Controller

Solved by Tanna•Tampa, FL

13d

About The Position

We’re looking for an experienced Controller who is ready to take the next step toward CFO-level leadership. This is a hands-on role for someone who has mastered the fundamentals of accounting and financial reporting but wants to expand their impact beyond closing the books. You’ll own the financial function for a portfolio of approximately 5–7 clients, manage and develop accounting team members, and work directly with client leadership and cross-functional teams. The right person can advise a CEO in the morning and dig into a balance-sheet issue that afternoon.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
8+ years of progressive accounting and finance experience, including significant experience in a Controller, Assistant Controller, Accounting Director, or comparable financial leadership role
Demonstrated experience owning the month-end and year-end close process, including financial statement preparation and review
Strong knowledge of U.S. GAAP and technical accounting principles
Strong understanding of the income statement, balance sheet, and statement of cash flows, including how activity flows between all three
Experience overseeing core accounting functions including general ledger, journal entries, reconciliations, accruals, AP, AR, payroll, fixed assets, and cash
Experience developing and maintaining accounting policies, procedures, and internal controls
Experience with budgeting, forecasting, cash flow planning, variance analysis, and financial modeling
Strong financial analysis skills with the ability to identify trends, understand business drivers, and turn financial data into actionable insights
Experience managing, reviewing, coaching, and developing accounting and finance team members
Experience working directly with business owners, executives, or senior leadership
Ability to manage multiple priorities, deadlines, entities, or client relationships simultaneously
Advanced proficiency in Microsoft Excel and strong overall financial systems aptitude
Strong written and verbal communication skills, including the ability to explain complex accounting and financial concepts to non-finance stakeholders
Strong attention to detail, judgment, organization, and problem-solving skills
Comfortable operating as a hands-on financial leader—able to delegate and review work while also stepping into the details when necessary

Nice To Haves

Public accounting experience strongly preferred
Tax experience highly valued
CPA preferred
CPA license or active CPA designation strongly preferred
Public accounting experience strongly preferred
Experience in tax accounting, tax compliance, tax planning, or tax advisory
Strong understanding of how tax considerations affect cash flow, entity decisions, financial planning, and business strategy
Experience working with pass-through entities and privately held businesses
Experience coordinating with external tax professionals, auditors, bankers, attorneys, and other professional advisors
Experience managing a portfolio of multiple clients, engagements, companies, or business entities
Experience in Client Accounting Services (CAS), outsourced accounting, fractional Controller/CFO services, professional services, or consulting
Experience implementing or improving accounting systems, reporting processes, close procedures, and internal controls
Experience developing KPIs, management reporting, dashboards, and executive-level financial reporting
Experience presenting financial results, forecasts, risks, and recommendations to business owners or leadership teams
Exposure to CFO-level responsibilities, including strategic planning, scenario modeling, capital allocation, banking relationships, or other executive financial matters
Experience with modern accounting and financial technology platforms

Responsibilities

Oversee day-to-day accounting and financial operations across 5–7 clients
Own and review month-end close, financial statements, reconciliations, journal entries, accruals, AP/AR, payroll, and other core accounting activities
Ensure balance sheets are accurate and financial reporting both is timely and reliable
Maintain strong accounting processes, internal controls, and documentation
Identify and resolve accounting issues and discrepancies
Coordinate with external tax professionals, auditors, and other financial partners
Stay close enough to the work to jump into the details when necessary
Prepare and present monthly financial reporting packages
Analyze revenue, margins, expenses, cash flow, and other business drivers
Develop budgets, forecasts, cash flow projections, and financial models
Perform variance analysis and explain what is driving performance
Establish and monitor meaningful financial and operational KPIs
Identify trends, risks, and opportunities and turn them into actionable recommendations
Help clients improve financial visibility and make better business decisions
Serve as a trusted financial partner to business owners and leadership teams
Develop a deep understanding of each client’s business model, operations, and goals
Connect accounting, tax, cash flow, and operational performance to the bigger financial picture
Work cross-functionally with client teams on financial and operational initiatives
Help leadership teams think through financial implications of important business decisions
Continue developing from Controller-level financial ownership into CFO-level advisory
Manage, coach, and develop accounting team members
Review work and maintain a high bar for accuracy and quality
Delegate effectively without becoming disconnected from the details
Manage priorities and deadlines across multiple client engagements
Improve processes and help the team operate more efficiently as we grow