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Awesome Controllers Wanted!

Interested in applying? Apply to join our team below!

ARE YOU PASSIONATE ABOUT NUMBERS AND ACCOUNTING, BUT RECOGNIZE THAT MOST ENTREPRENEURS AREN’T? DO YOU LOVE BEING THE BRIDGE BETWEEN ACCOUNTING AND ENTREPRENEURSHIP?

Shift Financial Insights needs a driven and dynamic individual, like YOU, to join our collaborative and growing team!

Who Are You?

As a Controller with Shift Financial Insights, you will work with various clients as the leader of their accounting department. You will ensure their accounting processes and procedures are followed, produce budgets and cashflow forecasting, and present Shift’s powerful Insights Package in a way that is simple and intuitive for the entrepreneurs you serve.

You will be an essential component in contributing to our client experience and optimizing our controllership processes using innovation to streamline methods. You will find true success with Shift Financial Insights by being passionate about your work, engaging with your assigned bookkeepers, collaborating with accounting professionals, and using kindness and humor to foster strong relationships with our clients.

A Day in the Life
  • Oversee the bookkeeping function for your clients.
  • Create and present Insights packages, highlighting the key levers your clients need to focus on and sharing the “so what” behind the numbers.
  • Lead the budgeting and cashflow forecasting processes for each client.
  • Collaborate with other Shift Controllers for shared learning and to identify, discuss, and solve issues as they arise.
  • Actively engage in Zoom meetings and Slack channels to foster learning opportunities, resolve process issues, or establish an action plan for a client.
  • Embrace constructive feedback to enhance your processes and skillset.
  • Act as a continuous learner with a willingness to embrace innovative technologies that streamline, automate, and optimize accounting functions.
What You Bring to the Table
  • 3 to 5 years of accounting management experience in North America with exposure to public practice and/or industry work.
  • A Accountants designation considered a huge asset, although equivalent experience and/or Accountants Candidates will be considered.
  • Proven history of successfully working with a diverse clientele in various industries, such as white-collar, blue-collar, and start-ups.
  • Technically versed in Quick Books Online or Desktop or similar software
  • Exposure to SmartSheet, Dext, and Plooto are a definite plus
  • A client-centric and solutions-driven contributor that employs personability, enthusiasm, and drive to resolve roadblocks and exceed client expectations.
  • An exceptional verbal and written communicator that collaborates with clients and controllers to deliver high-quality bookkeeping solutions.

If you are ready for a new challenge that values your opinion and growth, Shift Financial Insights wants to hear from you.

Apply today by emailing [email protected]

Shift is a proud Strategic Partner with Nextstar Network and CEO Warrior