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

Own the full-cycle recurring accounting function for multiple client entities, including day-to-day transaction management, GL maintenance, and reconciliations Lead and oversee month-end close, consolidations, and recurring financial reporting packages Manage and review AR/AP, deferred revenue, prepaid expenses, accruals, fixed assets, and payroll/sales tax coordination Produce timely, investor-ready monthly and quarterly reporting with variance and KPI commentary Develop and enforce accounting policies, internal controls, and documentation standards that hold up over the life of the engagement Build and maintain cash flow forecasts and support recurring budgeting and reforecasting cycles Serve as the ongoing financial point of contact and strategic advisor to client leadership Coordinate with external auditors, tax professionals, and internal teams Lead accounting clean-ups, system conversions, and structured onboarding of new recurring clients Train, review, and manage junior accounting staff or offshore support to sustain quality and consistency across the client book

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 on a recurring basis Strong month-end close, 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 across a recurring monthly cadence Advanced proficiency in QuickBooks Online and Excel/Google Sheets

Nice to Have

CPA license strongly preferred Experience running outsourced or client-facing accounting for a multi-entity book of business 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-close integration Industry exposure in construction, real estate, healthcare, hospitality, or professional services

Compensation

Competitive compensation based on experience and structure (W-2 or 1099) Full-time or part-time contractor options available