Remote Client Controller, CAS Firm

Job Title:

Remote Client Controller Job  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.

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.

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

• 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, work papers, 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.).

• 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 Quick Books 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.

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

• 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.