Controller Consultant (Remote) with Occasional travel to Tampa, FL

Posted 20 Days Ago
Be an Early Applicant
Miami, FL
1-3 Years Experience
Professional Services • Financial Services
The Role
Join Atlantix Partners and CFO Alliance as a Controller Consultant, responsible for partnering with clients in various stages to recommend process improvements, create client service plans, and utilize MS Excel for accounting and finance duties. Requires 5-8 years of experience in finance and accounting roles, a Bachelor's Degree in Accounting, advanced Excel skills, and the ability to learn new software programs quickly. Occasional travel to client sites in Tampa, FL.
Summary Generated by Built In



Join Atlantix Partners and CFO Alliance two influential and dynamic companies committed to making a real impact in the business world. At CFO Alliance, the work we do matters. We serve innovative companies ranging from well-funded startups to high-growth private equity-backed companies. We lead our clients through intense periods of change and growth, whether it’s helping them implement new processes, acquire and sell businesses, or redefine their accounting and finance functions.

Fostering a supportive and collaborative work environment since the day we were founded, we’re committed to the growth and development of our employees. At CFOA, we truly believe you should be passionate about what you do, and we believe in the power of creating a positive impact for our amazing clients.

We’re looking to expand our team with passionate, entrepreneurial, and like-minded people. If you like a versatility, helping others, and cracking jokes, you may be one of us! We work hard. We have fun. We want to meet you!

  • Partner with team members to meet client stakeholder needs
  • Partner with a variety of companies that are going through various stages: Start up, Growth, Scale, Sell, etc.
  • Partner with companies that are going through various stages (start-ups, growth, scale, sell, etc.)
  • Recommend and implement process improvements by streamlining, automating, reconfiguring, or recommend and implement new software
  • Create C-Suite slide decks and participate in client meetings and presentations
  • Create client service plans, and participate in project team meetings
  • Assist in the creation of C-Suite slide decks and participate in client meetings
  • Utilize MS Excel and a variety of software to complete accounting and finance duties
  • Travel to client sites in the Tampa Bay Area on occasion

  • Bachelor’s Degree in Accounting or related field strongly preferred
  • 5-8 years of progressive experience in a mix of finance and accounting roles required
  • Public or private accounting/consulting experience strongly preferred
  • Advanced Excel and modeling skills (pivots, lookups, complex formulas, and macro capability)
  • Strong accounting and finance knowledge and experience (month/year-end close, general ledger, financial systems, financial reporting, consolidations, reconciliations, cash flow modeling, etc.)
  • Private equity and/or mergers and acquisitions experience preferred
  • MBA or dual degree in finance, CPA, CMA, or other certifications preferred
  • Ability to learn new software programs quickly

Top Skills

Excel
The Company
Frisco, Texas
55 Employees
On-site Workplace
Year Founded: 2014

What We Do

Stage1 Financial is proud to announce it is now part of the Atlantix Partners family of brands.

Atlantix Partners is a leading consulting firm focused on the office of the CFO providing Accounting and Finance Advisory, Business Process Outsourcing, Digital Transformation and Information Technology Services. Its team brings decades of experience, delivering and executing actionable recommendations needed to efficiently scale any business.

Young, fast growing companies face many challenges, one being how to manage the financial and strategic needs for a CFO and accounting department. Stage 1 Financial meets this challenge by delivering a fully outsourced finance and accounting solution which aligns with our clients organizational and strategic priorities.

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