Remote Client Controller, CAS Firm

Overview

This role is for a Remote Client Controller with the organization’s Client Accounting Services (CAS) team. The position is full-time and US Remote (telecommute). Applicants must be located in the United States.

Compensation is $95,000 - $135,000 per year (USD) and is commensurate with experience and qualifications.

Responsibilities

As Senior Client Controller, you will own controllership delivery across a dedicated portfolio of multi-client CAS engagements, including:

• Client Ownership & Review Calls

  • Lead recurring financial review calls and walk clients through monthly financial statements
  • Explain variances and translate complex financial information into actionable business insights

• Executive and Governance Support

  • Prepare clear financial packages
  • Participate in executive, board, finance committee, or audit meetings across commercial and nonprofit clients

• Partnership with Leadership

  • Collaborate directly with business owners, Executive Directors, finance staff, leadership teams, and board members

• Technical Controllership & Audit Readiness

  • Review monthly financial statements, reconciliations, workpapers, and supporting schedules for accuracy, completeness, and audit readiness
  • Oversee accrual accounting, class/location/project tracking, deferred revenue recognition, intercompany transactions, and fund/grant accounting where applicable

• Cash Flow, Forecasting, and Advisory Collaboration

  • Lead cash flow conversations and maintain rolling forecast tools
  • Explain cash movement and surface practical concerns for client or CFO attention
  • Partner with fractional CFOs/Advisors on budgeting, forecasting, FP&A, financial modeling, process design, and strategic decision support
  • Identify meaningful trends and provide “light advisory” insights without serving as a full-time CFO

• Workflow, Systems, and Team Support

  • Assign, monitor, and review work executed by staff through Karbon
  • Keep deliverables moving smoothly and proactively resolve bottlenecks
  • Support onboarding and process optimization across client tech stacks (QBO, BILL, Ramp, Fathom, etc.)

Requirements

• Significant, proven experience operating in a Client Accounting Services (CAS), fractional accounting, or outsourced accounting firm environment managing multiple client accounts simultaneously
• Hands-on experience working with nonprofit clients, including familiarity with fund accounting, grant tracking/reporting, net asset classifications, and supporting finance committees or boards
• Expert-level QuickBooks Online (QBO) proficiency, combined with deep accrual accounting and month-end close expertise
• Proven ability to lead live financial review calls and communicate comfortably with business owners, CEOs, and Executive Directors
• Authorized to work in the U.S. (W-2) with reliable availability during Pacific Standard Time (PST) business hours

Tech Stack

• QuickBooks Online (QBO)
• Excel / Google Sheets modeling
• Karbon (or similar practice management platforms)
• Strong pluses: BILL, Ramp, Expensify, Fathom, Syft, or Reach Reporting

Compensation & Benefits

• $95,000 - $135,000 per year (USD), commensurate with experience and qualifications
• 401(k) with a match
• Performance bonuses
• Fully remote environment with periodic in-person retreats
• Supportive, non-bureaucratic team culture
• Career growth, working hand-in-hand with experienced CFOs with expanding skill set into strategic FP&A and forecasting
• Direct client-facing ownership

Location

• US Remote (Telecommute)
• Applicants must be located in the United States.