Serve as the first point of escalation for day-to-day client inquiries and accounting issues
Deliver accurate, timely, and actionable financial reporting that helps clients understand performance and key metrics
Identify accounting or process challenges, recommend data-driven solutions, and communicate changes clearly to clients and internal stakeholders
Support Staff Accountants in daily operations and professional development through guidance and feedback
Collaborate with the Accounting Manager to maintain client satisfaction, ensure engagement scope alignment, and manage profitability
Execute and oversee core accounting functions including Month-end revenue entries and clearing account reconciliations
Maintain organized, accurate financial records in QuickBooks Online and other client systems
Review work prepared by Staff Accountants, ensuring accuracy and providing coaching as needed

Bachelor’s degree in Accounting, Finance, or related field
4-8 years of accounting experience, preferably in client-service or outsourced accounting environments
Strong understanding of accounting principles, financial statements, and month-end close processes
Proficiency with QuickBooks Online and related applications (e.g., BiLL, Gusto, Shopify, Rippling, & Xenett)
Excellent communication skills and client service orientation
Ability to manage multiple clients and deadlines in a remote environment
High attention to detail, organization, and follow-through

Controller – Financial Solutions

Key skills