The role of the Client Accounting & Advisory Services Controller is to provide financial oversight, leadership and support to various clients by directing financial functions such as accounting, budgeting, and other areas as needed. The Client Accounting & Advisory Services Controller focuses on four major initiatives established by the Firm: Profitability, Practice Growth, Client Focus, and Brand Culture/Development.


  • Responsible for taking on the role of consultant and advisor to clients on best practices for accounting and finance-related engagements.
  • Manage multiple clients, work, and varying deadlines.
  • Prepare and analyze client financial statements and make recommendations accordingly.
  • Provide ad-hoc analysis per client requests.
  • Assist clients in the annual budget process and report on budget versus actual results.
  • Maintain general knowledge of federal tax, state and local tax, valuation, and other specialty areas. Identify cross-selling opportunities for clients.
  • Assist with Transaction Advisory Services projects including due diligence preparedness, quality of earnings reports, and merger and acquisition books.
  • Act as the Controller for designated clients.


  • Ability to perform assigned client engagements within both a defined budget and a defined timeline.
  • Prioritize and manage multiple engagements and tasks.
  • Ability to utilize and leverage technology efficiently.

Practice Growth:

  • Identify opportunities to represent the firm and build relationships by attending special events and meetings.
  • Develop networking and other practice development skills.
  • Ability to identify special projects and/or internal firm initiatives which will provide opportunities for professional and personal growth.

Client Focus:

  • Provides a high-quality, accurate work product to clients.
  • Demonstrate strong analytical skills and deep knowledge of technical concepts.
  • Develop judgment to identify and mitigate risks.
  • Identify and present financial improvement opportunities for clients served.
  • Coordinate and collaborate with direct supervisor on a frequent basis, to ensure efficient flow of information relative to client engagements.
  • Demonstrate the importance of learning and understanding the client’s business, industry and resources available to provide value to clients.

Brand Culture:

  • Exemplify Brand Attributes of the Firm and promote a positive work environment.
  • Support and ensure adherence to all administrative policies and procedures of the Firm.
  • Exhibit ability to work independently, having confidence in his/her ability to address and resolve conflict with peers, subordinates and firm leaders.
  • Consistently seek feedback on performance from superiors to enhance and develop professional and technical skills.

Work Experience and Education:

  • Bachelor’s Degree in Accounting, Finance or related field.
  • Five years of relevant work experience in public accounting or as an Accounting Manager, Assistant Controller, or Controller.
  • Knowledge of Quickbooks preferred. Ability to learn new accounting systems.
  • Understanding of GAAP accounting.
  • CPA certification preferred, but not required.
  • Excellent analytical and organizational skills.
  • Excellent verbal and written communication skills.
  • Ability to manage a number of projects at once, work in a fast-paced environment, and manage relationships to exceed expectations.
  • Confidence to work with a variety of clients.
  • Ability to work well independently and complete projects in a timely manner. Goal-oriented and a self-starter.

Organizational Relationships:

  • Will report directly to a Performance Manager who will provide any necessary guidance relative to work performance through the formal evaluation process.

Special Requirements:

  • Reliable transportation for occasional on-site client work required.



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