Assistant Controller
CBTS
Consulting Controller
Boulay
full-time
Posted on:
Location Type: Remote
Location: Remote • Minnesota • 🇺🇸 United States
Visit company websiteSalary
💰 $95,000 - $155,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage assigned CAAS Clients - from client proposal to final work products
- Primary direct relationship with assigned clients and regularly meets with each client as needed.
- Budgeting & forecasting, cash flow and other strategic planning
- Client ally in relationships with client's professional team (attorney, insurance and financial experts, banks, etc.)
- Integrated resource and performance planning, solutions implementation, and management with other business areas (marketing & sales, HR, technology)
- Individual client budgeting and resource management, ongoing mentoring and supervision within the CAAS Team
- Oversee all aspects of Management Reporting and Analysis, as well as other technical work products
- Promote business through participation in business development activities
Requirements
- Bachelor's degree in accounting or a related field
- 5+ years of related experience
- Demonstrate ability and desire to bring new business to the Firm
- Experience with QuickBooks
- Strong business acumen, along with ability to identify and prepare business insights beyond basic financial statements
- Strong ability to engage in strategic client conversations beyond core financial areas.
- Strong computer skills and proficiency in various accounting and other software, including Microsoft Office Suite
- Strong knowledge of all areas of the general ledger
- Strong knowledge of month-end / year-end close procedures
- Strong knowledge of various interim tax returns (sales and use, provider tax, etc.)
- Knowledge of payroll and related tax filings
- Knowledge of internal revenue code, tax law, and tax processes
- Knowledge of financial statement procedures
- Knowledge of generally accepted accounting principles (GAAP) and knowledge of review, compilation, and auditing standards
Benefits
- 401(k)
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
- Work from home
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accountingbudgetingforecastingfinancial analysisQuickBooksMicrosoft Office Suitegeneral ledgermonth-end close proceduresyear-end close procedurestax law
Soft skills
business acumenclient relationship managementstrategic conversationmentoringsupervisionbusiness developmentcommunicationproblem-solvingcollaborationleadership
Certifications
Bachelor's degree in accounting
