Benefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Free food & snacks
Health insurance
Paid time off
Job description
Elevate is a fast-growing consulting and outsourced accounting firm specializing in QuickBooks Online, manufacturing integrations, and multi-entity financial management. We partner with small-to-mid-sized businesses to provide full-service bookkeeping, AP/AR, and CFO-level insights. Our team is collaborative, detail-driven, and passionate about delivering excellence to our clients.
Role: Senior Accountant / Client Controller
We are seeking a highly skilled Senior Accountant / Client Controller to oversee client financial operations, ensure accuracy in reporting, and serve as the primary point of contact for assigned accounts. This role blends hands-on accounting work with controller-level advisory, making it ideal for someone who thrives in both the technical and relational sides of accounting.
Key Responsibilities
• Manage month-end close processes, including reconciliations, journal entries, and financial statement preparation.
• Review and oversee AP/AR, payroll, and bank transactions to ensure accuracy and compliance.
• Provide financial analysis, cash flow forecasting, and variance reporting to clients.
• Serve as the primary client liaison — ensuring clear communication, timely deliverables, and proactive issue resolution.
• Support system integrations (QuickBooks Online, Bill.com, JobBOSS, Cin7, etc.) and process improvements.
• Coordinate with Elevates offshore and internal accounting teams to ensure client accounts are maintained up to standard.
• Maintain client SOPs and ensure all contracted services (books, payroll, taxes, reporting) are completed.
Qualifications
• Bachelor’s degree in accounting or finance (CPA preferred).
• Public accounting experience required (minimum 3–5 years).
• Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, complex formulas, data analysis).
• Expertise in QuickBooks Online (multi-entity, project tracking, integrations).
• Strong knowledge of GAAP and financial reporting.
• Excellent organizational skills and ability to manage multiple client relationships.
Work Environment
• Hybrid role based in Phoenixville, PA.
• Expected in-office 3–4 days per week for collaboration and client-facing work.
Salary Range
$80-$100k with bonuses and commission, depending on experience
Flexible work from home options available.