Strategic Financial Controller & Advisory Lead

Institute of Management Accountants, Inc.

Oak Park, Northern (IL, KY)

Hybrid

USD 120,000 - 180,000

Full time

12 hours ago
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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

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.

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