Controller
Core
Lead a compact team to deliver financial operations solutions and ensure quality delivery for a client portfolio of small businesses.
Role type
Senior IC Client Portfolio Manager (Financial Operations)
Builds
Financial operations solutions and client service delivery
Domain
Financial services / Small business support
Deliverable
client delivery
Required skills
Client relationship management, Team leadership and coaching, Operational process improvement, Issue escalation and resolution, Strategic execution, Ambiguity navigation
Preferred skills
Builder mindset, Process documentation, Cross-functional collaboration
Responsibilities
Own and deliver client work across the portfolio, Lead and develop associates through coaching and delegation, Serve as primary escalation point for client issues, Document and refine emerging practices, Act as a bridge between strategy and execution