Driven Insights · 18 hours ago

CONTROLLER

Gardner, MA

Contract

Remote

Mid, Senior Level

3+ years exp

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AccountingConsulting

Growth Opportunities

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Responsibilities

Ownership of financial reporting for a group of clients

Oversee the preparation and accuracy of financial statements, ensuring all data is accurately tracked and reported, including select non-GAAP key performance indicators (KPIs), to provide a clear picture of historical financial activity.

Readily and clearly explain how financial results are derived, detailing the components of specific accounts and variances between expected and actual results.

Accountable for ensuring that each client remains compliant with applicable accounting, tax, and regulatory requirements.

Collaborate with external experts, such as CPAs, tax specialists, and other subject matter experts, to ensure timely and accurate fulfillment of client obligations, including:

Ensuring correct tax filings and working with tax professionals to address tax issues.

Overseeing sales tax compliance and coordinating with experts to manage multistate or international tax requirements.

Managing clients’ financial reporting obligations, ensuring all required filings are completed accurately and on time.

Ensuring payroll compliance with federal, state, and local tax laws and coordinating with payroll service providers or experts as needed.

Right size accounting effort based on client stage and needs

Leverage a broad range of past experiences to offer practical, innovative solutions to daily operational challenges, helping the team enhance efficiency, accuracy, and effectiveness in financial processes.

Contribute to the continuous improvement of technology systems by providing insightful feedback on functionality, usability, and integration opportunities, ensuring the firm remains at the forefront of leveraging cutting-edge accounting and financial tools.

Ultimate responsibility to ensure financials are accurate, valuable, and on time for the client group

Ability and willingness to roll up sleeves and actively support team, demonstrating comfort with any level of work, as required.

Ensure excellent client experience whether directly or indirectly leading client engagements

Ability to build and nurture client relationships

Lead and mentor a team of accounting professionals, guiding best practices, career development, and performance management to foster a high-performing, collaborative team environment.

Support recruitment efforts and help onboard new team members, ensuring they have the tools, resources, and knowledge needed to succeed.

Conduct regular performance reviews and provide constructive feedback to ensure continued professional growth and alignment with company goals.

Oversee the successful execution of client engagements, ensuring all deliverables are met on time, within budget, and at the expected level of quality.

Implement and refine project management processes, ensuring consistent progress tracking and alignment with client expectations.

Collaborate with Client Operations to effectively plan and schedule work, ensuring the team can meet client demands without overburdening resources.

Continuously monitor team capacity and adjust schedules to meet deadlines and maintain a healthy work-life balance for all team members.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

GAAP AccountingFinancial ReportingClient ComplianceDegree in AccountingTechnical Accounting ResearchEquity AccountingAudit SupportCPA LicenseMulti-client Environment ExperienceAudit ExperienceProject ManagementTeam Management