{"schemaVersion":"jobsearcher.job.v1","id":"468d8e8aeba5ce335ee964ec","url":"https://jobsearcher.com/jobs/468d8e8aeba5ce335ee964ec","canonicalUrl":"https://jobsearcher.com/jobs/468d8e8aeba5ce335ee964ec","title":"Financial Controller Multi-Client & CAS Operations","description":"ControllerWe are seeking a highly organized, detail-driven Controller to oversee CAS accounting operations across multiple client portfolios. The ideal candidate combines strong technical accounting knowledge with excellent client management skills, ensuring consistent financial accuracy, process efficiency, and strategic insight across diverse industries and firms.\r\nThis role bridges bookkeeping, financial control, and advisoryideal for a professional comfortable managing multiple accounting teams, client relationships, and reporting systems simultaneously.\r\nKey ResponsibilitiesQualifications\r\nCPA, CA, or CMA designation (or in progress) required.\r\nCPG/e-commerce experience required.\r\n5+ years of accounting experience, with at least 1 year in a Controller or senior accounting leadership role.\r\nExperience managing multiple entities or clients simultaneously (CAS, outsourcing, or multi-firm environments).\r\nStrong understanding of US and/or Canadian GAAP, financial controls, and reporting cycles.\r\nProficiency with accounting software (QuickBooks, Xero, NetSuite, or similar) and reporting tools (Excel, Power BI, Fathom).\r\nExcellent written and verbal communication skills; able to explain complex data clearly to non-finance stakeholders.\r\nStrong time management, problem-solving, and leadership abilities.\r\nFinancial Oversight & Reporting\r\nOversee the full accounting cycle for multiple client entities (GL, AP/AR, payroll, reconciliations, and month-end close).\r\nReview and finalize client financial statements, management reports, and cash-flow forecasts.\r\nImplement internal controls, financial procedures, and best practices across all client accounts.\r\nEnsure consistent accounting standards (GAAP/IFRS) across multiple client firms.\r\nClient Relationship Management\r\nServe as the primary financial contact for assigned clientsresponding promptly, advising proactively.\r\nCoordinate with client leadership and external accountants/auditors for year-end processes.\r\nTranslate complex financial data into actionable business insights.\r\nTeam & Process Management\r\nSupervise and mentor bookkeepers, junior accountants, and staff across multiple engagements.\r\nOptimize workflow through automation tools (QuickBooks Online, Xero, Dext, Gusto, or similar).\r\nReview deliverables for accuracy, timeliness, and consistency across all client accounts.\r\nSupport process improvements and cross-firm collaboration.\r\nContribute to client onboarding, standardization, and scaling of CAS services.\r\nIdeal Candidate Traits\r\nNaturally organized and detail-oriented, yet comfortable handling ambiguity.\r\nThrives in a client-facing, multi-tasking environment.\r\nEnjoys optimizing workflows and mentoring accounting teams.\r\nCurious, proactive, and technology-driven (comfortable with cloud accounting tools).\r\nWhy Join UsBe part of a fast-growing fintech ecosystem transforming how businesses manage accounting, automation, and real-time financial insights.\r\nWork with diverse, high-growth clients across industriesfrom tech startups to professional services and real estate portfolios.\r\nJoin a culture of innovation and ownership where new ideas, curiosity, and problem-solving are celebrated.\r\nGrow fast with usclear path to senior leadership, Virtual CFO, or CAS practice lead roles as we scale.\r\nLeverage modern tech stacks (AI-powered accounting, workflow automation, analytics dashboards) to deliver smarter, faster, and more insightful client results.\r\nCollaborate globally with an ambitious team building the next generation of client accounting solutions.","company":"Minerva","rawCompany":"minerva","city":"Millbrae","state":"CA","isRemote":false,"isActive":false,"createdAt":"2026-04-09T08:02:04.362Z","occupations":[{"code":"13-2011.00","title":"Accountants and Auditors","slug":"accountants-and-auditors"},{"code":"11-3031.01","title":"Treasurers and Controllers","slug":"treasurers-and-controllers"},{"code":"43-3031.00","title":"Bookkeeping, Accounting, and Auditing Clerks","slug":"bookkeeping-accounting-and-auditing-clerks"}],"industries":[{"code":"541219","title":"Other Accounting Services","slug":"other-accounting-services"},{"code":"541211","title":"Offices of Certified Public Accountants","slug":"offices-of-certified-public-accountants"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Financial Controller Multi-Client & CAS Operations","description":"ControllerWe are seeking a highly organized, detail-driven Controller to oversee CAS accounting operations across multiple client portfolios. The ideal candidate combines strong technical accounting knowledge with excellent client management skills, ensuring consistent financial accuracy, process efficiency, and strategic insight across diverse industries and firms.\r\nThis role bridges bookkeeping, financial control, and advisoryideal for a professional comfortable managing multiple accounting teams, client relationships, and reporting systems simultaneously.\r\nKey ResponsibilitiesQualifications\r\nCPA, CA, or CMA designation (or in progress) required.\r\nCPG/e-commerce experience required.\r\n5+ years of accounting experience, with at least 1 year in a Controller or senior accounting leadership role.\r\nExperience managing multiple entities or clients simultaneously (CAS, outsourcing, or multi-firm environments).\r\nStrong understanding of US and/or Canadian GAAP, financial controls, and reporting cycles.\r\nProficiency with accounting software (QuickBooks, Xero, NetSuite, or similar) and reporting tools (Excel, Power BI, Fathom).\r\nExcellent written and verbal communication skills; able to explain complex data clearly to non-finance stakeholders.\r\nStrong time management, problem-solving, and leadership abilities.\r\nFinancial Oversight & Reporting\r\nOversee the full accounting cycle for multiple client entities (GL, AP/AR, payroll, reconciliations, and month-end close).\r\nReview and finalize client financial statements, management reports, and cash-flow forecasts.\r\nImplement internal controls, financial procedures, and best practices across all client accounts.\r\nEnsure consistent accounting standards (GAAP/IFRS) across multiple client firms.\r\nClient Relationship Management\r\nServe as the primary financial contact for assigned clientsresponding promptly, advising proactively.\r\nCoordinate with client leadership and external accountants/auditors for year-end processes.\r\nTranslate complex financial data into actionable business insights.\r\nTeam & Process Management\r\nSupervise and mentor bookkeepers, junior accountants, and staff across multiple engagements.\r\nOptimize workflow through automation tools (QuickBooks Online, Xero, Dext, Gusto, or similar).\r\nReview deliverables for accuracy, timeliness, and consistency across all client accounts.\r\nSupport process improvements and cross-firm collaboration.\r\nContribute to client onboarding, standardization, and scaling of CAS services.\r\nIdeal Candidate Traits\r\nNaturally organized and detail-oriented, yet comfortable handling ambiguity.\r\nThrives in a client-facing, multi-tasking environment.\r\nEnjoys optimizing workflows and mentoring accounting teams.\r\nCurious, proactive, and technology-driven (comfortable with cloud accounting tools).\r\nWhy Join UsBe part of a fast-growing fintech ecosystem transforming how businesses manage accounting, automation, and real-time financial insights.\r\nWork with diverse, high-growth clients across industriesfrom tech startups to professional services and real estate portfolios.\r\nJoin a culture of innovation and ownership where new ideas, curiosity, and problem-solving are celebrated.\r\nGrow fast with usclear path to senior leadership, Virtual CFO, or CAS practice lead roles as we scale.\r\nLeverage modern tech stacks (AI-powered accounting, workflow automation, analytics dashboards) to deliver smarter, faster, and more insightful client results.\r\nCollaborate globally with an ambitious team building the next generation of client accounting solutions.","datePosted":"2026-04-09T08:02:04.362Z","dateModified":"2026-04-09T08:02:04.362Z","hiringOrganization":{"@type":"Organization","name":"Minerva","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Millbrae","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"468d8e8aeba5ce335ee964ec"},"url":"https://jobsearcher.com/jobs/468d8e8aeba5ce335ee964ec"}}