Client Accounting Services Controller

Oasis

  • Clifton Park, New York
  • 30+ days ago
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    Skills

    • Accountingunmatched
    • Accounting Closeunmatched
    • Bookkeepingunmatched
    • Business Administrationunmatched
    • Certified Public Accountant (CPA)unmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Dental Insuranceunmatched
    • Financial Controlunmatched
    • Financial Managementunmatched
    • Financial Reportingunmatched
    • Financial Strategyunmatched
    • Fund Accountingunmatched
    • Generally Accepted Accounting Principles (GAAP)unmatched
    • Health Insuranceunmatched
    • Leadershipunmatched
    • Leading Edge Technologyunmatched
    • Nonprofitunmatched
    • Outsourcingunmatched
    • Reconciliationunmatched
    • Sales Managementunmatched
    • Time Managementunmatched
    • Vision Planunmatched

    Description

    Benefits:
    • 401(k)
    • 401(k) matching
    • Bonus based on performance
    • Competitive salary
    • Dental insurance
    • Health insurance
    • Opportunity for advancement
    • Vision insurance
    About OASIS:
    OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.

    Role Summary:
    The Associate Director serves as the primary controller for a portfolio of clients. You will oversee accounting staff, deliver accurate and timely financial reporting, and serve as the key liaison between OASIS and client leadership.

    Responsibilities:

    • Supervise monthly close and reporting processes for multiple clients

    • Manage client communications, timelines, and deliverables

    • Oversee and approve reconciliations, JE entries, and accrual schedules

    • Lead system implementations, QBO migrations, and financial clean-ups

    • Review and optimize internal controls and accounting procedures

    • Train, develop, and review work of Associates and Senior Associates

    Qualifications:

    • Bachelor’s or Master’s in Accounting; CPA or MBA preferred

    • 5+ years of accounting experience with leadership responsibilities

    • Strong understanding of GAAP, fund accounting (for nonprofit clients), and job costing (for SMB clients)

    • Client-facing experience and ability to manage multiple concurrent relationships

    Compensation: $90,000.00 - $120,000.00 per year

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





    Numbers & Facts

    LocationClifton Park, New York
    Websitewww.oasisfi.co

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