Controller/ Accounting

Job Title: Controller/ Accounting

Location: 100% Remote

Duration: Full Time

Job Description:

Controller needs Autotask or Halo

We are seeking an experienced and dynamic Controller to join our firm, with a strong preference for candidates who have supported MSPs, IT services firms, or recurring-revenue service businesses. In this role, you will oversee financial operations for multiple clients, provide financial leadership and advisory support, and ensure accurate, compliant, and scalable accounting processes.

The ideal candidate understands the financial complexities of service-based businesses including recurring revenue, project-based work, labor costs, and gross margin analysis and is comfortable operating in technology-enabled environments.

Primary Duties & Responsibilities

1. Client Financial Management

• Oversee and manage financial operations for multiple clients, with an emphasis on MSPs and technology services businesses, including financial reporting, cash flow management, and margin analysis.

• Review monthly financial statements and supporting schedules for accuracy and completeness prior to client delivery.

• Maintain familiarity with all client accounts on your team and provide coverage as needed to ensure consistent service delivery.

2. Client Advisory & Relationship Management

• Serve as a trusted advisor to clients, providing proactive financial insights and strategic guidance.

• Translate financial data into clear, actionable recommendations related to profitability, cash flow, and operational efficiency.

• Conduct periodic scope and service reviews to ensure alignment and identify opportunities for expanded advisory support.

• Support new client implementations by guiding onboarding, process alignment, and system setup in partnership with the implementation team.

• Ensure client requests and issues are addressed and communicated promptly and professionally.

3. Financial Reporting & Close

• Prepare and review accurate monthly, quarterly, and annual financial statements in accordance with GAAP.

• Manage month-end and year-end close processes for multiple clients, ensuring timely and consistent delivery.

• Oversee reconciliations of bank accounts, credit cards, and balance sheet accounts.

4. Budgeting, Forecasting & KPIs

• Collaborate with clients to develop budgets, forecasts, and financial models aligned with business goals.

• Support the implementation and ongoing monitoring of KPIs and metrics, particularly for service-based and recurring-revenue models.

5. Internal Controls & Compliance

• Design and maintain effective accounting controls and standardized processes across client engagements.

• Coordinate with internal and external tax professionals to support sales tax, use tax, and other compliance requirements.

6. Team Leadership

• Supervise, mentor, and review the work of accounting team members to ensure quality, consistency, and adherence to Stride standards.

• Promote best practices, documentation, and process improvement across engagements.

Qualifications

The right candidate thrives in a fast-paced, remote, client-service environment and values process ownership, accountability, and continuous improvement.

• Authorized to work in the United States.

• Bachelors degree in Accounting, Finance, or a related field (CPA or CMA preferred).

• Minimum of 5+ years of public accounting or outsourced accounting experience.

• Strong understanding of service-based accounting, ideally within MSPs, IT services, SaaS, or professional services.

• Experience with PSA platforms such as Halo PSA, Autotask, or ConnectWise is strongly preferred but not required.

• Proficient in cloud-based accounting platforms (QuickBooks Online, Xero) and Excel.

• High attention to detail with a consistently high bar for quality and accuracy.

• Strong analytical, strategic, and problem-solving skills.

• Ability to manage multiple clients and priorities simultaneously.

• Comfortable working in a fully remote, distributed team environment.

• Excellent communication and interpersonal skills with both clients and internal stakeholders.

Additional Details

• Full-time, fully remote position

• One annual in-person, company-wide meeting.

• Flexible schedule with required availability during core business hours: 9:00am 2:00pm PST, Monday Friday.

What We Offer

• Health, Dental, and Vision benefits

• Flexible PTO

• Fully remote work environment

• Collaborative, high-caliber team culture focused on ownership and results