Controller - Financial Solutions

<h3>Accountabilities</h3><li>Serve as the primary point of contact and trusted financial advisor for assigned clients, leading financial review meetings and providing strategic recommendations.</li><li>Guide clients and internal accounting professionals through complex accounting matters, financial reporting decisions, and compliance considerations.</li><li>Analyze financial statements, key performance indicators, budgets, and forecasts to identify risks, opportunities, and strategies for improving profitability and growth.</li><li>Monitor client engagement health, anticipate evolving financial needs, and recommend additional resources or services when appropriate.</li><li>Collaborate with Senior Accountants, Staff Accountants, Bookkeepers, and CFOs to ensure accurate, timely, and high-quality accounting deliverables.</li><li>Provide technical accounting expertise and guidance on complex financial matters, helping teams maintain consistency, accuracy, and compliance.</li><li>Support workflow coordination, workload prioritization, and resource planning in collaboration with leadership.</li><li>Promote a collaborative, accountable, and service-oriented team culture by sharing knowledge, coaching colleagues, and communicating best practices.</li><li>Identify and implement process improvements that increase operational efficiency while maintaining strong accounting controls and compliance standards.</li><li>Contribute to training materials, process documentation, and knowledge-sharing initiatives that strengthen team capabilities and service quality.</li><li>Participate in internal strategic projects and initiatives designed to address evolving client needs and support business growth.</li><li>Stay informed about accounting standards, tax practices, small-business economic trends, and emerging financial technologies to continuously improve client service.</li><li>Monitor utilization, staffing, and engagement profitability to support efficient resource allocation and sustainable service delivery.</li><h2>Requirements</h2><li>A bachelor's degree in Accounting, Finance, Economics, Business, or a related field is preferred.</li><li>Approximately 6–8 years of progressive accounting experience, with demonstrated expertise in controller-level responsibilities.</li><li>Strong ability to interpret financial statements, analyze KPIs, evaluate budgets and forecasts, and communicate financial insights in practical business terms.</li><li>Thorough understanding of month-end and year-end financial close processes, accounting best practices, and financial reporting requirements.</li><li>Proficiency with accounting and business platforms such as QuickBooks Online, Fathom, Shopify, Cin7, and Amazon.</li><li>Experience advising small businesses, ideally in inventory-based retail, e-commerce, creative or project-based businesses, or technology startups.</li><li>Familiarity with accounting and tax methodologies, small-business financial management, and relevant economic trends.</li><li>Demonstrated ability to manage resource utilization, staffing requirements, and client engagement profitability.</li><li>Strong leadership, coaching, and interpersonal skills, with the ability to guide accounting teams and foster high performance without direct supervisory authority.</li><li>A proven track record of delivering excellent client service, building trusted relationships, and providing strategic financial guidance to business owners.</li><li>Excellent written and verbal communication skills, sound judgment, and the ability to explain complex financial information clearly to both technical and nontechnical audiences.</li><li>Strong organizational skills, attention to detail, adaptability, and a proactive approach to problem-solving and continuous improvement.</li><li>Ability to work independently in a remote-first environment while collaborating effectively with distributed teams and using virtual communication tools.</li><li>A dedicated home office and availability that aligns with core collaboration hours and business needs.</li><li>Willingness to travel occasionally for company-wide events and business meetings, with flexibility outside standard working hours when required.</li><li>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.</li><h2>Benefits</h2><li>
<strong>Competitive annual salary:</strong>$75,000–$85,000, depending on qualifications and experience.</li><li>
<strong>Remote work flexibility:</strong>Work remotely within eligible U.S. states, with preference for candidates located in the Eastern or Central time zones.</li><li>
<strong>Medical insurance:</strong>Eligible employees receive medical coverage, with the employer covering 70% of employee premiums and 65% of dependent premiums.</li><li>
<strong>Dental and vision insurance:</strong>Coverage available, with the employer covering 70% of employee premiums.</li><li>
<strong>Life insurance:</strong>Company-paid life insurance providing $15,000 in coverage for eligible full-time employees.</li><li>
<strong>Disability coverage:</strong>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.</li><li>
<strong>Retirement savings:</strong>Access to a 401(k) plan through Vanguard, including a 4% discretionary employer match after 90 days of employment.</li><li>
<strong>Paid time off:</strong>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.</li><li>
<strong>Paid holidays:</strong>12 paid holidays per year, including major federal holidays and one floating holiday.</li><li>
<strong>Paid sick leave:</strong>PTO arrangements generally satisfy applicable state and local paid sick leave requirements, with state-specific regulations followed where required.</li><li>
<strong>Professional development:</strong>Opportunities to expand financial advisory expertise, share best practices, and contribute to internal learning and process improvement.</li><li>
<strong>Collaborative work culture:</strong>Join a remote-first team that values authentic relationships, continuous learning, accountability, and operational excellence.</li><li>
<strong>Meaningful client impact:</strong>Help small and medium-sized businesses improve financial visibility, strengthen operations, and make confident strategic decisions.</li>