Overview
This role is for an Operational Finance Controller (Remote – US) with responsibility for leading the full finance function for a portfolio of 7–10 US-based small businesses. It is a hands-on controller position (not a pure FP&A role), with an offshore Latin America team handling much of the day-to-day execution under your review and direction.
Responsibilities
Engagement Leadership & Client Relationships
- Lead client engagements and serve as the primary finance partner to acquisition entrepreneurs and CEOs
- Own the client relationship and financial service delivery across the portfolio
- Present monthly results, cash position, and recommendations directly to operators
- Proactively communicate with clients on financial performance, issues, and deadlines
- Lead onboarding of newly acquired businesses
- Identify inefficiencies and opportunities to improve margins and operational performance
Offshore Team Oversight & Review
- Direct and review the work of the LATAM-based finance team across all entities
- Set priorities, timelines, and quality standards for offshore deliverables
- Review and approve month-end close, financial statements, and reporting packages before client delivery
- Provide clear feedback and coaching to improve the quality of team output
- Ensure alignment with the Head of Finance Operations on priorities, quality, and execution
- Monitor compliance with SLAs, timelines, and deliverables
Accounting & Financial Operations
- Maintain final accountability for end-to-end finance and accounting operations across multiple SMBs
- Oversee core accounting processes (AR, AP, GL) executed by the offshore team
- Ensure accurate, clean financial records and general ledgers
- Coordinate with external accountants, tax advisors, and auditors as needed
Reporting & Financial Visibility
- Review monthly financial statements per entity for accuracy and completeness
- Translate reporting packages into clear, actionable insights for operators
- Guide the design of KPI dashboards aligned to each business
- Review variance analysis against budget and prior periods, and explain the story behind the numbers
Cash Flow Management (Core Focus)
- Own cash flow visibility and management across all entities
- Review and approve 13-week cash flow forecasts
- Monitor liquidity to ensure operational sustainability
- Identify risks and deliver actionable recommendations to operators
- Drive working capital optimization (AR/AP coordination and timing)
Process, Controls & Compliance
- Design and maintain practical internal controls for SMB environments
- Ensure consistency and standardization across entities and team members
- Maintain audit-ready documentation and organized records
- Ensure compliance with US GAAP and accounting best practices
Requirements
- 5+ years of experience in accounting, finance, or controller roles
- Strong experience managing full accounting cycles (AR, AP, GL)
- Solid understanding of US GAAP
- Experience working with small or mid-sized businesses
- Experience managing multiple entities or clients simultaneously
- Experience leading or reviewing the work of accounting teams (offshore or distributed teams preferred)
- Strong client-facing communication skills
- Strong understanding of financial statements and cash flow management
- Advanced Excel / Google Sheets skills
- Experience with QuickBooks Online or similar systems
- CPA preferred
Compensation & Benefits
- $85–95K per year
- $500 per month health benefits allowance, paid as taxable wages
- Group health plan in development
Location