Controller / Director of Finance

CFO by design

Problems Solved. Confidence Provided.

We’re looking for someone who knows Sage Intacct inside and out—not just how to use it, but how to make it work better.

Position: Controller / Director of Finance

Location: Remote (Texas Residents Only)

Job Type: Full-time

Travel Required: Approximately 25 to 50%

Salary Range: $85,000.00 - $105,000.00 per year

About CFO by design: CFO by design is a growing, fast paced virtual CFO practice specializing in customized organizational assessments, strategic solutions and tools, trusted financial systems, and turnkey accounting services. We pride ourselves on providing exceptional service and industry leading solutions to our clients. High quality work is our trademark. Our client base focuses on destination marketing organizations and hospitality industry associations.

Position Summary: In general, this position will be responsible for supporting multiple clients through “down and dirty” balance sheet account reconciliations, client onboarding and set up, financial statement preparation and review, policy development, budget development, cash flow forecasting and presenting financial statements to executives and boards. Our system leverages multiple technology platforms, and candidates must be comfortable learning and using technology.

We have adopted a virtual office, and this position will work remotely but travel is required. This position will work under the direction of the CFO/Director of Accounting Services and will work collaboratively with other senior staff.

Key Responsibilities: Responsibilities include but are not limited to:

• Manage and support multiple clients in a fast-paced environment
• Perform and oversee detailed balance sheet account reconciliations and general journal entries.
• Prepare, review, and analyze monthly and annual financial statements.
• Support audit preparation and serve as a key liaison with external auditors
• Develop operating budgets, forecasts and cash flow projections
• Interface directly with client leadership, staff, and professional service providers
• Present financial information to CEO’s, board of directors, executive committees and finance committees.
• Review, develop and revise financial policies, procedures and internal controls.
• Provide exceptional customer service and act as a trusted financial advisor to clients.
• All other duties that are necessary for the success of our clients and CFO by design

Required Qualifications: This position will have a significant impact on our growing, fast-paced organization. The ideal candidate possesses:

• Bachelor’s degree in accounting, finance, or a related field
• Minimum of 7–10 years of progressive, hands-on accounting experience
• Strong understanding of balance sheet accounts including fixed assets, depreciation, prepaid expenses, and deferred revenue
• Proven ability to explain financial information to non-financial audiences
• Experience supporting audits; experience with 501(c)(6) organizations is a plus
• Hands-on experience with Sage Intacct required, with experiencing building dashboards and reports highly preferred.
• Experience with multi-entity environments preferred
• High level of comfort working across multiple technology platforms
• Proficiency in Microsoft Outlook, Excel, and Word
• Willingness and ability to travel as required (approximately 25–50%)

Key Qualities for Success – the ideal candidate is:

• Detail-oriented, highly organized, and conscientious
• A self-starter who thrives in a fast-paced, deadline-driven environment
• Customer Service focused on excellent written and verbal communication skills
• Comfortable managing multiple priorities and client relationships simultaneously
• Confident presenting to groups of 5–50 people
• Adaptable and eager to learn new systems and processes
• Professional in demeanor and appearance
• Discreet and trustworthy with sensitive client information
• Accountable, dependable, and takes ownership of their work
• Intellectually curious—wants to understand the “why,” not just the “how”
• A collaborative team player with the ability to work independently
• Willing to step in, problem-solve, and do what it takes to meet client needs

Growth Opportunities: This position has significant growth potential as CFO by design continues to expand its client base and service offerings.

Benefits: CFO by design offers a competitive benefits package designed to support the health, financial well-being, and work-life balance of our team. Benefits include:

• Medical insurance
• Vision insurance
• Short-term and long-term disability insurance
• Life insurance
• Paid time off (PTO)
• Paid holidays
• Employer-matching 401(k) retirement plan