Consulting Controller

Boulay • No location specified • Full-time

$95,000

per year

business development accounting Team Leadership Client Management Financial reporting Budgeting QuickBooks Forecasting Consulting Controller CAAS Outsourced Accounting

Job Description

We are currently seeking a talented and enthusiastic individual to join our Client Accounting and Advisory Services department. Boulay offers accounting and consulting services, integrating business and owner strategies that help clients understand their impact on future success. Our advice comes from a strong focus on serving privately held owner-managed organizations, from start-ups to established small and midsize businesses. Our team specializes in helping to improve day-to-day operations by offering outsourced accounting services, including bookkeeping, controller, and CFO services.

The Consulting Controller is responsible for managing the ongoing financial reporting operations of the firm on behalf of each Outsourced Accounting client, serving as a Trusted Advisor for clients, and for managing and mentoring the Search Fund CAAS team, This position also works cross-departmentally with other Boulay Departments, manages team budgets, and leads a profitable functional area of the practice (which includes leading the team, building the business and ensuring the team delivers exceptional client service). This role also supports the business development and growth initiatives of the practice and is responsible for retaining talented people through strong leadership and coaching/mentoring relationships.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

Responsibilities:

Manage some Search Fund CAAS Clients – from client proposal to final work products
Primary direct relationship with assigned clients and regularly meets with each client as needed.
Budgeting & forecasting, cash flow and other strategic planning
Client ally in relationships with client’s professional team (attorney, insurance and financial experts, banks, etc.)
Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)
Individual client budgeting and resource management, ongoing mentoring and supervision within the CAAS Team
Oversee all aspects of Management Reporting and Analysis, as well as other technical work products
Promote business through participation in business development activities

Bachelor's degree
5+ years of related experience
3+ years of management experience
Demonstrate ability and desire to bring new business to the Firm
Experience with QuickBooks
Strong business acumen, along with the ability to identify and prepare business insights beyond basic financial statements
Strong ability to engage in strategic client conversations beyond core financial areas.
Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
Strong knowledge of all areas of the general ledger
Strong knowledge of month-end / year-end close procedures, and various interim tax returns (sales and use, provider tax, etc.)
Knowledge of payroll and related tax filing, internal revenue code, tax law, tax processes, and financial statement procedures

The annual salary range for this position is: $95,000 - $155,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.

Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at [email protected].

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.