Onboarding Controller

BELAY

Onboarding Controller leading structured onboarding process for new clients in a remote-first organization. Assessing financial records and developing scalable accounting processes for seamless transition.

Posted 7/23/2026full-timeRemote • California, Illinois, New York, Oregon • 🇺🇸 United StatesMid-LevelSenior💰 $60,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding, financial statement preparation, and accounting process development. Proven ability to lead accounting clean-up activities and manage financial close processes effectively.

Highest-signal resume keywords

Client Onboarding ManagementFinancial Statement PreparationAccounting Process DevelopmentComplex Accounting Clean-UpAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingFinancial AnalysisAccount ReconciliationFinancial ReportingAccounting Clean-UpProcess DocumentationRisk IdentificationProject ManagementClient CommunicationFinancial Close Management

Soft Skills

Analytical SkillsInvestigative SkillsProblem-Solving Skills

Certifications & Qualifications

Bachelor’s Degree in AccountingBachelor’s Degree in FinanceBachelor’s Degree in Business

Industry Keywords

Client EngagementAccounting RecordsBalance Sheet ReviewFinancial StatementsTransition Documentation

About the role

Key responsibilities & impact

Lead multiple client onboarding engagements
Serve as the primary client contact during onboarding
Assess clients’ accounting records
Lead accounting clean-up activities
Review balance sheet accounts and financial statements
Develop and document scalable accounting processes
Prepare and present initial financial reports
Coordinate with bookkeeping and internal teams
Identify project risks and escalate issues to leadership
Prepare transition documentation for recurring accounting team

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Business, or a related field
Six or more years of progressive accounting experience
Experience managing financial close processes, account reconciliations, and complex accounting clean-up activities
Experience leading client onboarding, accounting implementation, or historical clean-up engagements
Experience preparing, reviewing, and explaining financial statements
Strong analytical, investigative, and problem-solving skills

Benefits

Comp & perks

Occasional travel required
Work from home
Dedicated home office