Business Controller acting as a strategic financial partner for Keylane, advising management on financial matters and optimizing resource allocation.
About the role
- Controller managing client accounts at Ascend, specializing in financial services and firm growth. Building relationships, coaching teams, and overseeing complex financial deliverables in New York City.
Responsibilities
- Proactively build relationships and serve as a trusted advisor to our clients, offering accurate recommendations and considerations
- Execute on standardized deliverables packages including regular client meetings, general accounting & bookkeeping, complex financial statement preparation and analysis, cash flow management, and auditor management
- Monitor WIP within engagement to ensure that work is being completed within budgeted time period
- Coach and develop a team of staff and senior accountants, providing actionable feedback and development opportunities
- Identify opportunities to cross sell existing clients by partnering with leaders from other service lines
Requirements
- Bachelor’s Degree with a concentration in Accounting or Finance required
- CPA preferred
- 5+ years’ experience in accounting manager or controller role within public accounting
- 2+ years’ experience managing client relationships
- Effective verbal and written communication skills
- Time management and ability to meet deadlines
- Proven ability to handle confidential information with discretion
- Available to work additional hours when necessary during tax season
Benefits
- Competitive compensation and benefits package
- Flexible hours
- Remote or hybrid options to accommodate work-life balance
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