Review or prepare financial statements, schedules, and reports; journal entries; fixed asset schedules; payroll; and other general accounting functions for assigned clients.
Consult with clients on accounting, tax, and business matters, including accounts payable, accounts receivable, payroll processing, cash management, debt management, sales and use tax, and regulatory filings.
Oversee or assist with client invoicing, accounts payable processing, and ACH transactions as needed.
Analyze financial data, identify trends, and prepare reports to keep clients informed and support strategic decision-making.
Develop and maintain internal systems, processes, and quality controls to ensure compliance deadlines are met and reporting integrity is maintained.
Mentor and coach client accounting team members to foster growth and deliver exceptional client service.

Requirements

Bachelor’s degree in Accounting, Finance, or Business Administration required; CPA designation strongly preferred.
At least 2+ years in a Controller role with direct supervisory experience; CPA firm experience is a plus.
Minimum 5+ years of progressive accounting experience, including financial statement preparation, budgeting, forecasting, and cash flow analysis.
Proficiency in QuickBooks Online and other cloud-based accounting platforms preferred.
Experience with nonprofit accounting is a plus.

Benefits

Competitive salary and performance-based bonuses.
Comprehensive benefits package, including healthcare and retirement plans.
Professional development opportunities and ongoing training.
Collaborative and innovative work environment.
Opportunity to work with diverse and exciting clients.
A company culture that values collaboration, creativity, initiative, and growth.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial statement preparationbudgetingforecastingcash flow analysisjournal entriesfixed asset schedulespayroll processingaccounts payableaccounts receivableregulatory filings

Soft Skills

mentoringcoachingclient servicestrategic decision-making

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in Business AdministrationCPA designation