CFO Associates · 2 months ago
Client Controller
San Juan, PR, US
Full-time
Hybrid
Mid Level
$40K/yr - $60K/yr
3+ years expCFO Associates is a rapidly growing CPA firm that helps businesses make confident financial decisions through outsourced accounting, controller, and CFO services. The Client Controller will serve as a trusted financial partner to multiple clients, overseeing daily accounting and providing strategic insights into their financial performance.
AccountingFinancial ServicesProfessional Services
Responsibilities
Manage all day-to-day accounting operations for assigned clients
Oversee Accounts Receivable, Accounts Payable, and cash flow
Prepare and review weekly, bi-weekly and/or Month-End Financial Statements and Forecasts
Reconcile General Ledger activity and ensure data accuracy
Build and maintain client relationships through proactive communication
Analyze financial trends and identify opportunities for growth and efficiency
Provide insight on job costing, budgeting, and project profitability
Assist in implementing automation tools and process improvements
Work with software like QuickBooks Online/Desktop, Bill.com, and Fathom
Qualification
Required
Bachelor's Degree in Accounting, Finance, or related field
3+ years of experience in public accounting or similar role
Knowledge of GAAP (CPA license a plus)
Advanced Excel and Microsoft Office skills
Strong communication skills and client-facing confidence
Highly organized, analytical, and detail-oriented
Familiarity with QuickBooks Online & Bill.com required
Preferred
Experience with job and project accounting, commission tracking, or property management systems is a plus
Benefits
Flexible work options: US Remote or hybrid in Tampa, FL
401(k) with company match
Health, Dental, and Vision insurance
Professional development support
Generous paid time off
Uncapped Commissions
Work in a growth-oriented, supportive, and innovative firm
Company
CFO Associates
CFO Associates offers cloud based accounting, tax planning, and technology services to private equity firms, individuals, and corporations.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Rolando Lopez, CPA
CEO
Josef Overton
Client CFO
Recent News
Seattle TechFlash
2025-07-04
2025-04-18
Tampa Bay Business Journal
2025-03-26
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