Director of Accounting Services; Controller

Position: Director of Accounting Services (Controller)
Key Responsibilities
• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.
• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.
• Set up, maintain, and optimize Quick Books Online files, including chart of accounts, classes, locations, and integrations.
• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.
• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.
• Develop and monitor client-specific accounting policies, procedures, and internal controls.
• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.
• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.
• Coordinate with tax and assurance teams to support year-end engagements and information requests.
• Identify process improvement opportunities and implement technology and workflow enhancements for clients.
• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.
• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.

Qualifications
• Bachelor’s degree in accounting, finance, or related field required.
• CPA license preferred but not required.
• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.
• Prior experience in a CPA firm or client accounting services environment strongly preferred.
• Expert-level proficiency with Quick Books Online, including advanced features and third-party app integrations.
• Strong understanding of U.S. GAAP for small to mid-sized businesses.
• Experience with non-profit organizations and various reporting requirements related to non-profits.
• Proven ability to manage multiple client relationships and competing priorities.
• Demonstrated leadership skills, including staff supervision, coaching, and delegation.
• High level of comfort working in cloud-based and paperless environments.
• Excellent communication and client service skills.
• Strong organizational skills, attention to detail, and ability to meet deadlines.