What are the responsibilities and job description for the Controller position at PBO Advisory Group?
Position: Controller
Department: Outsourced Accounting
Reports To: CFO/ Senior Finance Consultant
FLSA/Employment Status: Exempt; Full-Time
Location: San Diego, CA / Hybrid
Compensation Range: $140,000-$170,000
Position Summary
We are seeking a highly skilled Consulting Controller to join our team and serve as a fractional resource for clients across diverse industries. This role is ideal for a seasoned finance professional who thrives in dynamic environments and can quickly adapt to different business models. As a Consulting Controller, you will provide strategic financial leadership, oversee accounting operations, and deliver actionable insights that help clients achieve their goals.
Areas of Accountability
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Controller (Administration) Consulting (80%)
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Engagement Management (10%)
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Client Management (5%)
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Admin/Training (5%)
Outcomes
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Meet set annual billable utilization rate.
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Meet set annual client retention rate.
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Manage set gross profit margin engagement goals.
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Grow client engagements when opportunities arise
Key Responsibilities
Client Services & Delivery
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Act as an outsourced Controller for multiple clients, managing financial operations and ensuring accurate reporting.
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Supervise month-end and year-end close processes, reconcile accounts, and maintain compliance with GAAP/IFRS standards.
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Develop and monitor budgets, forecasts, and cash flow projections tailored to each client’s needs.
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Identify inefficiencies in accounting workflows and implement best practices to optimize performance.
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Ensure adherence to regulatory requirements and internal controls across all engagements.
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Provide strategic guidance on financial planning, cost management, and profitability analysis.
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Assist clients with ERP or accounting system upgrades and integrations.
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Work closely with client leadership teams and coordinate with internal consultants to deliver exceptional service.
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Operate under the highest standards of courtesy, professionalism, and ethics in all client and internal interactions.
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Act as engagement manager—owning client project delivery, profitability, and team leadership.
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Train and mentor internal client staff to strengthen finance and accounting capabilities.
Skills
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Strong leadership and team development skills, with the ability to coach and mentor staff at all levels.
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Exceptional analytical, problem-solving, and strategic thinking skills.
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Strong executive presence with excellent communication and presentation abilities.
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Ability to manage multiple client engagements simultaneously and thrive in fast-paced, changing environments.
Requirements
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Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, MSF, MSA, CPA, or CA preferred.
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Minimum 8 years of audit and/or financial reporting/accounting experience in the commercial sector.
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Previous experience working for a consulting firm, professional services firm, or in a client-facing advisory capacity is required.
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Proven experience leading software integrations, ERP implementations, and financial systems upgrades.
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Demonstrated success in both client service delivery and business development.
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Proven track record working across multiple industries (consulting experience strongly preferred).
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Must be PC proficient and able to thrive in a fast-paced setting. Experience with multiple accounting systems. Must have strong experience in Microsoft Excel.
All the above duties and responsibilities are essential job functions subject to reasonable accommodation. All job requirements listed indicate the minimum level of knowledge, skills, and/or ability deemed necessary to perform the job proficiently. This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements, as the employee may be required to perform any other duties as assigned.
Salary : $140,000 - $170,000