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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in accounting and financial management, including financial statement preparation, budgeting, and cash flow analysis. Proven ability to lead teams, mentor staff, and communicate complex financial concepts effectively to clients and stakeholders.
Highest-signal resume keywords
CPA DesignationFinancial Statement PreparationQuickBooks Online ProficiencyTeam LeadershipBudgeting and Forecasting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement PreparationBudgetingCash Flow AnalysisReconciliationsTax PlanningPayroll ProcessingAccounts PayableAccounts ReceivableRegulatory FilingsFinancial Reporting
Soft Skills
CoachingCommunicationAnalytical Problem-SolvingAttention to DetailEntrepreneurial Thinking
Tools & Technologies
QuickBooks OnlineCloud-Based Accounting Platforms
Certifications & Qualifications
CPA Designation
Industry Keywords
Nonprofit AccountingCompliance StandardsFinancial ProjectionsClient EngagementInternal Control Reviews
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Serve as a trusted advisor to entrepreneurial clients by delivering consulting, accounting, and tax services
- Review or prepare financial statements, schedules, reports, journal entries, fixed asset schedules, payroll, and other general accounting functions
- Consult with clients on accounting, tax, and business matters, including accounts payable, accounts receivable, payroll processing, cash management, debt management, sales and use tax, and regulatory filings
- Review staff work and provide feedback to ensure accuracy and support professional development
- Research and document technical accounting and tax issues
- Coordinate preparation of income, payroll, sales and use tax, and business license filings
- Oversee or assist with client invoicing, accounts payable processing, and ACH transactions
- Analyze financial data, identify trends, and prepare reports for strategic decision-making
- Track hours by client and project daily
- Develop and maintain internal systems, processes, and quality controls
- Manage budgeting, financial projections, profitability analysis, cash flow modeling, internal control reviews, and tax planning projects
- Oversee, coordinate, and review assigned client activities performed by other staff
- Mentor and coach client accounting team members
- Monitor and manage client engagement deadlines, closings, payroll cycles, tax filings, and special projects
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or Business Administration required
- CPA designation strongly preferred
- At least 2+ years in a Controller role with direct supervisory experience
- Minimum 5+ years of progressive accounting experience, including financial statement preparation, budgeting, forecasting, and cash flow analysis
- CPA firm experience is a plus
- Proficiency in QuickBooks Online and other cloud-based accounting platforms preferred
- Experience with nonprofit accounting is a plus
- Strong accounting and financial knowledge, including expertise in reconciliations, monthly close, financial statement preparation, and compliance standards
- Ability to lead cross-functional teams and manage complex client engagements
- Ability to manage team performance through coaching, feedback, and performance evaluations
- Ability to communicate financial concepts clearly and persuasively to senior management and client stakeholders
- Advanced analytical and problem-solving skills
- Ability to balance multiple priorities with precision and attention to detail
- Ability to leverage technology and digital tools
- Entrepreneurial thinking and adaptability
- Successful completion of a background screen
Benefits
Comp & perks- Competitive salary and performance-based bonuses
- Comprehensive benefits package, including healthcare and retirement plans
- Professional development opportunities and ongoing training
- Collaborative and innovative work environment
- Opportunity to work with diverse and exciting clients
- A company culture that values collaboration, creativity, initiative, and growth
