Controller - Client Accounting & Advisory Services

Key Responsibilities

• Oversee and enhance clients’ accounting and financial reporting functions, ensuring compliance with U.S. GAAP and applicable regulations.
• Lead and support month-end and year-end close processes, internal controls, budgeting, and forecasting.
• Develop financial strategies and reporting to help clients better understand performance and drive informed decision-making.
• Identify financial risks and operational inefficiencies and recommend practical, scalable solutions.
• Collaborate with internal Whalen teams to ensure seamless delivery of client services.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field; CPA or CMA preferred.
• Strong background in financial and managerial accounting, with experience overseeing accounting functions at the Controller level.
• Broad industry exposure and the ability to adapt to a range of client environments and systems. Experience within the Health and Dental and/or restaurants industries would be great!
• In-depth knowledge of GAAP and internal control frameworks.
• Excellent communication skills and a consultative, team-oriented mindset.

Qualifications

Work-life balance – you decide your annual hours
Development Coach – Individual growth, career advancement, future partner potential
Generous salary and bonus program
Benefits you would expect; and more
Perks for fun, time off, and pleasant surprises
Excellent working environment with private offices

Benefits

Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.