Controller / Client Advisory Services (CAS)

Description

Location: Wisconsin (Hybrid/Flexible Work Arrangement Available)

Service Line: Client Advisory Services (CAS)

Position Summary

KerberRose is seeking an experienced Controller to join our growing Client Advisory Services (CAS) team. In this role, you will serve as a trusted advisor to a diverse portfolio of privately held businesses, providing outsourced accounting leadership, financial guidance, and strategic business insights. You will work closely with business owners and leadership teams to help them make informed decisions, strengthen financial processes, and achieve their goals.

The ideal candidate combines strong technical accounting expertise with exceptional client relationship skills, leadership experience, and a passion for helping clients succeed. This position offers the opportunity to work in a collaborative, team-oriented environment while making a meaningful impact on clients across a variety of industries.

Key Responsibilities

• Serve as the Controller for assigned clients, providing outsourced accounting leadership and strategic financial guidance.
• Lead the monthly financial close process, ensuring accurate and timely completion while proactively resolving issues that could impact deadlines.
• Build and maintain strong client relationships by serving as the primary point of contact and owning communication with clients, internal staff, and business partners.
• Prepare, review, and analyze monthly and annual financial statements, management reporting packages, and key performance metrics for executive leadership and Boards.
• Evaluate clients' internal control environments and recommend improvements to strengthen financial processes and mitigate risk.
• Lead clients through year-end close and financial statement audit preparation, ensuring they are audit-ready and supporting external audit activities.
• Maintain a thorough understanding of clients' organizational policies, applicable federal and state regulations, and current accounting standards.
• Drive departmental growth through process improvements, operational initiatives, and participation in strategic planning.
• Mentor, train, develop, and supervise staff and senior accountants, fostering professional growth and high-quality client service.
• Travel to client locations as needed to support engagements, meetings, and business development activities.

Requirements

• Bachelor's degree in Accounting or a related field (or an equivalent combination of education and relevant experience).
• Active CPA license required.
• 6+ years of progressive accounting experience, including significant experience serving in a Controller, Client Advisory Services (CAS), or equivalent leadership role.
• Public accounting experience strongly preferred, particularly within a Client Accounting and Advisory Services (CAS) practice.
• At least 2 years of experience leading, mentoring, and supervising accounting professionals.
• Experience preparing financial statements, management reports, budgets, forecasts, and variance analyses.
• Experience supporting financial statement audits and ensuring audit readiness.
• Proficiency with cloud-based accounting systems, including QuickBooks Online, Bill.com, NetSuite, and similar accounting and financial management platforms.
• Strong analytical, organizational, communication, and client relationship management skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining exceptional attention to detail.

Culture and Core Values:

KerberRose offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:

· Honesty

· Integrity

· Respect

· Balanced Life

· Community Oriented

Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.

Benefits:

· Mentorship and Talent Development Program Opportunities

· Continuing Professional Education

· Paid Time Off and Holidays

· Employer Matching 401(K) & Profit Sharing Plan

· Health, Dental, Vision, and Life Insurance

· Flex Spending Account/Section 125 Plan

· Health Care Reimbursement Account

· Short-Term and Long-Term Disability

· Wellness Reimbursement and Programs

· Student Loan Repayment Program

· Business Development Incentives

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting’s Top 200 Firms.