Client CFO at CFO Associates in San Juan, Puerto Rico, PR

CLIENT CFO Full Time · Location: San Juan, PR, US Got it — here's the updated version with Act 60 elevated throughout, both in responsibilities and qualifications: Client Controller – San Juan, PR About The CFO Associates At CFO Associates, we help businesses make confident financial decisions by providing outsourced accounting, controller, and CFO services. We're a rapidly growing CPA firm known for our forward-thinking approach, collaborative team, and client-first culture. Duties and Responsibilities As a Client Controller, you'll serve as a trusted financial partner to multiple clients, overseeing daily accounting and providing strategic insight into their financial performance with a primary focus on clients operating under Puerto Rico Act 60 tax incentive decrees. Key Responsibilities: • Serve as the primary accounting point of contact for Act 60 decree holders, ensuring compliance with reporting, audit, and annual report requirements • Monitor and document client adherence to Act 60 decree conditions, including employment thresholds, investment requirements, and charitable contribution obligations • Manage all day-to-day accounting operations for assigned clients • Oversee Accounts Receivable, Accounts Payable, and cash flow • Prepare and review weekly, bi-weekly and/or Month-End Financial Statements and Forecasts • Reconcile General Ledger activity and ensure data accuracy • Build and maintain client relationships through proactive communication • Analyze financial trends and identify opportunities for growth and efficiency • Provide insight on job costing, budgeting, and project profitability • Assist in implementing automation tools and process improvements • Work with software like QuickBooks Online/Desktop, Bill.com, and Fathom Qualifications: • Bachelor's Degree in Accounting, Finance, or related field • 3+ years of experience in public accounting or similar role • Working knowledge of Puerto Rico Act 60 tax incentive programs — including Individual Investors Act (Chapter 2), Export Services (Chapter 3), and related decree compliance requirements — strongly preferred • Knowledge of GAAP (CPA license a plus) • Advanced Excel and Microsoft Office skills • Strong communication skills and client-facing confidence • Highly organized, analytical, and detail-oriented • Experience with job and project accounting, commission tracking, or property management systems is a plus • Familiarity with QuickBooks Online & Bill.com required Benefits: • Hybrid work schedule: in-office Monday and Tuesday at our San Juan, PR office; remote the remainder of the week • 401(k) with company match • Health, Dental, and Vision insurance • Professional development support • Generous paid time off • Uncapped Commissions • Work in a growth-oriented, supportive, and innovative firm