Managed Services - Private Asr - Controller

Institute of Management Accountants, Inc.; Oak Park, Northern (IL, KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Holiday pay

Vacation

Job summary

Institute of Management Accountants, Inc. seeks a seasoned controller-type leader to deliver strategic financial guidance for clients. You will focus on budgeting, forecasting, and risk management while steering projects and coaching teams to success.

You will validate outcomes with clients, communicate financial stories, and align solutions with client needs and industry standards. This role merges technical excellence with leadership to scale advisory services.

Qualifications

• Bachelor in Accounting or Finance required.
• 7+ years of relevant experience in financial leadership.
• Active CPA or pursuing CPA preferred.
• Proficiency with Excel, MS Office and ERP/accounting systems.
• Strong analytical and storytelling abilities.
• Experience leading teams through complex financial scenarios.

Responsibilities

• Lead financial analysis, budgeting, and forecasting to guide strategic decisions.
• Manage financial records and ensure compliance with accounting standards.
• Provide accurate financial insights through data analysis for clients.
• Oversee risk management to optimize financial performance.
• Direct teams on complex financial projects and maintain poise under pressure.
• Craft and convey clear, holistic financial narratives for stakeholders.
• Apply systems thinking to identify financial problems and opportunities.
• Validate outcomes with clients and incorporate feedback to improve service.
• Initiate coaching conversations to develop high-performing teams.
• Reinforce professional and technical standards within the firm.

Skills

Excel

Microsoft Office

ERP/accounting platforms

QuickBooks

Intacct

NetSuite

Workday

SAP

Logical thinking

Storytelling

Communication

Team leadership

Coaching

Education

Bachelor in Accounting or Finance

Tools

QuickBooks

Intacct

NetSuite

Workday

SAP

Ramp

Double

Job description

Managed Services - Private Asr - Controller

Overview

In this role you provide strategic financial guidance to clients, focusing on analysis, budgeting, forecasting, and risk management to support sound business decisions. You'll lead financial projects, coach teams, and communicate a clear financial story that aligns with client needs and PwC's standards. You'll validate outcomes with clients, incorporate feedback, and navigate complex scenarios with composure. This position blends technical excellence with leadership to deliver high-quality advisory services at scale.

Compensation / Benefits

• medical
• dental
• vision
• 401k
• holiday pay
• vacation

Responsibilities

• Lead financial analysis, budgeting, and forecasting to support strategic decisions
• Manage financial records and ensure compliance with accounting standards
• Provide accurate financial insights and guidance to clients through data analysis
• Oversee risk management processes to optimize financial performance
• Direct teams through complex financial projects and maintain composure under pressure
• Craft and convey clear, holistic financial narratives
• Apply systems thinking to identify underlying financial problems and opportunities
• Validate outcomes with clients and act on client feedback to improve service delivery
• Initiate open coaching conversations to develop high-performing teams
• Model and reinforce professional and technical standards within the firm

Key requirements

• Bachelor in Accounting or Finance
• 7+ years of experience
• Current pursuit of CPA or active CPA (preferred)
• Proficiency in Excel, Microsoft Office, and ERP/accounting platforms such as QuickBooks, Intacct, NetSuite, Workday, SAP, Ramp, and Double
• Advanced skills in financial accounting and reporting
• Strong analytical and storytelling abilities
• Experience leading teams through complex financial scenarios

• Strategic questioning
• Clear and impactful communication
• Coaching and people development
• Excel
• Microsoft Office
• ERP/accounting platforms: QuickBooks, Intacct, NetSuite, Workday, SAP, Ramp, Double

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