Controller, Finance & Banking, Financial Manager

Controller

Marketing Firm | Remote (MA,RI, CT, FL
-based) | Leadership Role
About the Role

We are seeking a hands-on, strategic Controller to lead all accounting and financial operations for our growing marketing firm. This role combines day-to-day accounting ownership with high-level financial leadership and close partnership with the CEO and executive team. The ideal candidate is detail-oriented, proactive, and comfortable operating in a fast-paced, project-based professional services environment.

This is a remote position, with occasional in-person meetings with the CEO and/or Leadership team. Candidates must be based in Massachusetts, Rhode Island or Florida.
Key Responsibilities

Accounting & Financial Operations

• Own and manage all accounting functions, including A/P, A/R, credit card management, revenue recognition, and general ledger
• Lead the monthly close process and ensure timely, accurate financial reporting
• Prepare monthly, quarterly, and annual internal and external financial packages
• Enforce internal controls and ensure compliance with financial policies and procedures
• Serve as Admin/Super User for the firm's ERP system

Budgeting, Forecasting & Cash Management

• Prepare the annual budget and ongoing monthly forecasts
• Manage cash flow and maintain strong banking relationships
• Support financial planning and analysis to guide business decisions

Tax & Compliance

• Prepare all documentation required for annual tax returns and coordinate with external tax advisors
• Manage all insurance contracts, including annual Workers' Compensation audits

Contracts & Risk Management

• Review, negotiate, and/or draft vendor agreements
• Review and sign client contracts, ensuring financial and risk considerations are addressed

Leadership & Strategic Partnership

• Serve as a strategic thought partner to the CEO and leadership team
• Act as a key member of the leadership team, contributing to overall company strategy
• Support teams across the organization with ad hoc financial analysis and requests

Cross-Functional Collaboration

• Work closely with Project Management and Client Services teams to manage the financial aspects of client and vendor relationships
• Ensure accurate project costing, billing, and profitability tracking

Qualifications & Requirements

• Bachelor's degree in Accounting (required)
• CPA is a plus
• 10+ years of progressive accounting experience, including prior experience as an Accounting Manager or Controller
• Excel Super user
• Experience with systems implementation
• Strong understanding of revenue recognition and project-based accounting (professional services or agency experience preferred)
• Proven ability to operate in a hands-on role while also providing strategic financial leadership
• Excellent communication skills and ability to collaborate across departments

Work Location

• Remote role
• Occasional in-person meetings with leadership team (maximum twice per month)

Must be a local employee based in Massachusetts, Rhode Island, Connecticut or Florida