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Controller

2 weeks ago

Charlotte, North Carolina, United States Quest Full time $80,000 - $120,000 per year

Fractional Controller — Charlotte Metro Region

Quest |

About Quest

Quest is an independent business advisory firm guiding business owners through the transitions that define their legacies. We help founders grow enterprise value, increase personal net worth, and achieve liquidity through strategic estate and income tax planning. Our team partners with business owners to design inventive, measurable solutions that move them from
today's potential
to
tomorrow's realized value.

We call it
The Quest Way,
a commitment to excellence, collaboration, and meaningful impact.

About the Role

We're seeking a
Fractional Controller
to join our expanding advisory team in the
Charlotte Metro area
. This role is ideal for a seasoned financial professional who thrives in dynamic, client-facing environments and wants to apply their expertise across multiple privately held businesses. You will oversee financial operations, elevate reporting accuracy, strengthen budget discipline, and ensure compliance. Also advising executives and owners on strategic financial decisions that drive growth and liquidity.

Key Responsibilities

  • Lead and manage all aspects of
    financial reporting, budgeting, and forecasting
  • Maintain strong compliance with
    GAAP and regulatory standards
  • Deliver actionable insights to business owners and executive teams
  • Support
    M&A readiness, cash flow optimization, and value creation initiatives
  • Collaborate cross-functionally with Quest's CFO and Advisory teams to deliver measurable client impact

Qualifications

  • Bachelor's degree in
    Accounting, Finance, or related field
    (CPA preferred)
  • Proven experience in
    financial reporting, budget management, and compliance
  • Strong analytical and problem-solving skills
  • Excellent communication and executive presence
  • Ability to work independently while thriving in a collaborative advisory environment
  • Experience in an
    advisory or consulting firm
    is a strong plus

Why Join Quest

At Quest, you'll be part of a firm that believes financial leadership should create clarity, not complexity. You'll work alongside experienced CFOs, Controllers, and M&A professionals who share a mission to
help business owners turn success into significance.

If you're ready to apply your financial expertise to help transform how privately held companies grow, transition, and create lasting value, your next chapter starts here.

Please feel free to apply or message us directly to begin your Quest.

#WhatsYourQuest