Overview
Full-time role providing Controller-level expertise to lead and support client-facing accounting and financial advisory engagements.
Depending on the engagement, the Manager may lead work directly or serve as a key member of a broader project team. Responsibilities span planning through completion and include delivering accurate, high-quality work on time and within budget.
Responsibilities
- Lead Controller and financial advisory engagements from planning through completion, accountable for deliverables, deadlines, quality, and client satisfaction.
- Provide Controller-level support across financial reporting, general ledger oversight, close processes, reconciliations, budgeting, forecasting, cash management, and audit preparation.
- Assess complex accounting and financial issues, develop practical solutions, and drive issues through resolution.
- Build and manage project plans: set expectations and deadlines, assign responsibilities, and follow up to keep work on track.
- Coordinate client personnel and internal consulting teams to gather information, resolve issues, and complete deliverables.
- Manage multiple engagements and competing priorities while maintaining responsiveness and meeting commitments.
- Delegate work to Consultants and Senior Consultants while remaining accountable for the quality and timeliness of engagement deliverables.
- Review financial information and team work product; identify issues and communicate findings and actionable recommendations.
- Anticipate roadblocks, escalate issues when appropriate, and take ownership of moving engagements to completion.
- Build productive client relationships and communicate directly about expectations, deadlines, responsibilities, and outstanding needs.
- Identify opportunities to improve clients’ accounting processes, financial reporting, internal controls, and finance operations.
- Prepare clear, polished, client-ready reports, analyses, and presentations.
- Support the development of team members and contribute to the growth of financial advisory services.
Requirements (Required Qualifications)
- Progressive accounting experience, including demonstrated responsibilities at the Controller level.
- Strong technical accounting knowledge and judgment to address complex or unfamiliar accounting issues.
- Experience with financial reporting, budgeting, forecasting, reconciliations, and audit preparation.
- Demonstrated project management skills, including organizing complex work, managing dependencies, and keeping multiple stakeholders accountable to deadlines.
- Experience managing client relationships, establishing expectations, and communicating effectively with client leadership.
- Ability to lead internal project teams and coordinate client teams toward shared deliverables and outcomes.
- Ability to manage multiple engagements, shifting priorities, and tight deadlines while maintaining quality and follow-through.
- Strong analytical, critical-thinking, and problem-solving skills.
- Excellent written and verbal communication skills.
- Advanced Microsoft Excel skills and confidence working with complex financial data.
Preferred Qualifications
- Experience in healthcare, nonprofit organizations, or Federally Qualified Health Centers (FQHCs).
- Experience in consulting or outsourced accounting.
Location
Nationwide client engagements (work supported across a national client base).