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.
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 :
🚀 Be part of a fast-growing fintech ecosystem transforming how businesses manage accounting, automation, and real-time financial insights.
🤝 Work with diverse, high-growth clients across industries — from tech startups to professional services and real estate portfolios.
💡 Join a culture of innovation and ownership where new ideas, curiosity, and problem-solving are celebrated.
📈 Grow fast with us — clear path to senior leadership, Virtual CFO, or CAS practice lead roles as we scale.
⚙️ Leverage modern tech stacks (AI-powered accounting, workflow automation, analytics dashboards) to deliver smarter, faster, and more insightful client results.
🌎 Collaborate globally with an ambitious team building the next generation of client accounting solutions.
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Financial Controller • San Francisco, CA, United States
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