Controller, Project Manager

ABOUT EDGEWATER STRATEGY GROUP: Edgewater Strategy Group ("Edgewater") is a boutique consulting firm specialized in Office of the CFO services and Mergers & Acquisitions. Our team of investment and finance professionals has broad experience across CFO Services, bulge bracket investment banking, and private equity investing. We specialize in providing CFO support and strategic financial advisory, buy-side and sell-side assistance, transaction execution and preparation, integration services, and financial planning. Our client base includes many prestigious firms, including KKR, Wayfair, H.I.G. Capital, Riveron, and Renovus Capital. We are growing fast, and looking for people equally excited about being an integral part of the creation of a great company and about our mission of being the number one service delivery provider of transactional support, financial advisory, and Office of the CFO solutions.ABOUT THE ROLE: Edgewater is seeking an experienced Controller, Project Manager to provide outsourced financial management, strategic advisory, and accounting expertise to our clients. In the role, you will oversee financial reporting, internal controls, budgeting, compliance, and accounting process improvements for multiple businesses across various industries, and will be supported by a team of financial analysts. This role is ideal for a seasoned financial professional who excels at helping businesses optimize financial operations, implement scalable processes, and provide strategic financial guidance. This position offers flexible work arrangements with the opportunity to engage in multiple client projects, offering fractional, interim, or advisory controller services based on business needs.KEY RESPONSIBILITIES:Financial Management & Accounting OversightManage month-end and year-end close, including reconciliations, accruals, and journal entriesOversee the preparation of financial statements (GAAP & IFRS compliance) for clientsMaintain general ledger (GL) accuracy and ensure compliance with financial policiesSupervise accounts payable (AP) and accounts receivable (AR) processes, optimizing cash flowDevelop and maintain internal controls to safeguard assets and mitigate financial risksBudgeting, Forecasting & Financial Planning ("FP&A")Develop annual budgets, rolling forecasts, and cash flow projectionsConduct variance analyses (including actual versus budget and YoY/MoM) and provide insights to improve financial performanceImplement financial modeling and scenario planning to support business decisionsCost Accounting & Financial AnalysisImplement job costing, standard costing, and variance analysis methodologiesConduct inventory valuation and cost of goods sold (COGS) analysis (if applicable)Improve profitability analysis and identify cost-saving opportunitiesInternal Controls & ComplianceDesign and implement internal financial controls, policies, and proceduresAssist in audit preparation, regulatory compliance, and risk managementEnsure compliance with SOX, IFRS, GAAP, and industry-specific financial regulationsTax Planning & Compliance SupportManage sales & use tax compliance, payroll tax oversight, and estimated tax planningLiaise with external CPAs for tax filings and strategic tax planningSystem Implementation & Process ImprovementEvaluate and implement ERP & accounting software (e.g., Sage Intacct, NetSuite, QuickBooks)Automate financial workflows and reporting processes for scalabilityEstablish dashboard reporting using Power BI, Adaptive Insights, Tableau, or other BI toolsM&A Support & Due DiligenceConduct financial due diligence for acquisitions, mergers, or business valuationsAssist in post-acquisition financial integration and purchase price allocation (PPA)Strategic Financial AdvisoryProvide insights on business performance, benchmarking, and key financial KPIsAssist in exit planning, capital structuring, and investor reportingPartner with CEOs and CFOs to develop long-term financial strategiesQUALIFICATIONS & SKILLS: Bachelor's degree in accounting, Finance, or a related field (CPA, CMA, or MBA preferred)7+ years of experience in financial management, accounting, or controllership (manufacturing, professional services, or multi-entity experience is a plus)Strong knowledge of GAAP, IFRS, and compliance requirementsExperience with ERP and accounting software (Sage, NetSuite, QuickBooks, SAP, Oracle, etc.)Proficiency in financial modeling, FP&A, and cost accounting methodologiesStrong analytical, problem-solving, and communication skills Ability to work independently and manage multiple clients in a fast-paced environmentProficiency in Power BI, Adaptive Insights, Tableau, or other financial reporting tools (preferred)COMPENSATYION & WORK ARRANGEMENTS:Full-time with highly competitive compensation packageRemote, hybrid, or on-site options depending on client and partner needs

Created: 2025-02-22