Consulting Controller

Summary

Join Boulay's Search Fund CAAS Team as a Controller! Manage financial reporting for outsourced accounting clients, serving as a trusted advisor. Lead and mentor the team, manage budgets, and drive profitable growth. Collaborate cross-departmentally and support business development initiatives. This role offers a diverse work environment with flexibility to work remotely and achieve both professional and personal goals. Boulay provides opportunities for professional advancement and a balanced lifestyle.

Requirements

• Bachelor's degree in accounting or a related field
• 5+ years of related experience
• 3+ years mgmt. experience
• Demonstrate ability and desire to bring new business to the Firm
• Experience with QuickBooks
• Strong business acumen, along with ability to identify and prepare business insights beyond basic financial statements
• Strong ability to engage in strategic client conversations beyond core financial areas
• Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
• Strong knowledge of all areas of the general ledger
• Strong knowledge of month-end / year-end close procedures
• Strong knowledge of various interim tax returns (sales and use, provider tax, etc.)
• Knowledge of payroll and related tax filings
• Knowledge of internal revenue code, tax law, and tax processes
• Knowledge of financial statement procedures
• Knowledge of generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards

Responsibilities

• Manage all Search Fund CAAS Clients – from client proposal to final work products
• Primary direct relationship with assigned clients and regularly meets with each client as needed
• Budgeting & forecasting, cash flow and other strategic planning
• Client ally in relationships with client’s professional team (attorney, insurance and financial experts, banks, etc.)
• Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)
• Individual client budgeting and resource management, ongoing mentoring and supervision within the CAAS Team
• Oversee all aspects of Management Reporting and Analysis, as well as other technical work products
• Promote business through participation in business development activities
• Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools
• Be a key member of the overall CAAS practice, supporting a shared vision, coaching and motivating team members, and building a spirit of trust within the team

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home