Controller – Implementation

A La C.A.R.T.E. CFO Advisory Solutions

Controller managing complex client onboarding and financial strategies at ALC, a remote CFO Advisory firm. Leading strategic initiatives and mentoring teams to enhance operational excellence.

Posted 6/8/2026full-timeRemote • Connecticut, Iowa, North Carolina, Tennessee, Texas • 🇺🇸 United StatesSeniorLead💰 $120,000 - $140,000 per yearWebsite

About the role

Key responsibilities & impact

Direct end-to-end delivery of client onboarding projects, keeping the team accountable to timelines and budget
Lead development and implementation of financial systems and processes aligned with client objectives
Serve as the client's primary day-to-day contact during implementation; manage escalations and ensure alignment and satisfaction through handoff to MRR
Oversee integration of new financial systems, ensuring smooth transitions and minimal client disruption
Continuously evaluate and refine implementation strategies; train junior team members on advanced system functionality
Own financial statement quality control across all clients; resolve discrepancies independently and ensure accuracy and completeness of reconciliations before MRR handoff
Oversee cleanup integrity; enforce accounting standards and resolve escalations
Develop and implement policies and controls that standardize financial processes across client organizations
Drive technology modernization and efficiency improvements for clients and internally
Lead initiatives to integrate advanced financial systems, ensuring regulatory compliance and best practices
Serve as the ultimate accountability owner for day-to-day team performance; ensure Staff and Senior Accountants deliver timely, accurate work
Mentor, train, and support Staff and Senior Accountants; hold team members accountable to quality and deadlines
Ensure MRR peers are properly trained and prepared during the client handoff process
Proactively identify and address skill gaps across the team, leveraging ALC resources and past experience
Collaborate with ALC leadership to identify new project opportunities and extend services to clients beyond implementation
Act as the client's key day-to-day contact; build trust through reliability, transparency, and proactive communication
Provide regular feedback on client performance and challenges to ALC senior leadership
Take personal ownership of client task management; ensure all client deliverables are acknowledged, prioritized, and met on time
Address client issues independently, escalating to leadership as appropriate
Proactively suggest and lead process improvements to ensure clients receive holistic support from ALC, beyond technical accounting
Uphold confidentiality and protect client financial information at all times

Requirements

What you’ll need

CPA required
Bachelor’s degree in Accounting or related field
10+ years of progressive accounting experience, including 4+ years in a leadership or supervisory role
Experience leading or supporting accounting system implementations and client onboarding
Comfort with multi-client environments and a fast-paced workload
Proficiency in accounting systems (e.g., QuickBooks Online, NetSuite, Intacct) and Microsoft Excel
Strong organizational skills and attention to detail
Experience in a client services, outsourced accounting, or consulting environment preferred

Benefits

Comp & perks

Comprehensive benefits including health and dental insurance
Flexible vacation and a company close at the end of the year.
401k match
No busy season!!
Fun, friendly, and collaborative culture that thrives on individual and team accountability

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingfinancial systems implementationquality controlreconciliationsprocess improvementpolicy developmentclient onboardingaccounting standardsfinancial statement analysismulti-client management

Soft Skills

leadershipmentoringcommunicationorganizational skillsattention to detailproblem-solvingaccountabilityclient relationship managementteam performance managementproactive approach

Certifications

CPA