The Controller oversees accounting for multiple clients, providing financial leadership, managing accounting processes, and improving efficiency. They mentor teams, review financials, and act as a strategic partner to clients.
Controller
Out of the Box Technology
Overview
The Controller serves as the accounting lead and strategic financial partner for a portfolio of clients, delivering high-level accounting oversight, financial insight, and operational guidance.
This role is designed for an experienced accounting professional who thrives in a client services environment and brings strong technical accounting expertise, leadership capability, and business acumen. The Controller partners directly with business owners and client stakeholders to oversee financial operations, improve accounting processes, and deliver timely, accurate financial reporting.
Primary Responsibilities
Financial Leadership & Client Partnership
- Serve as the lead accounting advisor for a portfolio of clients, acting as their outsourced Controller and trusted financial partner
- Guide clients on financial performance, operational trends, cash flow considerations, and accounting best practices
- Lead recurring financial review meetings with clients and present insights in a clear, strategic manner
- Support clients in improving accounting processes, internal controls, and financial visibility
- Build strong client relationships through proactive communication and high-quality advisory support
Accounting Oversight & Review
- Oversee monthly, quarterly, and annual close processes across client engagements
- Review financial statements, reconciliations, journal entries, and supporting workpapers for accuracy and completeness
- Ensure proper accounting treatment and adherence to GAAP/best practices across client books
- Troubleshoot complex accounting issues and provide technical guidance on unusual transactions
- Maintain audit-ready financials and support tax/audit deliverables as needed
Team Leadership & Development
- Lead and review the work of Senior Accountants, Accountants, and Bookkeepers assigned to client engagements
- Delegate responsibilities across engagement teams to ensure efficient delivery and proper utilization
- Coach team members on technical accounting, client service, and best practices
- Provide feedback and support team development through ongoing mentorship
Process Improvement & Operational Support
- Assess client accounting workflows and recommend improvements to increase efficiency and scalability
- Lead cleanup, catch-up, and process optimization projects for clients with evolving accounting needs
- Support implementation and optimization of accounting systems, reporting packages, and integrations
- Drive adoption of automation and technology-enabled solutions where appropriate
Core Competencies
- Advisory Mindset: Provides strategic insight, not just transactional accounting support
- Leadership: Effectively leads teams and develops junior staff
- Client Partnership: Builds trust and confidence with business owners and leadership teams
- Technical Accounting Expertise: Strong command of accounting operations and reporting
- Operational Excellence: Maintains high standards of accuracy, timeliness, and organization
- Problem Solving: Identifies root causes and drives practical solutions
- Executive Communication: Comfortable presenting financial information to leadership audiences
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field
- 7+ years of progressive accounting experience, preferably in outsourced accounting, client accounting services, or public accounting
- Prior experience leading month-end close and financial reporting functions
- Experience managing client relationships and presenting financials to stakeholders
- Experience reviewing/delegating work across accounting teams
- Advanced proficiency in QuickBooks Online (QBO) and QuickBooks Desktop (QBD)
- Strong understanding of GAAP, accrual accounting, and operational accounting processes
Similar Jobs
Artificial Intelligence • Machine Learning • Energy
The Financial Controller will lead financial strategy, planning, and operations, ensuring compliance and enhancing financial efficiency within a growing AI startup.
Top Skills:
ErpFinancial SoftwareNetSuite
Financial Services
The Controller oversees the accounting function, including the monthly close, regulatory reporting, team development, and managing financial operations in a broker-dealer setting.
Top Skills:
Ai ToolsClaudeExcelNetSuite
Consulting
The Controller will lead client engagements, manage finance operations, supervise remote teams, and prepare financial statements, ensuring accurate reporting and client communication.
Top Skills:
Cloud-Based Accounting PlatformsNetSuiteQuickbooks OnlineSage Intacct
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
