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 reportsKPI dashboards and management reportingEnsure that every report tells a clear, consistent story about how the business is performingDrive client insight
Participate directly in client financial discussions and planning conversationsTranslate financial results into implications for growth, hiring, profitability, and cashBuild trusted relationships so you can help clients understand what the numbers mean and what they should do nextRun the machine
Lead client onboarding and systems implementationDesign and improve close workflows, reporting packages, and internal controlsContinuously refine how we deliver high-quality financials at scaleWhat We're Looking For
4–5+ years of accounting experience (public accounting audit strongly preferred)Strong understanding of financial statements, forecasting, and cash flowComfort working directly with clients and leadership teamsA mindset of ownership, not just executionInterest in applying financial data to real business decisionsCPA or CPA-track is a strong plusCompensation & Benefits
Competitive base salary aligned to role and experiencePerformance-based raises and promotion opportunitiesMedical, dental, and vision insurance401(k) retirement plan - 4% matchPaid parental leaveCompany-paid laptop and home office setupUnlimited paid time off – we care about results, not clock-watchingPaid holidaysHybrid and remote-friendly work environment