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Fractional Controller
Fractional ControllerTranscounts Services Inc. • City of Langley, Metro Vancouver Regional District, CA
Fractional Controller

Fractional Controller

Transcounts Services Inc. • City of Langley, Metro Vancouver Regional District, CA
Il y a 3 jours
Type de contrat
  • Temps plein
Description de poste

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

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