
Senior Consultant, Controller
Join Our Team
We specialize in harnessing financial data for CFO consulting, scale and restructuring services, debt and capital advisory, and improved operations and profitability. We are expanding our business and are looking to add more Controllers to our team. This is an excellent opportunity for someone to be a part of a collaborative team and grow with us!
Working at Turning Point.
In 2021, the Puget Sound Business Journal selected Turning Point as one of the best workplaces in the PNW. Turning Point offers a generous benefits package with 100% paid premiums for both employees and dependents, a strong PTO offering, a flexible work atmosphere with an emphasis on balance and a fun engaging team.
Turning Point values the diversity of backgrounds that employees bring to our workplace. We strive to foster an environment that is culturally competent and supports equity of treatment both internally and externally between people of diverse backgrounds, including but not limited to race, ethnicity, gender, age, ability, sexual orientation, and religion.
Position Summary.
The right candidate will be joining a strong team of controllers and consultants who help lead their clients into the future. In assisting our clients, this position will be responsible for month-end close, financial reporting, managing the finance and accounting departments, accounting system conversion, and job costing analysis. The candidate we are looking for must be dynamic, fast learning, and willing to jump into any task to support the company to continue to be an industry leader. There will be some consideration for applicants out of Colorado.
Job Duties.
Responsible for numerous aspects of month-end close including preparation of monthly journal entries and account reconciliations, and critical analysis of changes in account balances to ensure accurate balances are reflected in the financial statements in accordance with GAAP
Development and ongoing preparation of month-end financial reporting packages, other internal management reports, and external bank compliance reporting
Maintenance of and comparative analysis against annual budget, and interim forecasts
Historical financial statement review and correction as necessary
Develop and implement best practices for accounting policies and procedures, providing training to client staff as necessary
Maximize efficiencies, organize work processes and procedures, and automate procedures through system improvements
Qualifications and Skills.
B.S./B.A. in Accounting
5+ years of diverse public and private accounting experience
Prior experience with a professional service company
Prior public accounting experience is a plus
Holding an active CPA credential is a plus
Important Attributes.
Excellent interpersonal, written and verbal communication skills
Able to manage multiple projects and deliverables
Recognizes urgency in solving problems and completing critical work
Maintains a high level of confidentiality and discretion
Responds creatively to issues, change and high growth
Positive, relationship-oriented attitude and communication style
Benefits Included.
100% company-paid premiums for employees and dependents
4 weeks PTO
Flexible work life balance
Diverse client relationships
Monthly team building activities (happy hours, paint & pours, cooking classes)
Flexible Remote Work
Opportunities to be mentored & to be a mentor
Employee Testimonials.
“I started with Turning Point in January of 2022, and while I have only been a part of the team for a short while, I have fully enjoyed my time so far. I came to Turning Point looking for the opportunity to interact and work with varying industries and companies in the middle market, while also developing my own technical skills. Turning Point does a great job of internally training their team, along with approaching engagements in a client-first, teamwork oriented manner. You are never on your own, and there are plenty of resources both to develop and grow, and also to provide great service to the businesses we interact with. While it's only been five months for me, I'm looking forward to the next five, and many more after that!”
— Jesse Lilligren
Senior Financial Consultant
“I have greatly enjoyed, and continue to enjoy, working with the Turning Point team. My colleagues are genuine, hard-working people who recognize that humans make mistakes sometimes, and those mistakes are something to learn from, not get punished for. I feel that my team cares about the employees' well-being, and having that in a workplace environment is, to me at least, something that is hard to find! I look forward to seeing the company and its employees evolve further.”
-Natalya Altman
Executive Assistant
“Everyone at Turning Point has been super friendly and helpful since day one. I really appreciate it.”
— Robin Martinez Rogers
Senior Bookkeeper
“Turning Point is an excellent Company to work for. Having been with the Team since 2018 and also having been a former client, I can say firsthand that the quality of work produced and the level of professional displayed is unparalleled in the Financial Consulting arena.
The firm's Management Team is exceptional and possesses decades of experience across multiple industries and sectors. They truly care about their employees, not only from a business standpoint, but also on a personal level.
I am honored to be a part of something very special, and I see a lot of growth and opportunities for the firm and its team members over the coming years.”
– Don Carlo
Senior Consultant
Meet Our Team.
Alan Chaffee, CEO, Founder
Alan Chaffee is the CEO and Founder of Turning Point. He has 25 years of extensive experience in financial accounting, business consulting, company valuations, and corporate re-structuring. He has focused his last two decades helping companies from a diversity of industries—media to manufacturing and in-between—use financial information to drive operational improvements, manage cash flow, and increase profitability.
Eric Camm, Director of Capital Advisory, Partner
Eric is an experienced turnaround and restructure advisor, who comes to his engagements utilizing his background as a corporate attorney. He has led numerous M&A transactions, restructure engagements, and Receiverships, and leads Turning Point’s turnaround and restructure group. Eric has extensive experience in mergers and acquisitions, reorganization and insolvency, receiverships, Chief Restructuring Officer engagements, business succession planning, and business valuation.
Lucas Kartic, President, Managing Partner
Lucas graduated from Seattle Pacific University in 2010 and achieved his CPA in 2013. He has been a Turning Point team member since the company’s founding in 2009. Lucas’ specialty is developing and implementing the financial processes that produce accurate and timely information for clients. He helps clients think strategically, using financial data to best advantage, increasing profit and managing cash flow.
Julie Stead, Partner
Julie graduated from the University of Washington in 2004 with a Master’s Degree in Public Accounting. She achieved her CPA in 2005 and spent the first several years of her career working in public accounting before migrating to the industry. She has been a part of the Turning Point team since 2011 in the Financial/CFO Advisory Group.
Brian Burns, Partner
For over a decade, Brian has worked in the financial services sector in the Puget Sound region. He specializes in improved financial reporting, managing cash flows, and forecasting.
Kristina Angel, Partner & Director of Talent Acquisition
Kristina has over 15 years of experience in Recruiting with exposure to various industries and types of roles. She started out on the agency side, made her way to corporate recruiting and started to focus on leadership recruiting.
Nabil Istafanous, Director of Business Development
As Director of Business Development function, Nabil leads Turning Point’s growth into other major west coast markets outside of its original base in Seattle, Washington. Nabil has worked in the business community in the Northwest for the past 25 years in a variety of roles. Most recently, he has led business development in the Pacific NW region for a California-based asset-based lender.
“To have a team that has built a robust model, has done the work, and can speak eloquently and intelligently to investors is pretty solid. I shudder thinking of where
I would be without the Turning Point team.”
Interested in joining our team, but don’t see a position that fits for you?
Feel free to reach out to us to get more information on our upcoming hiring needs and positions.