Controller

The Role

• We’re looking for a Financial Controller to join our growing team, focused on supporting a portfolio of retail companies. This is a hands-on, high-impact role where you’ll partner closely with company presidents and employee-owners to drive financial clarity, optimize operations, and support long-term strategic success.
• You’ll be responsible for the full accounting cycle, financial reporting, inventory oversight, and advising leadership teams—while identifying opportunities for improved systems, processes, and profitability.

What You'll Do

• Strategic Client Partnership
• Serve as a trusted advisor to multiple retail business presidents, tailoring financial insights to their operational needs.
• Leverage your hands-on experience in retail operations to guide cost control, product margin analysis, vendor management, and inventory forecasting.
• Translate complex financial data into actionable recommendations that support both short- and long-term strategic decisions.
• Financial Operations & Oversight
• Lead full-cycle accounting operations including A/P, A/R, GL, inventory accounting, revenue recognition, and payroll.
• Manage month-end and year-end closes, including reconciliations, accruals, fixed assets, and deferred revenue adjustments.
• Oversee inventory accounting and ensuring accurate valuation and minimizing shrinkage.
• Maintain a 13-week cash flow forecast and recommend solutions to optimize working capital.
• Reporting & Analysis
• Prepare trial balances, variance analyses, and financial reporting dashboards using OneStream or similar platforms.
• Collaborate with company leadership on budgets, quarterly planning, and long-term strategic initiatives.
• Deliver KPIs that reflect operational performance and margin trends.
• Process Improvement & Controls
• Identify and implement process improvements across accounting systems, POS integrations, and reporting workflows.
• Assist in developing internal controls and documenting financial procedures specific to retail environments.
• Streamline inventory management practices, multi-location stock, and seasonal adjustments.

Who You Are

• A proactive, hands-on Controller who thrives in a fast-paced, dynamic, small business environment.
• A strong communicator who can translate complex financial concepts to non-financial audiences.
• A self-starter who is comfortable working independently, managing multiple priorities, and rolling up your sleeves when needed.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
• 5+ years of experience in a Controller or Senior Accounting role
• Proven experience in accounting, preferably with multi-location operations
• Background in small to medium-sized businesses; fractional or outsourced accounting experience a plus
• Tech-savvy and resourceful; comfortable in remote, fast-moving environments
• Proficiency in QuickBooks Online, POS systems, and Excel
• Working knowledge of US GAAP

Tools You'll Use

• QuickBooks Online & POS systems
• NetSuite ERP
• OneStream (for reporting and consolidations)
• Gusto (Payroll)
• Asana (Project/task management)
• Microsoft Office Suite (especially Excel & Teams)

Benefits:

• Competitive salary
• Medical, dental, and vision insurance — 100% employer-paid for employees (and dependents on most plans)
• Paid time off including:
• 15 vacation days
• 12 company holidays
• 5 sick days
• 1 floating holiday of your choice
• Ongoing development through access to Teamshares’ experts in small business accounting and finance
• The opportunity to support real employee ownership in America’s small businesses