Fractional Controller / FP&A Analyst - Fast-Growing Tech-Enabled Recruiting Firm (US-Based Only)
• Hours: 15-20 hours/month
• Rate: $75-$100/hour depending on experience
• Duration: Ongoing (minimum 6 months, with path to VP of Finance as we scale)
• Location: US-based candidates only (any time zone)
ABOUT US
The Well Recruiting Solutions is the only talent acquisition firm built exclusively for independent RIA firms and the wealth management ecosystem. We launched in January 2024, we're growing fast, and we're building the financial infrastructure to match. Our team is 30+ people and expanding.
We're a faith-driven company. Our five core values are Excellence, Faith, Family, Generosity, and Growth. These aren't words on a wall - they shape how we operate daily. We hold monthly prayer gatherings, we recite our values at every company town hall, and our long-term vision includes significant Kingdom giving. We believe business is a vehicle for generational impact, not just profit. If that resonates with you, keep reading.
We currently have an outsourced bookkeeping/CPA firm that handles state filings, payroll tax, workers' comp, unemployment insurance, and monthly QuickBooks updates. They close our books by the 5th of each month for our financial review. They are staying. We need someone to sit on top of them and build the financial reporting infrastructure that makes us audit-ready.
WHAT YOU'LL DO
• Your first 30-day deliverables (these determine whether we continue):
• Restructure our chart of accounts from 25 categories to 80+ categories, properly separating Cost of Revenue from Operating Expenses (S&M, Technology/R&D, G&A) and breaking out recurring subscription revenue from transactional placement revenue. We have a detailed reference document with every account code, name, and mapping ready for you.
• Backfill and reclassify January and February 2026 transactions into the new structure and convert both months from cash basis to accrual basis.
• Produce restated P&L statements for January and February 2026 in the new format showing gross margin, EBITDA, and proper departmental expense allocation.
• Provide a written audit readiness assessment - specific and actionable, not generic - identifying exactly what needs to change before we commission our first audit.
ONGOING MONTHLY RESPONSIBILITIES
• Review and reclassify transactions entered by our bookkeeper into the proper chart of accounts categories
• Ensure monthly financial reporting package is ready by the 5th for our monthly financial review - P&L, balance sheet, and cash flow statement in the new format
• Maintain and update our investor-grade FP&A model with quarterly actuals (existing model with DCF, cohort analysis, and 5-year projections)
• Build and maintain a KPI dashboard tracking key operating and financial metrics
• Produce a monthly variance report comparing our operating proforma to QuickBooks actuals
• Supervise the bookkeeping firm's work quality and ensure they meet close deadlines
• Advise on the cash-to-accrual conversion, particularly ASC 606 revenue recognition for our subscription/credit-based pricing model
• Advise on eventual migration from QuickBooks to NetSuite (advisory now, hands-on when the time comes)
NON-NEGOTIABLE REQUIREMENTS:
• US-based. You must reside in the United States. No exceptions.
• Audit experience. You have personally helped at least one company prepare for and complete its first financial audit. Tell us which company, which audit firm conducted it, and what your role was. If you can't answer this specifically, we're not the right fit.
• QuickBooks fluency. Our books are in QBO today.
• ASC 606 knowledge. You understand accrual-basis revenue recognition for subscription/recurring revenue businesses. We're launching a credit-based subscription model and need someone who knows how to handle upfront payments recognized over contract periods.
• Growth-stage experience. You have worked with companies going through rapid scaling. You understand what changes in financial reporting when a company grows 3-5x in a year.
STRONGLY PREFERRED:
• Experience in professional services, staffing/recruiting, or SaaS companies
• Exposure to NetSuite (for future migration)
• Familiarity with Zoho CRM or willingness to pull data from it for KPI tracking
WHAT THIS BECOMES:
This is not a dead-end fractional gig. We're scaling aggressively. The right person starts as a fractional controller at 15-20 hours/month, grows into a larger role as complexity increases, and potentially becomes our full-time VP of Finance when we need someone running the finance function daily. If you're looking for a company where you can grow from fractional to C-suite, this is it.
OUR VALUES:
These are the five values that define The Well. We take them seriously and we expect everyone who works with us - employees and contractors alike - to embody them.
Excellence - We don't do average. Every deliverable, every client interaction, every internal process should reflect the highest standard. If our books are messy, our business is messy. We need someone who treats monthly close with the same intensity we bring to placing a $300K advisor.
Faith - We're openly faith-driven. Our company was born on a mission trip to India. We hold monthly prayer gatherings. Our long-term vision includes sponsoring Bible college students for every employee and customer we serve. You don't have to share our specific faith, but you do have to respect it and be comfortable working in an environment where it's woven into the culture.
Family - We protect our people's time, health, and home lives. We believe margin matters - in life, not just on the P&L. We want a controller who understands that building sustainable financial infrastructure means our team can sleep at night, not someone who thinks 'growth stage' means chaos is acceptable.
Generosity - We give aggressively. A significant portion of our profits go to charitable causes. Our long-term vision includes generational Kingdom giving at a scale most companies never imagine. The financial infrastructure you build isn't just for investors - it's for stewardship.
Growth - We're building something that's never existed before in this industry. We need someone who's energized by building the plane while flying it, not someone who needs everything to already be in place. If you get excited about taking a company from scrappy to institutional-grade, you'll love this.
TO APPLY:
Tell us four things:
1. The specific company you helped through its first audit, the audit firm, and what you did.
2. Your experience with ASC 606 / subscription revenue recognition. Give a specific example.
3. Your availability to start within 2 weeks and complete the first 30-day deliverables on time.
4. Which of our five values resonates most with you personally, and why? Give us a real answer, not a generic one. Tell us how that value shows up in your own life and work - not just why you think it's a good idea.
Do not send a generic proposal. We will ignore it.