CLIENT ACCOUNTING SERVICES CONTROLLER
Institute of Management Accountants, Inc., Clifton Park, NY, United States
CLIENT ACCOUNTING SERVICES CONTROLLER
About OASIS:
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting powered by cutting‑edge technology and a people‑first culture.
Role Summary:
The Associate Director serves as the primary controller for a portfolio of clients. You will oversee accounting staff, deliver accurate and timely financial reporting, and serve as the key liaison between OASIS and client leadership.
Responsibilities
Supervise monthly close and reporting processes for multiple clients
Manage client communications, timelines, and deliverables
Oversee and approve reconciliations, JE entries, and accrual schedules
Lead system implementations, QBO migrations, and financial clean‑ups
Review and optimize internal controls and accounting procedures
Train, develop, and review work of Associates and Senior Associates
Qualifications
Bachelor's or Master's in Accounting; CPA or MBA preferred
5+ years of accounting experience with leadership responsibilities
Strong understanding of GAAP, fund accounting (for nonprofit clients), and job costing (for SMB clients)
Client‑facing experience and ability to manage multiple concurrent relationships
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About OASIS:
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting powered by cutting‑edge technology and a people‑first culture.
Role Summary:
The Associate Director serves as the primary controller for a portfolio of clients. You will oversee accounting staff, deliver accurate and timely financial reporting, and serve as the key liaison between OASIS and client leadership.
Responsibilities
Supervise monthly close and reporting processes for multiple clients
Manage client communications, timelines, and deliverables
Oversee and approve reconciliations, JE entries, and accrual schedules
Lead system implementations, QBO migrations, and financial clean‑ups
Review and optimize internal controls and accounting procedures
Train, develop, and review work of Associates and Senior Associates
Qualifications
Bachelor's or Master's in Accounting; CPA or MBA preferred
5+ years of accounting experience with leadership responsibilities
Strong understanding of GAAP, fund accounting (for nonprofit clients), and job costing (for SMB clients)
Client‑facing experience and ability to manage multiple concurrent relationships
#J-18808-Ljbffr