Controller

About Us
We’re a fast-growing financial and strategic advisory firm that supports lower middle market businesses, private equity firms, family offices, and real estate investment platforms through every stage of the business lifecycle. Our services span four verticals — Accounting & Finance, Transaction Services, Strategic & Exit Advisory, and Capital Advisory — covering everything from full-service managerial accounting and outsourced controllership to buy-side and sell-side M&A advisory, transaction readiness, and CFO-level strategic support.
Whether our clients are preparing to raise capital, optimize portfolios, or navigate complex transitions, we help drive clarity, performance, and results by combining Big 4 expertise with operator practicality.
About the Role
We’re hiring a strategic, hands-on Controller to support our growing base of clients with complex accounting, internal controls, and financial oversight. You’ll work directly with business owners, CFOs, and investment partners to lead the monthly close, improve financial operations, and deliver clean, investor-ready reporting. This is a remote, client-facing role that starts on a contractor basis, with potential to grow into a full-time position if there’s mutual fit.
Key Responsibilities
Lead and oversee month-end close, consolidations, and financial reporting for multiple client entities
Manage and review AR/AP, deferred revenue, prepaid expenses, accruals, and fixed assets
Develop and enforce accounting policies, internal controls, and documentation standards
Build cash flow forecasts and support budgeting processes for client businesses
Serve as a strategic advisor to clients on financial planning, variance analysis, and KPI tracking
Coordinate with client leadership, external auditors, tax professionals, and internal teams
Oversee accounting system implementations, cleanups, and onboarding of new clients
Train, review, and manage junior accounting staff or offshore support, as needed
Qualifications
Bachelor’s degree in Accounting or related field required
7+ years of progressive accounting experience, including 2+ years in a controller or senior accounting leadership role
Deep understanding of U.S. GAAP and accounting best practices across industries
Proven ability to manage multiple client accounts or business units simultaneously
Strong financial reporting, forecasting, and analysis skills
Experience presenting to executives, founders, and/or investor groups
Excellent communication skills and comfort working in a fully remote environment
Highly organized, self-directed, and deadline-driven
Advanced proficiency in QuickBooks Online and Excel/Google Sheets
Nice to Have
CPA license strongly preferred
Experience in a client-facing or multi-entity environment
Familiarity with ERP/accounting platforms like Sage, NetSuite, or Xero
Exposure to private equity-backed companies, family office reporting, or M&A-related transitions
Experience working with offshore teams or supporting post-acquisition integration
Compensation
Competitive compensation based on experience and structure (W-2 or 1099)
Full-time or part-time contractor options available

Work arrangement
Yes