Financial Planning and Analysis

• Serve as trusted advisors and fractional Controllers for small- to mid-sized business clients
• Lead client relationships, aligning financial services with client goals for growth, profitability, and compliance
• Serve as the primary point of contact and trusted advisor for clients, leading financial review calls
• Act as the escalation point for all client accounting matters and provide guidance on accounting decisions
• Provide proactive insight, identifying risks, opportunities, and compliance considerations to support client growth
• Monitor client profitability and engagement performance, recommending value-added services and resources
• Partner cross-departmentally to ensure client needs are met with professionalism and timeliness
• Lead, coach, and develop Senior and Staff Accountants, set expectations, provide feedback, and conduct performance reviews
• Assign and oversee work to balance efficiency, accuracy, and growth opportunities; support recruiting, hiring, and onboarding
• Identify and implement process improvements that enhance efficiency while maintaining compliance
• Lead training, develop resources, and contribute to firm-wide knowledge; advance internal initiatives supporting strategic goals
• Stay informed on industry trends and bring insights to leadership for continued growth and innovation

Accounting Manager

Program Finance Specialist

Senior Specialist, Program Finance

Senior Manager, Financial Planning & Analysis

Director, FP&A

Senior Financial Analyst