Controller

Posted 11 Days Ago
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Boston, MA
In-Office
Senior level
Consulting
The Role
Lead client accounting engagements remotely: manage month-end close, financial statements, reconciliations, payroll, supervise remote staff, onboard clients, and recommend process improvements.
Summary Generated by Built In

Walter Shuffain is looking to bring on a fully remote Controller for our growing CAAS team. The Controllers at Walter Shuffain are the heart of our CAAS team. They are responsible for leading and managing the critical aspects of the engagements with our clients. This position provides the opportunity to work directly with clients, obtain exposure to a variety of industries, and the opportunity to work within a collaborative, growing and fast-paced environment with significant potential for you to grow.

This CAS Controller role is ideal for an ambitious, detail-oriented accounting professional with passion for client service and an entrepreneurial spirit. In addition to the opportunity to gain valuable experience working amongst clients varying in size and industry, This role will also provide the opportunity to work across multiple lines of service and provide high impact both to clients and our firm.


About Ascend:

Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.


Essential Functions:

  • Developing work plans, project timelines, and key milestones
  • Performing/reviewing core functions of client finance and accounting operations: account reconciliations, payroll, month-end close procedures, preparation of financial statements, etc.
  • Performing Outsourced Controller services
  • Supervising a totally remote accounting staff, including training as needed
  • Communicating frequently and effectively with client contacts
  • Identifying client issues/deficiencies and assist with recommending solutions
  • Overall day-to-day management and oversight of client engagements and our teams
  • Onboarding new clients
  • Performing/reviewing balance sheet account reconciliations
  • Reviewing client financial information and general ledger detail for the purposes of completeness, accuracy, and proper account classification
  • Preparing of financial statements and key management reports for reporting purposes

Education, Skills and Experience:

  • 8+ years of demonstrated experience in a CAS practice of a CPA firm, in the accounting department of private industry or a combination of both
  • Bachelor’s Degree in Accounting or related field
  • Prior success managing projects and people


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The Company
HQ: Arlington, Virginia
154 Employees
Year Founded: 2023

What We Do

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. Backed by private equity from people-focused Alpine Investors, Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives so that firms can surmount today’s industry challenges and reach their full potential. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation.

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