Developing work plans, project timelines, and key milestones
Performing/reviewing core functions of client finance and accounting operations: account reconciliations, payroll, month-end close procedures, preparation of financial statements, etc.
Performing Outsourced Controller services
Supervising a totally remote accounting staff, including training as needed
Communicating frequently and effectively with client contacts
Identifying client issues/deficiencies and assist with recommending solutions
Overall day-to-day management and oversight of client engagements and our teams
Onboarding new clients
Performing/reviewing balance sheet account reconciliations
Reviewing client financial information and general ledger detail for the purposes of completeness, accuracy, and proper account classification
Preparing financial statements and key management reports for reporting purposes

8+ years of demonstrated experience in a CAS practice of a CPA firm, in the accounting department of private industry, or a combination of both
Bachelor's Degree in Accounting or related field; CPA license preferred
Proven track record managing both projects and people in a remote or hybrid environment
Experience serving real estate, family office, or high-net-worth clients is a plus
Ability to manage multiple client engagements and competing deadlines simultaneously without sacrificing accuracy or client responsiveness
Strong working knowledge of generally accepted accounting principles (GAAP) and financial reporting standards
Proficiency with cloud-based accounting platforms (QuickBooks Online, NetSuite, Sage Intacct, or similar)
Excellent written and verbal communication skills, with the ability to translate financial information for non-financial client stakeholders
High degree of organization, self-direction, and accountability — this role operates remotely and requires someone who manages their own workload effectively.

Controller

Key skills