Client Controller

Overview

This role serves as a trusted financial partner to clients, helping them understand both financial results and what those results mean for their organizations. You will review and analyze month-end outputs, provide technical accounting guidance to Client Service Managers, collaborate with Client CFOs on planning and advisory work, and maintain frequent client communication.

Responsibilities

• Review monthly close work and financial statements prepared by Client Service Managers to ensure timely, accurate, and GAAP-compliant financial reporting.
• Provide technical guidance, review feedback, and mentorship to Client Service Managers to strengthen accounting knowledge, improve the quality of client work, and support professional development.
• Analyze financial results to identify trends, variances, unusual activity, risks, and opportunities, translating findings into meaningful insights for clients and Client CFOs.
• Build strong, high-touch client relationships through frequent, proactive communication.
• Review and present financial statements to clients in a clear and meaningful manner.
• Lead development of detailed client budgets and forecasts; support ongoing forecasting, cash flow analysis, and financial planning.
• Manage priorities, deadlines, and deliverables across multiple client engagements while maintaining responsiveness, accuracy, and a high level of client service.
• Support client onboarding, including establishing accounting processes, coordinating systems and QuickBooks Online integrations, and training clients on processes and technology.
• Collaborate with Client CFOs on financial analysis, planning initiatives, grant reporting, cash flow projects, and other client-specific projects.
• Support consistent and effective client service by identifying opportunities for process improvement, coordinating with external tax providers and auditors as needed, monitoring engagement scope, and supporting firmwide accounting processes.

Requirements

• Bachelor’s degree in accounting or a related field required; CPA or MBA preferred.
• Minimum of 5 years of progressive experience in public accounting, client accounting/advisory services, or a comparable multi-client accounting environment.
• Expert-level QuickBooks Online knowledge, including experience with integrations and connected applications; QuickBooks Online certification preferred.
• Demonstrated experience with detailed budgeting, forecasting, financial analysis, and presenting financial results to clients.
• Advanced Excel skills and strong proficiency with cloud-based accounting and business technology, including the ability to quickly learn and adapt to new systems.
• Experience managing multiple client engagements and competing priorities in a deadline-driven environment.
• Experience successfully working in a remote environment with the ability to work independently and collaboratively.
• Excellent interpersonal and communication skills with demonstrated experience managing client relationships.
• Working knowledge of tax matters relevant to client accounting and financial reporting.
• Nonprofit accounting and audit experience preferred.

Compensation & Benefits

• Salary Range: $80,000 - 85,000
• Remote work environment
• Comprehensive health and dental insurance
• Short/long term disability coverage
• 401k plan with up to a 4% match
• Wellness stipend
• Generous PTO
• Annual performance-based bonus
• Annual team retreats
• Background check required

Location

Remote work environment.