- Review financial information and data entry for accuracy and completeness
- Manage and complete the month-end close process
- Record recurring journal entries, including payroll and depreciation
- Reconcile balance sheet accounts
- Define and produce client-centric financial reports
- Develop and maintain 13-week cash flow forecasts
- Identify inefficiencies and implement accounting best practices
- Supervise and support CEFO staff and client staff
- Develop and refine workflow processes
- Support our CFOs with banking relationships and loan acquisition needs
- Manage fund accounting structure, processes, and reporting
- Support client staff with providing information for grant tracking, reporting, and compliance for both grants in existence and application needs for new grants
- Prepare financial reports for boards and finance committees
- Assist with audit preparation and auditor coordination
- Ensure adherence to GAAP for nonprofit accounting
- Provide support to third-party CPA firms as needed
- You are driven by your passion for helping others
- You're energized by numbers and skilled at transforming financial complexity into client clarity
- You are experienced in for-profit and nonprofit entities and confident in your abilities to provide support
- You live to ensure details drive the reliability of financial information
- Organized is your middle name
- You believe in solutions and persevere
- You are willing to travel to clients throughout the Capital District
- You understand the balance between finance, operations, and mission-driven work
- You approach everything with a "can-do" mindset
- You're reliable, even predictable at times
- You are a consummate professional
- You do the right thing, always
- You're motivated by helping organizations make a meaningful impact
- Please note: as this role requires in-person client visits, the ideal candidate will be located within 60 miles of Albany, NY.
- 3-5+ years of experience at the Controller level
- Demonstrated experience working with nonprofit organizations required
- Strong understanding of nonprofit GAAP/fund accounting
- Experience supporting audits, grant reporting, and preparing board financials
- Ability and acumen to coach and mentor staff
- Ability to manage multiple clients and balance priorities
- Advanced knowledge of Microsoft Excel required
- Experience working with QuickBooks, Sage products, and other ERP systems; ability to adapt quickly to various client systems
- Experience with system implementation is a plus
- Demonstrated success managing multiple priorities and budgets
- Strong technology skills and comfort with modern cloud-based tools
- CPA is a plus
- Exceptional interpersonal and client service skills
- Excellent written and verbal communication skills
- Confidentiality and promptness are of utmost importance
- A strong desire to help mission-driven organizations succeed
- $45 - $55 per hour (commensurate with experience)
- Generous incentive program
- Annual bonuses based on company performance
- Paid time off, including your birthday
- 401(k) with company match
- Health, Vision, Dental Insurance
- Hybrid work environment
- Dog-friendly, newly renovated office
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Fractional Controller - Albany - CEFO Advisors
Description
Fractional Controller (Full-Time)Client Advisory Services | CEFO Advisors
CEFO Advisors is a growing advisory firm built on strong relationships, practical thinking, and a high standard of client service. For over 12 years, we've supported organizations across the region by providing steady, experienced financial leadership when they need it most.
Our team is made up of professionals who value organization, follow-through, and being dependable partners to both clients and each other. We take pride in creating an environment that is structured, supportive, and flexible.
CEFO Advisors is proud to be named a 2025 Best Place to Work by the Albany Business Review, reflecting our commitment to a supportive and team-focused environment.
Position Overview
As a Controller serving nonprofit organizations at CEFO Advisors, you will showcase your value while supporting multiple mission-driven clients. You will partner closely with executive leadership teams, finance committees, and boards to strengthen financial visibility, ensure compliance, and build sustainable operational infrastructure.
Managing accounting staff, improving workflows, strengthening internal controls, and bringing clarity to financial reporting are all part of the role. You'll collaborate with our CFO team to support strategic decision-making and help nonprofit leaders understand the financial roadmap needed to fulfill their missions.
Job Responsibilities
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Fractional Controller
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Fractional Chief Financial Officer
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