breakwater accounting + advisory corp

Controller

• Act as the strategic Controller and high-level financial advisor for a portfolio of 10-20 small to mid-sized independent schools or nonprofits (revenue range of $500,000 to $10,000,000+)
• Prepare and present high-level insights to Boards and Finance Committees, becoming their most trusted advisor
• Lead monthly and quarterly conversations that turn financials into clear insights and action
• Identify opportunities, risks, and blind spots, and guide clients toward better decisions; help schools navigate unique complexities like Tuition Receivable, Enrollment/Student Billing, and Donor-Restricted Funds.
• Translate financial data into simple, practical recommendations your clients can actually use
• Partner with clients on topics like cash flow, profitability, and operational efficiency
• Collaborate and mentor your team to ensure financials are accurate, then spend your time using them, not just reviewing them

Controller, Client Accounting Advisor – Independent School Focus

• Lead the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team
• Serve as the primary client contact, building trust through clear communication and strong financial guidance
• Review and issue accurate financials, ensuring quality and consistency from day one
• Coordinate across AP, AR, Payroll, and Accounting to ensure all services are aligned and delivered seamlessly
• Build, refine, and scale onboarding processes to improve speed, quality, and client experience
• Lead, coach, and develop a team; driving accountability, growth, and high standards

Client Onboarding Controller

Bookkeeper

• Use your aptitude for detail-orientation to record & classify financial account activity and track grants
• Be a key team member on reconciliations, reporting, AP, AR, and payroll processing duties
• Use your meticulous organization skills to ensure the proper documentation and notes are submitted into accounting systems and client records
• Be a lifelong learner while growing expertise in new accounting platforms and softwares

Controller, Client Accounting Advisor – Independent School Focus

Client Onboarding Controller

Bookkeeper – Small Business Accounting Associate