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Consulting Controller | CAAS

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💎 Seniority level: Manager, 5+ years

📍 Location: United States

🔍 Industry: Accounting

🏢 Company: Boulay👥 101-250ConsultingFinancial Services

⏳ Experience: 5+ years

🪄 Skills: Financial ManagementAccountingBudgeting

Requirements:
  • Bachelor's degree in accounting or a related field.
  • 5+ years of related experience.
  • 3+ years of management experience.
  • Proven ability and desire to generate new business.
  • Experience with QuickBooks and various accounting software.
  • Strong business acumen and insight beyond financial statements.
  • Familiarity with general ledger, month-end/year-end close procedures, and interim tax returns.
  • Knowledge of tax law, financial statement procedures, and GAAP.
Responsibilities:
  • Manage all Search Fund CAAS Clients from client proposal to final work products.
  • Maintain primary relationships with assigned clients and conduct regular meetings.
  • Handle budgeting, forecasting, cash flow, and strategic planning.
  • Act as a liaison between clients and their professional teams.
  • Integrate resource and performance planning across business areas.
  • Oversee Management Reporting and Analysis.
  • Engage in business development activities.
  • Develop and implement best practices within the Transaction Group.
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