Assistant Controller – Client Success
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Assistant Virtual Controller providing controller support to charities and non-profits while ensuring regulatory compliance. Building client relationships and overseeing accounting support teams remotely.
Responsibilities:
- Provides controller support and ensures regulatory compliance and the accuracy and completeness of all financial information and reporting
- Supports clients with budgeting, financial forecasting, cashflow and the coordination of audit activities
- Develops positive and productive relationships with clients, ensuring service quality exceeds expectations
- Oversees a client’s daily accounting operations and ensures accurate, complete, and high-quality financial reporting
- Acts as a trusted advisor and is constantly seeking to deliver the highest level of client satisfaction
- Coordinates, plans and implements in scope work so that the work of the finance team aligns to organizational timelines, goals or deliverables
- Works closely with a team of accountants and bookkeepers, overseeing their work and providing coaching, training, and mentorship
Requirements:
- CPA designation
- Bachelor’s Degree in finance, accounting, business administration, or a related field
- 3+ years of experience as a CPA working in industry or public accounting firms
- Experience with managing and delivery of projects
- Experience with supporting and/or leading change
- Experience with gathering, presenting, and reporting financial information, analysis, insights, recommendations to stakeholders across different levels
- Strong analytical, problem-solving, and decision-making skills
- Strong organizational and time management skills with an attention to detail
- Strong interpersonal, communication, and presentation skills with the ability to professionally connect with and influence a diverse group of individuals
- Strong leadership skills with the ability to lead projects and work with diverse individuals to identify issues, design solutions, and evaluate results
- Experience with supporting new client onboarding
- Accounting knowledge and experience in the following areas:
- o Bookkeeping, accounting, and financial services implementation
- o Regulatory compliance
- o Financial analysis and reporting
- o Reconciliation and analysis
- o Budgeting, planning, and reporting
- o Forecasting and reporting
- o Financial policy development, interpretation, and application
- o Financial risk management, including fraud detection and control
- o Organizational performance analysis
- o Payroll processing
- o Financial governance and implementation of financial controls
- o Grants and contract management (as it relates to compliance and reporting)
Benefits:
- health and dental benefits from the first day of employment
- RRSP matching program
- paid volunteering time
- annual professional development allowance
- three weeks’ annual vacation plus additional paid time off
Similar Jobs
Controller, Client Success Lead
Virtual Controller overseeing client accounting operations and ensuring financial reporting quality for non-profits. Collaborating with clients to provide comprehensive financial management services.
Controller
Controller leading accounting function and monthly close at Netrix Global. Responsible for overseeing accounting operations and ensuring financial reporting accuracy and compliance.
Controller
Controller leading accounting function for SaaS company RevenueCat. Building world-class accounting processes to support IPO-ready growth.
Controller
Controlling position responsible for financial reporting and strategic analysis for a leading international company. Role includes forecasting, budgeting, and preparing key financial assessments.
Director of Finance, Controller, FP&A
Director of Finance leading finance and accounting operations at Charter Impact, supporting mission-driven organizations with financial services and growth initiatives.
Credit Controller, French & German Speaking
Credit Controller managing debt collection in a hybrid setup. Specializing in accounts ledgers with a focus on customer service and interdepartmental collaboration.
Controller Financiero
Financial Controller overseeing accounting compliance and IFRS reporting in Santiago, Chile. Responsible for financial analysis, budgeting, and liaising with banks and auditors.
Sales Controller
Vertriebscontroller overseeing price strategy and portfolio controlling at DATAGROUP. Focus on pricing tools and market adaptation with sufficient stakeholder communication.
Controller
Controller managing monthly book closes and financial reporting for Andrews Senior Care. Leading day-to-day accounting functions and improving financial processes with a focus on client care.
Chief Financial Officer / Controller – Fractional CFO
Become a fractional CFO for small law firms, interpreting and advising on financials. Work remotely and meet clients to guide them in making informed financial decisions.
Controller – Fractional
Controller managing day-to-day accounting and financial reporting for a remote retail security company. Converting a fractional position to full-time while overseeing close processes and leveraging AI tools.
AVP Controllership
Leading accounting team in Hyderabad for Synchrony Financial handling General Accounting activities. Managing monthly close processes and ensuring accurate financial reporting.
Controller
Controller at Comet overseeing global accounting and financial activities for AI development platform. Ensure financial integrity and collaborate with executive leadership.
Financial Controller – AI Trainer, Freelance
Freelance Financial Controller refining AI-generated finance content. Role involves evaluating accuracy and compliance for AI systems based in finance, accounting, and controlling.
Controller Financiero, AI Trainer, Freelance
Finance professional assessing AI-generated finance content for accuracy and compliance. Part of a team improving AI systems in the finance domain.
Controller, Client Accounting & Operations
Controller at Enkel managing financial strategies and insights for Canadian businesses and non-profits. Leading a team and mentoring accountants while ensuring compliance standards.
Vice President, Corporate Controller
VP of Corporate Controller leading accounting and financial operations for Pantheon. Overseeing global accounting leadership and driving AI and automation strategies.
Controller
Controller overseeing finance processes for a profitable SaaS scale-up. Ensuring accurate financial reporting and compliance in a dynamic, remote environment.
Senior Controller
Senior Controller overseeing accounting operations and financial strategy at Burkland. Leading team management and improving systems in a fully remote environment.
Controller
Financial Controller managing Relay's crypto accounting infrastructure. Leading month-end close and partnering with Data and Engineering teams for financial accuracy.