Controller

About Quadrant Advisory

Quadrant Advisory is an outsourced accounting and advisory firm. Our team runs the finance & accounting function for growing companies, so their leaders and stakeholders can make decisions off numbers they trust. We care about doing excellent work and being good humans while we do it. The team is fully remote, the bar is high, and nobody here wants the old public accounting grind back.

The role

We're hiring a Controller to own a portfolio of client engagements from close to the boardroom. You'll lead the accounting team on your clients, sign off on their financials, and be the person a CEO or PE operating partner calls when they need an answer. This is a client-facing seat. Our clients range from founder-led companies to PE-backed businesses, and they need a controller who is credentialed, communicates clearly, and is comfortable presenting to owners and investors. The Controller will run the close from top to bottom, implement systems/controls, manage the teams internally & externally, and be a problem solver. You'll get up to speed on new clients quickly and work independently once you know the business.

What you'll own

Clients

• Serve as the lead advisor for a portfolio of clients, running monthly financial review meetings and regular check-ins
• Translate the numbers into plain answers for owners, CEOs and PE sponsors, many of whom aren't accountants
• Set clear expectations with each client and deliver against the signed scope of work
• Help scope and staff new work, including proposals for PE-backed companies, and flag upsell and renewal opportunities to the Director of Accounting

Close and reporting

• Own month-end and year-end close for your clients, on the deadlines we've committed to
• Review senior associate and associate work in detail, leave review comments, and clear them before anything goes to a client
• Prepare or review financial statements on the client's basis (cash, modified cash or GAAP), with variance analysis and KPI commentary
• Build cash flow guidance and 12-month forecasts when a client needs them
• Provide other Ad Hoc analysis and financial modeling that some clients require (BvA’s, forecasting, KPI reports, etc.)

Cleanup, audit and tax partners

• Lead balance sheet cleanups and get companies audit-ready, including after an acquisition or system change
• Coordinate PBC requests with audit firms, and serve as the liaison to each client's outside tax partner, getting them the reports and support they need (we don't prepare tax returns)
• Support accounting system implementations and migrations

Team and process

• Supervise and coach the senior associates and associates on your clients
• Be the technical go-to on GAAP questions, including ASC 606 and ASC 842
• Design and tighten processes and internal controls for each client, including separation of duties
• Contribute to firm-wide projects like standardizing charts of accounts, close checklists and tools

What you bring

Required

• Active CPA license
• 8+ years of accounting experience, including time as a controller or in a controller-level review role
• Multi-client experience: you've served several clients at once at a CPA firm, outsourced accounting firm or fractional practice, and you're used to tracking billable time
• Strong command of GAAP, month-end close and financial statement preparation
• Experience leading and reviewing the work of other accountants
• Polished written and verbal communication, and comfort presenting financials to executives, boards and private equity sponsors

Nice to have

• Experience with PE-backed companies: lender reporting, covenant compliance, quality of earnings or post-acquisition integration
• Audit readiness or financial cleanup projects
• QuickBooks Online (ProAdvisor), BILL, Syft, Double, and Slack
• Sage Intacct, NetSuite, or other ERP implementation experience
• Experience managing remote and offshore team members

Details

• Reports to: Director of Accounting
• Location: 100% remote, anywhere in the US. Lexington, KY is a bonus, not a requirement.
• Schedule: Full-time, with a flexible schedule built around getting the work done
• Compensation: ~$130k-$160k compensation package; including competitive base salary, bonus opportunities, and benefits

What we offer

• Health insurance with 70% of premiums covered by Quadrant
• 401(k) with a 5% match
• Unlimited PTO plus 13 paid federal holidays
• Life and disability insurance , paid by Quadrant
• Up to $2,000 a year for professional development, including CPE and license renewals
• Business development incentive: 10% of monthly billings for the first year on any new client you help bring in
• $1,000 referral bonus for any candidate you refer who is hired full-time and stays at least six months
• A seat on a close-knit team where your work is seen, and real room to grow into advisory and CFO work

Job Type: Full-time

Pay: $130,000.00 - $160,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Unlimited paid time off
• Vision insurance
• Work from home

Experience

• Accounting: 8 years (Required)
• multi-client: 3 years (Required)
• private equity backed clients: 1 year (Preferred)

License/Certification

* CPA (Required)

Work Location: Remote