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Remote Client Controller, CAS Firm

September 25, 2026

Job Title: Remote Client Controller Job ID: 1060919 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. Base Salary: $95,000 -$135,000 per year (USD) Job Description 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. Key Responsibilities 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 Candidate Qualifications <ul><li> Client Ownership</li><li>Lead recurring financial review calls, walk clients through monthly financial statements, explain variances, and translate complex numbers into actionable business insights.</li><li>Prepare clear financial packages and participate in executive, board, finance committee, or audit meetings across commercial and nonprofit clients.</li><li>Collaborate directly with business owners, Executive Directors, finance staff, leadership teams, and board members as a true partner.</li><li>Review monthly financial statements, reconciliations, workpapers, and supporting schedules for accuracy, completeness, and audit readiness.</li><li>Oversee accrual accounting, class/location/project tracking, deferred revenue recognition, intercompany transactions, and fund/grant accounting where applicable.</li><li>Lead cash flow conversations, maintain rolling forecast tools, explain cash movement, and surface practical concerns for client or CFO attention.</li><li>Partner closely with fractional CFOs/Advisors on budgeting, forecasting, FP&A, financial modeling, process design, and strategic decision support.</li><li>Identify meaningful trends and provide "light advisory" insights without needing to operate as the full-time CFO.</li><li>Assign, monitor, and review work executed by staff through Karbon. Keep deliverables moving smoothly and proactively resolve bottlenecks.</li><li>Support onboarding and process optimization across client tech stacks (QBO, BILL, Ramp, Fathom, etc.). </li></ul>Position Requirements <ul><li>Significant, proven experience operating in a Client Accounting Services (CAS), fractional accounting, or outsourced accounting firm environment managing multiple client accounts simultaneously.</li><li>Hands-on experience working with nonprofit clients—including familiarity with fund accounting, grant tracking/reporting, net asset classifications, and supporting finance committees or boards.</li><li>Expert-level QuickBooks Online (QBO) proficiency combined with deep accrual accounting and month-end close expertise.</li><li>Proven ability to lead live financial review calls and comfortably communicate with business owners, CEOs, and Executive Directors.</li><li>Authorized to work in the U.S. (W-2) with reliable availability during Pacific Standard Time (PST) business hours. </li></ul>Tech Stack Proficiency: <ul><li>QuickBooks Online (QBO), Excel / Google Sheets modeling.</li><li>Karbon (or similar practice management platforms).</li><li>Strong pluses: BILL, Ramp, Expensify, Fathom, Syft, or Reach Reporting. </li></ul>Benefits: <ul><li>Competitive compensation and benefits, including 401(k) with a match, performance bonuses</li><li>Fully remote environment with periodic in-person retreats</li><li>Supportive, non-bureaucratic team culture.</li><li>Career growth; work hand-in-hand with experienced CFOs, expanding your skill set into strategic FP&A and forecasting.</li><li>Direct client-facing ownership without being buried purely in back-office workpaper reviews.</li><li>This employer is an Equal Opportunity Employer.</li></ul>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...