Our client is seeking an experienced and strategic Controller to join their Client Advisory Services (“CAS”) team.

This role will oversee financial reporting and advisory services for a diverse client base, providing key insights, ensuring compliance with accounting standards, and improving financial operations.

The ideal candidate will bring strong client-facing experience, technical accounting expertise, and leadership skills to support a growing and dynamic practice.

Key Responsibilities

Client Facing
Build and maintain strong relationships with clients by understanding their needs and delivering tailored advisory services.
Design, review, and oversee weekly and monthly client deliverables, including financial reporting packages, forecasts, projections, and other analyses.
Present client deliverables during periodic stakeholder meetings.
Provide strategic financial advice and insights to support clients in making informed business decisions and driving performance.
Evaluate and strengthen client internal control systems to safeguard assets and ensure reliable financial information.
Provide oversight and assistance with indirect tax compliance as required.
Internal
Partner with CAS team members and colleagues across the firm to deliver integrated client services.
Manage internal and offshore accounting staff to ensure accuracy, efficiency, and timely delivery of financial reporting.
Assist with scheduling to balance client needs and departmental goals.
Recommend and implement process and technology improvements to enhance efficiency and client experience.
Stay current on accounting standards, regulatory changes, and industry best practices.

Qualifications
Bachelor’s degree in Accounting, Finance, or related field required.
Active CPA license strongly preferred.
5–7 years of progressive accounting experience, with exposure to both public accounting and corporate environments a plus.
Proven experience in client-facing roles providing advisory or consulting services.

Skills & Competencies
Proficient in Microsoft Office (Word, PowerPoint, and advanced Excel).
Experience with QuickBooks Online required; familiarity with QuickBooks Desktop, Xero, NetSuite, Sage Intacct, or other ERP systems is a plus.
Strong organizational, project management, and multitasking skills.
Excellent communication skills, both written and verbal, with the ability to present financial information to clients and stakeholders.
Strong analytical and problem-solving abilities, with a focus on actionable insights.
High attention to detail, accuracy, and a commitment to quality.
Ability to travel to client locations, including occasional overnight stays.
Willingness to work overtime as needed.

Ideal Candidate
This position is a great fit for someone who thrives in a client-facing, fast-paced environment, enjoys leading teams, and is passionate about delivering strategic financial guidance. The Controller will play a pivotal role in shaping client success and supporting the growth of the CAS practice.


Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.