Controller – Onboarding

🕒 June 2

❄️ Minnesota – Remote

infoinfo

💵 $90k - $125k / year

⏰ Full Time

🟠 Senior

🔴 Lead

⛔️ Financial Controller

👻 Ghost score 14%

infoinfo
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

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 client relationships during the Tenacity phase of All In One Accounting's Accounting Clarity™ proven process • Lead intensive client onboarding, setup, and financial foundation building • Teach clients AIOA's systems, processes, and best practices • Identify client growth opportunities and flag issues for ongoing teams • Continuously improve the Tenacity process to reduce timelines and increase client satisfaction • Ensure seamless handoffs to Operations delivery teams • Lead Tenacity kickoff meetings with new clients • Conduct comprehensive financial assessments, identify cleanup needs, and assess improvement opportunities • Establish chart of accounts structures and complete historical cleanup and reconciliation of balance sheet accounts • Implement accounts payable, accounts receivable, and payroll processes with appropriate internal controls • Establish month-end close procedures, train clients on workflows, and create baseline financial statements with supporting workpapers • Educate clients on accounting best practices and AIOA's Accounting Clarity® process • Document client-specific processes and systems in SharePoint for team handoff • Prepare handoff documentation and conduct transition meetings with the ongoing Operations team • Document lessons learned and contribute to the Tenacity playbook • Identify automation, template, and timeline-reduction opportunities • Collaborate on continuous process improvement initiatives • Participate in Client Success team L10 meetings • Track onboarding quality, timeline, and client satisfaction metrics • Complete time tracking, capacity planning, and quarterly initiatives • Participate in the Brand Ambassador program • Maintain service quality, client satisfaction, and security standards

🎯 Requirements

• 7+ years of progressive accounting experience, preferably in public accounting or multi-client environments • Experience in either Nonprofit Organizations or Professional Services firms • Proven success with client onboarding, implementation projects, or cleanup engagements • Strong technical accounting skills and ability to quickly assess and remediate financial issues • Ability to explain complex accounting concepts to non-financial audiences • Teaching and mentoring ability • Process improvement mindset • Project management skills and ability to manage multiple client onboardings simultaneously with different timelines • Comfort with ambiguity and adaptability as the new function is built and refined • Technical proficiency with QuickBooks and ability to quickly learn various accounting software platforms • Bachelor's degree in accounting or business administration, or equivalent business experience

🏖️ 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

Apply Now

Similar Jobs

🕒 May 12

ghSMART

51 - 200

🤝 B2B

💼 Consulting

🏢 Enterprise

Assistant Controller managing finance functions for ghSMART, a premier leadership advisory firm. Ensuring accurate financial reporting and strengthening internal controls in a remote work environment.

🕒 May 12

Volaris Group

10,000+ employees

🤝 B2B

☁️ SaaS

💳 Fintech

Portfolio Controller & Treasury Manager at Volaris Group overseeing financial compliance and reporting. Leading treasury functions and intercompany reconciliations for a diverse portfolio.

🕒 April 20

Netomi

51 - 200

💼 Consulting

📦 Logistics

📣 Marketing

Head of Accounting responsible for leading accounting functions at an AI platform company. Elevate cash-based processes to disciplined accrual accounting and build a finance backbone.

🕒 April 10

Catch Creation

51 - 200

💼 Consulting

📣 Marketing

🏭 Manufacturing

Controller leading cash basis to accrual transition and audit preparation for eCommerce brand. Oversee financial statements and internal controls for scalable finance function.

🕒 April 6

PushPress

51 - 200

🏥 Healthcare

🏨 Hospitality

🍽️ Food & Beverage

Controller managing financial operations for PushPress, an AI-powered gym management platform. Overseeing complex financial processes and revenue recognition in a SaaS growing environment.