Controller - Client Accounting & Advisory Services

Whalen Cpas

$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field; CPA or CMA preferred.
  • Significant experience in financial and managerial accounting, particularly at the Controller level.
  • Versatile in adapting to diverse client environments, particularly in the Health and Dental and restaurant sectors.
  • Thorough understanding of GAAP and internal control systems.
  • Strong communication abilities with a collaborative, consultative approach.

Responsibilities

  • Oversee accounting and financial reporting functions, ensuring U.S. GAAP compliance.
  • Lead month-end and year-end close processes and maintain internal controls for clients.
  • Develop innovative financial strategies and reporting to enhance client decision-making.
  • Identify and mitigate financial risks and operational inefficiencies for clients.
  • Collaborate with internal teams to ensure effective service delivery to clients.

Benefits

  • Flexibility in deciding annual hours for a true work-life balance.
  • Access to a Development Coach for personal and career growth opportunities.
  • Generous salary and bonus structure based on performance.
  • Comprehensive benefits package and additional perks for enjoyment.
  • Positive working environment with private offices for focused work.
Full Job Description
Whalen CPAs is seeking an experienced Controller to join our Client Accounting & Advisory Services team. In this role, you will partner directly with clients across a variety of industries to provide high-level financial leadership, strengthen accounting operations, and support organizations in achieving their strategic and operational goals. The Controller will serve as a trusted advisor to management and ownership, helping clients develop and implement sound financial processes, improve reporting and performance, and proactively manage financial risk. This role is ideal for professionals who are energized by working closely with clients, enjoy variety in their work, and have the skillset to operate confidently in dynamic business environments. Key Responsibilities: - Oversee and enhance clients' accounting and financial reporting functions, ensuring compliance with U.S. GAAP and applicable regulations. - Lead and support month-end and year-end close processes, internal controls, budgeting, and forecasting. - Develop financial strategies and reporting to help clients better understand performance and drive informed decision-making. - Identify financial risks and operational inefficiencies and recommend practical, scalable solutions. - Collaborate with internal Whalen teams to ensure seamless delivery of client services. Qualifications: - Bachelor's degree in Accounting, Finance, or related field; CPA or CMA preferred. - Strong background in financial and managerial accounting, with experience overseeing accounting functions at the Controller level. - Broad industry exposure and the ability to adapt to a range of client environments and systems. Experience within the Health and Dental and/or restaurants industries would be great! - In-depth knowledge of GAAP and internal control frameworks. - Excellent communication skills and a consultative, team-oriented mindset. We offer: - Work-life balance - you decide your annual hours - Development Coach - Individual growth, career advancement, future partner potential - Generous salary and bonus program - Benefits you would expect; and more - Perks for fun, time off, and pleasant surprises - Excellent working environment with private offices "Being smart, technically competent, and remarkably human are requirements."

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