Who we are:

Leo Berwick is an innovative mergers and acquisitions tax consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

What we’re looking for:

Leo Berwick is looking for a Controller to join our growing operations team.

You’re the right fit for this role if –

  • You are able to develop chemistry, rapport, teamwork, and trust across the entire fast-paced Leo Berwick organization.
  • You can effectively implement process improvements to make the close process more efficient with enhanced internal controls.
  • You can support the business with accurate, reliable, action-oriented FP&A metrics and advice, focusing onforward looking insights over standard variance analyses.
  • You can act as primary contact for the external audit, bank reporting and board reporting processes.
  • You are a versatile Finance professional willing to go outside of your scope in order to drive results and support the firm.
  • Base salary ranges from $200,000-$300,000 based on skills, experience and qualifications.
  • All full-time employees are eligible for performance-based bonuses
Benefits and Perks for Full Time Employees:
  • Unlimited paid time off
  • Flexible working arrangements – remote and location flexibility
  • Tuition reimbursement
  • Childcare subsidies
  • Attractive medical, dental insurance
  • Pension & retirement contributions
  • Monthly fringe benefit stipend (up to $500)
  • Additional benefits to support your physical and mental wellbeing
Financial Planning and Management:
  • Lead the development and implementation of annual projections/forecasts, budgeting, and strategic planning initiatives.
  • Conduct profitability and variance analysis to identify areas for enhancement and optimization.
  • Work with the Engagement leads to improve collection days DSO.
  • Collaborate with peers on developing pro forma adjusted EBITDA calculations on a monthly basis for board reporting purposes.
  • Develop and share forward-looking analyses to support and drive business decisions
Accounting and Controllership:
  • Manage full cycle accounting processes, including monthly closing of financial statements and preparation of monthly financial reporting packages.
  • Manage the key day-to-day accounting functions, including general accounting, accounts payable and accounts receivable functions.
  • Oversee the monthly close process, including journal entries and consolidation of the US and Canadian businesses.
  • Oversee payroll reconciliations.
  • Develop accounting policies, procedures, methodologies for monthly and annual close processes.
Process Improvement and Team Management:
  • Develop and implement improvements around monthly and day-to-day accounting processes.
  • Proactively ensure that appropriate systems and internal controls are implemented, documented, and maintained while identifying and recommending improvements.
  • Supervise team members and effectively manage stakeholders to ensure alignment with organizational goals.
  • Work with the business unit leads and the engagement teams on outlier utilization and engagement metrics.
Communication and Collaboration:
  • Collaborate with Partner to document accounting controls.
  • Monitor and provide feedback on management fees, accounts receivable, and accounts payable.
  • Assist with special projects, as needed.
  • Bachelor’s degree in accounting, or related field required
  • CPA or comparable accounting/finance designation in Canada or USA
  • Experience within a start-up organization
  • Experience working at a professional service organization
  • 10+ years of total experience in accounting and finance with progressive increase in responsibilities and strategic focus
  • In-depth familiarity with accounting software. Experience with NetSuite and/or Ramp is an asset
  • Experience with professional services timesheet and work in progress accounting, change orders, engagement realization reserve accounting considered a plus
  • Ability to thrive in a fast-paced work environment
  • Excellent communications skills (both written and verbal)
  • Excellent interpersonal, negotiation and conflict resolution skills
  • Excellent organizational skills and attention to detail
  • A self-starter who is comfortable working remotely and in an unsupervised environment
  • Ability to act with integrity, professionalism, and confidentiality
How to Apply:

Apply through LinkedIn or via email at

Leo Berwick encourages applicants to apply even if their experience does not exactly match the above job description. Leo Berwick values people with commitment, integrity, and who are self-starters. Leo Berwick also welcomes a fresh perspective and will listen to diverse opinions, though we also want individuals to commit to team and leadership-based decisions.

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Let’s work together.

You want an M&A expert who gets it. A commercially minded expert who understands deals. A partner who shares your drive for minimizing risk, maximizing value, and accelerating returns.

That’s Leo Berwick. The first call you make for any deal.