Professional Services Controller

Job Summary

To support a growing client base, the fully remote Professional Services Controller will manage the onboarding process for new clients, ensuring they transition smoothly to their ongoing delivery teams while establishing a solid financial and operational foundation.

Key responsibilities

• Own the client relationship during the onboarding phase, leading kickoff meetings and maintaining momentum through regular check-ins
• Conduct financial assessments, identify cleanup needs, and ensure clients are operationally ready for ongoing service
• Document client-specific processes and prepare comprehensive handoff documentation for the ongoing team

Required qualifications

• 7+ years of progressive accounting experience, preferably in public accounting or Client Accounting Services
• Proven success with client onboarding and accounting process transformation
• Bachelor's degree in accounting, finance, business administration, or equivalent experience
• Strong technical accounting skills and proficiency with QuickBooks
• Experience with professional service business models and project accounting