Note: The job is a remote job and is open to candidates in USA. PracticeCFO helps private practice owners build personal wealth and stronger businesses through integrated financial advisory, accounting, payroll, and tax services. The Controller will oversee day-to-day accounting operations across two legal entities, maintain accurate financial reporting and controls, and support budgeting, forecasting, and cash flow management. The role will also lead process improvements and help migrate internal finance operations from NetSuite to Intuit Enterprise Suite.
Responsibilities
- Accounts Payable
- Accounts Receivable
- Employee expense management and reimbursements using Ramp
- General ledger maintenance
- Journal entries and account reconciliations
- Month-end, quarter-end, and year-end close using cash basis accounting
- Financial statement preparation
- Budgeting, forecasting, and cash flow management, with opportunities to continue growing your expertise
- Prepare and own financial reporting, management reporting, and KPI reporting for leadership and partners
- Support quarterly compensation model preparation and review
- Coordinate annual tax return filings with external partners
- Maintain strong internal accounting controls
- Process development, documentation, and continuous improvement
- Identify opportunities to improve accounting processes, AI, automation, and operational efficiencies
- Support payroll accounting and account reconciliations
- Support annual tax and audit requests
Skills
- Bachelor's degree in Accounting, Finance, or a related field
- 5+ years of progressive accounting experience
- Experience as a Controller, Accounting Manager, or Senior Accountant
- Strong understanding of GAAP
- Experience leading the month-end close process
- Experience with budgeting, forecasting, and cash flow management, or a desire to grow in these areas
- Experience with accounting systems such as QuickBooks, NetSuite, Sage Intacct, or similar ERP platforms
- Advanced Microsoft Excel skills
- Strong organizational skills with exceptional attention to detail
- Excellent written and verbal communication skills
- Active user of AI and automation tools, with a curiosity to continually learn, improve processes, and embrace new technology
- Experience with Intuit Enterprise Suite (IES) is a plus, as it is the platform we're currently implementing for our internal finance operations
- CPA preferred, but not required
Benefits
- 401(k) with company match
- Medical, dental, and vision insurance
- Company-paid life insurance
- Company-paid long-term disability insurance
- Paid Time Off
- Additional paid days off, including your Birthday and Pick Your Passion Day
- Annual company retreat focused on learning, collaboration, and team building. Travel, lodging, meals, and activities are fully paid by PracticeCFO.
- Employee recognition program beginning in your first year that celebrates milestones and contributions as you grow with the company.
- Quarterly Conversations with your manager every quarter—not just once a year—including a self-assessment on how you're feeling about your role and the company. This helps us provide ongoing feedback, address concerns early, and support your development, career growth, and long-term success.
- Preference for candidates located in the San Diego, CA area who can work from our office at least three days per week. Exceptional remote candidates within the United States will also be considered.
Company Overview