Senior Accountant – Controller, CFO Services

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

📋 Description

• Manage the accounting relationship for a designated client portfolio

• Conduct weekly check-in calls to discuss portfolio activities, financial implications, and upcoming steps

• Offer exceptional client service with prompt responses and regular interactions

• Produce precise monthly financial statements, either prepared by the team or via AI-assisted processes

• Review financial statements for quality assurance prior to client delivery

• Assist in business decision-making through projections, ROI assessments, and cash flow forecasting

• Convert financial information into actionable insights for the business

• Proactively suggest enhancements to processes and systems

• Oversee client onboarding, setups, and cleanups for Controller and CFO services

• Manage transitions from previous accountants or systems

• Engage in customized assignments utilizing research, critical thinking, and strategic planning

• Guide and develop preparers and reviewers, including team members located offshore

• Oversee deadlines, offer direction, and provide feedback

• Achieve an average client NPS of 9/10 or higher

• Ensure long-term client retention and timely, accurate monthly financial statements

⛳️ Requirements

• Bachelor’s degree in accounting

• Over 5 years of accounting experience in a client-facing position

• Experience in supervising or reviewing the work of other accountants

• Proficient in QuickBooks Online, property management software, and cash flow portals preferred

• Strong technical knowledge in accounting, including entity structures (LLCs, partnerships, S corps) and their implications for financial reporting

• Experience in budgeting, forecasting, cash flow analysis, and equity structures, including waterfall and distribution calculations

• This role must be performed from within the United States

• Must currently reside and work in a U.S. location

• Must be authorized to work in the United States

• CPA, EA, MBA, or CMA credentials may be held, but are not mandatory

🏝️ Benefits

• Bonus opportunities available

• Laptop provided for work purposes

• $500 annual reimbursement for technology expenses

• Unlimited vacation and sick leave

• Independent work environment

• Continuous training opportunities

• Health insurance coverage

• 401(k) matching program