Controller

Position Summary:

At StoryBrand and Coach Builder, we are committed to helping businesses clarify their message and helping coaches transform more lives for a living.

We're looking for an experienced Controller to own the financial health, reporting, and accounting operations of our business. This role is responsible for ensuring accurate financial reporting, maintaining strong financial controls, and providing leadership with the insights needed to make sound business decisions.

The Controller will oversee accounting operations across multiple entities, lead budgeting and forecasting efforts, manage compliance and audit processes, and continuously improve financial systems and processes as the business grows.

Success in this role means delivering accurate financial information, maintaining strong financial controls, and helping leadership make confident, data-driven decisions.

Key Responsibilities:

Financial Reporting & Analysis

• Own the preparation and accuracy of monthly, quarterly, and annual financial reporting.
• Prepare and present monthly and quarterly financial reviews for leadership, providing clear analysis, key insights, and recommendations.
• Monitor cash flow and provide visibility into the company's financial position and future cash needs.
• Identify financial trends, risks, and opportunities that support strategic planning and business growth.

Budgeting & Forecasting

• Lead the annual budgeting process in partnership with department leaders.
• Develop forecasts and financial models that support company planning and growth.
• Monitor budget-to-actual performance and recommend corrective actions when necessary.

Financial Operations & Compliance

• Ensure compliance with accounting standards, tax requirements, and applicable financial regulations.
• Oversee the annual audit process and manage relationships with external auditors, tax advisors, and financial partners.
• Maintain strong internal controls that safeguard company assets, reduce risk, and ensure financial integrity.
• Develop and implement tax-efficient strategies while maintaining full compliance with applicable laws and regulations.

Systems & Process Improvement

• Continuously improve financial systems, processes, and reporting capabilities to increase efficiency, automation, and data accuracy.
• Implement scalable financial processes that support future growth and operational excellence.

Multi-Entity Financial Management

• Oversee financial operations across multiple entities within the organization.
• Ensure accurate consolidation and reporting across all entities, providing leadership with a clear view of financial performance at both the entity and organizational level.
• Establish consistent accounting policies, procedures, and financial standards across the organization.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA designation preferred.
• Proven experience as a Controller or similar financial leadership role in an organization of comparable size and complexity.
• Strong understanding of financial reporting, accounting principles, compliance requirements, and internal controls.
• Experience leading budgeting, forecasting, and financial planning processes.
• Excellent analytical and problem-solving skills, with the ability to translate financial data into actionable business insights.
• Experience managing multiple entities, business units, or complex financial structures.
• Proficiency with accounting systems, ERP platforms, and financial reporting tools.
• Strong communication skills with the ability to explain financial concepts to non-financial stakeholders.
• High level of integrity, discretion, and professional judgment.

Key Competencies:

• Financial Steward: Treats company resources with care and makes decisions that strengthen the long-term financial health of the business.
• Strategic Thinker: Looks beyond the numbers to identify trends, opportunities, and risks that impact company performance.
• Analytical Problem-Solver: Uses data and sound judgment to solve complex financial and operational challenges.
• Systems Builder: Creates scalable processes, controls, and reporting systems that support growth and improve efficiency.
• Trusted Advisor: Helps leadership understand the story behind the numbers by providing clear analysis, thoughtful recommendations, and sound financial guidance.