Controller and Client Advisory Manager

Job overview

The Controller and Client Advisory Manager role is onsite in Madison, WI. Compensation is not specified. The position serves a portfolio of entrepreneurial business clients through Berndt CPA LLC's advisory and outsourced accounting practice. The manager provides financial oversight and advisory support to help clients improve financial visibility, strengthen accounting processes, and make informed business decisions. The role also leads accounting work, develops staff, and contributes to client relationships and firm growth.

What you'll do

• Serve as primary contact for a portfolio of business clients
• review monthly financial statements and communicate results
• assist with budgeting, forecasting, cash flow management, and KPI reporting
• improve accounting processes and internal controls
• review staff accounting work
• support timely and accurate reporting, onboarding, and system implementations
• collaborate with tax, payroll, and advisory teams
• mentor staff and support firm growth.

What we're looking for

Skills & competencies

controller

client advisory manager

accounting

financial reporting

budgeting

forecasting

client relationships

madison wi

berndt cpa llc

cpa preferred

Work arrangement

• Weekend coverage required

Why this role

Combines client advisory, accounting leadership, team development, and process improvement; CPA is preferred but not required.

About the employer

Berndt CPA LLC is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.