Client Controller

Job Summary

 

Are you ready to take your career to the next level in a vibrant and growth-oriented environment? At Whittle Strategic Accounting, we believe in more than just numbers. We are a dynamic, fun-loving team that thrives on collaboration, client engagement, and professional growth. We're redefining financial services by providing concierge-level service to all aspects of the financial process for our diverse clientele.

 

Our team is small but mighty, and we pride ourselves on working together to achieve excellence. We value every team member's input and foster an environment where you can express your ideas and grow professionally.

 

As our clients' most trusted advisors, we cultivate strong relationships built on trust and excellence. You'll have the opportunity to get to know our clients deeply, providing proactive guidance throughout the year.

 

With opportunities to expand your skills and take on leadership roles, your potential is limitless. We're committed to helping you realize more than you think is possible in your career.

 

Description of Duties

This position is a unique opportunity for an experienced manager to be thrust into our practice of outsourced cloud-based financial management to serve as a resource to our Client Service Managers and be the client’s primary contact for financial advice. The Client Controller acts as the bridge between the past and the future for our clients and is the link between the client’s actual financial results and future financial success.

• Preparation and review of monthly closes and financial statements in accordance with GAAP.
• Proactively provide recommendations for business and process improvements based on knowledge gained relative to our client‚Äôs operations, processes and business objectives.
• Facilitate budgeting, forecasting, and profitability analysis to enhance client cash flow and strategic planning.
• Ensure consistent processes and systems across all clients, including routinely evaluating internal processes for efficiency and effectiveness.
• Work and meet with team members to build relationships, mentor, and provide superior client service.
• Training internal team members in new developments and service delivery techniques.

 

This is a unique opportunity for someone with 5+ years of progressive public accounting firm experience to become a strategic business advisor and team member mentor in an entrepreneurial financial services firm.

 

Experience and Education Requirements:

 

• Bachelor‚Äôs in accounting or related field required
• CPA or MBA preferred.
• Minimum of 5 years of experience in public accounting or consulting firm.
• Income tax knowledge along with project management and audit experience
• Strong technology skills using Microsoft Office 365, QuickBooks Online, and other cloud-based systems
  Excellent interpersonal skills and effective oral and written communication skills
• Integrity within a professional environment and a dedication to teamwork
• Ability to multi-task and to work independently with minimal supervision
• Experience working in a paperless environment strongly preferred
• Strong interpersonal skills with a positive, 'can-do' approach.

 

Compensation & Benefits:

 

Whittle Strategic Accounting isn't just a place to work—it's a community where your contributions are valued, and your professional growth is nurtured. We offer a robust compensation package and an array of outstanding benefits, including:

 

• Remote work environment
  
• Comprehensive health and dental insurance
• Short/long term disability coverage
• SIMPLE IRA plan with up to a 3% match
• Wellness stipend to support your health journey
• Generous PTO to recharge and refresh
  Annual performance-based bonus
• Annual team retreats to foster camaraderie and innovation
• A supportive team that values collaboration and professional engagement
• And much more!

 

Salary Range: $85,000 - $90,000