What are the responsibilities and job description for the Controller - Client Accounting & Advisory Services position at Whalen CPAs?
We have built a team of passionate people who are invested in their work and the future of the firm. Our client service model sets us apart from other firms, and we are committed to the growth and development of our biggest asset – OUR PEOPLE!
While we aren’t the biggest, we strive to be the best. Whalen CPAs is a well-established CPA firm, and you can expect fun social activities in a relaxed, casual environment. We offer a flexible schedule and personalized development plans, in addition to all the benefits you would expect from your employer. (Did we mention a summer schedule?)
Whalen CPAs is seeking an experienced Controller to join our Client Accounting & Advisory Services team. In this role, you will partner directly with clients across a variety of industries to provide high-level financial leadership, strengthen accounting operations, and support organizations in achieving their strategic and operational goals.
The Controller will serve as a trusted advisor to management and ownership, helping clients develop and implement sound financial processes, improve reporting and performance, and proactively manage financial risk. This role is ideal for professionals who are energized by working closely with clients, enjoy variety in their work, and have the skillset to operate confidently in dynamic business environments.
Key Responsibilities:
Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
“Being smart, technically competent, and remarkably human are requirements.”
While we aren’t the biggest, we strive to be the best. Whalen CPAs is a well-established CPA firm, and you can expect fun social activities in a relaxed, casual environment. We offer a flexible schedule and personalized development plans, in addition to all the benefits you would expect from your employer. (Did we mention a summer schedule?)
Whalen CPAs is seeking an experienced Controller to join our Client Accounting & Advisory Services team. In this role, you will partner directly with clients across a variety of industries to provide high-level financial leadership, strengthen accounting operations, and support organizations in achieving their strategic and operational goals.
The Controller will serve as a trusted advisor to management and ownership, helping clients develop and implement sound financial processes, improve reporting and performance, and proactively manage financial risk. This role is ideal for professionals who are energized by working closely with clients, enjoy variety in their work, and have the skillset to operate confidently in dynamic business environments.
Key Responsibilities:
- Oversee and enhance clients’ accounting and financial reporting functions, ensuring compliance with U.S. GAAP and applicable regulations.
- Lead and support month-end and year-end close processes, internal controls, budgeting, and forecasting.
- Develop financial strategies and reporting to help clients better understand performance and drive informed decision-making.
- Identify financial risks and operational inefficiencies and recommend practical, scalable solutions.
- Collaborate with internal Whalen teams to ensure seamless delivery of client services.
- Bachelor’s degree in Accounting, Finance, or related field; CPA or CMA preferred.
- Strong background in financial and managerial accounting, with experience overseeing accounting functions at the Controller level.
- Broad industry exposure and the ability to adapt to a range of client environments and systems. Experience within the Health and Dental and/or restaurants industries would be great!
- In-depth knowledge of GAAP and internal control frameworks.
- Excellent communication skills and a consultative, team-oriented mindset.
- Work-life balance – you decide your annual hours
- Development Coach – Individual growth, career advancement, future partner potential
- Generous salary and bonus program
- Benefits you would expect; and more
- Perks for fun, time off, and pleasant surprises
- Excellent working environment with private offices
Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
“Being smart, technically competent, and remarkably human are requirements.”
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