Offer summary

Qualifications:

Bachelor's degree in finance, accounting, or a related field; advanced degree or CPA/CFA preferred., 5 years of proven experience in financial analysis and budgeting in a multi-client environment., Proficiency in financial software such as QBO, Xero, and Microsoft Office Suite., Strong financial acumen with excellent project management and organizational skills..

Key responsabilities:

Troubleshoot issues faced by clients or junior team members, offering practical solutions and guidance.

Manage multiple client accounts and projects simultaneously, ensuring timely delivery and attention to detail.

Conduct regular meetings with clients to review financial statements, provide insights, and address any concerns.

Perform in-depth financial analysis to identify trends, opportunities, and risks, providing actionable insights to clients.

Job description

Join a modern, tech-driven accounting firm that provides high-level financial expertise to growing businesses. Specializing in cloud-based solutions, automation, and strategic financial management, they empower clients with real-time insights to optimize cash flow, maximize profitability, and scale effectively.

They are seeking a highly skilled and proactive Controller / Client Manager to join the team. This role is ideal for someone with a strong background in financial analysis, leadership, and client relationship management. You will be responsible for providing expert financial insights, guiding team members, and ensuring exceptional service delivery to our clients.

If you’re passionate about leveraging cutting-edge financial technology to deliver exceptional client service, this is the perfect opportunity to make a real impact! This is an incredible remote opportunity to work for a US-based company.

What You'll Do

Problem-Solving: Troubleshoot issues faced by clients or junior team members, offering practical solutions and guidance.

Project Management: Manage multiple client accounts and projects simultaneously, ensuring timely delivery and attention to detail. Delegate tasks effectively to team members, track progress, and ensure completion to high standards.

Independent Thinking: Apply critical thinking to solve complex financial challenges and make strategic recommendations.

Budgeting/Forecasting/Cash Flow Planning: Develop and refine budgets and forecasts to align with the client's financial goals and business strategies. Monitor and analyze cash flow trends to ensure financial health and stability for clients.

Financial Analysis: Perform in-depth financial analysis to identify trends, opportunities, and risks, providing actionable insights to clients.

Review and Oversight: Review the work of junior team members for accuracy, ensuring compliance with company standards and client expectations.

Client Interaction: Conduct regular meetings with clients to review financial statements, provide insights, and address any concerns.

Software: Proficient with QBO, Xero, and Microsoft Office Suite or related software.

What You Need

Bachelor's degree in finance, accounting, or a related field; advanced degree or CPA/CFA preferred.

Proven experience (5 years) in financial analysis and budgeting in a multi-client environment is preferred.

Proficiency in financial software and tools, with a strong understanding of financial reporting and metrics. Willingness to self-educate on the Strata tech stack, including QBO, Xero, Gusto, Bill, Teamwork, Slack, Expensify, Fathom, and other modern cloud accounting software.

Restaurants, construction, and professional services experience a plus.

Strong financial acumen with a focus on budgeting, forecasting, and cash flow management.

Excellent project management and organizational skills.

Ability to delegate, follow up, and ensure accountability within a team.

Effective communicator with strong interpersonal skills for client-facing meetings and team collaboration.

A proactive problem-solver with the ability to troubleshoot and resolve complex issues. Ability to identify process improvements utilizing technology.

Highly organized with the ability to multi-task and prioritize in a fast-paced environment.

Self-starter with an independent, analytical mindset and a commitment to continuous improvement.

Salary & Perks

Competitive salary.

This is a full-time, long-term position.

The position is immediately available and requires entering into an independent contractor agreement with TLNT.

Work from home.

Monday through Friday, 8 am to 5 pm (+/- 1 hour accepted) - PST.

Additional perks.

The next step will take you to an application form that requires you to answer some questions and upload your resume in English. Please answer completely so that we can get to know you better.

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