Breakwater Accounting + Advisory Corp

• Act as the strategic Controller and high-level financial advisor for a portfolio of 10-20 small to mid-sized independent schools or nonprofits (revenue range of $500,000 to $10,000,000+) • Prepare and present high-level insights to Boards and Finance Committees, becoming their most trusted advisor • Lead monthly and quarterly conversations that turn financials into clear insights and action • Identify opportunities, risks, and blind spots, and guide clients toward better decisions; help schools navigate unique complexities like Tuition Receivable, Enrollment/Student Billing, and Donor-Restricted Funds. • Translate financial data into simple, practical recommendations your clients can actually use • Partner with clients on topics like cash flow, profitability, and operational efficiency • Collaborate and mentor your team to ensure financials are accurate, then spend your time using them, not just reviewing them

• Lead the full onboarding lifecycle for new clients - from kickoff through transition to their long-term team • Serve as the primary client contact, building trust through clear communication and strong financial guidance • Review and issue accurate financials, ensuring quality and consistency from day one • Coordinate across AP, AR, Payroll, and Accounting to ensure all services are aligned and delivered seamlessly • Build, refine, and scale onboarding processes to improve speed, quality, and client experience • Lead, coach, and develop a team; driving accountability, growth, and high standards

• Act as the primary accounting advisor for a portfolio of small business clients (<$7M revenue) • Lead monthly and quarterly conversations that turn financials into clear insights and action • Identify opportunities, risks, and blind spots, and guide clients toward better decisions • Translate financial data into simple, practical recommendations owners can actually use • Partner with clients on topics like cash flow, profitability, and operational efficiency • Collaborate with your team to ensure financials are accurate, then spend your time using them, not just reviewing them