Remote Client Controller, CAS Firm

Accountingfly; California; Remote; USD 95,000 - 135,000; Full time

Benefits offered by this job

401(k) with match

Remote work with retreats

Job summary

Confidential is seeking a Remote Client Controller to lead controllership for a portfolio of CAS engagements.

You will own technical controllership, provide CFO-level advisory support, and drive workflow and systems leadership across a fully remote team.

Qualifications

• Experience in Client Accounting Services (CAS) or outsourced accounting with multiple clients.
• Familiarity with nonprofit fund accounting and reporting.
• Proficiency in QuickBooks Online and accrual month-end close.
• Ability to lead live financial reviews with business owners and execs.
• Authorized to work in the U.S. (W-2) and available during PST hours.

Responsibilities

• Own controllership delivery across a portfolio of CAS engagements.
• Lead technical controllership and financial oversight.
• Provide CFO-level advisory collaboration and budgeting input.
• Oversee workflow, systems leadership, and staff via Karbon.

Skills

Client ownership

Executive communication

Financial review calls

Variance analysis

Cross-functional collaboration

Cash flow forecasting

Staff/workflow management

Tools

QBO

Excel

Google Sheets

Karbon

BILL

Ramp

Expensify

Fathom

Syft

Reach Reporting

Job description

Job Title: Remote Client Controller

Job ID: 1060919

Date Posted: Sept. 22, 2026

Employment Type: Full-time

Hiring Company (Organization): Confidential

Location: US Remote (Telecommute)

Applicants must be located in the United States.

Base Salary: $95,000 -$135,000 per year (USD)

Job Description

Commensurate with experience and qualifications.

The ideal Client Controller is an experienced Client Accounting Services (CAS) professional who combines strong technical accounting, client-facing confidence, and true operational ownership.

Our client is a highly collaborative team of 11 working within a fully remote Client Accounting and Advisory Services (CAS) firm. They help growing service-based businesses and nonprofits ($2M-$25M revenue) stay financially sharp, organized, and strategic.

Key Responsibilities

As Senior Client Controller, you will own controllership delivery across a dedicated portfolio of multi-client CAS engagements:

• 2. Technical Controllership
• 3. CFO Support & Advisory Collaboration
• 4. Workflow & Systems Leadership

Candidate Qualifications

• Client Ownership
• Lead recurring financial review calls, walk clients through monthly financial statements, explain variances, and translate complex numbers into actionable business insights.
• Prepare clear financial packages and participate in executive, board, finance committee, or audit meetings across commercial and nonprofit clients.
• Collaborate directly with business owners, Executive Directors, finance staff, leadership teams, and board members as a true partner.
• Review monthly financial statements, reconciliations, workpapers, and supporting schedules for accuracy, completeness, and audit readiness.
• Oversee accrual accounting, class/location/project tracking, deferred revenue recognition, intercompany transactions, and fund/grant accounting where applicable.
• Lead cash flow conversations, maintain rolling forecast tools, explain cash movement, and surface practical concerns for client or CFO attention.
• Partner closely with fractional CFOs/Advisors on budgeting, forecasting, FP&A, financial modeling, process design, and strategic decision support.
• Identify meaningful trends and provide "light advisory" insights without needing to operate as the full-time CFO.
• Assign, monitor, and review work executed by staff through Karbon. Keep deliverables moving smoothly and proactively resolve bottlenecks.
• Support onboarding and process optimization across client tech stacks (QBO, BILL, Ramp, Fathom, etc.).

Position Requirements

• Significant, proven experience operating in a Client Accounting Services (CAS), fractional accounting, or outsourced accounting firm environment managing multiple client accounts simultaneously.
• Hands‑on experience working with nonprofit clients—including familiarity with fund accounting, grant tracking/reporting, net asset classifications, and supporting finance committees or boards.
• Expert‑level QuickBooks Online (QBO) proficiency combined with deep accrual accounting and month‑end close expertise.
• Proven ability to lead live financial review calls and comfortably communicate with business owners, CEOs, and Executive Directors.
• Authorized to work in the U.S. (W‑2) with reliable availability during Pacific Standard Time (PST) business hours.

Tech Stack Proficiency

• QuickBooks Online (QBO), Excel / Google Sheets modeling.
• Karbon (or similar practice management platforms).
• Strong pluses: BILL, Ramp, Expensify, Fathom, Syft, or Reach Reporting.

Benefits

• Competitive compensation and benefits, including 401(k) with a match, performance bonuses
• Fully remote environment with periodic in‑person retreats
• Supportive, non‑bureaucratic team culture.
• Career growth; work hand‑in‑hand with experienced CFOs, expanding your skill set into strategic FP&A and forecasting.
• Direct client‑facing ownership without being buried purely in back‑office workpaper reviews.
• This employer is an Equal Opportunity Employer.