CFO/Controller at Sourcefit

CFO/ Controller Job Description

About Us:

At Hatcher CFO Solutions, we want to be more than just a financial services firm—we are

trusted partners in helping businesses thrive. Specializing in CFO-level expertise, we work

closely with small and mid-sized businesses and non-profit organizations to provide tailored

financial strategies, insightful analysis, and hands-on support. Our team is committed to

delivering high-quality solutions that drive sustainable growth and long-term success.

We believe in creating a collaborative, supportive environment for both our clients and our team

members. Integrity, transparency, and a genuine passion for helping businesses reach their full

potential are at the heart of everything we do. If you’re looking to be part of a dynamic team that

values professional growth and makes a meaningful impact, we’d love to hear from you.

Overview:

We are seeking a Controller/Accounting Manager to manage a small team of Senior

Accountants and Bookkeepers while acting as the primary point of contact for 3-5 clients.

Key Responsibilities:

Client Management:

● Serve as the main point of contact for assigned clients, ensuring their accounting needs

are met consistently and effectively.

● Present financial reports and insights during client meetings, offering actionable

recommendations that align with their business objectives.

● Proactively identify areas for improvement in clients’ organization and financial

operations.

● Troubleshoot and resolve database synchronization issues in collaboration with vendors,

operations, and internal teams.

Accounting Team Management:

● Lead and mentor a team of Senior Accountants and Bookkeepers, prioritizing tasks and

ensuring timely and accurate completion of month-end close, payroll, invoicing, bill

payments, and ad hoc projects.

● Review the team’s work for accuracy and compliance, offering feedback and guidance

for continuous improvement.

● Monitor client deliverables, identifying and addressing any challenges or risks that could

impact deadlines.

● Ensure timely and accurate month-end closes by managing and reviewing the work of

the accounting team and ensuring clear communication.

● Document and communicate changes in client procedures, ensuring proper execution

and adherence to updated practices.

● Manage team performance, providing regular assessments and supporting their

professional growth and development.

● Manage time budgets to maintain profitability on client engagements, providing timely

analysis and recommendations where needed.

Financial Management:

● Monitor client financial performance, identifying key trends and risks that may impact

their operations or goals.

● Ensure the accuracy and completeness of financial reporting, reviewing reconciliations

and financial statements with attention to detail.

● Assist with budgeting, cash forecasting, and financial modeling as required, offering

proactive solutions to enhance financial stability and growth.

● Interpret financial data for clients, providing insights that support strategic

decision-making.

Qualifications:

● Bachelor’s Degree in accounting with 7+ years of recent accounting experience; CPA,

CFA or Masters degree is a bonus.

● Proven experience in a management (accounting manager or controllership), with a

strong understanding of financial reporting and accounting principles.

● Excellent organizational and leadership skills, with the ability to manage multiple client

relationships and internal teams.

● Experience and confidence working with Netsuite.

● Proficiency in accounting software and advanced Excel skills.

● Strong problem-solving abilities and attention to detail.

● Proactive, innovative and strategic thinker.

● Effective communication skills, capable of working closely with clients and team

members to meet shared goals.

● Experience in business planning, growth strategies, risk management, or financial

forecasting is considered a bonus