Are you a strategic, forward-thinking financial leader ready to make a measurable impact?   If so, our client's rapidly growing organization is seeking an experienced Controller to elevate their accounting operations and support future growth.  As the organization scales, we’re looking for a hands-on, analytical professional who thrives in a fast-paced environment, brings discipline to financial processes, and partners closely with leadership to drive smart, sustainable growth. If you’re excited by the opportunity to build, optimize, and lead within a dynamic organization—this is the role for you!

The Controller is responsible for leading the company's accounting and financial reporting functions, ensuring accuracy, regulatory compliance, and strong internal controls.  This role oversees daily accounting operations, statutory and management reporting, audit coordination, and supports strategic decision-making while ensuring adherence to GAAP and applicable financial regulations. The Controller is a remote position reporting to the Chief Financial Officer.

Accounting System Implementation & Platform Management

• Identify, evaluate, and select enterprise accounting platforms suitable for a privately held company scaling from $20 million to $100 million over the next five years.
• Lead the end-to-end Request for Proposal (RFP) process for accounting software solutions, including vendor evaluation, demonstrations, and contract negotiation in partnership with the CFO and other internal resources.
• Oversee the implementation and integration of selected accounting platforms with existing business systems working with the Business Transformation and Project Management teams.
• Design and build the general ledger structure and chart of accounts to support current operations and future growth.
• Establish system controls, user access protocols, and data security measures to ensure integrity and compliance.

In-House Accounting Function Development

• Build and establish a comprehensive in-house accounting function from inception, including all core processes, policies, and procedures.
• Design and implement the monthly close process, ensuring timely and accurate financial reporting.
• Establish account reconciliation procedures for all balance sheet, revenue and capital accounts to ensure accuracy and completeness.
• Create standardized financial reporting packages for distribution to senior leadership other stakeholders.
• Develop and document accounting policies and procedures manual to ensure consistency and compliance.
• Build scalable accounting processes that can accommodate business growth from $20 million to $100 million in revenue.

Accounting Operations & Financial Reporting

• Oversee all accounting operations, including general ledger, accounts payable/receivable, payroll, revenue recognition, ensure all financial transactions are reported accurately.
• Lead the month-end and year-end close processes, ensuring accuracy, timeliness, and completeness.
• Prepare, review, and deliver monthly, quarterly, and annual financial statements in accordance with GAAP and regulatory requirements, as applicable.
• Monitor and analyze financial performance, variances, and key metrics to support business decision-making.

Compliance, Controls & Audit Management

• Ensure compliance with regulatory and statutory reporting, as applicable.
• Manage and continuously enhance internal control frameworks to meet regulatory and risk management standards.
• Coordinate and act as the primary liaison for external audits, regulatory examinations, and internal audits.
• Oversee tax compliance, including federal, state, and local filings, and coordinate with external tax advisors.
• Partner with compliance, risk, and operations teams to ensure alignment between financial controls and regulatory expectations.

Strategic Financial Planning & Analysis

• Support budgeting, forecasting, and financial modeling activities in collaboration with senior leadership.
• Monitor capital adequacy, cash flow, and financial performance metrics relevant to financial services operations.
• Provide financial analysis, insights, and reporting to executive leadership to support business strategy and growth initiatives.
• Identify opportunities for process improvements, cost efficiencies, and enhanced financial controls.

Team Leadership & Development

• Lead, mentor, and develop the accounting and finance team, fostering a culture of accuracy, accountability, and continuous improvement.
• Build team capabilities and capacity to support company growth and increasing complexity.
• Provide guidance, training, and professional development opportunities for team members.

Core Capabilities (What You Bring)

• Bachelor's degree in accounting, Finance, or a related field (required).
• CPA, CMA, or equivalent professional certification (strongly preferred).
• 7–10+ years of progressive accounting or finance experience, preferably within financial services or a privately held company
• Demonstrated experience identifying, evaluating, and implementing enterprise accounting platforms (e.g., NetSuite, QuickBooks Enterprise, Sage Intacct, Microsoft Dynamics).
• Proven track record leading RFP processes for software solutions, including vendor selection and contract negotiation.
• Hands-on experience building general ledgers, chart of accounts, and establishing in-house accounting functions from the ground up.
• Deep expertise in designing and executing monthly close processes, account reconciliations, and financial reporting for privately held companies.
• In-depth knowledge of GAAP and regulatory reporting requirements applicable to financial institutions.
• Experience managing audits, regulatory exams, and complex financial reporting.
• Proficiency with financial systems, ERPs, and reporting tools commonly used in financial services.
• Advanced Excel skills and experience with financial analysis and modeling.

Skills to Stand Out

• Strong attention to detail with a high level of accuracy
• Deep understanding of internal controls, risk management, and compliance
• Excellent analytical, organizational, and problem-solving skills
• Ability to communicate complex financial information effectively to non-financial stakeholders
• Proven leadership and team-development experience
• Ability to manage multiple priorities in a deadline-driven, regulated environment
• Experience working in a fast-paced, growth-oriented environment with limited resources
• Strategic mindset with the ability to balance hands-on execution with long-term planning
• Strong project management skills with ability to lead cross-functional initiatives
• Entrepreneurial spirit and comfort with ambiguity in a privately held company environment

Red Envelope Consulting is an Equal Opportunity Employer. We do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.