Controller - Financial Solutions

Accountabilities

Serve as the primary point of contact and trusted financial advisor for assigned clients, leading financial review meetings and providing strategic recommendations.
Guide clients and internal accounting professionals through complex accounting matters, financial reporting decisions, and compliance considerations.
Analyze financial statements, key performance indicators, budgets, and forecasts to identify risks, opportunities, and strategies for improving profitability and growth.
Monitor client engagement health, anticipate evolving financial needs, and recommend additional resources or services when appropriate.
Collaborate with Senior Accountants, Staff Accountants, Bookkeepers, and CFOs to ensure accurate, timely, and high-quality accounting deliverables.
Provide technical accounting expertise and guidance on complex financial matters, helping teams maintain consistency, accuracy, and compliance.
Support workflow coordination, workload prioritization, and resource planning in collaboration with leadership.
Promote a collaborative, accountable, and service-oriented team culture by sharing knowledge, coaching colleagues, and communicating best practices.
Identify and implement process improvements that increase operational efficiency while maintaining strong accounting controls and compliance standards.
Contribute to training materials, process documentation, and knowledge-sharing initiatives that strengthen team capabilities and service quality.
Participate in internal strategic projects and initiatives designed to address evolving client needs and support business growth.
Stay informed about accounting standards, tax practices, small-business economic trends, and emerging financial technologies to continuously improve client service.
Monitor utilization, staffing, and engagement profitability to support efficient resource allocation and sustainable service delivery.
Requirements
A bachelor's degree in Accounting, Finance, Economics, Business, or a related field is preferred.
Approximately 6–8 years of progressive accounting experience, with demonstrated expertise in controller-level responsibilities.
Strong ability to interpret financial statements, analyze KPIs, evaluate budgets and forecasts, and communicate financial insights in practical business terms.
Thorough understanding of month-end and year-end financial close processes, accounting best practices, and financial reporting requirements.
Proficiency with accounting and business platforms such as QuickBooks Online, Fathom, Shopify, Cin7, and Amazon.
Experience advising small businesses, ideally in inventory-based retail, e-commerce, creative or project-based businesses, or technology startups.
Familiarity with accounting and tax methodologies, small-business financial management, and relevant economic trends.
Demonstrated ability to manage resource utilization, staffing requirements, and client engagement profitability.
Strong leadership, coaching, and interpersonal skills, with the ability to guide accounting teams and foster high performance without direct supervisory authority.
A proven track record of delivering excellent client service, building trusted relationships, and providing strategic financial guidance to business owners.
Excellent written and verbal communication skills, sound judgment, and the ability to explain complex financial information clearly to both technical and nontechnical audiences.
Strong organizational skills, attention to detail, adaptability, and a proactive approach to problem-solving and continuous improvement.
Ability to work independently in a remote-first environment while collaborating effectively with distributed teams and using virtual communication tools.
A dedicated home office and availability that aligns with core collaboration hours and business needs.
Willingness to travel occasionally for company-wide events and business meetings, with flexibility outside standard working hours when required.
Legal authorization to work in the United States. Due to employment and tax compliance restrictions, applicants residing in California, New York, Illinois, or Oregon are not eligible for this position.
Benefits
Competitive annual salary: $75,000–$85,000, depending on qualifications and experience.
Remote work flexibility: Work remotely within eligible U.S. states, with preference for candidates located in the Eastern or Central time zones.
Medical insurance: Eligible employees receive medical coverage, with the employer covering 70% of employee premiums and 65% of dependent premiums.
Dental and vision insurance: Coverage available, with the employer covering 70% of employee premiums.
Life insurance: Company-paid life insurance providing $15,000 in coverage for eligible full-time employees.
Disability coverage: Company-paid short-term disability insurance covering 60% of weekly earnings, up to $1,500, and long-term disability insurance covering 60% of monthly earnings, up to $10,000.
Retirement savings: Access to a 401(k) plan through Vanguard, including a 4% discretionary employer match after 90 days of employment.
Paid time off: 15 days annually for full-time employees working 40 hours per week, or 12 days for full-time employees working 30 hours per week, with additional PTO awarded at the three- and five-year service milestones.
Paid holidays: 12 paid holidays per year, including major federal holidays and one floating holiday.
Paid sick leave: PTO arrangements generally satisfy applicable state and local paid sick leave requirements, with state-specific regulations followed where required.
Professional development: Opportunities to expand financial advisory expertise, share best practices, and contribute to internal learning and process improvement.
Collaborative work culture: Join a remote-first team that values authentic relationships, continuous learning, accountability, and operational excellence.
Meaningful client impact: Help small and medium-sized businesses improve financial visibility, strengthen operations, and make confident strategic decisions.