JP-42 - Financial Controller

JP-42 - Financial Controller

01 Jan
Shift Financial Insights

01 Jan

Shift Financial Insights


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 Controller, 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 cash flow 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 cash flow 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 industry work.

- A CPA designation is considered a huge asset, although equivalent experience and/or CPA 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 SmartSheets, Dext, and Plooto is a definite plus.

- A client-centric and solutions-driven contributor that employs personality, 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.

What’s In It for You

Shift Financial Insights values your meaningful contributions and acknowledges how integral your work is to exceeding client expectations. As a new addition to Shift Financial Insights, you can expect:

- Competitive compensation package with consistent, full-time hours to reward your hard work.

- Generous benefits and health spending account unique to the needs of you and your family.

- Unlimited paid time off to offer you an opportunity to rejuvenate and prioritize work-life balance.

- Company huddles, town hall meetings, and quarterly social events foster a collaborative and tight-knit work culture.

- Hands-on career development and mentorship opportunities to learn from accounting professionals and develop your skillset.

About Shift Financial Insights

Here at Shift Financial Insights, we equip entrepreneurs with the financial literacy and intuitive financial information needed for better decision-making and to change the world. To do so, we must change how financial information is shared, delivered, and managed.

We outsource accounting departments for service-based businesses ranging from $1M and $10M in revenue. Then, we dedicate our passion and expertise to operate as the day-to-day bookkeeper and controllership function our clients need to set themselves up for success.

It’s what we do and it’s different than what’s out there. We’ve developed a system to empower entrepreneurs and turn accounting from a source of pain to a source of power using data visualization, deep-dive financial analytics and insights, prioritization of critical issues, and translating “account jargon” into the entrepreneurial language to engage entrepreneurs. You can learn more about Shift Financial Insights’ approach to finance and accounting by visiting us at:

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

Apply today with your resume and cover letter!

Job Type: Full-time


- Bachelor's Degree (preferred)


- accounting: 1 year (preferred)

- senior or manager: 3 years (required)


- CPA, CMA, CGA, or CA? (preferred)

Work remotely:

- Yes

The original job offer can be found in Kit Job:

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