Client Accounting Services Controller

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Job Type: Full-time | FLSA Status: Exempt

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Client Accounting Services Controller Position Summary

The Client Accounting Services (CAS) Controller position is responsible for managing the ongoing financial reporting operations of the firm on behalf of each Outsourced Accounting client. This includes the review of periodic financial reports, preparation of budget, KPI and other management reports, and a comprehensive set of controls designed to mitigate risk, enhance the accuracy of the client’s reported financial results, and to ensure that reported results comply with generally accepted accounting principles. The Controller also serves as the primary liaison between the client and the client’s tax preparer and other professional service providers. There are expectations that this role will occasionally work extended hours and weekends, but typically, a 45–50-hour work week is expected year-round, and is a position that rewards efficiency & productivity.

Client Accounting Services Controller Requirements

Required Experience and Education

Associates Degree in Accounting is preferred, with 0-3 years in relevant position or equivalent combination of education and experience. Experience or interest in cloud-based accounting environments is preferred.

Major Duties and Responsibilities

  • Periodic client meetings with “A” clients relating to ongoing WIP and special projects, “Open Items” lists
  • Preparation of complex client Key Performance Indicators (KPIs), Critical Success Factors (CSFs) and other management reports
  • Budgeting and Forecasting project completion and completion of Management Report Package
  • Preparation or review of Management Reporting Packages
  • Client Procedures Manual – ongoing monthly maintenance/updates
  • Staff and technology resource planning/management

Desired Skills, Abilities, Characteristics, and Education

  • Prior business experience and ability to apply that experience to a wide range of client situations
  • Advanced skills in specific industry verticals service by Adams Brown
  • Ability to motivate and manage staff in a pay-for-performance environment with remote staff
  • Attention to detail
  • Ability to meet tight deadlines
  • Ability to manage unexpected and sometimes urgent firm or client matters as they arise
  • Expertise using a range of technology solutions (Software, peripherals, etc.)
  • Project management skills
  • Time management skills
  • Unrelenting commitment to client satisfaction
  • Bachelor’s Degree in Accounting
  • Active CPA license preferred. MBA preferred
  • 10+ years of experience in private/public accounting working with clients in the $1-$10 million in revenues per year range. Some experience working with clients with revenues up to $50 million preferred
  • 2-3 years managing staff in a pay-for-performance environment preferred
  • Strong technology skills using Microsoft Office 2007 or later 9Word, Excel, PowerPoint, and Outlook at a minimum, more applications preferred)
  • Experience working in a paperless environment strongly preferred
  • Strong interpersonal and relationship building skills
  • Team player with a positive “can-do” approach
  • A general and growing knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas

Client Accounting Services Controller Working Environment

Adams Brown, LLC. promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday through tax season and close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect.

AdamsBrown, LLC is an Equal Opportunity Employer.

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