Controller / Client Manager - Remote

Overview

Join a modern, tech-driven accounting firm that provides high-level financial expertise to growing businesses. Specializing in cloud-based solutions, automation, and strategic financial management, they empower clients with real-time insights to optimize cash flow, maximize profitability, and scale effectively.

In Short

• Problem-Solving: Troubleshoot issues faced by clients or junior team members, offering practical solutions and guidance.
• Project Management: Manage multiple client accounts and projects simultaneously, ensuring timely delivery and attention to detail.
• Independent Thinking: Apply critical thinking to solve complex financial challenges and make strategic recommendations.
• Budgeting/Forecasting/Cash Flow Planning: Develop and refine budgets and forecasts to align with the client's financial goals.
• Financial Analysis: Perform in-depth financial analysis to identify trends, opportunities, and risks.
• Review and Oversight: Review the work of junior team members for accuracy.
• Client Interaction: Conduct regular meetings with clients to review financial statements.
• Software: Proficient with QBO, Xero, and Microsoft Office Suite.

Requirements

• Bachelor's degree in finance, accounting, or a related field; advanced degree or CPA/CFA preferred.
• Proven experience (5 years) in financial analysis and budgeting in a multi-client environment.
• Proficiency in financial software and tools, with a strong understanding of financial reporting.
• Restaurants, construction, and professional services experience a plus.
• Strong financial acumen with a focus on budgeting, forecasting, and cash flow management.
• Excellent project management and organizational skills.
• Ability to delegate, follow up, and ensure accountability within a team.
• Effective communicator with strong interpersonal skills.
• A proactive problem-solver with the ability to troubleshoot and resolve complex issues.
• Highly organized with the ability to multi-task and prioritize in a fast-paced environment.

Benefits

• Competitive salary.
• This is a full-time, long-term position.
• The position is immediately available and requires entering into an independent contractor agreement.
• Work from home.
• Monday through Friday, 8 am to 5 pm (+/- 1 hour accepted) - PST.
• Additional perks.