CAS Controller / Special Projects Manager - Remote
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For over 70 years Cherry Bekaert has been providing superior tax, accounting and advisory solutions across the globe. As one of the most recognizable and dynamic firms in the space, our shared values include uncompromising integrity, a passion for excellence, and mutual respect. Help us continue in our success and join our growing Digital Advisory service line in our Client Accounting Services department as a Controller / Special Projects Manager.
Duties and Responsibilities:
The Client Accounting Services (CAS) Controller & Special Projects Manager is responsible for managing the ongoing financial reporting operations of the firm on behalf of each Outsourced Accounting client. This position will focus on our Real Estate Vertical. This includes the review of periodic financial reports prepared by the Accounting Manager, preparation of budget, KPI and other management reports, variance analysis, and comprehensive set of controls designed to mitigate risk, enhance the accuracy of the client's reported financial results and ensure that reported results comply with generally accepted accounting principles. Internally for the CAS practice, they are responsible for the CAS client analysis management report. The CAS Virtual Controller also serves as the primary liaison between the client and the client's tax preparer and other professional service providers.
- Weekly client telephone meetings with clients relating to ongoing WIP, special projects, and open action items lists
- Onboarding new clients including systems setup, project plans, deploying to CAS team
- Internal Management Summary Report preparation
- Internal Client Analysis Report preparation for the Virtual CFO
- Preparation of complex client Key Performance Indicators (KPIs), Critical Success Factors (CSFs), and other management reports
- Budgeting and Forecasting project completion (in support of CFO) and completion of Management Report Package
- Review of Management Reporting Packages prepared by Accounting Manager
- Creation and ongoing monthly maintenance of client procedure manuals
- Resource planning and management of accounting and technical resources
- Various Balance Sheet and Bank reconciliations
- Oversee accounts payable and accounts receivable activities
- Develop and monitor metrics and performance indicators through the creation and maintenance of dashboards that highlight trends and analyze causes of unexpected variances
- Approval all monthly accounting workpapers
- Oversight of real estate client books
- Forecast, monitor and manage cash flow
- Work with CFO on budget planning and financial strategizing as well as comparison activities, financial forecasting, and conduct other assessments to improve the financial performance of Real Estate. Construction, Restaurant/Franchisee clients.
- Interpret sales, P&L and quality compliance data to develop recommended actions for improvements
- Special projects on request
- Contribute to the implementation, maintenance and adherence to internal controls and accounting procedures ensuring compliance with GAAP
- Assist in the month, quarter, and year-end closing process
Required Skills, Competencies & Abilities:
- 10+ years of work experience
- Financial reporting tools (used in the real estate industry)
- Experience with QuickBooks Online required (QuickBooks ProAdvisor a plus)
- Experience with Sage Intacct a plus
- Experience with Yardi and AppFolio is a plus
- Prior business experience and ability to apply that experience to a wide range of client situations
- Advanced skills in Real Estate industry (Property Accounting a plus)
- Ability to motivate and manage remote staff
- Highly analytical individual with strong attention to detail
- Ability to meet objectives such as tight deadlines, special project timelines, budget, and outcomes
- Ability to manage unexpected and sometimes urgent firm or client matters as they arise
- Project management skills
- Time management skills and excellent at delegation
- Unrelenting commitment to client satisfaction
- Business development expectations and results in selling and cross-selling to clients
- Strong interpersonal and relationship building skills
- Leader and Team Player with a positive can-do approach with a coaching, mentoring, training mentality
- A general and growing knowledge of firm products and services in the Digital Advisory Services, and a general knowledge of products and services in other areas of Cherry Bekaert
Required Education And/or Experience:
- Active CPA preferred
- BS in Accounting, MBA preferred
- 3-5years of experience in private/public accounting working with clients with $1 million to $50 million in annual revenue (Experience with clients with revenues over $50 million preferred)
What you can expect from us:
- Shared values, including uncompromising integrity, a passion for excellence, and mutual respect
- The opportunity to innovate and do work that motivates and engages you
- A collaborative environment focused on your career growth and continuous professional development
- Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
- Flexibility to do impactful work and the time to enjoy your life outside of work
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. Cherry Bekaert is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit .
Cherry Bekaert cares about its people. We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business. In addition, we offer a comprehensive, high-quality benefits program which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
For positions in Colorado, visit the following link for information related to Colorado's Equal Pay for Equal Work Act:
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn , Glassdoor , Instagram , Twitter and Facebook .
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