Client Controller

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $80k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⛔️ Financial Controller

👻 Ghost score 0%

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Whittle Strategic Accounting

WebsiteLinkedInAll Job Openings

1 - 10 employees

⚖️ Legal

🛡️ Insurance

💼 Consulting

Legal • Insurance • Consulting

Whittle Strategic Accounting is a comprehensive accounting firm that aims to redefine the traditional accounting model through exceptional client service and a personalized approach. The company partners with both businesses and nonprofits to help them achieve their financial and operational goals by providing services such as strategic planning, bookkeeping, and CFO consulting. Whittle Strategic Accounting emphasizes building strong relationships with clients, proactively identifying potential issues, and acting as a trusted resource in their financial journey.

📋 Description

• Review monthly close work and financial statements prepared by Client Service Managers for timely, accurate, and GAAP-compliant reporting • Provide technical guidance, review feedback, and mentorship to Client Service Managers • Analyze financial results to identify trends, variances, unusual activity, risks, and opportunities • Translate financial findings into meaningful insights for clients and Client CFOs • Build strong client relationships through frequent, proactive communication • Review and present financial statements to clients • Lead detailed client budgets and forecasts • Support forecasting, cash flow analysis, and financial planning • Manage priorities, deadlines, and deliverables across multiple client engagements • Support client onboarding, including accounting processes, systems and QuickBooks Online integrations, and client training • Collaborate with Client CFOs on financial analysis, planning initiatives, grant reporting, cash flow projects, and other client-specific projects • Identify process improvement opportunities and coordinate with external tax providers and auditors as needed • Monitor engagement scope and support firmwide accounting processes

🎯 Requirements

• Bachelor’s degree in accounting or a related field required • Minimum of 5 years of progressive experience in public accounting, client accounting/advisory services, or a comparable multi-client accounting environment • Expert-level QuickBooks Online knowledge, including experience with integrations and connected applications; QuickBooks Online certification preferred • Demonstrated experience with detailed budgeting, forecasting, financial analysis, and presenting financial results to clients • Advanced Excel skills and strong proficiency with cloud-based accounting and business technology, including the ability to quickly learn and adapt to new systems • Experience managing multiple client engagements and competing priorities in a deadline-driven environment • Experience successfully working in a remote environment with the ability to work independently and collaboratively • Excellent interpersonal and communication skills with demonstrated experience managing client relationships • Working knowledge of tax matters relevant to client accounting and financial reporting • CPA or MBA preferred • Nonprofit accounting and audit experience preferred • Ability to pass a background check

🏖️ Benefits

• Remote work environment • Comprehensive health and dental insurance • Short/long term disability coverage • 401k plan with up to a 4% match • Wellness stipend to support your health journey • Generous PTO to recharge and refresh • Annual performance-based bonus • Annual team retreats to foster camaraderie and innovation • A supportive team that values collaboration and professional engagement