Controller – Onboarding

🕒 September 4

🇺🇸 United States – Remote

💵 $90k - $125k / year

⏰ Full Time

🟠 Senior

🔴 Lead

⛔️ Financial Controller

👻 Ghost score 12%

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Logo of All In One Accounting

All In One Accounting

51 - 200 employees

Founded 2004

🤝 B2B

💸 Finance

🎯 Recruiter

B2B • Finance • Recruitment

All In One Accounting is a Minneapolis-area outsourced accounting and financial leadership firm that provides bookkeeping and day-to-day accounting, fractional Controller and CFO services, audit prep (including 990 support), and recruiting to help clients build internal accounting teams. The company specializes in serving nonprofits and growth-minded small and mid-sized businesses across sectors like real estate, retail, technology, manufacturing, and professional services, offering scalable, guaranteed performance, flexible engagements, and actionable financial insights to drive profitable growth.

📋 Description

• Own the client relationship during the Tenacity phase of AIOA's Accounting Clarity methodology • Lead kickoff and recurring client check-ins, set expectations, maintain momentum, and communicate decisions, owners, deadlines, and next steps • Conduct financial assessments, identify cleanup needs, confirm scope, and establish the technical and operational foundation for ongoing service • Coordinate the Tenacity Accountant, ongoing delivery team, CFO, Business Development, and Client Experience partners • Monitor timelines, hours, scope, blockers, client responsiveness, and advancement readiness; escalate concerns early • Teach clients AIOA's systems, workflows, internal control expectations, and accounting best practices • Document client-specific processes, decisions, checklists, workpapers, and task ownership in SharePoint for clean handoff • Prepare and lead advancement to the ongoing team, including handoff documentation, ongoing cadence, open-item visibility, and post-advancement check-in • Capture lessons learned and identify opportunities for templates, automation, consistency, quality, and timeline reduction • Assess and strengthen accounting structures for service lines, clients, engagements, projects, departments, or locations • Establish or refine time capture, project accounting, billing, deferred revenue, retainers, and revenue recognition workflows • Build reporting for utilization, realization, effective bill rate, engagement or service-line profitability, and AR aging • Build controls around client and engagement setup, contracting, billing approvals, collections, contractors, payroll, and benefits reconciliation • Produce baseline financial statements, cash flow visibility, project reporting, and operating metrics • Complete time tracking, capacity planning, and quarterly initiatives • Participate in Client Experience team L10 meetings and AIOA's Brand Ambassador program • Maintain high standards of service quality, client satisfaction, data security, and protection of client assets

🎯 Requirements

• 7+ years of progressive accounting experience, preferably in public accounting, Client Accounting Services, or another multi-client environment • Proven success with client onboarding, implementation projects, financial cleanup, or accounting process transformation • Strong technical accounting skills • Excellent client communication and ability to explain complex accounting concepts to non-financial audiences • Teaching and mentoring ability • Project management skill, including coordinating multiple engagements with different scopes, stakeholders, deadlines, and risks • Process improvement mindset • Technical proficiency with QuickBooks and ability to learn additional accounting and industry platforms quickly • Bachelor's degree in accounting, finance, business administration, or equivalent business experience • Meaningful experience with professional service business models, project accounting, time and billing, and revenue recognition • Experience analyzing utilization, realization, effective bill rates, labor leverage, or project profitability • Familiarity with professional services automation, practice management, or time and billing platforms is strongly preferred

🏖️ Benefits

• Annual bonus: Up to 10% of salary • Medical, dental, and vision insurance • 401K • Life insurance • Long and short-term disability • HSA, FSA, and dependent care options • Professional development opportunities

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