Controller Is Leaving and I’m Taking Over Accounting (No CPA Background)
Our Controller is leaving, and leadership wants me to take over Accounting in addition to FP&A. I currently lead FP&A and come from an investment banking / strategic finance background. Strong on operations, forecasting, business partnering, and process improvement - but I do not have a CPA or deep technical accounting experience.
The role would essentially become Head of Accounting + FP&A. I would report to the CFO.
I’m excited because it’s a major growth opportunity, but also aware there’s a steep learning curve on the accounting side.
For those who’ve been through something similar:
• What were the biggest surprises?
• What should I prioritize in the first 90 days?
• How important is deep technical accounting knowledge if you have a strong team underneath you?
• Any resources or advice you’d recommend?
For context, this is a private company with an existing accounting team already in place.
Would appreciate any honest advice from people who’ve made a similar jump.