Client Controller

This is a fully remote position, open to applicants in United States.

📋 Description

• Review monthly closing activities and financial statements prepared by Client Service Managers to ensure timely, accurate, and GAAP-compliant reports.

• Offer technical guidance, feedback, and mentorship to Client Service Managers.

• Analyze financial results to uncover trends, variances, unusual activities, risks, and opportunities.

• Convert financial findings into valuable insights for clients and Client CFOs.

• Foster strong client relationships through regular, proactive communication.

• Review and present financial statements to clients.

• Lead the preparation of detailed client budgets and forecasts.

• Assist with forecasting, cash flow analysis, and financial planning.

• Manage priorities, deadlines, and deliverables across various client engagements.

• Support client onboarding, encompassing accounting processes, systems, QuickBooks Online integrations, and client training.

• Collaborate with Client CFOs on financial analysis, planning projects, grant reporting, cash flow initiatives, and other client-specific endeavors.

• Identify opportunities for process improvements and coordinate with external tax providers and auditors as necessary.

• Oversee engagement scope and support firmwide accounting processes.

⛳️ Requirements

• Bachelor's degree in accounting or a related discipline is required.

• At least 5 years of progressive experience in public accounting, client accounting/advisory services, or a similar multi-client accounting environment.

• In-depth knowledge of QuickBooks Online, including experience with integrations and connected applications; QuickBooks Online certification is preferred.

• Proven experience in detailed budgeting, forecasting, financial analysis, and presenting financial outcomes to clients.

• Advanced Excel capabilities and strong proficiency in cloud-based accounting and business technologies, with the capacity to swiftly learn and adapt to new systems.

• Experience managing multiple client engagements and navigating competing priorities in a deadline-oriented setting.

• Demonstrated success in a remote work environment with the ability to work both independently and collaboratively.

• Excellent interpersonal and communication skills, with a proven track record of managing client relationships.

• Basic knowledge of tax issues relating to client accounting and financial reporting.

• CPA or MBA is preferred.

• Experience in nonprofit accounting and auditing is preferred.

• Must be able to pass a background check.

🏝️ Benefits

• Remote work environment.

• Comprehensive health and dental insurance.

• Short and long-term disability coverage.

• 401k plan with up to a 4% match.

• Wellness stipend to support your health journey.

• Generous PTO to help you recharge and refresh.

• Annual performance-based bonus.

• Annual team retreats to encourage camaraderie and innovation.

• A supportive team that values collaboration and professional engagement.