Full-Time Controller, Client Accounting Services

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.

Responsibilities:

1. Assist staff with accounting questions and issues.
2. Develop month-end close procedures and internal controls.
3. Review account reconciliations, adjusting journal entries, financial statements, and other workpapers.
4. Participate in transaction processing by developing AR, AP, and Payroll procedures and internal controls, reviewing payroll runs, and monitoring cash positions.
5. Review supplemental information related to ratio and KPI reports, budget vs. actual reports, and consolidated schedules.
6. Help facilitate clients’ annual budgeting process and prepare budgets, forecasts, and projections.
7. Prepare tax and audit reporting packages for clients’ tax provider and answer questions.
8. Manage all aspects of the client relationship.
9. Coordinate and plan service delivery to clients, including conducting monthly meetings.
10. Participate in the creation and development of processes and infrastructure designed to service clients.
11. Work directly with clients on follow-up items from meetings or initiate follow-through on new initiatives.
12. Analyze client financial information, assess needs, and determine advanced strategies.
13. Develop and mentor Accounting Clerks and Senior Accountants through training and effective performance feedback - ensuring responsibilities are consistent with skills and development goals.

Requirements:

• Licensed CPA
• 7+ years of private/public accounting experience, working with businesses in the $1 million to $20 million in revenue range.
• Strong attention to detail
• Proven experience building relationships, developing people, and managing teams.
• High level of understanding of internal accounting processes and GAAP accounting standards.
• Extensive knowledge in the Microsoft 365 Suite

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