Fractional CFO

We are seeking a hands-on, detail-oriented Virtual Controller to join our growing Client Advisory Services (CAS) practice. This role supports a diverse portfolio of small to mid-sized businesses by delivering high-value financial leadership, full-cycle accounting oversight, and forward-looking advisory services.

Ideal candidates include experienced Controllers, Finance Managers, or Senior Accountants ready for the next step who thrive in a client-facing environment and enjoy solving problems, building financial structure, and improving processes.

Key Responsibilities

Financial Leadership & Advisory

Act as a trusted advisor to clients, providing financial insights, recommendations, and guidance to support business decisions.

Prepare and present monthly/quarterly financial reporting packages, KPI dashboards, and analysis.

Support and participate in forecasting, budgeting, and scenario planning activities.

Identify financial risks, cash flow concerns, and opportunities for operational improvements.

Controller-Level Duties

Oversee full-cycle accounting for multiple clients, ensuring accuracy, timeliness, and compliance.

Manage month-end and year-end close processes, review and approve:

Bookkeepers’ month-end working papers

Balance sheet reconciliations (& ensure proper supporting schedules)

Revenue/expense coding, accruals, payroll entries, and adjustments

Develop, document, and enhance internal controls, financial policies, and accounting workflows.

Coordinate with clients’ auditors, tax advisors, and internal stakeholders.

Financial Reporting & Analysis

Prepare and deliver monthly/quarterly financial reporting packages.

Analyze variances, trends, and KPIs for client leadership teams.

Provide practical recommendations and insights (cash flow, margin analysis, cost controls, etc.).

Operational Accounting & Hands-On Execution

Perform or supervise day-to-day accounting tasks: AP, AR, payroll review, bank reconciliations, journal entries, etc.

Clean up general ledgers, correct accounting issues, and streamline accounting systems.

Assist with onboarding new clients, chart of accounts setup, and accounting system migrations.

Technology & Process Improvement

Recommend and implement cloud-based accounting tools (e.g., QuickBooks Online, Sage, Xero, Dext, Wagepoint, Plooto, etc.).

Improve and automate client processes to drive efficiency and scalability.

Support data integrity and reporting accuracy across all platforms.

Qualifications

Must-Haves

4–10 years of progressive experience in accounting or finance (Senior Accountant, Assistant Controller, Controller, or similar).

Strong understanding of ASPE, month-end processes, and financial reporting.

Exceptional analytical skills with the ability to present financial data clearly.

Hands-on, willing to execute day-to-day accounting functions when needed.

Ability to manage multiple clients and deadlines simultaneously.

Excellent communication skills and client-facing confidence.

Nice-to-Haves

CPA designation (or working toward completion).

Experience in public practice, outsourced finance, or advisory services.

Familiarity with small/mid-size business environments, including owner-managed companies and nonprofits.

Experience with workflow automation tools and cloud platforms.

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