Client Accounting Services Virtual Controller

Job Description

CAAS Virtual Controller

Do you have a passion for nonprofits? Do you want to invest your time each day in making a difference instead of simply focusing on the bottom line? Would you like to have the opportunity to work in a tech consulting firm working exclusively with nonprofit organizations

Position: Sr. Controller

About JMT

JMT Consulting Group is a company that recognizes and appreciates the contribution each team member makes to the organization. Founded over 30 years ago, we're a small but rapidly growing small business, and one of the leading consulting firms focused exclusively on helping nonprofit organizations further their mission through cutting-edge solutions and a client-first approach.

Job Summary

The Senior Controller is a key contributor within JMT's growing Client Accounting & Advisory Services practice. This position will lead outsourced engagements, delivering high-level financial oversight, strategic guidance, and hands-on support to nonprofit clients.

Key Responsibilities

• Develop a deep understanding of each client's business model, mission, and financial operations to deliver tailored accounting and advisory support.
• Manage multiple client engagements concurrently, ensuring accuracy and timeliness across various systems, charts of accounts, and reporting cycles.
• Serve as the outsourced Controller for assigned clients, managing monthly close, financial reporting, and compliance.
• Oversee and review work performed by staff accountants, ensuring accuracy and timeliness.
• Prepare and present financial statements, dashboards, and analysis tailored to client leadership and board needs.
• Support audit readiness, including documentation, reconciliations, and liaison with external auditors.
• Develop and maintain internal controls, fiscal policies, and procedures aligned with nonprofit best practices.
• Provide strategic financial guidance, including cash flow forecasting, budget development, and grant reporting,
• Collaborate with clients to improve accounting systems, workflows and operational efficiency
• Participate in onboarding new clients, including discovery, documentation, and setup of financial processes.
• Present to Clients, Boards of Directors and JMT Staff on an as needed basis
• Maintain clear communication with clients, proactively addressing issues and opportunities.
• Lead and oversee the processing of core accounting transactions, including accounts payable, cash disbursements, accounts receivable, and cash receipts.
• Coordinate and review account reconciliations (e.g., prepaids, receivables, payables, fixed assets, accruals).
• Prepare and review complex reconciliations such as investments, debt, and other industry-specific accounts.
• Review general ledger activity, cash flow statements, allocations, and other key financial data for accuracy and completeness.
• Develop and document accounting procedures and maintain appropriate process documentation and backups.
• Prepare and file Form 1099s and other compliance-related filings.
• Support the preparation of audit and tax return workpapers and respond to auditor or client inquiries as needed.
• Prepares or reviews yearly audit support packages and interacts with the Client's external auditors
• Partner with senior leadership to identify process improvements and opportunities for automation across client engagements.

• Strong understanding of GAAP and nonprofit accounting principles (FASB ASC 958, fund accounting, and grant tracking).
• Demonstrated ability to problem solve technical issues and problems
• Ensures that significant transactions and account balances are properly identified, researched, and resolved
• Drafts complete management and other summary financial reports for review by JMT CAAS leaders
• Ability to work effectively across multiple systems and client-specific tech stacks.
• Ability to understand and follow an accounting system design, installation and conversion plan
• Proven experience in full-cycle accounting, including AP, AR, payroll, reconciliations, and financial statement preparation.
• Familiarity with automation tools, data imports, and workflow management systems preferred.
• Demonstrated ability to manage and reconcile complex accounts such as investments, loans, prepaid expenses, and deferred revenue.
• Proficiency in preparing and validating financial statements, journal entries, and month-end close processes.
• Strong Excel skills, including use of pivot tables

• Excellent client service orientation with the ability to build relationships, communicate clearly, and translate financial data into understandable insights.
• Strong organizational skills and attention to detail, with the ability to manage multiple clients and priorities simultaneously.
• Professional judgment in managing sensitive client information and handling confidential matters.
• Ability to proactively identify process improvements and recommend practical solutions to clients and internal teams.

• Demonstrated experience overseeing & reviewing the work of junior staff
• Strong mentoring and coaching abilities to support staff development and ensure quality standards.
• Comfortable working in a collaborative, cross-functional team environment with multiple stakeholders.
• Commitment to continuous learning and adapting to new systems, standards, and client industries.

• Bachelor's degree in accounting, finance, or related field required; CPA or CPA-track preferred.
• Minimum of 5 years as an accountant in a nonprofit setting.
• Strong problem-solving skills with the ability to work independently while managing deadlines across multiple engagements.