Controller (CAAS)

Posted 18 Days Ago
Be an Early Applicant
2 Locations
In-Office
80K-100K Annually
Senior level
Fintech • Professional Services • Software • Financial Services
The Role
This role involves overseeing CAAS transactional staff, managing accounting tasks, performing reconciliations, closing financial records, and preparing financial reports.
Summary Generated by Built In

Job Summary:

Client Accounting and Advisory Services (CAAS) services include full-service CFO Advisory Services, Controller, bookkeeping, vendor bill processing and payment, customer invoicing, payroll processing and tax reporting, and sales tax preparation. If you’re ready to be part of a team that’s focused on delivering practical, high-impact solutions, we’d love to talk to you. Here, you’ll collaborate with innovative thinkers and help businesses make the most of their financial and accounting opportunities. In this role, you will be a member of our CAAS group accountable for providing controller-level accounting services, including month-end review and closing of financial records, budgets, and forecasts, and financial reporting and analysis.

Flexibility in the workplace.

Responsibilities:

· Oversee and manage responsibilities of assigned CAAS transactional staff

· Ensure completeness and accuracy of all transaction processing performed by CAAS transaction staff

· Perform monthly accounting reconciliations of bank and general ledger accounts for assigned clients

· Manage month-end close for assigned clients

· Assist with the development of financial budgets

· Prepare and analyze financial reporting

· Assist in preparing proposals for CAAS services

Qualifications:

· B.S. degree in Accounting or equivalent work experience

· Minimum of 5 years of experience in accounting with 2+ years of supervisory experience

· Experience with QuickBooks preferred

· Proficiency in Microsoft Office Suite, specifically Word, Excel, and PowerPoint

· Excellent communicator

· Must have a high level of attention to detail and accuracy

· Strong verbal and written communication skills

· Strong organizational, problem-solving, and analytical skills

· Able to manage priorities and workflow

· Commitment to excellence and high standards

"Bowers" is the brand name under which Bowers & Company CPAs, PLLC and Bowers Advisors, LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Bowers Advisors, LLC is not a licensed CPA firm. Bowers & Company CPAs, PLLC is a licensed CPA firm that provides attest services, and Bowers Advisors, LLC and its subsidiary entities provide tax and advisory services. View full disclosure. In addition, please note this email may contain confidential and privileged information that may not be disclosed or used by anyone other than the addressee.

Top Skills

Microsoft Office Suite
Quickbooks
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The Company
HQ: Tampa, Florida
87 Employees
Year Founded: 2023

What We Do

Crete Professionals Alliance (Crete PA) is a collaborative network of accounting and professional services firms. The Crete PA model is designed to augment the power of local brands and culture, with national platform capabilities, to create growth opportunities for the business and career advancement for our staff. With our partnership, if the business wins, we all win. #TeamCrete

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