Job summary
Job post source
This job is directly from Balance Financial Management
Job overview
The Client Controller role involves leading an accounting team and acting as the main point of contact for clients, focusing on process improvement and technology integration.
Responsibilities and impact
Daily responsibilities include managing client relationships, coaching team members, overseeing full cycle accounting, leading month-end close processes, and enhancing operational efficiencies.
Compensation and benefits
The position offers competitive pay and a comprehensive benefits plan including health, dental, vision, disability, life insurance, and retirement match.
Experience and skills
Candidates should have 5-7 years of experience as a Controller or Director, a degree in Accounting or Finance, and strong skills in change management and financial reporting, with CPA/MBA preferred.
Career development
There are opportunities for training and development in technology and finance, as well as exposure to new professional challenges.
Work environment and culture
The company promotes a fun and collaborative culture, valuing diversity and inclusivity among its employees.
Company information
Balance Financial Management is a remote consulting and accounting service focused on building sustainable financial structures and supporting client growth.
Team overview
The team consists of professionals with diverse skill sets, working collaboratively to deliver exceptional client service.
Job location and travel
This is a fully remote position with a flexible schedule.
Application process
Candidates should prepare a resume and cover letter, but specific application instructions and deadlines are not provided.
Unique job features
The role distinguishes itself by leveraging cutting-edge technology and providing a client-centric approach to financial management.
Company overview
Balance Financial Management is a full-service financial firm based in Santa Barbara, California, specializing in accounting and financial management services. The company partners with organizations to create vital financial structures that help scale businesses and ensure sustainable growth. Founded by Diana Pereira, Balance Financial Management offers a range of services including back-office consulting and strategic finance solutions. They operate as a private company with a focus on providing tailored financial solutions to meet the diverse needs of their clients. Their expertise in financial management supports businesses in achieving their financial objectives efficiently.
How to land this job
Tailor your resume for the Client Controller position by emphasizing your leadership experience, technical accounting skills, and ability to improve processes, as these are key aspects of the role at Balance Financial Management.
Highlight your proficiency in full cycle accounting, GAAP compliance, and cloud-based technology, as these will resonate with the job requirements and demonstrate your fit for the position.
Apply through various platforms including Balance Financial Management's corporate site and LinkedIn to maximize your chances of being seen by hiring managers.
Network on LinkedIn with individuals in the accounting or consulting divisions at Balance Financial Management, using ice breakers like discussing recent industry trends or asking about their experiences with the company culture.
Optimize your resume for ATS by incorporating specific keywords from the job description such as 'financial reporting,' 'change management,' and 'ERP systems' to enhance visibility during the application process.
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