About this role
Job DetailsJob Location: Corporate - SAN DIEGO, CA 92122Salary Range: $140,000.00 - $170,000.00 SalaryPosition: 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.
QualificationsRequirements
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, MSF, MSA, CPA, or CA preferred.
Minimum 8 years of audit and/or financial reporting/accounting experience in the commercial sector.
Previous experience working for a consulting firm, professional services firm, or in a client-facing advisory capacity is required.
Proven experience leading software integrations, ERP implementations, and financial systems upgrades.
Demonstrated success in both client service delivery and business development.
Proven track record working across multiple industries (consulting experience strongly preferred).
Must be PC proficient and able to thrive in a fast-paced setting. Experience with multiple accounting systems. Must have strong experience in Microsoft Excel.
All the above duties and responsibilities are essential job functions subject to reasonable accommodation. All job requirements listed indicate the minimum level of knowledge, skills, and/or ability deemed necessary to perform the job proficiently. This job description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements, as the employee may be required to perform any other duties as assigned.
Other facts
About PBO Advisory Group
At PBO Advisory Group, we assess, outsource, and advise in the areas of accounting & finance, human resources, human capital consulting, and business operations to increase efficiencies and profitability, and help organizations reach their short- and long-term goals. We have successfully improved the way organizations run for more than 10 years and are proud of the differences we have made for our clients throughout the U.S. and internationally.
Assess: Our professionals provide in-depth analysis to assess what your organization is doing well and where improvements can be made in the areas of accounting, foundational HR, and business continuity. We review people, processes, and systems and make recommendations that align with your business goals.
Outsource: Our diverse skill sets in the areas of accounting and HR allow our team to fill interim employment gaps or serve as your entire outsourced department, remotely or onsite. We also provide fractional Chief Financial Officers and Chief People Officers.
Advise: We counsel organizations during all phases of the business cycle, from start-up to M&A, in the areas of accounting & finance, human capital consulting, and operations. We employ scalable solutions that focus on efficiency and profitability while meeting the unique needs of each client.
We also work with clients in navigating the Employee Retention Tax Credit program to receive tax refunds.
PBO Advisory works in a wide range of industries, including construction & related services, life science, manufacturing & distribution, nonprofit, private school, professional services, retail, and technology.
We continually make significant internal organizational and business changes to keep our competitive edge and to meet the ever-changing needs of our clients.
Our unique approach, combined with our dedication to quality, integrity, and excellence, is what differentiates PBO Advisory Group from other firms.
What you'll do
- The Consulting Controller will act as an outsourced Controller for multiple clients, managing financial operations and ensuring accurate reporting. Key responsibilities include supervising month-end and year-end close processes, developing budgets, and providing strategic financial guidance.
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