Controller

Job Description

ABOUT THE ROLE

At Momentum Accounting, we’re more than just a remote accounting firm. We’re a people-first, tech-savvy team that helps small businesses grow with confidence. We believe accounting should be empowering, not overwhelming. That’s why we blend smart systems, strategic thinking, and human connection to deliver financial clarity our clients can act on.

The Controller is a senior-level professional at Momentum Accounting responsible for delivering high-quality accounting services to a portfolio of clients. This role requires a high degree of technical proficiency, professional judgment, and the ability to serve as a trusted financial resource for clients.

The Controller takes ownership of client engagements from end to end, managing deadlines proactively, communicating clearly, and providing meaningful financial insight that supports client decision-making.

This position also plays an important internal role, contributing to the quality and development of the accounting team through consistent, constructive review and mentorship of staff.

WHAT YOU’LL DO

Client Service & Relationship Management

• Serve as the primary financial contact for assigned clients, building trusted, professional relationships
• Communicate proactively with clients regarding deliverables, deadlines, issues, and financial results
• Conduct regular client meetings or check-ins to review financial statements, KPIs, and cash flow
• Present financial information in a clear, client-friendly manner tailored to the client’s level of financial sophistication
• Respond to client inquiries in a timely and professional manner, escalating concerns as appropriate

Technical Accounting & Financial Reporting

• Oversee and execute month-end and year-end close processes for multiple client entities simultaneously
• Prepare and review financial statements in accordance with GAAP, ensuring accuracy and completeness
• Perform and review balance sheet reconciliations, journal entries, and variance analysis
• Maintain organized, audit-ready workpapers and documentation for all client engagements
• Coordinate with tax preparers to ensure financial records are accurate and ready for tax compliance purposes

Deadline & Engagement Management

• Manage multiple concurrent client engagements, tracking progress against deadlines and internal targets
• Proactively identify risks to timely delivery and communicate them to leadership in advance
• Organize and prioritize workload independently, ensuring that recurring deliverables are completed on schedule
• Maintain up-to-date records in the firm’s project management system, accurately reflecting engagement status and time

Team Leadership & Staff Development

• Review the work of bookkeepers and staff accountants assigned to client engagements, providing timely, constructive feedback
• Mentor and coach junior team members, helping them develop both technical skills and professional judgment
• Set clear expectations for staff on client engagements and follow up to ensure quality standards are met
• Collaborate with team members to share knowledge, document processes, and support a positive, high-performance work environment

Process & Systems

• Leverage accounting platforms (QuickBooks Online, Xero, and others) effectively to maintain client books and produce reports
• Contribute to the development and documentation of firm SOPs and best practices
• Identify opportunities to improve efficiency and quality within client engagements and firm workflows

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field
• 5+ years of progressive accounting experience, with at least 2 years in a Controller or Senior Accountant capacity
• Strong knowledge of GAAP and financial reporting principles
• Proficiency in cloud-based accounting software (QuickBooks Online, Xero, or similar)
• Multi-client management: Demonstrated ability to manage multiple clients or projects simultaneously under firm deadlines.
• Excellent written and verbal communication: Able to communicate financial information clearly to non-financial audiences.
  
  Nice to Have's:
• CPA license or active pursuit of CPA licensure
• Experience in a public accounting or CAS firm environment
• Familiarity with project management tools and automated reporting workflows

Benefits

• $100/month fitness benefit: Support your health and well-being, your way.
• Up to $440/month QSEHRA: Helps cover qualifying medical expenses.
• 401(k) with company contribution
• $50/month phone reimbursement
• BYO laptop + $500 equipment stipend (one replacement every 5 years)
• Unlimited PTO (recommended at least 3 weeks/year)
• Career growth: Mentorship, leadership development, and a clear path to senior firm leadership.