Job Description

About Upsourced

Upsourced is a modern accounting and advisory firm built specifically for fast-growing creative agencies. We combine strong accounting fundamentals with great technology, clear processes, and real financial leadership. Our goal is simple: give our clients clarity and confidence, and give our team a place where smart people can do their best work without burning out.

We move fast. We try new things. We work with interesting businesses. And we don't believe in busy season.

The Role

A Controller at Upsourced is a financial leader for a portfolio of growing businesses.

You are accountable for turning raw accounting data into clean, reliable, decision-ready financials - and for helping those financials drive better business outcomes. You own the quality of the numbers, the systems behind them, and the financial story they tell.

This role combines operational ownership with strategic exposure. You will run the accounting engine for your clients while also playing a central role in forecasting, cash management, KPI reporting, and financial planning.

What You'll Do

Own the financial foundation

• Own the end-to-end accounting and close process for 8–12 client businesses
• Review and validate work prepared by Senior Accountants and junior team members
• Ensure financial statements are accurate, timely, and audit-ready

Produce decision-grade financials

• Build and maintain:
  • Financial models and forecasts
  • Weekly and monthly cash flow reports
  • KPI dashboards and management reporting
• Ensure that every report tells a clear, consistent story about how the business is performing

Drive client insight

• Participate directly in client financial discussions and planning conversations
• Translate financial results into implications for growth, hiring, profitability, and cash
• Build trusted relationships so you can help clients understand what the numbers mean and what they should do next

Run the machine

• Lead client onboarding and systems implementation
• Design and improve close workflows, reporting packages, and internal controls
• Continuously refine how we deliver high-quality financials at scale

What We're Looking For

• 4–5+ years of accounting experience (public accounting audit strongly preferred)
• Strong understanding of financial statements, forecasting, and cash flow
• Comfort working directly with clients and leadership teams
• A mindset of ownership, not just execution
• Interest in applying financial data to real business decisions
• CPA or CPA-track is a strong plus

Compensation & Benefits

• Competitive base salary aligned to role and experience
• Performance-based raises and promotion opportunities
• Medical, dental, and vision insurance 
• 401(k) retirement plan - 4% match
• Paid parental leave
• Company-paid laptop and home office setup
• Unlimited paid time off – we care about results, not clock-watching
• Paid holidays
• Hybrid and remote-friendly work environment

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