Remote Client Controller, CAS Firm

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)

Commensurate with experience and qualifications.

Job Description:

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:

1. 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.

2. Technical Controllership

• 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.

3. CFO Support & Advisory Collaboration

• 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.

4. Workflow & Systems Leadership

• 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.).

Candidate Qualifications

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.