Controller - Client Advisory Services

Controller – Client Advisory Services

Numbers geeks wanted! CEFO Advisors is looking for an experienced Controller to join our extraordinary team of professionals serving clients from Albany to Tampa. For over 11 years, CEFO Advisors has been the front-runner in providing outsourced CFO advisory and accounting services in the region.

Imagine yourself working for a successful and fast-growing company in a newly renovated office suite that is calm, clean, and organized. Did I mention we’re also dog friendly?

Imagine working for leaders who care deeply for you and your happiness in and out of the workplace.

Imagine working for a company that allows for hybrid work experience with a flexible schedule.

Imagine collaborating with other professionals who bring a positive energy to work every day and love to dig in and crush their work.

Imagine working for a company that balances job satisfaction and complete accountability to deliver greatness.

Position Overview:

As a CEFO Controller, you will work with a core group of clients managing their accounting staff, creating efficiencies, workflow guidelines, and implementing improvements. You will work with our CFO’s advising executives on strategy and accountability and will help create budgets, forecasts, and models to ensure clients have the roadmap to profitably grow their businesses.

Qualifications:
• 2+ years of accounting experience at the Controller level.
• Ability and acumen to coach and mentor staff.
• Ability to manage multiple clients and balance priorities.
• Demonstrated proficiency and expertise in Generally Accepted Accounting Principles.
• Excellent communication and negotiation skills required. Must understand and be willing to adapt to a changing role and be comfortable working in a team dynamic with a variety of personalities. Client service is key.
• Advanced knowledge of Microsoft Excel is required.
• Experience working with QB, Sage products and other ERP systems. Ability to quickly adapt to different client systems is necessary. Experience with new system implementation is a plus.
• Demonstrated success in managing multiple priorities and budgets, while achieving required results.
• Confidentiality and promptness are of utmost importance.

· A strong desire to help clients succeed and the empathy required to understand their challenges is critical to your success in this role.

· Strong technology skills and familiarity with various software and online tools.

· CPA a Plus!

· Exceptional interpersonal and client service skills.

· Excellent written and verbal communication skills.

Job responsibilities:
• Reviewing financial information and/or data entry.
• Closing month-end.
• Recording recurring journal entries such as payroll and depreciation.
• Reconciling balance sheet accounts.
• Defining client-centric reports.
• Developing and maintaining 13-week cash flow forecasts.
• Implementing efficiency and best practices.
• Supervising client and/or CEFO staff.
• Developing workflow processes.
• Developing banking relationships and successfully arranging lending programs.
• Identifying and correcting existing pain points.
• Working hand in hand with clients to develop their future strategic plans along with milestones to success. Some clients work with EOS. Experience and understanding of the EOS principles and program is a plus.
• Preparation and/or review of projection models.
• Preparing and analyzing client assessment reports.

Who you are:
• You are the heads down, grinder type.
• You are willing to travel to clients around the Capital Region.
• You are hyper-focused on the details.
• Organized is your middle name.
• You focus on solutions, not problems.
• You can think outside of the box.
• You understand the delicate balance and integration of finance, operations, and sales, and can lead to create strong collaboration.
• You approach everything with a “can-do” mindset.
• You have a penchant for working with multiple clients.
• You’re reliable, even predictable at times.
• You are a consummate professional.
• You Do the Right Thing, always.

Compensation and Benefits-
• $45 to $55 per hour.
• Generous incentive program.
• Attainable commission programs.
• Eligible for annual bonus payout.
• Health benefits with company contributions.
• Dental and vision benefits available.
• Company sponsored defined contribution plans.
• 3 weeks of paid vacation.
• 10 paid holidays plus your birthday off.
• Hybrid work environment.

CEFO Advisors is an equal-opportunity employer. We celebrate diversity and the uniqueness of every individual. All applicants will be considered for employment without attention to race, color, religion, sex, or disability status.

Job Type: Full-time

Pay: From $45.00 per hour

Expected hours: 40 per week

Benefits:
• Flexible schedule
• Paid sick time
• Parental leave
• Referral program

Schedule:
• 8 hour shift
• Monday to Friday

Supplemental Pay:
• Bonus opportunities
• Performance bonus
• Quarterly bonus

Experience:
• Controller: 3 years (Required)

Ability to Commute:
• Saratoga Springs, NY 12866 (Required)

Work Location: Hybrid remote in Saratoga Springs, NY 12866