Controller - Consulting

Reposted 3 Days Ago
Be an Early Applicant
Kansas City, MO, USA
In-Office
95K-110K Annually
Mid level
Business Intelligence
The Role
The Controller/CFO Consultant advises clients on financial decisions, oversees financial reporting, budgeting, forecasting, and manages compliance while mentoring staff and ensuring operational efficiency.
Summary Generated by Built In

Controller

519 Southwest Blvd, Kansas City, MO 64108, USA

This position is based in the Kansas City, MO area, and offers remote or hybrid work arrangements. 

e2E helps startups, small businesses, and nonprofits successfully grow to the next level by providing them with the strategic finance, human resources, and/or tax expertise they need to succeed; freeing them up to focus on the growth and profitability of their business.

To learn more about e2E, visit our website at www.e2ekc.com

The Controller/CFO Consultant serves as a trusted advisor to entrepreneurial clients, delivering exceptional consulting, accounting, and tax services. This role combines technical expertise with strategic insight to help clients make informed financial decisions. Responsibilities include overseeing financial reporting, budgeting, forecasting, and cash flow analysis, while ensuring compliance and operational efficiency. The Consultant may lead engagements or provide support to other CFO Consultants, depending on project scope.

Essential Duties and Responsibilities

  • Review or prepare financial statements, schedules, and reports; journal entries; fixed asset schedules; payroll; and other general accounting functions for assigned clients.
  • Consult with clients on accounting, tax, and business matters, including accounts payable, accounts receivable, payroll processing, cash management, debt management, sales and use tax, and regulatory filings.
  • Review work prepared by staff, providing feedback to ensure accuracy and support professional development.
  • Research and document technical accounting and tax issues to support compliance and provide guidance to team members.
  • Coordinate preparation of complex and non-complex tax returns, including income, payroll, sales and use tax, and business license filings.
  • Oversee or assist with client invoicing, accounts payable processing, and ACH transactions as needed.
  • Analyze financial data, identify trends, and prepare reports to keep clients informed and support strategic decision-making.
  • Responsible for detailed daily tracking of hours by client and project.
  • Develop and maintain internal systems, processes, and quality controls to ensure compliance deadlines are met and reporting integrity is maintained.
  • Manage special projects such as budgeting, financial projections, profitability analysis, cash flow modeling, internal control reviews, and tax planning strategies.
  • On specific assigned clients, oversee, coordinate, and review the assigned client activities of other staff to ensure accurate and timely preparation of financial statements and/ or financial schedules & reports, journal entries (daily/weekly/monthly/quarterly/annually), fixed asset schedules, payroll, and/or other general accounting/financial duties.
  • Other duties and responsibilities as identified or needed to help drive our Vision and abide by our client promise to help our clients grow.
  • Mentor and coach client accounting team members to foster growth and deliver exceptional client service.
  • Monitor and manage all client engagement deadlines, including monthly, quarterly, and annual closings; payroll cycles; tax filings; and special projects.

Minimum Requirements

  • Bachelor’s degree in Accounting, Finance, or Business Administration required; CPA designation strongly preferred.
  • At least 2+ years in a Controller role with direct supervisory experience; CPA firm experience is a plus.
  • Minimum 5+ years of progressive accounting experience, including financial statement preparation, budgeting, forecasting, and cash flow analysis.
  • Proficiency in QuickBooks Online and other cloud-based accounting platforms preferred.
  • Experience with nonprofit accounting is a plus.

Knowledge, Skills, and Abilities

  • Possesses strong accounting and financial knowledge, including expertise in reconciliations, monthly close, financial statement preparation, and compliance standards.
  • Demonstrates the ability to lead cross-functional teams and manage complex client engagements effectively.
  • Manage team performance through regular coaching, feedback, and performance evaluations; address development needs proactively.
  • Communicates financial concepts clearly and persuasively to senior management and client stakeholders.
  • Maintains a client-focused approach with a strong commitment to solving problems and delivering value.
  • Applies advanced analytical and problem-solving skills to develop actionable insights and strategic recommendations.
  • Thrives in a fast-paced environment, balancing multiple priorities with precision and attention to detail.
  • Leverages technology and digital tools to improve efficiency, accuracy, and client experience.
  • Exhibits entrepreneurial thinking and adaptability to support growing businesses.

Compensation, Benefits, Culture

  • Competitive salary and performance-based bonuses.
  • Comprehensive benefits package, including healthcare and retirement plans.
  • Professional development opportunities and ongoing training.
  • Collaborative and innovative work environment.
  • Opportunity to work with diverse and exciting clients.
  • A company culture that values collaboration, creativity, initiative, and growth.

Additional Information: All offers are contingent on the successful completion of a background screen.

Skills Required

  • Bachelor's degree in Accounting, Finance, or Business Administration
  • CPA designation
  • At least 2+ years in a Controller role with direct supervisory experience
  • Minimum 5+ years of progressive accounting experience
  • Proficiency in QuickBooks Online and other cloud-based accounting platforms
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The Company
HQ: Kansas City, MO
34 Employees
Year Founded: 2013

What We Do

We serve growing businesses by providing business management strategies to assist at various life-stages along the path from entrepreneur to enterprise. We assist business owners and executives in addressing a myriad of concerns growth-oriented businesses face from funding & banking options, budgeting & planning, accounting, payroll & taxes, hiring & HR compliance, scoping IT solutions/service contracts to facilities planning matters. Effectively addressing these issues and concerns change as businesses grow and we develop strategies to address these in ways which best fit the life-stage of a particular business. Businesses well-positioned to benefit from our services include entrepreneurial start-ups to growth-oriented enterprises with up to 100 employees. Want to check us out? Sign up for a free initial consultation on our website.

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