Consulting Controller - Client Advisory Services (Full-time, W-2)

Vessel Advisors; Dallas (TX); On-site; USD 105,000 - 130,000; Full time

Benefits offered by this job

Healthcare stipend

100% Remote

Travel flexibility

Job summary

Vessel Advisors is seeking a Consulting Controller for a 100% remote role. You will lead onsite discovery sessions with growth‑stage CEOs, manage multi‑client engagements, and partner with Vessel CFOs to design financial roadmaps that improve client outcomes.

Candidates should have 3–5+ years in public accounting, 8+ years in progressive accounting roles, CPA is a bonus, and strong tech chops with QuickBooks Online, NetSuite, or Sage Intacct. Travel up to 2 times per month is required.

Qualifications

• 3–5+ years of foundational experience in financial audit, assurance, or risk advisory at a public accounting firm.
• 8+ years in progressive accounting roles, including multi-client engagements or corporate operations.
• Exceptional ability to lead in-person discovery meetings and engage executive stakeholders.
• High proficiency with cloud accounting platforms (QB Online, NetSuite, Sage Intacct) and modern finance tech stacks.
• Organized, agile with travel schedules and adept at Slack/email communication.

Responsibilities

• Lead Onsite Financial Assessments: 2–3 day discovery sessions with growth-stage CEOs to evaluate financial health and controls.
• Deliver Strategic Recommendations: write assessment reports and present roadmaps to client leadership.
• Fractional Controller Leadership: manage month-end close, budgeting/forecasting, and system optimizations across multiple clients.
• Drive Clean-Up & Integration: identify risk, establish controls, and ensure audit-ready books.
• Lead Teams & Contractors: supervise accounting staff and contractors to meet budgets and scope.

Skills

Public accounting experience

Controller advisory

Executive presence

Tech‑savvy

Project management

Education

CPA license (bonus)

Tools

QuickBooks Online

NetSuite

Sage Intacct

Job description

Location: 100% Remote (Must currently reside in NV, AZ, ID, TX, or CA)

Travel Requirements: Up to 2 times per month for 2-3 day onsite client discovery assessments

Role Type: Full-Time W-2 (45-55 hours/week, including travel time)

Compensation: $105,000 - $130,000 base salary + up to 10% annual performance bonus + Benefits

Love consulting, client variety, and leading the room—but hate the public accounting grind?

At Vessel Advisors, we deliver financial clarity and operational certainty to growth-stage CEOs. We operate as an outsourced financial executive team, blending strategic finance, accounting systems, and data-driven insights.

We are expanding our core team with a full-time Consulting Controller who thrives in dynamic, multi-client environments. If you have a foundation in public accounting/audit, love stepping into ambiguous client setups, and possess elite executive presence to lead in-person assessments, this role was built for you.

Why Join Vessel Advisors?

• No 80-Hour Busy Seasons: Enjoy high-impact, multi-client advisory work with predictable travel and remote flexibility
• True Advisory Focus: You won't just manage a ledger; you will facilitate intensive onsite assessments, advise C-suite leaders, and design financial roadmaps that directly impact client bottom lines
• Ownership & Growth: Lead end-to-end client engagements and work directly alongside former Big 4 and CFO practice leaders

Core Responsibilities

• Lead Onsite Financial Assessments: Facilitate 2-3 day in-person discovery sessions with growth-stage CEOs and executive teams to evaluate financial health, internal controls, and operational bottlenecks
• Deliver Strategic Recommendations: Author comprehensive assessment reports and partner with Vessel CFOs/Advisors to present actionable financial roadmaps to client leadership
• Fractional Controller Leadership: Serve as the lead Controller across a portfolio of recurring clients, managing month-end close quality, budget/forecast builds, and accounting system optimizations
• Drive Clean-Up & Integration: Step into complex financial setups, identify risk areas, and establish internal controls to make client books "audit-ready."
• Lead Teams & Contractors: Direct and review the work of supporting accounting staff and specialized contractors to ensure quality, budget, and scope targets are met

Requirements

What We're Looking For

• Public Accounting Roots: 3-5+ years of foundational experience in financial audit, assurance, or risk advisory at a public accounting firm. CPA license is a bonus, okay if inactive
• Controller / Advisory Experience: 8+ years in progressive accounting roles, including proven experience managing multi-client engagements or corporate financial operations
• Room Facilitator & Executive Presence: Exceptional ability to lead in-person discovery meetings, command a room of executive stakeholders, and navigate complex conversations with composure
• Tech-Savvy & Systems Mindset: High proficiency in cloud accounting platforms (QuickBooks Online, NetSuite, Sage Intacct) and modern finance tech stacks
• Proactive Project Manager: Obsessively organized, agile when travel schedules shift, and comfortable operating in a 95% Slack / 70% client email environment

Location & Travel Requirements

• Approved States: Candidates must currently reside in one of the following states: Nevada, Arizona, Idaho, Texas, or California. (Applications outside these states cannot be processed at this time)
• Travel: Ability to travel up to two (2) times per month for 2-3 day client onsite assessments, plus an annual team retreat
• Required: Annual Staff Retreat, 3-4 Days in Southern California

Benefits

Compensation

• Base Salary: $105,000 - $130,000 (Commensurate with experience)
• Performance Bonus: Up to 10% annual bonus target
• Time Off: 10 Days PTO + 10 Paid Holidays
• Benefits: Monthly healthcare stipend option
• Work Setup: 100% Remote work-from-home arrangement when not traveling