Financial Controller

Overview

The organization is seeking Controllers to serve as trusted advisors and fractional Controllers for small- to mid-sized business clients. In this role, you align financial services with client goals for growth, profitability, and compliance. You will combine technical accounting expertise with business insight, guiding owners through financial decision-making and collaborating with members of the internal accounting team to deliver high-quality financial support.

This role is open to candidates in U.S. Eastern or Central Time Zones.

Responsibilities

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 raised by both clients and internal accounting team members
• Proactively 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 professionally and on time

Client Team Collaboration & Oversight

• Partner closely 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, 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
• Flexibility and creativity, with strong organization and a willingness to handle day-to-day tasks
• Conduct relational and efficient coaching at all times

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or Business
• 6–8 years of progressive accounting experience
• 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 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

Working Conditions

• Remote-first organization
• Requires a dedicated home office and regular use of virtual collaboration tools
• Work schedule must align with business needs and core collaboration hours
• Occasional travel or flexibility outside standard business hours may be required based on the role

Physical Requirements

• 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 the essential functions of this position

Compensation & Benefits

• Pay Range: $75,000–$90,000 annually
• Starting Pay Range: $75,000
• Other Types of Pay: None

Health Insurance

Medical, dental, vision, life, and disability insurance are available to eligible employees.

• Employer covers 70% of employee premiums and 65% of dependent premiums for medical
• Employer covers 70% of employee premiums for dental and vision
• Company-paid life insurance: $15,000 coverage
• Short-term/long-term disability coverage 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
• Employees eligible after 90 days of employment

Paid Time Off and Holidays

• PTO (full-time 40 hr/week): 15 days annually
• PTO (full-time 30 hr/week): 12 days
• Additional PTO awarded at 3- and 5-year tenure milestones
• Paid holidays: 12 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 of the employee’s choosing)

Paid Sick Leave

• Full-time employees’ PTO accrual generally satisfies state and local paid sick leave requirements in the states where the organization hires
• Company follows all state-specific requirements