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CFS

Controller | Planned Retirement Transition

waltham, MA

Check who can apply and the requirements below before continuing.

About this opportunity

CFS lists this Controller | Planned Retirement Transition opportunity in waltham, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Position: Controller

Location: Waltham, MA

Salary:

$135,000 - $165,000

Onsite: 4 days/week

Why This Role Stands Out

A well-established professional services firm is seeking a hands-on Controller to lead its accounting function. Reporting to the CFO, this role offers a rare succession opportunity, including 4+ months of cross-training with the current Controller before her planned retirement in Q1 2027. The ideal candidate enjoys both leading a team and staying involved in the details of accounting, reporting, budgeting, and financial operations.

The Controller's Responsibilities

Lead the monthly, quarterly, and annual close processes.

Prepare and review financial statements, account reconciliations, and reporting packages.

Manage budgeting, forecasting, cash flow planning, and financial analysis.

Oversee billing, collections, accounts payable, payroll, and expense management.

Monitor project profitability, revenue recognition, and job costing activities.

Develop KPIs, financial dashboards, and management reporting for leadership.

Coordinate external audits, tax preparation, and compliance activities.

Maintain strong internal controls, accounting policies, and financial processes.

Administer NetSuite and support reporting and process automation initiatives.

Lead, mentor, and develop the accounting team while partnering with leaders across the organization.

Qualifications

Bachelor's degree in Accounting, Finance, or a related field; CPA preferred.

8+ years of progressive accounting experience, including experience leading an accounting team

Experience overseeing the full close process, financial reporting, budgeting, forecasting, and cash flow management

Strong knowledge of GAAP, internal controls, and financial statement preparation.

Experience in a professional services, agency, consulting, or other project-based environment.

Advanced Excel skills and experience with NetSuite.

Hands-on leadership style with a willingness to roll up your sleeves and get into the details of the accounting function.

Proven ability to review reconciliations, investigate issues, improve processes, and support day-to-day accounting operations.

Strong analytical, organizational, and communication skills.

Ability to build relationships across the organization and serve as a trusted business partner to leadership.

#LI-MV1

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Worksite address

waltham, MA, 02254, US

Who can apply

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