Controller
hace 1 semana
About Cadencia
At Cadencia, we specialize in connecting top-tier professionals with leading U.S. and Canadian companies. Founded in 2021, our mission is to deliver exceptional results through our talented team members in roles such as accounting, bookkeeping, project management, administrative support, and more.
Headquartered in Guadalajara, Mexico, we are proud to create opportunities for professionals to work in a supportive, growth-oriented environment. Team members are employed by Cadencia, but partner daily with an external client. We have opportunities for in-office and remote work, attracting candidates from throughout Mexico.
At Cadencia, we value innovation, teamwork, proactivity, critical thinking, and a commitment to excellence. We believe in rewarding our team for their hard work through competitive compensation, career mapping, a great benefits plan, and profit-sharing.
By joining Cadencia, you become part of a dynamic, forward-thinking, joyful organization that values your expertise and career aspirations.
Explore opportunities with us and be a part of a company that truly values its people. Together, we create impact and drive success
About The Role
The Controller owns a portfolio of client accounts and steps into most of the client-facing controller work currently handled by the owner. This role is responsible for accurate, timely accounting; clear financial reporting; and proactive communication with small- and mid-sized business clients.
The Controller must be comfortable working remotely, coordinating with a distributed team, and leading conversations with U.S.-based business owners.
What You'll Do
- Primary accounting contact for assigned clients, providing ongoing client management and advisory.
- Lead recurring client calls (monthly / bi-weekly) to review financials and explain results in clear, non-technical language.
- Identify key issues (cash flow, margins, variances, compliance) and recommend actionable next steps.
- Own full-cycle accounting and month-end close, including reconciliations, revenue recognition, AP/AR review, payroll entries, accruals, and prepaids.
- Prepare accurate monthly financial statements (P&L, Balance Sheet, Cash Flow) and management reports.
- Maintain strong workpapers and documentation supporting all balances and adjustments.
- Work primarily in QuickBooks Online, adhering to firm SOPs for bookkeeping and close.
- Identify and resolve errors in client books; lead cleanup and correction projects.
- Recommend process improvements and automations to increase efficiency and consistency.
- Collaborate with bookkeeping teams (onshore and nearshore) to ensure timely, high-quality delivery.
- Review delegated work and provide constructive feedback.
- Consistently use and contribute to firm templates, checklists, and SOPs.
Qualifications
- Bachelor's degree in Accounting or Finance, or equivalent practical experience.
- Minimum 5 years of hands-on accounting experience, with progressive growth up to Senior Accountant role, including month-end close ownership.
- Direct experience preparing monthly financial statements for small to mid-sized businesses.
Skills
- Strong proficiency with QuickBooks Online (multi-entity, classes, projects or similar).
- Solid Excel/Google Sheets skills (vlookup/index-match, pivot tables, basic modeling).
- Solid understanding of U.S. GAAP for small businesses.
- Demonstrated ability to clean up messy books (unreconciled accounts, misclassifications, prior-period issues).
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