Controller, Managed Accounting Services

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients’ growth and expansion.

Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.

KBF is currently seeking multiple Controllers to join our US Managed Accounting Services team in the following locations: Chicago, IL | Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC. This position will play a key role in launching and building a new client market for KBF, helping to drive growth in this area.

As an external client-facing Controller at KBF within the Managed Accounting Services practice, you will be responsible for assisting clients by leading the monthly close of their books, properly recording revenue, documenting and performing analysis over cost accounting and other critical areas, maintaining financial records for various clients, assisting with internal budgets and internal processes, and review of other team members’ work. Each Controller will manage between 15-25 clients depending on the workload and size of the clients.

This position is a management-level role with the expectation that client service is critical. This role will report to a Director of Managed Accounting Service and be supported by a team of accountants across KBF’s global offices. 

Responsibilities 

• Serve in a client-facing role, emphasizing business development (approximately 15% of time) and relationship building while consistently delivering client work at a premium level
• Act as a hands-on, working manager who is willing to roll up their sleeves and do what is necessary to ensure work is completed accurately and efficiently
• Proactively identify and solve challenges by developing a deep understanding of each client’s business. Leverage full-cycle accounting experience to ensure accurate transaction recording and to streamline client accounting processes
• Plan, assign, and review work performed by Bookkeepers working on the engagements to ensure accuracy and provide feedback for improvement. Assist in implementation of new tools and software
• Own the monthly, quarterly, and year-end financial close processes for multiple clients simultaneously, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items. Develop a detailed close plan for each client and ensure all tasks are completed prior to a formal review with the Director of Managed Accounting Services.
• Proactively manage project deadlines to ensure deliverables align with client expectations and deadlines
• Collaborate with the Managed Accounting Services and Tax teams regarding technical matters, progress of projects, tasks, and associated budgets
• Review client financial performance on a monthly basis and make recommendations for improvement
• Assist clients with the proper recording of transactions associated with revenue recognition (ASC 606), equity and leases to ensure GAAP compliance
• Collaborate with team members to make recommendations to clients associated with process improvements and KPIs/Dashboard improvements
• Perform other related duties as necessary or assigned 
• Comply with the firm’s policies and procedures, such as timesheet submission, attendance policy, etc.

Qualifications & Requirements  

• Bachelor’s degree in accounting or a related field
• CPA license
• Previous work experience as a Controller or similar role
• In-depth working knowledge and understanding of U.S. General Accepted Accounting Principles (GAAP)
• Ability to learn and work in multiple accounting systems and prioritize multiple tasks in a fast-paced, high-volume environment
• Advanced level MS Excel skills
• Excellent organizational skills and attention to detail
• Motivated, quick learner with strong communication skills and demonstrated professionalism
• Able to work independently and as part of a team to see projects through to completion
• Individuals must be eligible to work in the U.S.

Chicago, IL | Dallas, TX | Boston, MA | Los Angeles, CA | NYC | Charlotte, NC

The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF Advisory, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $115,000 to $180,000.

Benefits are also a vital component of overall compensation. KBF is proud to offer a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and more, to help protect your health, your family, and your way of life.