Controller, Client Manager

Summary

Join a modern, tech-driven accounting firm as a Controller / Client Manager, working remotely for a US-based company. This role requires strong financial analysis, leadership, and client management skills. You will provide expert financial insights, guide team members, and ensure exceptional client service. The position offers a competitive salary and benefits, including remote work flexibility. Leveraging cutting-edge financial technology to deliver exceptional client service is key to success in this role. This is a full-time, long-term independent contractor position.

Requirements

• Bachelor's degree in finance, accounting, or a related field
• Proficiency in financial software and tools, with a strong understanding of financial reporting and metrics
• 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

Responsibilities

• 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
• Delegate tasks effectively to team members, track progress, and ensure completion to high standards
• Apply critical thinking to solve complex financial challenges and make strategic recommendations
• 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
• Perform in-depth financial analysis to identify trends, opportunities, and risks, providing actionable insights to clients
• Review the work of junior team members for accuracy, ensuring compliance with company standards and client expectations
• Conduct regular meetings with clients to review financial statements, provide insights, and address any concerns

Preferred Qualifications

• Advanced degree or CPA/CFA
• Proven experience (5 years) in financial analysis and budgeting in a multi-client environment
• 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

Benefits

• 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