Third Road Management · 1 day ago
Controller
United States
Full-time
Remote
Senior Level, Lead/Staff
$80K/yr - $90K/yr
10+ years expThird Road Management is a pioneer in the fractional services industry, established to revolutionize how small to mid-sized organizations manage their financial operations. The Fractional Controller will work with multiple clients, building strong relationships and overseeing various financial processes including accounts receivable, accounts payable, and financial reporting.
FinanceConsultingFinancial ServicesManagement Consulting
Responsibilities
Build strong relationships with the Client and existing accounting team. Leverage expertise to understand and resolve technical or operational issues and engage the relevant client team members
Review Accounts Receivable processes at clients and ensure appropriate and timely recording and collecting of all billings according to existing payment terms and contracts
Supervise all Accounts Payable functions including, but not limited to, reviewing invoices and ensuring, if applicable, they are in compliance with vendor agreements, invoice approval process and correct coding of invoices to the appropriate accounts
Manage or complete a monthly and quarterly close process including but not limited to bank, loan, credit card statements and general ledger account reconciliations as requested or needed by client
Prepare and review the General Ledger by preparing a trial balance; and preparing and reviewing reconciling or adjusting entries. Ability to close the books on both a cash or accrual basis as needed by client
Manage Client Accounting team in the preparation of routine monthly financial reports, annual legal entity and tax filings; coordinate with auditors to provide documentation as requested
Maintain historical records as appropriate including contracts, vendor agreements, 1099’s, W-9s, vendor re-seller certificates etc
Manage relevant financial audit and tax work for the Client by working with outside accountants. Create and document internal controls, policies and procedures and coordinate review with Client’s outside audit team where applicable
Supervise or review Payroll processing on a timely basis as determined by Client
Manage completion of sales tax compliance, inventory tracking, and other areas unique to client industry as needed. Prepare and review various multi-state sales tax filings
Supervise cash management ensuring that timely reconciliations are completed, bank accounts are managed appropriately, and cash forecasts are prepared for client when needed
Develop, prepare and maintain monthly and quarterly financial statement packages for Client. Financial Statements should include standard variance analysis and insights to support Client in understand business trends and results. Additionally, should be able to leverage statements and business acumen to create annual budgets or forecasts as requested by client
Qualification
Required
Strong financial system experience
Strong interpersonal skills to maintain positive and engaging relationships with clients and team members
Can work independently with support or additional training from supervisor as needed
Communicate succinctly and with assurance to advise clients on best course of action. They can deal with a variety of accounting issues and explain the impact of said issues to Client
Has excellent organizational skills, demonstrates ability to manage projects, and juggles multiple responsibilities simultaneously to meet deadlines
Has the ability to get along with diverse personalities, while being tactful, mature, and flexible
Possesses a strong ability to manage relationships and communicate both verbally and in writing
Bachelor's degree from a top tier school is required
CPA (license does not need to be active)
10+ years of experience in accounting/ finance, with several of those years being in a management capacity
Preferred
Experience in transforming financial processes is a plus
Benefits
Flexible & Remote Schedules
Unlimited PTO
Health, Dental & Vision Insurance
401(k)
Genuinely Passionate and Personable Colleagues
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Company
Third Road Management
Third Road Management offers strategic, financial, operational, CFO fractional, and consulting services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Frank
Founder & CEO
Recent News
EIN Presswire
2026-01-22
Third Road Management
2025-09-02
Company data provided by crunchbase