Controller, Client Accounting Services
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Job Type
Full-time
Description
Are you ready to redefine your accounting career? At Aldrich, we’re growing our Client Accounting Services (CAS) team—one of the fastest-growing areas in public accounting—to transform how businesses manage their financial functions and how CPA firms serve clients. CAS bridges the gap between in-house expertise and external support, blending the best of Public and Private accounting. We’re searching for a forward-thinking Controller to anchor our clients’ financial operations and guide them through the complexities of business and accounting. In this role, you’ll oversee G/L accounting, month-end close, management reporting, and forecasting—serving as a trusted advisor shaping our clients’ success. Join us as we continue our tradition of entrepreneurship and innovation.
Requirements
You'll Get a Chance ToAssist staff with accounting questions and issues as they ariseDevelop month-end close procedures and internal controlsReview account reconciliations, adjusting journal entries, financial statements, and other workpapersParticipate in transaction processing by developing AR, AP, and Payroll procedures and internal controls, reviewing payroll runs, and monitoring cash positions Review supplemental information related to ratio and KPI reports, budget vs. actual reports, and consolidated schedulesHelp facilitate clients' annual budgeting process and prepare budgets, forecasts, and projectionsPrepare tax and audit reporting packages for clients' tax provider and answer questionsManage all aspects of the client relationshipCoordinate and plan service delivery to clients, including conducting monthly meetingsParticipate in the creation and development of processes and infrastructure designed to service clientsWork directly with clients on follow-up items from meetings or initiate follow-through on new initiatives Analyze client financial information, assess needs, and determine advanced strategies Develop and mentor Accounting Clerks and Senior Accountants through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goalsWhat You Bring to the TeamLicensed CPA7+ years of private/public accounting experience, working with businesses in the $1 million to $20 million in revenue rangeStrong attention to detailProven experience building relationships, developing people, and managing teamsHigh level of understanding of internal accounting processes and GAAP accounting standardsExtensive knowledge in the Microsoft 365 SuiteHow We'll Reward YouAt Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent careRetirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharingTime Off: 5 weeks of vacation and sick leave, 10 Paid Holidays, 16 Hours of Volunteer Time, Paid Sabbaticals and Paid Parental LeaveThis information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range is $115,000 - $135,000.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.For a full summary of our benefit offerings, check out Life at Aldrich at https://aldrichadvisors.com/careers/life-at-aldrich/. Why AldrichAldrich is a growth-minded West Coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values-driven firm committed to accountability, agility, collaboration, and respect.Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients, and our communities.Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals’ pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer.Check out more about Aldrich at https://aldrichadvisors.com/.What You Should KnowWe are seeking a qualified Licensed CPA to join our team. While we welcome applications from candidates across the following remote states: AK, AZ, CA, CO, ID, MT, NC, NV, TX, UT, or WA, we have a strong preference for individuals located in the Portland, Oregon area. Candidates residing anywhere within the state of Oregon will also be given priority.To ApplySubmit your resume. A brief cover letter is optional.
Salary Description
$115,000 - 135,000/year
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