Note: The job is a remote job and is open to candidates in USA. Vessel Advisors is a company that delivers financial clarity and operational certainty to growth-stage CEOs and their companies. They are seeking a Financial Consultant who will provide high-level financial expertise and guidance through financial assessments and fractional accounting services, leading the assessment process and helping clients improve their financial performance.
Responsibilities
- Lead Financial Assessments: Run and facilitate intensive, in-person discovery sessions to evaluate client financial health and operational efficiency
- Develop Financial Assessment Reports: Create robust recommendations based on assessment findings with other Vessel Advisors’ SMEs (CFOs, Controllers, and Advisory Partners)
- Financial Clean-up & Technical Integration: Step into ambiguous growth-stage client environments, quickly identify internal control gaps, and map out remediation strategies to make their books "audit-ready"
- Advisory Mindset: Listen, read the room, and turn inputs into clear next steps and recommendations
- Executive Presence: Lead owner/C-suite conversations with confidence, sound judgment, and a calm, solutions-first approach
- Real-Time Facilitation: Think on your feet by probing and adapting questions based on client responses and dynamics
- Engagement Leadership: Own assessments and select fractional projects end-to-end to ensure scope, timeline, and quality
- Contractor Management: Direct Vessel contractors by delegating, setting expectations, reviewing work, and enforcing Vessel standards
- Advice on Financial Decisions: Provide clients with financial direction/guidance, including upside/downside scenarios, so clients can make informed decisions
- Strategic Planning: Work with clients to identify and achieve their financial goals; guide financial planning and forecasting
- Project Management: Maintain complete ownership of assessment schedules, ensuring on-time delivery of reports and advisory deadlines
- Policy Enforcement: Protect assets and operations by establishing internal controls and maintaining strict confidentiality
- Relationship Building: Build trusted relationships with clients and their key stakeholders through professional presence and expertise
- Guides financial decisions by establishing, monitoring, and enforcing policies and procedures
- Maximizes return, and limits risk, on cash by minimizing bank balances; making investments
- Prepares budgets by establishing schedules; collecting, analyzing, and consolidating financial data; and recommending plans
- Achieves budget objectives by scheduling expenditures; analyzing variances; and initiating corrective actions
- Provides status of financial condition by collecting, interpreting, and reporting financial data
- Prepares special reports by collecting, analyzing, and summarizing information and trends
- Prepares fixed asset depreciation and liability schedules to reconcile monthly
- Reviews and reconciles payroll and benefit liabilities monthly
- Complies with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; and advising management on needed actions
- Protects assets by establishing, monitoring, and enforcing internal controls
- Monitors and confirms financial condition by conducting audits; and providing information to external auditors
- Maintains financial staff by recruiting, selecting, orienting, and training employees
- Maintains financial staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results
- Work with clients to identify and achieve their financial goals; and guide financial planning and forecasting
- Engagement Economics: Manage hours, budget, and margin while escalating risks early (scope creep, timeline, resourcing)
Skills
- Has 8+ years of experience as a Controller
- Has 5+ years of experience as an advisor or management consultant in an in-person capacity
- Able to lead intensive, all-day in-person meetings during onsite visits with clients, maintaining control of the room and navigating complex questions, issues, and team dynamics
- An expert in cloud-based software
- Deeply, obsessively organized with strong project management skills that have been honed through complex projects with tight deadlines
- A 'can-do' attitude when plans change or travel logistics shift
- Excellent written and verbal skills; 95% of internal communication is via Slack. 70% or more of client communication is via email
- Experience in multiple industries
- Experience in Construction, Audit, or public accounting is a plus
Benefits
- Bonus: Up to 10% (subject to company and individual performance)
- 10 Days PTO
- 10 Paid Holidays
- Health Benefit Option (i.e., monthly stipend)
Company Overview