Financial Controller – Multi-Client
4 days ago
We are seeking a highly organized, detail-driven Controller
to oversee accounting operations across multiple client portfolios within our Client Accounting Services (CAS) division. The ideal candidate combines
strong technical accounting knowledge
with
excellent client management skills
, ensuring consistent financial accuracy, process efficiency, and strategic insight across diverse industries and firms.
This role bridges
bookkeeping, financial control, and advisory
—ideal for a professional comfortable managing
multiple accounting teams, client relationships, and reporting systems
simultaneously.
Key Responsibilities:
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 (QuickBooks 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.
Qualifications
- 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 (QuickBooks, Xero, NetSuite, 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.
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
- Opportunity to work across
diverse industries and clients
. - Collaborative culture focused on
accuracy, efficiency, and innovation
. - Competitive compensation and growth path toward
CFO or CAS leadership roles
. - Exposure to modern accounting automation and reporting technologies.
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