What are the responsibilities and job description for the Fractional Controller position at Platform Accounting Group?
The Fractional Controller leads client financial management, acting as the primary point of contact across various clientele and ensures accurate, timely completion of all bookkeeping and financial reporting. You will supervise bookkeepers, manage month-end closes, implement internal controls, and present financial reports to clients, adhering to GAAP and SSARS 21. Strong technical accounting skills, client communication, and proficiency in QuickBooks are essential.
Our goal is to build long-lasting relationships by providing the highest level of service and oversight to the people we work for, while providing a first-class experience for each team member.
Who we are:
Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 41 offices in 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.
What you will do:
- Serve as the primary point of contact across numerous clients, cultivating strong client relationships and understanding their unique financial requirements.
- Educate, mentor, and train team members at various levels, reviewing the work of both entry-level and senior staff to ensure precision and quality.
- Deliver comprehensive accounting and advisory services to a diverse clientele, including individuals and businesses across various industries.
- Manage day-to-day accounting operations, including transaction entry, reconciliation of general ledger, credit card, and cash accounts, and the preparation and posting of journal entries.
- Perform intricate adjustments and reconciliations, conduct accounting system and record clean-ups, and establish accounting systems for new clients.
- Generate financial reports using accounting software, ensuring compliance with GAAP and SSARS 21.
- Prepare payroll and payroll tax returns, sales tax returns, and manage fixed asset and personal property reporting.
- Apply industry expertise and research skills to deliver exceptional service on complex projects, conduct proactive risk and compliance assessments, and provide best practice recommendations to clients.
- Organize and manage personal and team projects, prioritize completing tasks, and guarantee timely project completion and adherence to deadlines.
- Analyze and interpret financial reports from clients and accounting software, preparing and posting journal entries for business clients.
- Continuously expand your knowledge of tax laws and accounting practices to better serve client needs.
What we look for:
- 8 years professional accounting experience, preferably across multiple clients and industries.
- Strong understanding of GAAP and SSARS 21, with proven ability to apply these standards.
- Demonstrated ability to lead, mentor, and train team members.
- Exceptional communication and interpersonal skills for building strong client relationships.
- Ability to analyze complex financial data, identify issues, and develop solutions.
- Advanced knowledge of QuickBooks and strong Excel skills, with familiarity in other financial software.
- Ability to manage multiple projects, prioritize tasks, and meet deadlines.
- Meticulous attention to detail and accuracy in financial tasks.
- Must be able to work independently in a remote capacity, take initiative, and anticipate client needs.
- Commitment to staying current with accounting standards and best practices.
- Bachelor’s degree required; Master’s Degree preferred.
- CPA preferred.
What we offer:
- Tremendous opportunity for advancement within a rapidly growing professional services firm
- Ongoing informal and formal training and development
- Very competitive compensation
- 401(k) and medical benefits
- Firm sponsored continuing education.
