CPA/Controller (US Accounting)

Remote Employee BPO has an outstanding opportunity for you!

Role: CPA/Controller (US-based client) 

Compensation: Competitive Basic Salary

Benefits: HMO plus 2 Free Dependents, P1,500 Rice Allowance.

Work Schedule: 5-day work week, 8:00 p.m. 5:00 a.m. Philippine time

Work Setup: Work From Home 

Client: US-based education company 

About the Role

We are seeking an experienced, hands-on CPA / Controller to take ownership of the company's day-to-day accounting and financial operations.

This role is ideal for someone who is comfortable both building strong financial systems and executing the work directly. The Controller will oversee the complete financial cycle—from customer quotes through collection of cash—while managing financial administration, reporting, documentation, and compliance requirements associated with a federally funded grant.

This is a high-trust role working closely with the CEO and leadership team and serving as the primary owner of the company's accounting operations.

Key Responsibilities

Quote-to-Cash & Revenue Operations

• Support the preparation and financial review of customer quotes and purchase orders.
• Ensure appropriate pricing, terms, discounts, and approvals.
• Update and maintain product descriptions, pricing, and SKU numbers.
• Convert executed orders and purchase orders into accurate invoices.
• Maintain accurate customer and contract records.
• Manage accounts receivable and customer payment tracking.
• Proactively follow up on outstanding receivables.
• Apply and reconcile customer payments.
• Manage deferred revenue and appropriate revenue recognition.
• Maintain accurate aging reports and cash collection forecasts.
• Reconcile sales and revenue records between accounting, CRM, and operational systems.
• Identify and resolve discrepancies throughout the quote-to-cash process.
• Develop processes and controls that improve accuracy and reduce administrative burden.

Accounting & Financial Management

• Take hands-on ownership of the company's accounting function.
• Maintain the general ledger and chart of accounts.
• Manage accounts payable and vendor payments.
• Manage accounts receivable and collections.
• Perform bank and credit card reconciliations.
• Manage payroll accounting and related reconciliations.
• Maintain prepaid expenses, accruals, fixed assets, and other balance sheet accounts.
• Complete monthly, quarterly, and annual financial close and reporting.
• Prepare accurate financial statements and management reports.
• Monitor cash flow and prepare cash forecasts.
• Manage annual budgets and rolling forecasts.
• Track actual performance against budget and investigate material variances.
• Maintain appropriate financial controls and approval processes.
• Coordinate with external tax, audit, payroll, insurance, and other financial partners.
• Prepare monthly sales tax deposits, quarterly returns, and resale tax-exempt certificates.
• Support annual tax filings and financial reviews/audits.
• Maintain organized financial documentation and records.

Federal Grant Financial Management

• Establish and maintain accounting practices appropriate for federal grant expenditures.
• Maintain clear separation and tracking of grant-funded expenses.
• Monitor spending against the approved grant budget.
• Ensure expenses are properly classified, documented, allowable, allocable, and supported.
• Maintain detailed documentation supporting payroll and personnel costs charged to the grant.
• Track contractor, vendor, equipment, travel, and other grant-related expenditures.
• Review proposed spending before commitments are made to ensure compliance with the approved budget.
• Prepare financial reports, reimbursement requests, and other required grant documentation.
• Reconcile grant financial records to the company's general ledger.
• Monitor grant burn rate and forecast future spending.
• Work with project leadership to identify potential budget variances early.
• Support budget modifications when necessary.
• Maintain documentation sufficient to support federal reviews or audits.
• Coordinate with external grant administrators, auditors, and government representatives as needed.
• Help leadership understand the financial requirements and restrictions associated with federal funding.

The Controller will be expected to become knowledgeable about the specific financial requirements applicable to the company's federal award and ensure that company practices remain consistent with those requirements.

Financial Controls & Process Improvement

• Evaluate existing accounting and financial workflows.
• Establish clear financial policies, procedures, and approval authorities.
• Strengthen internal controls while keeping processes practical for a growing company.
• Improve integrations and workflows between CRM, accounting, banking, payroll, and operational systems.
• Automate repetitive financial processes where appropriate.
• Develop dashboards and reporting that provide leadership with clear visibility into revenue, collections, expenses, cash, and grant spending.
• Maintain audit-ready financial records.

Qualifications

Required

• Active CPA license.
• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of progressive accounting or financial management experience.
• Prior experience handling U.S. accounting.
• Strong understanding of GAAP.
• Demonstrated experience owning month-end and year-end close.
• Strong accounts receivable, accounts payable, and general ledger experience.
• Experience managing the complete quote/order-to-cash process.
• Strong financial reporting, budgeting, and cash-flow management skills.
• Excellent attention to detail and documentation.
• Ability to work independently and take ownership of the accounting function.
• Strong Excel and/or Google Sheets skills.
• Comfortable working in a small, entrepreneurial organization where the person responsible for designing a process may also be the person executing it.

Strongly Preferred

• Experience administering or accounting for U.S. federal grants.
• Knowledge of federal grant cost principles and compliance requirements.
• Experience preparing for federal grant audits or financial reviews.
• Proficiency in QuickBooks Online or similar cloud accounting platforms.
• Experience integrating accounting systems with CRM and operational systems.
• Experience working with SaaS, education technology, publishing, or other growing small businesses.

Who We're Looking For

The right person combines the rigor of a CPA with the practicality of an experienced small-company Controller. You should be comfortable moving between strategic and detailed work—from helping leadership forecast cash requirements or evaluate grant spending to reconciling accounts, correcting invoices, and following up on customer payments.

You value accuracy, transparency, strong controls, and practical solutions, and understand that effective financial management should help the organization operate better—not simply produce financial statements.