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Finance
Chief Financial Officer
Long Branch, NJ
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Controller/Chief Financial Officer | Full-Time | Hybrid The Role A growing professional services and advisory organization is seeking a Controller/Chief Financial Officer to lead the organization's financial strategy, accounting operations, reporting, and financial infrastructure. This is a high-impact opportunity for an experienced finance and accounting leader who can operate at both the strategic CFO and hands-on Controller levels. The CFO will partner closely with the CEO and senior leadership team to drive financial performance, improve processes, strengthen reporting and controls, and build scalable financial infrastructure to support continued growth. The ideal candidate will bring strong technical accounting expertise, experience managing multi-entity financial operations, and the ability to translate complex financial information into actionable business insights. Experience within a public accounting, professional services, advisory, or similarly complex environment is highly valued. What You'll Do Lead the organization's overall financial strategy, including budgeting, forecasting, financial planning, profitability analysis, and cash flow management. Oversee the monthly close process, including journal entries, reconciliations, consolidations, and financial statement preparation. Prepare and present monthly financial reporting packages, KPIs, variance analysis, and financial insights to the CEO and senior leadership. Oversee accounting operations, including general ledger, accounts payable, accounts receivable, billing, payroll coordination, and financial reporting. Provide financial guidance related to growth initiatives, pricing, resource allocation, compensation, capital planning, and overall profitability. Manage and mentor accounting and finance team members while establishing accountability for accurate and timely financial operations. Ensure financial statements and reporting are prepared accurately and in accordance with GAAP and applicable accounting standards. Oversee cash management, treasury functions, banking relationships, and liquidity planning. Establish and strengthen internal controls, accounting policies, procedures, and financial processes. Coordinate annual audits and serve as a key point of contact for external auditors, tax professionals, banking partners, and other financial advisors. Oversee tax compliance and planning in coordination with internal and external accounting resources. Develop financial models, dashboards, and scenario analyses to support strategic decision-making and business planning. Lead or support financial due diligence related to acquisitions and strategic transactions, as applicable. Support post-acquisition integration, including chart of accounts alignment, consolidated reporting, accounting processes, and systems integration. Evaluate and optimize ERP, accounting, payroll, and financial reporting systems, including the implementation or enhancement of platforms such as NetSuite, Sage Intacct, or similar systems. Identify opportunities to improve accounting workflows, automate processes, and establish scalable financial infrastructure. Support the integration of new business operations into standardized accounting and reporting processes. Partner with leadership and other teams on financial and operational initiatives across the organization. Collaborate on select client-facing advisory initiatives requiring financial modeling, cash flow analysis, or CFO-level financial expertise, when appropriate. Maintain a high level of confidentiality, integrity, and professionalism when handling sensitive financial and business information. What You Bring Active CPA license required. Bachelor's degree in Accounting, Finance, or a related field required. 10+ years of progressive accounting and finance experience, including significant Controller, Director of Finance, or CFO-level responsibilities. Strong technical accounting knowledge, including GAAP, financial reporting, consolidations, and multi-entity accounting. Proven experience overseeing accounting operations while also providing strategic financial leadership. Experience with budgeting, forecasting, cash flow management, financial modeling, and profitability analysis. Experience leading and developing accounting or finance teams. Strong understanding of internal controls, accounting policies, and financial processes. Experience in public accounting, professional services, advisory, or a complex multi-entity environment strongly preferred. M&A, financial due diligence, or post-acquisition integration experience is a plus. Advanced Excel skills with the ability to analyze financial data and develop financial models and reporting tools. Experience with NetSuite, Sage Intacct, or comparable ERP/accounting platforms preferred. Strong executive communication and presentation skills, with the ability to clearly communicate financial information to both financial and non-financial stakeholders. Highly analytical, organized, and detail-oriented with the ability to manage multiple priorities and deadlines. Ability to operate strategically while remaining hands-on with financial operations and accounting. High level of discretion and professionalism when handling confidential financial and business information. Compensation $175,000-$190,000 base salary, commensurate with experience and qualifications. Benefits 401(k) plan with employer matching Comprehensive medical, dental, and vision coverage Paid time off, including Summer Fridays Long-term disability insurance Continuing professional education support On-site fitness facility and wellness benefits Professional development opportunities Exposure to complex financial, accounting, and advisory initiatives Direct involvement in strategic growth and M&A initiatives Opportunities for professional growth and advancement Work Location Hybrid - New Jersey / New York City Metro Area Minimum three days per week in office This is a fully confidential search. Company information and additional details will be shared with qualified candidates during the interview process
Pay:
$175,000.00 - $190,000.00 per year
Benefits:
401(k) matching Dental insurance Health insurance Paid time off Vision insurance
Experience:
accounting and finance: 10 years (Preferred)
License/Certification:
CPA (Preferred) Willingness to travel: 75% (Preferred)