Confidential Careers · 6 days ago
Controller (CMA) – Client Accounting Services
Confidential is a Client Accounting Services firm providing bookkeeping, controller, and CFO support to small businesses across the U.S. They are seeking a Controller (CMA) to serve as the primary accounting owner for a portfolio of small business clients, leading a small team and ensuring accurate financial reporting.
Human ResourcesRecruiting
Responsibilities
Serve as the primary accounting and controllership contact for assigned clients
Oversee full-cycle accounting delivered by a dedicated bookkeeper
Review, correct, and approve bookkeeping work for accuracy and consistency
Ensure clean and timely month-end close (reconciliations, accruals, adjustments)
Prepare and review financial statements (P&L, Balance Sheet, Cash Flow)
Identify issues, risks, and gaps early and resolve them proactively
Train, coach, and provide ongoing feedback to the bookkeeper
Step in to correct or rework deliverables when necessary to meet deadlines and standards
Maintain consistent workflows, documentation, and internal controls
Collaborate with senior accounting leadership on escalations, insights, and improvements
Qualification
Required
Certified Management Accountant (CMA) – required
6+ years of full-charge accounting or controllership experience
Strong command of accrual vs. cash accounting
Deep proficiency in QuickBooks Online
Experience reviewing, correcting, and training others' work
Comfort rolling up your sleeves during training or quality-control periods
Clear, professional communication with clients
Highly organized, accountable, and detail-oriented
Preferred
Prior Controller or Senior Accountant experience
Experience managing 4–30 clients simultaneously
Background in construction, inventory, or multi-entity/mulit-location environments
Interest in process improvement, controls, or automation
Benefits
Flexible schedule
Work from home