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About the Role

This role offers the dynamic variety of managing multiple client environments concurrently and running high-impact financial assessments, all while maintaining a predictable, remote schedule without the traditional 60-80-hour per week of a public accounting busy season.

Responsibilities

• Provide high-level financial expertise and guidance through financial assessments and fractional accounting services.
• Lead and facilitate the Financial Assessment process with clients and their key team members.
• Take ownership of the assessment process from client engagement through recurring accounting support.
• Help clients identify financial goals, understand existing processes, and recommend improvements.
• Provide financial expertise and guidance to clients to improve financial performance and achieve business goals.
• Conduct financial discovery assessments, process improvements, accounting clean-up, budgeting, and forecasting.
• Provide financial services to multiple clients concurrently in a fractional capacity.
• Take ownership of clients' existing financial processes and recommend and implement best practices.
• Oversee internal and external staff, as well as client staff, as needed.
• Lead Financial Assessments: Run and facilitate intensive, in-person discovery sessions to evaluate client financial health and operational efficiency.
• Develop Financial Assessment Reports: Create robust recommendations based on assessment findings.
• Financial Clean-up & Technical Integration: Identify internal control gaps and map out remediation strategies.
• Advisory Mindset: Turn inputs into clear next steps and recommendations.
• Executive Presence: Lead owner/C-suite conversations with confidence, sound judgment, and a calm, solutions-first approach.
• Real-Time Facilitation: Probe and adapt questions based on client responses and dynamics.
• Engagement Leadership: Own assessments and select fractional projects end-to-end.
• Contractor Management: Direct Vessel contractors by delegating, setting expectations, reviewing work, and enforcing Vessel standards.
• Advice on Financial Decisions: Provide clients with financial direction/guidance, including upside/downside scenarios.
• Strategic Planning: Work with clients to identify and achieve their financial goals; guide financial planning and forecasting.
• Project Management: Maintain complete ownership of assessment schedules, ensuring on-time delivery.
• Policy Enforcement: Protect assets and operations by establishing internal controls and maintaining strict confidentiality.
• Relationship Building: Build trusted relationships with clients and their key stakeholders.
• Guides financial decisions by establishing, monitoring, and enforcing policies and procedures.
• Maximizes return, and limits risk, on cash by minimizing bank balances; making investments.
• Prepares budgets by establishing schedules; collecting, analyzing, and consolidating financial data; and recommending plans.
• Achieves budget objectives by scheduling expenditures; analyzing variances; and initiating corrective actions.
• Provides status of financial condition by collecting, interpreting, and reporting financial data.
• Prepares special reports by collecting, analyzing, and summarizing information and trends.
• Prepares fixed asset depreciation and liability schedules to reconcile monthly.
• Reviews and reconciles payroll and benefit liabilities monthly.
• Complies with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; and advising management on needed actions.
• Protects assets by establishing, monitoring, and enforcing internal controls.
• Monitors and confirms financial condition by conducting audits; and providing information to external auditors.
• Maintains financial staff by recruiting, selecting, orienting, and training employees.
• Maintains financial staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.
• Engagement Economics: Manage hours, budget, and margin while escalating risks early.

Requirements

• 8+ years of experience as a Controller
• 5+ years of experience as an advisor or management consultant in an in-person capacity
• Able to lead intensive, all-day in-person meetings during onsite visits with clients, maintaining control of the room and navigating complex questions, issues, and team dynamics
• Expert in cloud-based software
• Deeply, obsessively organized with strong project management skills honed through complex projects with tight deadlines
• Proactive and flexible with a 'can-do' attitude when plans change or travel logistics shift
• Excellent written and verbal skills
• Experience in multiple industries; specific experience in Construction, Audit, or public accounting is a plus
• Must be located PST or MST time zones
• Ability to travel up to two (2) times per month
• Elite verbal and written skills with the ability to redirect conversations appropriately
• Corporate finance, developing budgets, and analyzing complex information
• Maintain an organized remote station, a controlled audio environment, and business casual dress for virtual and in-person meetings.
• Daily access to a strong internet connection (min 100+ Mbps upload / 30+ Mbps download).

Skills

• Financial Assessments
• Fractional Accounting
• Controller Services
• Financial Expertise
• Financial Guidance
• Process Improvements
• Accounting Clean-up
• Budgeting
• Forecasting
• Project Management
• Interpersonal Skills
• Cloud-based Software
• Written Communication
• Verbal Communication
• Slack
• Email
• Construction
• Audit
• Public Accounting
• Corporate Finance
• Analyzing Complex Information

Location

• Remote
• PST or MST time zones
• NV
• AZ
• UT
• TX
• CA

Work Type

• Remote Working Arrangement
• Full-Time
• 45+ Hours per week

Experience Level

• Controller+ level resource
• 8+ years of experience as a Controller
• 5+ years of experience as an advisor or management consultant

Salary/Compensations

• $105,000 - $130,000
• Up to 10% bonus

Benefits

• 10 Days PTO
• 10 Paid Holidays
• Health Benefit Option (monthly stipend)
• Annual Vessel Retreat (3-4 days in Southern California)

About the Company

• Vessel Advisors delivers financial clarity and operational certainty to growth-stage CEOs and their companies.
• Serve as an outsourced financial team with a focus on strategic finance, technology, and data-driven metrics.
• Provide a full accounting and finance team at a fraction of the cost, scaling up or down with clients.
• Work primarily with companies in the growth-stage, or those that need to optimize performance, who need to develop and implement strategic financial and operational plans.
• Serve as trusted advisors to dynamic business leaders and equip them with the financial information they need when they need it.