Controller / Client Advisory Services (CAS)
KerberRose · Green Bay, WI · Yesterday
FinanceFull-time
Key Responsibilities
- Serve as the Controller for assigned clients, providing outsourced accounting leadership and strategic financial guidance.
- Lead the monthly financial close process, ensuring accurate and timely completion while proactively resolving issues that could impact deadlines.
- Build and maintain strong client relationships by serving as the primary point of contact and owning communication with clients, internal staff, and business partners.
- Prepare, review, and analyze monthly and annual financial statements, management reporting packages, and key performance metrics for executive leadership and Boards.
- Evaluate clients' internal control environments and recommend improvements to strengthen financial processes and mitigate risk.
- Lead clients through year-end close and financial statement audit preparation, ensuring they are audit-ready and supporting external audit activities.
- Maintain a thorough understanding of clients' organizational policies, applicable federal and state regulations, and current accounting standards.
- Drive departmental growth through process improvements, operational initiatives, and participation in strategic planning.
- Mentor, train, develop, and supervise staff and senior accountants, fostering professional growth and high-quality client service.
- Travel to client locations as needed to support engagements, meetings, and business development activities.
Requirements
- Bachelor's degree in Accounting or a related field (or an equivalent combination of education and relevant experience).
- Active CPA license required.
- 6+ years of progressive accounting experience, including significant experience serving in a Controller, Client Advisory Services (CAS), or equivalent leadership role.
- Public accounting experience strongly preferred, particularly within a Client Accounting and Advisory Services (CAS) practice.
- At least 2 years of experience leading, mentoring, and supervising accounting professionals.
- Experience preparing financial statements, management reports, budgets, forecasts, and variance analyses.
- Experience supporting financial statement audits and ensuring audit readiness.
- Proficiency with cloud-based accounting systems, including QuickBooks Online, Bill.com, NetSuite, and similar accounting and financial management platforms.
- Strong analytical, organizational, communication, and client relationship management skills.
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining exceptional attention to detail.
Culture and Core Values
KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: Honesty, Integrity, Respect, Balanced Life, Community Oriented. Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.
Benefits
- Mentorship and Talent Development Program
- Opportunities for Continuing Professional Education
- Paid Time Off and Holidays
- Employer Matching 401(K) & Profit Sharing Plan
- Health, Dental, Vision, and Life Insurance
- Flex Spending Account/Section 125 Plan
- Health Care Reimbursement Account
- Short-Term and Long-Term Disability
- Wellness Reimbursement and Programs
- Student Loan Repayment Program
- Business Development Incentives