Senior Controller, GL Shared Services

The Role

The Senior Controller, GL Shared Services owns the record-to-report (R2R) process for approximately 100 Network Companies supported by My Financial Partner (MFP), with the number growing through acquisitions. This hands-on operational and leadership role involves:

Collaborating with MFP’s Industry Controllers to run the monthly, quarterly, and year-end close for general ledger tasks, owning training and standards, and building a scalable, SOX-ready shared services team for GL as MFP grows.

Leading a blended onshore and Colombia-based offshore team, growing to 10-15 people by 2027, integrating newly acquired companies into standard processes and systems, and partnering with Network Company Controllers, FP&A, Tax, and the Chief Accounting Officer. Success means achieving a faster, more accurate, and well-controlled close that can absorb new companies without increasing headcount.

1. Close and General Ledger Operations (~40%)

• Own the monthly, quarterly, and annual close calendar across all Network Companies, delivering a consistent close within 8-10 business days.
• Review and approve journal entries, account reconciliations, and flux analysis before submission to consolidation, alongside Industry Controller reviews.
• Stay hands-on: prepare or step in on complex entries, reconciliations, and technical accounting memos when needed.
• Oversee core GL activities, including:
• Balance sheet reconciliations (cash, credit card, A/R, A/P, intercompany, clearing accounts)
• Fixed assets, depreciation, and disposals
• Prepaid expenses and amortization
• Payroll, bonus, revenue, and expense accruals
• Deferred revenue entries and reversals
• Income tax entries provided by Teamshares Tax
• Inventory adjustments tied to annual physical counts
• Year-end adjustments and audit workpapers
• Ensure trial balances, variance analysis, and close checklists are loaded to OneStream accurately and on time.
• Maintain the chart of accounts standard and approve new account requests.

2. SOX Compliance and Internal Controls (~10%)

• Support and adhere to Teamshares R2R controls to a public company (SOX 404) standard.
• Own GL control matrix, process narratives, and flowcharts.
• Enforce segregation of duties, journal entry approval thresholds, and reconciliation sign-off standards.
• Partner with Internal Audit and external auditors on walkthroughs, testing, audit requests, and deficiency remediation.

3. People Leadership and Offshore Team Management (~20%)

• Lead, coach, and develop a growing team of Senior and General Ledger professionals.
• Direct the offshore GL team in Colombia: define work allocation, standard work instructions, review points, and quality metrics.
• Build the team structure, job levels, onshore/offshore mix, and hiring plan to reach 10-15 staff by 2027 and scale with acquisitions.
• Set goals, run performance reviews, and create development paths to retain strong performers.
• Build a culture of accountability, documentation, and continuous improvement across time zones.

4. Acquisitions and Integration (~10%)

• Lead the general ledger workstream for onboarding new Network Companies into MFP Shared Services.
• Work with MFP’s Sr. Transition Controller to take responsibility for GL staffing plans based on MFP’s integration playbook.
• Collaborate to refine the integration playbook after each onboarding to make the next one faster.

5. Systems, Automation, and Change Management (~10%)

• Act as the R2R liaison for OneStream (close checklists, account reconciliation module, reporting) and for GL processes across ERPs used by Network Companies.
• Represent R2R in future ERP and systems initiatives, including requirements, design, testing (UAT), and post-go-live stabilization.
• Identify and deliver automation, such as reconciliation tools, recurring entries, and standardized templates.
• Assist in change management for process and system changes: stakeholder communication, training, documentation, and adoption tracking.

6. Stakeholder Partnership and Reporting (~10%)

• Contribute to the strategic design, operational execution, and teaming of the shared services leadership team.
• Partner with MFP Industry Controllers, FP&A, Tax, and Treasury to meet service expectations.
• Develop and maintain Service Level Agreements (SLAs) and report monthly on close KPIs.
• Respond to requests from the CFO, Chief Accounting Officer, and Shared Services leadership, and raise risks to deadlines early.