Controller - Client Accounting & Advisory Services

Whalen CPAs•Dublin, OH

2d•Hybrid

About The Position

Whalen CPAs is seeking an experienced Controller to join our Client Accounting & Advisory Services team. In this role, you will partner directly with clients across a variety of industries to provide high-level financial leadership, strengthen accounting operations, and support organizations in achieving their strategic and operational goals. The Controller will serve as a trusted advisor to management and ownership, helping clients develop and implement sound financial processes, improve reporting and performance, and proactively manage financial risk. This role is ideal for professionals who are energized by working closely with clients, enjoy variety in their work, and have the skillset to operate confidently in dynamic business environments.

Requirements

Bachelor’s degree in Accounting, Finance, or related field; CPA or CMA preferred.
Strong background in financial and managerial accounting, with experience overseeing accounting functions at the Controller level.
Broad industry exposure and the ability to adapt to a range of client environments and systems.
In-depth knowledge of GAAP and internal control frameworks.
Excellent communication skills and a consultative, team-oriented mindset.

Nice To Haves

Experience within the Health and Dental and/or restaurants industries would be great!

Responsibilities

Oversee and enhance clients’ accounting and financial reporting functions, ensuring compliance with U.S. GAAP and applicable regulations.
Lead and support month-end and year-end close processes, internal controls, budgeting, and forecasting.
Develop financial strategies and reporting to help clients better understand performance and drive informed decision-making.
Identify financial risks and operational inefficiencies and recommend practical, scalable solutions.
Collaborate with internal Whalen teams to ensure seamless delivery of client services.