What are the responsibilities and job description for the Controller (Consulting Manager) position at Insero Advisors, LLC?
Controller - (Internal Title - CAS Consulting Manager)
Whether you're currently working in public accounting or industry,
this is your chance to take your experience to the next level with exciting
projects and a diverse mix of clients. As part of our Client Accounting Services team (consulting),
you’ll enjoy the best of both worlds — the opportunity to work on-site and/or
virtually, all while being a valued full-time or part-time Insero employee.
In this client-facing role, you'll build strong relationships and
collaborate with professionals at all levels — both within our firm and in the
organizations we serve. If you're looking for variety in your day-to-day and
the chance to make a real impact, we’d love to connect with you!
*We are currently seeking accounting professionals who can support our client groups. Both
full-time and part-time opportunities are available. Depending on the specific
client assignments, we offer a hybrid work model where one has the flexibility
to work remotely some days, on-site at client locations and/or in our office -
allowing for a balanced and adaptable work environment.
Location: Rochester, NY office. *For
most of our positions at Insero, one can work in the office every day or if you
like, in a hybrid structure working up to 3 days from home.
*Our space offers modern amenities
including collaborative work areas, a recreation room, and firm-paid
underground parking in a secure garage. Plus, we’re just steps away from some
of the city’s best restaurants, entertainment, and events.
Client Accounting Services:
Our Client Accounting Services Group has been around for over 20 years and is
made up of dedicated personnel whose only assignments are supporting our client
base. We are full-time CPAs, CMAs, Accountants and Business Managers. We
understand the issues that Controllers and CFOs face every day – and our
technology, experience and flexibility add real value. Accounting Consulting for us is
not something that fills our downtime; it is our focus all year long. Our
services range from bookkeeping to budgeting and forecasting. Our Client Accounting Services Team ensures our clients have the information and advice
they require to run their business/organization.
Responsibilities: (would vary based on the
specific client engagements that change during the year)
- Project based accounting work for various local clients.
- Managing client’s full
financial statement reporting process including cash flow and disclosures.
- Assisting with
supervising the accounting department at various clients or internal
accounting staff. Depending on engagement may assist with setting up,
processing or managing A/P, A/R, payroll, prepare bank reconciliations,
etc.
- Analyzing general ledger
process, identify and clean up any account errors.
- Managing
short-term/long-term cash flow needs.
- Communicating reporting
requirements with clients and banks.
- Assessing client's
accounting needs and creating proposals if necessary.
- Setting up the
accounting ledgers or systems for emerging businesses.
- Reviewing outstanding
receivables and analyze allowance for doubtful accounts.
- Updating and maintaining
clients’ annual operating plan/budgets.
- Coordinating all
accounting efforts with external auditors, tax preparers, supervision of
staff, and regular communications with owners and financial institutions.
Requirements
Bachelor’s degree in Accounting
along with a minimum of six years accounting/month close responsibilities (two
of those years working in an accounting management controller type role) is
required. Industry accounting experience in service, manufacturing, or
distribution is preferred. Experience working in a public accounting firm is
highly recommended. Experience with QuickBooks/Intacct and/or other
accounting systems are required. Strong communication and relationship building
skills are necessary. The ideal candidate must be able to meet deadlines,
be proactive and have solid multi-tasking skills. Possess strong analytical
skills and have a solid business knowledge as it relates to operations and
procedures. CPA or CMA is a plus, but not required.
In the spirit of pay transparency, we are excited to share
that the starting base pay range for this position is $92,000-$115,000 annually. Please keep in mind that this range is base pay only and does not
consider other components that makeup the total rewards package for the
position such as eligibility to receive discretionary management bonus incentives.
This range is a reasonable estimate of the current salary range for this
position. Actual compensation is influenced by a variety of factors, including but
not limited to skills, experience, qualifications, and/or education and
geographic location. It is not typical for a candidate to be hired at or
near the top of the range for their role and compensation decisions are
dependent on the capabilities and experience of the candidate. Incentives, if
any, depend on various factors, including, without limitation, individual and
firm performance.
Benefits
We
offer competitive salaries, an outstanding paid time off program (5 weeks), 16 paid holidays, remote/hybrid work flexibly, 401(k)
plan with firm contributions, tuition reimbursement program, 100% employer paid
parking, spot bonus program, CPA bonus, a variety of different medical plan
options along with opt-out dollars if you do not need medical ins coverage. In
addition, we offer tremendous growth and development opportunities to assist
with both your personal and professional goals.
At
Insero, we are committed to transforming the employee’s experience beyond
industry standards to enable you to build your ideal career. Let us show you
how life at Insero is different:
- We offer excellent advancement opportunities as well as
advisor and mentor programs.
- We invest heavily in training and technology.
- We focus on flexibility, with an amazing hybrid working
environment giving you the ability to work in the office as well as from
home/remote.
- We serve a wide variety of clients and offer many
compliance and consulting services, giving our team members opportunities to
explore different areas of practice.
- There are also many opportunities to get involved from day
one, including our initiatives for outreach, innovation, wellness, and
diversity, equity, and inclusion.
Insero is an accounting and business advisory practice serving businesses, nonprofits, governmental entities, and individuals throughout
New York state. One of our core values is that we are Passionate about People. We don’t just talk about
our values, we live them. That is why we’ve consistently been recognized
as the best place to work:
· Ranked the #4 Best Company to Work For in New York in the
Medium Companies category (State, NYS-SHRM and Best Companies Group)- 2026 Ranked #1 in 2025, 2024 &
2022.
· Best Accounting Firms to Work For (National, Accounting Today and Best Companies Group) 2012-2025.
- #1 Best Accounting Firm and
Most Innovative Workplace, Reader Rankings (Local, Rochester Business
Journal) 2025 and 2024, consistently ranked since joining in 2018.
The Insero Way – Our culture is guided by our core values and motivates
result-orientated associates. Our values form the foundation of our daily
practices.
We believe great teams are built on shared
values: Be Passionate about People, Deliver Excellence, Grow to New Heights,
and Go Further Together. If these speak to you, we encourage you to apply!
There is a
difference among accounting firms. We invite you to experience it
firsthand!!
Insero
is proud to be an Equal Opportunity Employer
Salary : $92,000 - $115,000