Client Controller

CFO ASSOCIATES LLC•Tampa, FL

About The Position

CFO Associates is a fast-growing outsourced accounting and CFO advisory firm serving entrepreneurs, investors, and operators across real estate, e-commerce, digital assets/Web3, MedSpa, construction, and professional services. We've been recognized as a Best Place to Work and one of Tampa Bay's Fastest Growing Companies and we're building a team of accounting professionals who want more variety, more client exposure, and more growth than a traditional CPA firm role offers. As a Client Controller, you're the first line of review on every client transaction as the person who turns raw activity into accurate, trustworthy financials. You'll own the day-to-day accounting for a portfolio of clients, build real fluency in their industries and revenue cycles, and become a financial partner they rely on, not just a bookkeeper they tolerate.

Requirements

Experience in bookkeeping, staff accounting, or controller-level work at public accounting or outsourced accounting background is a plus
Comfort managing multiple clients and shifting priorities without dropping the ball
Working knowledge of QuickBooks Online
Strong Excel skills and genuine comfort with numbers, not just data entry
Clear, confident communicator as you'll be client-facing regularly
High energy & driven individuals who want continuous growth in their careers and knowledge.

Nice To Haves

Bill.com, Karbon, or Fathom experience a bonus — we'll train you up

Responsibilities

Serve as first reviewer on all client transactions, ensuring accuracy and timeliness
Learn each client's industry, revenue recognition approach, operational cycle, & Key Performance Indicators (KPIs)
Build fluency across our core systems: Karbon, QuickBooks, Bill.com, and Fathom
Manage your day in Karbon by prioritizing by due date, clearing To-Dos, and resolving overdue items before they become client-facing problems
Triage and respond to items within business hours
Own month-end reconciliations start to finish.
Manage Revenue/A/R reporting (QuickBooks) and Bill Pay/A/P reporting (Bill.com)
Reconcile general ledger activity and maintain a clean, accurate balance sheet
Use Excel to summarize, reconcile, and analyze financial data
Prepare and deliver month-end financial statements directly to clients
Spot variances and trends before clients have to ask about them
Build and review forecasts with clients using Fathom
Keep Bill.com clean with daily sync checks, inbox clearance, and issue resolution
Maintain accurate, up-to-date QuickBooks records, including all bank and credit card activity
Organize client documentation in Google Drive
Bring ideas to the table. We actively want your input on improving reconciliation processes, AP/collections workflows, and reporting efficiency
Meet with clients via phone, Zoom, and occasionally in person
Communicate clearly and professionally as you are the face of CFOA to the client
Keep touchpoints proactive, not reactive