Fractional Controller

Reporting to: Director of Accounting (DoA) - The Fractional Controller manages 10–20 clients and ensures their Finance & Accounting functions run reliably, accurately, and with excellent customer experience. You’ll oversee delivery quality across bookkeeping, payroll , AP/AR, and monthly reporting, aligning each client’s systems with Transcounts’ tech stack and standards. A full support team (PL, PM, Payroll Manager, AP/AR) will work alongside you so you can stay focused on oversight, quality, insights, and communication. - As you grow in the role and consistently manage 20+ monthly clients while maintaining excellent delivery, NPS, and billing upsell metrics, you can progress into the Fractional CFO track. Experience working with eCommerce brands is a strong advantage. Key Responsibilities - Oversee the internal delivery team (PLs, PMs, Payroll Manager) to ensure accurate and timely bookkeeping, payroll, sales tax , AP/AR, and monthly reporting. - Own the customer experience — removing friction, improving communication, and strengthening trust. - Prepare visual, customized reporting (including budgeting & forecasting) for each client and ensure consistent monthly delivery quality. - Ensure alignment between each client’s tech stack and the Transcounts standard stack, recommending improvements when beneficial. - Collaborate with the AE/HoG for upselling add-ons or upgrades when beneficial to the client (support role only, not hosting). - Transition to the Fractional CFO role after 20+ monthly clients, while mastering the Transcounts way of working Tasks & Functional Responsibilities - Lead quality oversight for your client portfolio across PLs, PMs, and Payroll Manager. - Review monthly reports from all direct contributors and hold them accountable for Quality Checklists & SOP. - Address delivery issues early and work cross-functionally to resolve client friction and data-gathering challenges. Customer Experience & Delivery - Design and refine the client experience across bookkeeping , payroll, controller, and tax support. - Improve, documentation flow, and client communication channels. - Handle CRA/IRS/government reviews involving GST, PST, payroll tax, sales tax, corporate reviews, and USA-nexus obligations. - Maintain 100% compliance across GST/PST/HST, payroll filings, year-end support, and government deadlines. - Represent clients confidently in standard CRA/IRS reviews. - Manage external relationships for clients, including tax accountants, lawyers, consultants, CRA, IRS, and provincial/state authorities. - Manage payroll intake efficiency and process improvements; Payroll Manager owns full execution. - Own quality for all insights, financial visuals, and client-facing reporting. Onboarding - Own the onboarding process for clients assigned to you, with PL support as needed. - Ensure the tech stack is configured correctly from day one and aligned with Transcounts standards. Internal Rhythm - Every client meeting must be recorded (unless the client explicitly asks not to record) + meeting notes saved in CLICKUP for team visibility. - Weekly async updates with PL/PMs supporting your clients. - Monthly reporting quality deep-dive. - Participate in quarterly process improvement cycles. Path to Fractional CFO - You may begin progressing into the Fractional CFO role once you consistently demonstrate: - Management of 20+ active monthly clients. - Strong delivery quality and execution reliability. - High client retention and strong NPS. - Portfolio billing increase of ~1 client per quarter through add-ons or upgrades. - Familiarity and mastery of Transcounts’ operating approach. - Participation in training programs for CFO development (internal + external). Decision Rights Controller can decide independently: - Adjusting and optimizing client tech stack (A2X, Dext, Wagepoint, etc.) as long as aligned with Transcounts standards - Customizing client reporting as long as the effort stays within the client's budget (≤10%). - Handling CRA/IRS reviews, government registrations, and ongoing compliance without DoA involvement. Controller must consult DoA or get approval when: - Offboarding or recommending offboarding a client. - Reassigning PM/PL workload or requesting changes to team structure. - Reporting customizations requiring >10% budget increase (fee-change recommendation required). Red Flag Escalations - The Controller must notify the DoA immediately if any of these occur: - Client becomes unresponsive for 45+ days. - Client pushes for CFO-level work inside the Controller scope. - PM/PL performance dips repeatedly or risks quality. - CRA/IRS audit escalates beyond “review” or delays risk compliance deadlines. - Client behaviour is disrespectful or inappropriate. - Client refuses essential tech stack changes, affecting accuracy or efficiency. - Sudden revenue drop or significant financial risk indicators appear. Monthly KPI Scorecard - (weightage yet to be defined) - Customer Support Quality (Appreciations vs Escalations) - % Escalations resolved without DoA involvement - Customer Experience: Efficiency, ≤24 hours Response TAT, Tech stack alignment, SOP clarity, friction reduction. - 100% compliance score on filing/deadline calendar - Client NPS / Retention Score - Billing growth through add-ons/upsell Location Langley, BC (200 St / 56 Ave) Employment Type Full-time – Hybrid 2 Years in Canada/USAAccounting To apply for this job, please send your resume to #J-18808-Ljbffr