Financial Controller – Multi-Client & CAS Operations

Key Responsibilities:

• CPA, CA, or CMA designation (or in progress) required.

• CPG/e-commerce experience required.

• 5+ years of accounting experience, with at least 1 year in a Controller or senior accounting leadership role.

• Experience managing multiple entities or clients simultaneously (CAS, outsourcing, or multi-firm environments).

• Strong understanding of US and/or Canadian GAAP, financial controls, and reporting cycles.

• Proficiency with accounting software (Quick Books, Xero, Net Suite, or similar) and reporting tools (Excel, Power BI, Fathom).

• Excellent written and verbal communication skills; able to explain complex data clearly to non-finance stakeholders.

• Strong time management, problem-solving, and leadership abilities.

Financial Oversight & Reporting

• Oversee the full accounting cycle for multiple client entities (GL, AP/AR, payroll, reconciliations, and month-end close).

• Review and finalize client financial statements, management reports, and cash-flow forecasts.

• Implement internal controls, financial procedures, and best practices across all client accounts.

• Ensure consistent accounting standards (GAAP/IFRS) across multiple client firms.

Client Relationship Management

• Serve as the primary financial contact for assigned clients—responding promptly, advising proactively.

• Coordinate with client leadership and external accountants/auditors for year-end processes.

• Translate complex financial data into actionable business insights.

Team & Process Management

• Supervise and mentor bookkeepers, junior accountants, and staff across multiple engagements.

• Optimize workflow through automation tools (Quick Books Online, Xero, Dext, Gusto, or similar).

• Review deliverables for accuracy, timeliness, and consistency across all client accounts.

• Support process improvements and cross-firm collaboration.

• Contribute to client onboarding, standardization, and scaling of CAS services.

Ideal Candidate Traits

• Naturally organized and detail-oriented, yet comfortable handling ambiguity.

• Thrives in a client-facing, multi-tasking environment.

• Enjoys optimizing workflows and mentoring accounting teams.

• Curious, proactive, and technology-driven (comfortable with cloud accounting tools).

Why Join Us:

• Be part of a fast-growing fintech ecosystem transforming how businesses manage accounting, automation, and real-time financial insights.

• Work with diverse, high-growth clients across industries — from tech startups to professional services and real estate portfolios.

• Join a culture of innovation and ownership where new ideas, curiosity, and problem-solving are celebrated.

• Grow fast with us — clear path to senior leadership, Virtual CFO, or CAS practice lead roles as we scale.
• ⚙️ Leverage modern tech stacks (AI-powered accounting, workflow automation, analytics dashboards) to deliver smarter, faster, and more insightful client results.

• Collaborate globally with an ambitious team building the next generation of client accounting solutions.

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