Remote Client Controller, CAS Firm

September 25, 2026

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 <ul><li> Client Ownership</li><li>Lead recurring financial review calls, walk clients through monthly financial statements, explain variances, and translate complex numbers into actionable business insights.</li><li>Prepare clear financial packages and participate in executive, board, finance committee, or audit meetings across commercial and nonprofit clients.</li><li>Collaborate directly with business owners, Executive Directors, finance staff, leadership teams, and board members as a true partner.</li><li>Review monthly financial statements, reconciliations, workpapers, and supporting schedules for accuracy, completeness, and audit readiness.</li><li>Oversee accrual accounting, class/location/project tracking, deferred revenue recognition, intercompany transactions, and fund/grant accounting where applicable.</li><li>Lead cash flow conversations, maintain rolling forecast tools, explain cash movement, and surface practical concerns for client or CFO attention.</li><li>Partner closely with fractional CFOs/Advisors on budgeting, forecasting, FP&A, financial modeling, process design, and strategic decision support.</li><li>Identify meaningful trends and provide "light advisory" insights without needing to operate as the full-time CFO.</li><li>Assign, monitor, and review work executed by staff through Karbon. Keep deliverables moving smoothly and proactively resolve bottlenecks.</li><li>Support onboarding and process optimization across client tech stacks (QBO, BILL, Ramp, Fathom, etc.). </li></ul>Position Requirements <ul><li>Significant, proven experience operating in a Client Accounting Services (CAS), fractional accounting, or outsourced accounting firm environment managing multiple client accounts simultaneously.</li><li>Hands-on experience working with nonprofit clients—including familiarity with fund accounting, grant tracking/reporting, net asset classifications, and supporting finance committees or boards.</li><li>Expert-level QuickBooks Online (QBO) proficiency combined with deep accrual accounting and month-end close expertise.</li><li>Proven ability to lead live financial review calls and comfortably communicate with business owners, CEOs, and Executive Directors.</li><li>Authorized to work in the U.S. (W-2) with reliable availability during Pacific Standard Time (PST) business hours. </li></ul>Tech Stack Proficiency: <ul><li>QuickBooks Online (QBO), Excel / Google Sheets modeling.</li><li>Karbon (or similar practice management platforms).</li><li>Strong pluses: BILL, Ramp, Expensify, Fathom, Syft, or Reach Reporting. </li></ul>Benefits: <ul><li>Competitive compensation and benefits, including 401(k) with a match, performance bonuses</li><li>Fully remote environment with periodic in-person retreats</li><li>Supportive, non-bureaucratic team culture.</li><li>Career growth; work hand-in-hand with experienced CFOs, expanding your skill set into strategic FP&A and forecasting.</li><li>Direct client-facing ownership without being buried purely in back-office workpaper reviews.</li><li>This employer is an Equal Opportunity Employer.</li></ul>

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