ABOUT THE FIRM

Vantage-CFO is a leading fractional CFO and fully outsourced accounting firm that delivers high-impact financial leadership to clients without the cost of a full-time CFO. We provide high-touch financial strategy, complete back-office accounting, and Controllership with single and multi-entity financial oversight for home offices, small businesses, start-ups, enterprise organizations, and a family of companies across diverse industries. By offering on-demand CFO expertise, Vantage-CFO helps businesses navigate complex financial landscapes with confidence. Our services drive growth and profitability for clients by combining strategic insight with day-to-day financial management. Vantage-CFO has become a trusted name in finance and accounting with regional offices in Atlanta, Chicago, and Huntsville, known for delivering quality solutions that give business owners auditable financial control and data-driven confidence in their decisions. We operate as fiduciaries for our clients’ teams, ensuring rigorous compliance and meticulous accounting so they can focus on growth, with experienced financial oversight.

QUALIFICATIONS

• Education & Certification: Bachelor’s degree in Finance, Accounting, or a related field is required. CPA highly preferred.
• Experience: 5–8 years of progressive experience in accounting management, investment management, or corporate controller roles. Proven track record handling accounting activity and complex portfolios.
• Technical Skills: Strong understanding of multi-entity accounting, consolidations, and intercompany transactions. Proficiency with QuickBooks, NetSuite, or similar ERP systems. Advanced Excel and financial modeling skills required.
• Regulatory Knowledge: Solid knowledge of U.S. GAAP and familiarity with SEC regulations (if applicable).
• Communication: Exceptional ability to engage with high-net-worth individuals (HNWI) and family office stakeholders.
• Strategic & Detail-Oriented: Ability to merge high-level strategy with meticulous financial execution.
• Location: Atlanta, GA (Hybrid).

ROLE OVERVIEW

We are seeking a Controller to play a pivotal role at the intersection of asset management, corporate finance, and accounting leadership. In this full-time, hybrid position based in Atlanta, GA. The Controller will manage end-to-end accounting lifecycle. You will bridge strategic finance and operational accounting by solutioning data and systems information into consolidated financials, ensuring all transactions adhere to U.S. GAAP, and if necessary, relevant SEC regulations. This role involves significant collaboration with our Business leadership, CFO advisors, controllers, and accounting team members to maintain accurate, unified financial records. As Controller, you will also be a key advisor to ownership, providing insights on financial and accounting optimization and potential exit strategies in a fast-paced, client-centric environment. This is a high-impact role that requires both big-picture strategic thinking and hands-on detail orientation to support Vantage-CFO’s fractional CFO model.

KEY RESPONSIBILITIES

• Financial Oversight: Oversee multiple entity spanning industries such as logistics, food & beverage, fintech, and more. Manage all transactions (accounting entries, amortization schedules, depreciation, bank reconciliations), financial close schedules, and ensure accurate tracking of asset performance and returns.
• Accounting & Compliance: Ensure every transaction and holding is accounted for in accordance with U.S. GAAP and SEC reporting rules (if applicable). Oversee intercompany entries, eliminations, and consolidations for seamless integration data into corporate financial statements. Maintain compliance with local and state regulations governing asset transfers and reporting.
• Systems Management: Manage sophisticated transactional sub-ledger systems and ERP platforms (e.g. QuickBooks, NetSuite) to record details, depreciation, income, expense, and other impacting GL activity. Leverage technology to automate reports and improve transparency.
• Cross-Functional Coordination: Work closely with Vantage-CFO’s fractional CFOs, controllers, and accounting teams to incorporate related data into financial reports and forecasts. Coordinate period-end closing activities related to assets and ensure timely, accurate reporting to stakeholders.
• Broker & Lender Relations: Build and maintain strong relationships with brokers, lenders, and external partners. Negotiate and coordinate transaction terms, perform due diligence, and ensure financing arrangements are optimized for the client’s benefit.
• Stakeholder Reporting: Prepare and present performance reports to high-net-worth owners and family office representatives. Communicate complex financial information clearly and concisely.
• Strategic Advisory: Serve as a strategic advisor to ownership on optimization and strategies. Identify underperforming operational activities, lack of compliance, or opportunities for value enhancement and recommend action plans.