Controller - Internal Finance

Looking for more than a traditional Controller role? Join PracticeCFO and help build the financial foundation of a rapidly growing company. Location: Preference for candidates located in the San Diego, CA area who can work from our office at least three days per week. Exceptional remote candidates within the United States will also be considered. About PracticeCFO PracticeCFO helps private practice owners build greater personal wealth and stronger businesses through integrated investment advisory, personal financial planning, accounting, payroll, and tax services—all delivered through a best-in-class personal CFO advisor supported by a team of experienced professionals. Our mission is to help every client achieve financial freedom through our proven process. We provide proactive guidance, industry expertise, and long-term partnerships so our clients can focus on caring for their patients and growing their practice while we handle the financial complexities. The Opportunity We’re looking for an experienced and highly organized Controller to oversee the day-to-day accounting operations for PracticeCFO’s internal finances across two legal entities. We operate on a cash basis with consolidated financial reporting, and this role will be responsible for ensuring the accuracy and integrity of our financial operations. This is a hands-on role responsible for managing our day-to-day accounting operations, improving internal accounting processes, and helping our growing company continue to scale efficiently. One of your first major initiatives will be helping support our migration from NetSuite to Intuit Enterprise Suite (IES), Intuit’s light ERP platform, while ensuring a smooth transition and maintaining strong financial controls. You’ll report directly to our Director of Client Accounting, who will support your continued growth and development as you expand your expertise in budgeting, forecasting, and cash flow management. What You’ll Own Accounts Payable Accounts Receivable Employee expense management and reimbursements using Ramp Journal entries and account reconciliations Month-end, quarter-end, and year-end close using cash basis accounting Financial statement preparation Budgeting, forecasting, and cash flow management, with opportunities to continue growing your expertise Prepare and own financial reporting, management reporting, and KPI reporting for leadership and partners Support quarterly compensation model preparation and review Coordinate annual tax return filings with external partners Maintain strong internal accounting controls Process development, documentation, and continuous improvement Identify opportunities to improve accounting processes, AI, automation, and operational efficiencies Support payroll accounting and account reconciliations Support annual tax and audit requests How We’ll Measure Success Month-end close completed within the first 7 business days Accurate monthly reporting delivered on time Establishment of a rolling cash forecast Documentation of critical accounting processes Reduction in manual entries or close-cycle time without weakening controls Timely variance explanations delivered to leadership What We’re Looking For We’re looking for someone who enjoys bringing order to accounting operations, takes pride in producing accurate financial information, embraces technology, and is excited to grow alongside a company that values innovation. You should have: Bachelor’s degree in Accounting, Finance, or a related field 5+ years of progressive accounting experience Experience as a Controller, Accounting Manager, or Senior Accountant Strong understanding of GAAP Experience leading the month-end close process Experience with budgeting, forecasting, and cash flow management, or a desire to grow in these areas Experience with accounting systems such as QuickBooks, NetSuite, Sage Intacct, or similar ERP platforms Experience with Intuit Enterprise Suite (IES) is a plus, as it is the platform we’re currently implementing for our internal finance operations Advanced Microsoft Excel skills Strong organizational skills with exceptional attention to detail Excellent written and verbal communication skills Active user of AI and automation tools, with a curiosity to continually learn, improve processes, and embrace new technology CPA preferred, but not required 401(k) with company match Medical, dental, and vision insurance Company-paid life insurance Company-paid long-term disability insurance Paid Time Off Additional paid days off, including your Birthday and Pick Your Passion Day Why You’ll Love Working at PracticeCFO PracticeCFO is in the process of platforming our business to support rapid growth over the coming years. Along the way, we’re creating a company where people enjoy coming to work every day, continue growing, and celebrate success together. Here’s what makes PracticeCFO different: Annual company retreat focused on learning, collaboration, and team building. Travel, lodging, meals, and activities are fully paid by PracticeCFO. Employee recognition program beginning in your first year that celebrates milestones and contributions as you grow with the company. We operate using the Entrepreneurial Operating System (EOS), giving every employee clear priorities, accountability, and transparency across the organization. Quarterly Conversations with your manager every quarter, not just once a year, including a self-assessment on how you’re feeling about your role and the company. This helps us provide ongoing feedback, address concerns early, and support your development, career growth, and long-term success. Our Core Values If all of these values resonate with you, we’d love to meet you. #J-18808-Ljbffr PracticeCFO