Controller and Client Advisory Manager

Position Summary: The Controller / Client Advisory Manager serves as the primary accounting and advisory contact for a portfolio of entrepreneurial business clients across a variety of industries. This role combines financial oversight, relationship management, process improvement, and team collaboration while helping clients improve financial visibility, strengthen internal processes, and make informed business decisions. Description of Duties Client Advisory Serve as the primary contact for a portfolio of business clients. Review monthly financial statements and communicate financial results with clients. Assist business owners with budgeting, forecasting, cash flow management, and KPI reporting. Help clients improve accounting processes and internal controls. Identify opportunities for automation and operational efficiencies. Accounting Leadership Review accounting work prepared by staff accountants. Ensure financial reporting is timely and accurate. Assist with client onboarding and accounting system implementations. Collaborate with tax, payroll, and advisory teams to provide comprehensive client service. Team Development Mentor and coach accounting staff. Review work and provide constructive feedback. Help establish best practices and improve internal processes. Support a collaborative, team-oriented culture. Firm Growth Build strong long-term client relationships. Participate in networking and community involvement. Support proposal opportunities and cross-selling of firm services. Help identify additional ways we can provide value to clients. Recommended Skills & Qualifications Bachelor's degree in Accounting or Finance. CPA preferred but not required. 5-10 years of accounting experience. Experience in public accounting, outsourced accounting, or private industry leadership.