisions, support growth and profitability, and maintain compliance.

Controllers collaborate closely with internal accounting team members and contribute to process improvements and operational excellence.

Responsibilities

• Professionally represent the organization in virtual and in-person interactions, exemplifying core values and promoting a collaborative, positive team environment.

Client Relationship Management

• Serve as the primary point of contact and trusted advisor for clients, leading financial review calls.
• Provide guidance on complex client accounting matters and support accounting decisions raised by clients and internal accounting team members.
• Identify risks, opportunities, and compliance considerations to support client growth.
• Monitor client engagement health and identify opportunities for additional support, resources, or services as appropriate.
• Partner cross-functionally to ensure client needs are met with professionalism and timeliness.

Client Team Collaboration & Oversight

• Partner with Senior Accountants, Staff Accountants, Bookkeepers, and alongside CFOs to ensure accurate, timely, and high-quality client deliverables.
• Provide accounting guidance and subject matter expertise related to complex client needs and financial matters.
• Support workflow coordination and prioritization in partnership with leadership.
• Contribute to a collaborative, accountable, and service-oriented team environment.
• Share knowledge, best practices, and process improvements to support overall team effectiveness.

Operational & Strategic Contributions

• Identify and implement process improvements that enhance efficiency while maintaining compliance.
• Contribute to internal training resources, process documentation, and knowledge-sharing initiatives.
• Participate in internal initiatives that support strategic goals and evolving client needs.
• Stay informed on industry trends and emerging technologies to continuously improve client service delivery.

Requirements

• Motivated, trustworthy self-starter who can thrive independently and as part of a team.
• Strong communication and technological skills.
• Willingness to work hands-on to get the job done.
• Flexibility, creativity, and strong organization.

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Business.
• 6–8 years of progressive accounting experience.
• Strong Controller-level expertise, including explaining financial statements, interpreting KPIs, and understanding forecasts and budgets.
• Expertise in financial close processes and best practices.
• Proficiency with accounting and business platforms (e.g., QuickBooks Online, Fathom, Shopify, Cin7, Amazon).
• Experience advising small businesses in industries such as inventory-based retail/e-commerce, creative/project-based companies, or technology startups.
• Familiarity with accounting and tax methodology, as well as small business economic trends.
• Demonstrated ability to manage utilization, staffing, and profitability.
• Strong leadership, coaching, and interpersonal skills, with a proven ability to inspire high-performing teams.
• Track record of delivering exceptional client service and strategic guidance to small businesses and startups.

Compensation & Benefits

• Pay range: $75,000–$85,000 annually
• Starting pay range: $75,000
• Health insurance: Medical, dental, vision, life, and disability insurance available to eligible employees.
  • Organization covers 70% of employee premiums and 65% of dependent premiums for medical; 70% of employee premiums for dental and vision.
  • Company-paid life insurance: $15,000 coverage.
  • Short-term/long-term disability coverage provided at no cost to full-time employees:
    • STD: 60% of weekly earnings up to $1,500
    • LTD: 60% of monthly earnings up to $10,000
• Retirement benefits: 401(k) plan through Vanguard, with a 4% employer discretionary match (eligibility after 90 days).
• Paid time off:
  • 40 hr/week employees: 15 days PTO annually
  • 30 hr/week employees: 12 days PTO annually
  • Additional PTO at 3- and 5-year tenure milestones
• Paid holidays: 12 paid holidays annually (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday).
• Paid sick leave: PTO accrual generally satisfies state and local paid sick leave requirements in the states where the organization hires; follows all state-specific requirements.

Location

• Remote within the U.S., with preference for candidates in the Eastern / Central U.S. Zones.
• Due to employment and tax compliance considerations, the organization is currently unable to hire employees in the following states: California, New York, Illinois, Oregon.

Travel & Working Conditions

• Occasional travel is an essential requirement, including attendance at the organization’s annual Summit and other business meetings as needed.
• Remote-first role requiring a dedicated home office, regular use of virtual collaboration tools, and a work schedule aligned with business needs and core collaboration hours.
• Prolonged periods of sitting and computer use; frequent participation in virtual meetings.
• Ability to communicate effectively through video conferencing, email, and phone.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Additional Information

• Direct reports: None
• Application window: The posting will remain open until filled.
• Posting purpose note: Responsibilities may change from time to time based on business needs, and additional duties may be assigned as needed.
• EEO statement: Equal Opportunity Employer; committed to an inclusive environment and does not discriminate on protected status under applicable law.