Controller; CAAS

Job Summary

Client Accounting and Advisory Services (CAAS) services include full-service CFO Advisory Services, Controller, bookkeeping, vendor bill processing and payment, customer invoicing, payroll processing and tax reporting, and sales tax preparation. If you’re ready to be part of a team that’s focused on delivering practical, high-impact solutions, we’d love to talk to you. Here, you’ll collaborate with innovative thinkers and help businesses make the most of their financial and accounting opportunities.

In this role, you will be a member of our CAAS group accountable for providing controller-level accounting services, including month‑end review and closing of financial records, budgets, and forecasts, and financial reporting and analysis.

Flexibility in the workplace.

• Oversee and manage responsibilities of assigned CAAS transactional staff
• Ensure completeness and accuracy of all transaction processing performed by CAAS transaction staff
• Perform monthly accounting reconciliations of bank and general ledger accounts for assigned clients
• Manage month-end close for assigned clients
• Assist with the development of financial budgets
• Prepare and analyze financial reporting
• Assist in preparing proposals for CAAS services

• B.S. degree in Accounting or equivalent work experience
• Minimum of 5 years of experience in accounting with 2+ years of supervisory experience
• Experience with Quick Books preferred
• Proficiency in Microsoft Office Suite, specifically Word, Excel, and Power Point
• Excellent communicator
• Must have a high level of attention to detail and accuracy
• Strong verbal and written communication skills
• Strong organizational, problem-solving, and analytical skills
• Able to manage priorities and workflow
• Commitment to excellence and high standards