Overview
The organization is seeking a Financial Controller to oversee complex financial operations for multiple clients, with a focus on sponsor-backed businesses—particularly those growing through acquisitions. This role guides strategic implementations and decision-making, providing clear direction from day one and elevating the quality and consistency of service delivery.
This position is available for US-based individuals seeking full-time work.
Responsibilities
- Serve as the outsourced controller for multiple PE-backed and recently acquired clients.
- Onboard newly acquired or newly onboarded businesses by assessing their books, setting close calendars and reporting standards, and providing clear direction for cleanup, close, and reporting.
- Support clients through M&A activity, including diligence, purchase accounting, multi-entity consolidations, and integration.
- Act as the primary client contact by building relationships with business owners, finance teams, sponsors, and external audit/tax partners.
- Oversee accounting operations to ensure accuracy across the GL, AP/AR, and reconciliations.
- Prepare and review financial statements; lead the monthly close; perform variance analysis.
- Lead Account Managers by delegating complex tasks, reviewing work, and coaching with clarity and empathy.
- Train others in advanced accounting practices that apply across client portfolios.
- Own process improvement and software integration—evaluating, recommending, and implementing new systems, including client-specific software inherited through acquisitions.
- Design workflows that integrate technology seamlessly and continuously improve quality, efficiency, and scalability.
Requirements
- PE-backed and M&A client experience is required, including hands-on experience with M&A accounting and rollups.
- Comfort stepping in at any stage of an acquisition process.
- Ability to work quickly and establish trust with clients, client finance teams, and internal teams.
- Experience with purchase accounting and opening balance sheets.
- Extensive multi-client cloud finance leadership experience, including:
- 8+ years of accounting and finance experience
- Leading month-end close processes
- Implementing internal controls
- Preparing audit-ready financials
- Guiding clients through complex financial environments
- Strong financial reporting and analysis expertise, including preparation and review of accurate monthly, quarterly, and annual financial statements.
- Proficiency with GAAP, lease accounting, and revenue recognition.
- Experience with cash flow forecasting and budget vs actual analysis.
- Strong operational accounting oversight, including experience coordinating bookkeeping and ensuring GL integrity, reconciliations, and revenue recognition.
- Experience working with auditors, tax teams, and compliance partners while maintaining thorough documentation and strong internal controls.
- Tech fluency with NetSuite, Sage Intacct, QuickBooks Online, Advanced Excel, Bill, Ramp, Gusto, and ADP. Karbon is a plus.
- Bachelor’s degree in accounting or finance.
- CPA firm or public accounting experience strongly preferred.
- Leadership and communication skills, including building relationships across business owners, finance teams, sponsors, and external partners.
- People development experience, including delegating effectively and mentoring finance staff.
- Growth mindset and demonstrated willingness to seek coaching, accept feedback, and drive continuous improvement.
Preferred Qualifications
- CPA firm or public accounting experience.
- Experience with Karbon.
Compensation & Benefits
- Exempt position base salary range: $140,000 - $180,000.
- Quarterly bonus structure based upon a percentage of client profit generated by your book of business.
- Work equipment provided.
- Insurance, 401k matching, PTO, family leave, annual in-person gatherings, and other leading benefits.
Location
- 100% remote, work from home.
- Availability is required five days a week within standard professional hours.
- Weekly hours may fluctuate slightly (+/- 3-5 hours) due to varying client demands.
- Must have strong, reliable home internet connection and an environment conducive to video and phone calls.
Work Authorization / Employment Basis
- Accounting positions operate on a W2 basis and time is tracked by client and type of work.