Job details

Consulting Controller | CAAS

We are currently seeking a talented and enthusiastic individual to join our Search Fund CAAS Team. The CAAS Controller is responsible for managing the ongoing financial reporting operations of the firm on behalf of each Outsourced Accounting client, serving as a Trusted Advisor for clients, and managing and mentoring the Search Fund CAAS team, This position also works cross-departmentally with other Boulay Departments, manages team budgets, and leads a profitable functional area of the practice (which includes leading the team, building the business and ensuring the team delivers exceptional client service). This role also supports the business development and growth initiatives of the practice and is responsible for retaining talented people through strong leadership and coaching/mentoring relationships.

With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones.

If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities

Manage all Search Fund CAAS Clients – from client proposal to final work products
Primary direct relationship with assigned clients and regularly meets with each client as needed.
Budgeting & forecasting, cash flow and other strategic planning
Client ally in relationships with client’s professional team (attorney, insurance and financial experts, banks, etc.)
Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)

Individual client budgeting and resource management, ongoing mentoring and supervision within the CAAS Team
Oversee all aspects of Management Reporting and Analysis, as well as other technical work products
Promote business through participation in business development activities
Ensure that “best practices” are developed and used within the Transaction Group, including policies, processes, and tools.
Be a key member of the overall CAAS practice, supporting a shared vision, coaching and motivating team members, and building a spirit of trust within the team.

Bachelor's degree in accounting or a related field
5+ years of related experience
3+years mgmt. experience
Demonstrate ability and desire to bring new business to the Firm
Experience with QuickBooks
Strong business acumen, along with ability to identify and prepare business insights beyond basic financial statements
Strong ability to engage in strategic client conversations beyond core financial areas.
Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
Strong knowledge of all areas of the general ledger
Strong knowledge of month-end / year-end close procedures
Strong knowledge of various interim tax returns (sales and use, provider tax, etc.)
Knowledge of payroll and related tax filings
Knowledge of internal revenue code, tax law, and tax processes
Knowledge of financial statement procedures
Knowledge of generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards

401(k)
Dental insurance
Disability insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance
Work from home

Boulay Glassdoor Company Review

4.5

Boulay DE&I Review

4.4

CEO of Boulay

Tom Johnson

Approve of CEO

Average salary estimate

$105000 / YEARLY (est.)

min

max

$90000K

$120000K

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What You Should Know About Consulting Controller | CAAS, Boulay

If you're ready to take the next step in your career and make a significant impact, Boulay is looking for a Consulting Controller to join our amazing Search Fund CAAS Team! As a Consulting Controller, you’ll play a pivotal role in managing the financial reporting operations for our Outsourced Accounting clients, acting as a Trusted Advisor. You won't just be crunching numbers; you'll be nurturing relationships, mentoring a talented team, and collaborating cross-departmentally. We're all about flexibility, and whether you’re in one of our Minnesota offices or working remotely from across the country, you’ll find a supportive environment that empowers your professional growth while allowing for personal milestones. Your responsibilities include overseeing all aspects of management reporting, engaging in strategic planning, and driving business development initiatives. Moreover, you’ll solidify your reputation as a key team member by building trust and promoting best practices. If you have a bachelor's degree in accounting, over five years of related experience, and a passion for leading teams, we want to hear from you. At Boulay, we truly care about your well-being which is why we offer excellent benefits like flexible schedules, comprehensive health insurance, and even tuition reimbursement. Let’s create something amazing together!

Frequently Asked Questions (FAQs) for Consulting Controller | CAAS Role at Boulay

What are the main responsibilities of a Consulting Controller at Boulay?

As a Consulting Controller at Boulay, your primary responsibilities include managing all financial operations for Search Fund CAAS clients, maintaining direct relationships with clients, leading a dedicated team, overseeing management reporting and analysis, and promoting business development activities. You will also engage in strategic financial planning and implementation, ensuring the team delivers exceptional services to our clients.