Job Description

Location:

Remote

Type:

Fractional / Part-Time growing into Full-Time within 60-90 days

Client Load:

~20-25 clients

About JEA Financial

At JEA Financial, we empower e-commerce and service-based entrepreneurs with clarity and confidence in their numbers so they can make better decisions and grow sustainably. We are a boutique, high-touch firm that treats every client's business as if it were our own. Accuracy, ownership, education, and proactive insight are non-negotiables here.

Who This Role Is For

This role is

ideal for a seasoned bookkeeper who is ready to step into the next level of their career

.

If you love:

Reviewing and improvingbookkeeping (not just doing it) Being the trusted financial point-person for clients Catching issues before they become problems Helping business owners understand their numbers and cash flow
...and you're ready to think more like a Controller or CFO, this role was built for you.

Purpose of the Role

The Fractional Controller serves as the day-to-day financial partner for a portfolio of clients. You ensure books are accurate, cash flow is understood, AP/AR is supported, and the client feels confident, supported, and cared for financially.

You are the bridge between bookkeeping and CFO strategy--owning the accuracy, context, and communication so higher-level strategy can be delivered effectively.

Key Responsibilities

Bookkeeping Oversight & Financial Accuracy

Review and validate bookkeeping for assigned clients Ensure reconciliations are complete and accurate (bank, credit card, clearing accounts) Flag anomalies, errors, and inconsistencies and coordinate corrections with the bookkeeping team Maintain client-specific SOPs and processing checklists Ensure all assigned clients are closed on time each month
AP / AR & Cash Flow Support

Assist with or oversee Accounts Payable and Accounts Receivable workflows Ensure bills are paid on time and receivables are monitored Maintain strong awareness of each client's cash position Proactively alert clients and internal CFOs to potential cash flow concerns Support Profit First and cash-management best practices
Client Relationship & Communication

Serve as the

primary financial point of contact

for assigned clients Respond to client emails/Slack messages within established SLAs Communicate clearly, confidently, and proactively--no surprises Educate clients on their numbers, processes, and financial health Manage expectations and guide clients into JEA systems and workflows
Controller-Level Insight & Internal Collaboration

Prepare or review monthly financial packages (P&L, Balance Sheet, key insights) Record or contribute to client Loom summaries as needed Identify trends, red flags, and opportunities within client financials "Tee it up" for the CFO--bringing clean data, insights, and context Discern what can be handled at the Controller level vs. escalated to CFO

What Success Looks Like

Books are clean, timely, and accurate--no fire drills Clients feel supported, informed, and confident in their finances Issues are identified early and communicated clearly CFOs receive clean financials and meaningful context You are viewed as a trusted financial partner--not just a service provider

Skills & Experience

Prior experience as a bookkeeper, senior bookkeeper, or accounting lead

Strong understanding of all aspects of the balance sheet

, including how balance sheet accounts flow, reconcile, and impact cash flow and financial decision-making Strong understanding of financial statements and cash flow Experience supporting multiple clients simultaneously Comfort assisting with AP, AR, and cash-management workflows Highly detail-oriented with strong organizational skills Excellent written and verbal communication skills Ability to think critically and spot issues before clients do Profit First familiarity preferred (or willingness to become certified)

Mindset & Values Fit

Extreme ownership--finds every penny Client-first, service-driven mindset Confident expert who educates rather than reacts Proactive, organized, and calm under pressure Sees themselves as a steward of the client's money

Growth Path

This role is a natural stepping stone toward:

Senior Controller Accounting Team Lead Fractional CFO support roles
Job Type: Full-time

Pay: $20.00 - $30.00 per hour

Expected hours: 20 - 40 per week

Benefits:

Flexible schedule Paid time off
Experience:

Quickbooks Online: 1 year (Preferred) Bookkeeping: 1 year (Preferred)
Work Location: Hybrid remote in Allentown, NJ 08501