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