Full Job Description
About the Role
We are currently seeking a Controller to lead our internal accounting function! Reporting to the Finance Partner, the Controller will provide leadership and oversight of the firm's internal finance function, while supporting the continued growth and operational excellence of Rise CPA. As a key member of the leadership team, you will help shape financial strategy, improve reporting and decision-making processes, and ensure the firm has the financial infrastructure needed to support its long-term goals.
Your primary responsibilities will include:
• Leading all internal accounting and financial reporting activities for the firm
• Overseeing month-end, quarter-end, and year-end close processes
• Preparing and reviewing internal financial statements and management reporting packages
• Leading annual budgeting, forecasting, cash flow planning, and financial analysis
• Monitoring firm performance and providing insights and recommendations to leadership
• Maintaining and strengthening internal controls, financial processes, and risk management practices
• Managing payroll, government remittances, tax compliance, and other regulatory requirements
• Leading financial systems improvements, automation initiatives, and reporting enhancements
• Developing financial dashboards, KPIs, and reporting tools to support decision-making
• Building strong relationships with external advisors, financial institutions, and service providers
• Providing coaching, guidance, and knowledge-sharing opportunities to colleagues and future team members as
appropriate
• Establishing clear performance expectations and fostering a culture of accountability, collaboration, and growth
• Leading strategic projects and cross-functional initiatives
• Acting as a trusted advisor to owners and firm leadership on operational and financial matters
Required Experience, Qualifications and Characteristics:
• Completion of a Post-Secondary Degree
• CPA designation
• 5+ years of internal accounting experience in a leadership role, preferably in a professional services environment
• Strong understanding of financial reporting, accounting principles, and internal controls
• Experience leading accounting operations and process improvement initiatives
• Advanced proficiency in QuickBooks Online and related APIs for full-cycle accounting
• Advanced proficiency with Power BI or similar financial reporting tools
• Advanced proficiency with MS Office (Word, Excel, PowerPoint)
• Experience working with accounting and CRM systems such as CaseWare and iFirm is preferred
• Strong project management and organizational skills
• Outstanding communication and relationship-building abilities
• Strategic thinker with strong business acumen
• Demonstrated ability to lead change, drive accountability, and influence outcomes
• Continuous improvement mindset with a passion for innovation and efficiency, including a desire to understand and
utilize AI tools
Annual Salary Range: $90,000 to $130,000
Are you ready to take your career to new heights? Apply Now.
Please note, only successful applicants will be contacted to set up an interview.