Controller

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

📋 Description

• Act as the main financial liaison for designated clients, fostering trusted and professional relationships.

• Engage proactively with clients regarding deliverables, timelines, challenges, and financial outcomes.

• Conduct regular client meetings or check-ins to review financial statements, key performance indicators (KPIs), and cash flow.

• Deliver financial information in a clear and client-friendly manner, customized to the client’s financial understanding.

• Address client inquiries promptly and professionally, escalating issues as necessary.

• Supervise and execute month-end and year-end closing processes for multiple client entities concurrently.

• Prepare and review financial statements in compliance with GAAP, ensuring accuracy and thoroughness.

• Execute and review balance sheet reconciliations, journal entries, and variance analyses.

• Keep organized, audit-ready workpapers and documentation for all client projects.

• Collaborate with tax preparers to confirm financial records are precise and prepared for tax compliance.

• Handle multiple simultaneous client engagements, monitoring progress against deadlines and internal objectives.

• Identify potential risks to timely delivery and inform leadership proactively.

• Independently organize and prioritize workload, ensuring that recurring deliverables are completed punctually.

• Maintain current records in the firm’s project management system, accurately reflecting engagement status and time.

• Review the work of bookkeepers and staff accountants assigned to client projects, providing timely and constructive feedback.

• Mentor and guide junior team members, aiding in the development of both technical skills and professional judgment.

• Establish clear expectations for staff on client projects and follow up to ensure quality standards are upheld.

• Collaborate with team members to share knowledge, document processes, and foster a positive, high-performance work environment.

• Effectively utilize accounting platforms (QuickBooks Online, Xero, and others) to maintain client records and generate reports.

• Contribute to the creation and documentation of firm standard operating procedures (SOPs) and best practices.

• Identify opportunities to enhance efficiency and quality within client engagements and firm workflows.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• Over 5 years of progressive accounting experience, including at least 2 years in a Controller or Senior Accountant role.

• Strong understanding of GAAP and financial reporting standards.

• Proficiency in cloud-based accounting software (QuickBooks Online, Xero, or similar).

• Ability to manage multiple clients or projects simultaneously under firm deadlines.

• Excellent written and verbal communication skills: Capable of conveying financial information clearly to non-financial audiences.

• ****Nice to Have's:

• CPA license or active pursuit of CPA licensure.

• Experience in a public accounting or Client Accounting Services (CAS) firm environment.

• Familiarity with project management tools and automated reporting workflows.

🏝️ Benefits

• $100/month fitness benefit: Support your health and well-being, your way.

• Up to $440/month QSEHRA: Assists in covering qualifying medical expenses.

• 401(k) plan with company contribution.

• $50/month phone reimbursement.

• Bring your own laptop + $500 equipment stipend (one replacement every 5 years).

• Unlimited paid time off (recommended at least 3 weeks/year).

• Career development: Mentorship, leadership training, and a clear path to senior firm leadership.