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Client ServicesTrivium • Sunnyvale, CA, US
Client Services

Client Services

Trivium • Sunnyvale, CA, US
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Client Financial Manager / Controller (Consulting / Advisory)

Job Title : Client Financial Manager / Controller (Consulting / Advisory)

About Our Firm & The Opportunity :

Our firm is a trusted strategic finance and accounting partner to some of the most exciting high-growth consumer brands in the Bay Area. As our clients scale, we provide them with the expert-level financial leadership needed to thrive.

We are seeking a hands-on Financial Controller to embed with one or more of our key clients. In this role, you will act as their dedicated internal controller, taking ownership of their day-to-day financial operations and strategy. You will have the autonomy to make a significant impact on the client\'s business, all while being supported by our firm\'s broader team of experts and resources.

This is a unique, flexible opportunity (full-time, part-time, or contract) for a financial professional comfortable in a hybrid setup in Sunnyvale.

What You\'ll Accomplish :

  • Serve as the dedicated Controller for key clients in the consumer goods space, owning their core accounting operations from A / P and A / R to the general ledger and month-end close.
  • Deliver clear and accurate financial statements and management reports directly to client leadership and founders.
  • Translate complex financial data into actionable business insights that guide client strategy and decision-making.
  • Act as the primary financial liaison for the client, managing relationships with vendors, customers, and internal stakeholders with professionalism and confidence.
  • Strengthen the client\'s financial foundation by implementing best practices, improving internal controls, and recommending system enhancements.
  • Guide clients through key financial milestones , including budgeting, forecasting, cash flow analysis, and audit preparation.

What You\'ll Bring :

  • 5–7 years of progressive experience in accounting or finance, with a strong preference for the consumer goods industry
  • Deep understanding of GAAP and a proven ability to manage full-cycle accounting.
  • Experience in a multi-client or consulting environment is highly desirable.
  • Mastery of Excel and proficiency with modern accounting systems (e.g., QuickBooks, NetSuite).
  • A proactive, entrepreneurial mindset with the ability to manage priorities across multiple stakeholders.
  • Exceptional communication skills, with the ability to build rapport and establish trust with client executives.
  • Why Partner With Us?

  • Diverse Experience & Accelerated Learning : Instead of one company, you'll gain exposure to multiple high-growth businesses, tackling diverse challenges and rapidly expanding your skill set.
  • The Best of Both Worlds : Enjoy the impact of being a key leader within a startup environment, backed by the support, stability, and resources of our established advisory firm.
  • Unmatched Flexibility : We build roles that fit great people. We will work with you to define a full-time, part-time, or consulting structure that meets your needs.
  • Strategic Partnership : You're more than an accountant; you're a strategic advisor. You'll collaborate directly with innovative founders to help them build their businesses.
  • We are not including extraneous job postings or unrelated notices in this refined description. This role focuses on the responsibilities, qualifications, and expectations necessary to perform as a Client Financial Manager / Controller for our clients.

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    Client Service • Sunnyvale, CA, US

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