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PBO Advisory Group

Controller

Posted
Discussion

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

  • Controller (Administration) Consulting (80%)

  • Engagement Management (10%)

  • Client Management (5%)

  • Admin/Training (5%)

Outcomes

  • Meet set annual billable utilization rate.

  • Meet set annual client retention rate.

  • Manage set gross profit margin engagement goals.

  • Grow client engagements when opportunities arise

Key Responsibilities

Client Services & Delivery

  • Act as an outsourced Controller for multiple clients, managing financial operations and ensuring accurate reporting.

  • Supervise month-end and year-end close processes, reconcile accounts, and maintain compliance with GAAP/IFRS standards.

  • Develop and monitor budgets, forecasts, and cash flow projections tailored to each client’s needs.

  • Identify inefficiencies in accounting workflows and implement best practices to optimize performance.

  • Ensure adherence to regulatory requirements and internal controls across all engagements.

  • Provide strategic guidance on financial planning, cost management, and profitability analysis.

  • Assist clients with ERP or accounting system upgrades and integrations.

  • Work closely with client leadership teams and coordinate with internal consultants to deliver exceptional service.

  • Operate under the highest standards of courtesy, professionalism, and ethics in all client and internal interactions.

  • Act as engagement manager—owning client project delivery, profitability, and team leadership.

  • Train and mentor internal client staff to strengthen finance and accounting capabilities.

Skills

  • Strong leadership and team development skills, with the ability to coach and mentor staff at all levels.

  • Exceptional analytical, problem-solving, and strategic thinking skills.

  • Strong executive presence with excellent communication and presentation abilities.

  • Ability to manage multiple client engagements simultaneously and thrive in fast-paced, changing environments.

Apply

See also

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