Tech Systems Inc. (TSi)

Controller

• Serve as outsourced Controller for a portfolio of US-based clients
• Communicate proactively and participate in client calls and meetings
• Onboard new clients alongside a US-based Controller
• Build accounting processes, systems, and procedures for new client relationships
• Lead special projects including system migrations, M&A preparation, budget development, and chart of accounts redesigns
• Prepare and review timely, accurate monthly, quarterly, and year-end financial statements and management reports
• Provide strategic financial guidance regarding growth, investor reporting, and compliance
• Lead and mentor a team of accounting professionals
• Delegate daily tasks and review and approve work products for accuracy and quality
• Coordinate workload across multiple client engagements
• Organize work and team deliverables in Karbon practice management system
• Allocate approximately 70% of work to client-focused activities and 30% to team-focused activities

Assistant Controller – Outsourced

Accounting Manager

• Own the overall care of full-charge bookkeeping and finance processes for 10–20 clients
• Manage invoicing, bill-pay, payroll processing, monthly close, sales tax, and year-end preparation
• Schedule and delegate tasks to the support team
• Review team work and coach team members
• Answer questions warmly and clearly
• Act as the primary client contact
• Answer client questions and advise on process improvements
• Review potential clients’ books to identify errors and support accurate pricing of new engagements
• Craft onboarding plans for new clients
• Delegate and manage cleanup and onboarding work after clients sign
• Oversee cloud accounting tasks across varied clients and industries

Client Accounting Lead

Accountant

• Handle day-to-day accounting and finance operations for Enterprise clients
• Perform transaction entry, invoicing, bill payments, payroll preparation, journal entries, and reconciliations
• Organize and manage daily tasks in Karbon practice management software
• Work across multiple clients and client systems
• Interact with clients periodically to answer specific questions and request information
• Ask team members for guidance when requirements are unclear
• Work with more senior staff on client operations

Senior Accountant – Enterprise

• Serve as the outsourced controller for multiple clients
• Act as the primary client contact with business owners, internal finance teams, and external audit/tax partners
• Communicate clearly, manage expectations, and advise clients with confidence
• Oversee accounting operations and ensure accuracy across the general ledger, AP/AR, and reconciliations
• Prepare and review financial statements
• Lead the monthly close and perform variance analysis
• Lead Account Managers by delegating complex tasks, reviewing work, and coaching them
• Train others in advanced accounting practices across client portfolios
• Own process improvement and software integration
• Evaluate, recommend, and implement new systems
• Design workflows to integrate client-specific software
• Enhance quality, efficiency, and scalability for clients and across the firm

Assistant Controller – Outsourced

Client Accounting Lead

Senior Accountant – Enterprise

Financial Controller