Controller
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Job Description
Remote Controller managing critical aspects of client engagements for CAAS team. Providing oversight and performing accounting operations with potential for growth.
Responsibilities:
- Developing work plans, project timelines, and key milestones
- Performing/reviewing core functions of client finance and accounting operations: account reconciliations, payroll, month-end close procedures, preparation of financial statements, etc.
- Performing Outsourced Controller services
- Supervising a totally remote accounting staff, including training as needed
- Communicating frequently and effectively with client contacts
- Identifying client issues/deficiencies and assist with recommending solutions
- Overall day-to-day management and oversight of client engagements and our teams
- Onboarding new clients
- Performing/reviewing balance sheet account reconciliations
- Reviewing client financial information and general ledger detail for the purposes of completeness, accuracy, and proper account classification
- Preparing financial statements and key management reports for reporting purposes
Requirements:
- 8+ years of demonstrated experience in a CAS practice of a CPA firm, in the accounting department of private industry, or a combination of both
- Bachelor's Degree in Accounting or related field; CPA license preferred
- Proven track record managing both projects and people in a remote or hybrid environment
- Experience serving real estate, family office, or high-net-worth clients is a plus
- Ability to manage multiple client engagements and competing deadlines simultaneously without sacrificing accuracy or client responsiveness
- Strong working knowledge of generally accepted accounting principles (GAAP) and financial reporting standards
- Proficiency with cloud-based accounting platforms (QuickBooks Online, NetSuite, Sage Intacct, or similar)
- Excellent written and verbal communication skills, with the ability to translate financial information for non-financial client stakeholders
- High degree of organization, self-direction, and accountability — this role operates remotely and requires someone who manages their own workload effectively.
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