Consulting Controller

Summary

Join Boulay's Client Accounting and Advisory Services department as a Consulting Controller. Manage the financial reporting operations for outsourced accounting clients, serving as a trusted advisor. Mentor the Search Fund CAAS team and collaborate with other Boulay departments. Lead a profitable functional area, including team leadership, business development, and exceptional client service. Support business growth initiatives and retain talented team members through strong leadership and coaching. This role involves managing client relationships, budgeting, forecasting, and strategic planning, while also collaborating with clients' professional teams. The position requires a bachelor's degree, 5+ years of related experience, and 3+ years of management experience.

Requirements

• Bachelor's degree
• 5+ years of related experience
• 3+ years of management experience
• Demonstrate ability and desire to bring new business to the Firm
• Experience with QuickBooks
• Strong business acumen, along with the 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, and various interim tax returns (sales and use, provider tax, etc.)
• Knowledge of payroll and related tax filing, internal revenue code, tax law, tax processes, and financial statement procedures

Responsibilities

• Manage some 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

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