About OASIS:
OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.
Role Summary:
The Associate Director serves as the primary controller for a portfolio of clients. You will oversee accounting staff, deliver accurate and timely financial reporting, and serve as the key liaison between OASIS and client leadership.
Responsibilities:
- Supervise monthly close and reporting processes for multiple clients
- Manage client communications, timelines, and deliverables
- Oversee and approve reconciliations, JE entries, and accrual schedules
- Lead system implementations, QBO migrations, and financial clean-ups
- Review and optimize internal controls and accounting procedures
- Train, develop, and review work of Associates and Senior Associates
Qualifications:
- Bachelor’s or Master’s in Accounting; CPA or MBA preferred
- 5+ years of accounting experience with leadership responsibilities
- Strong understanding of GAAP, fund accounting (for nonprofit clients), and job costing (for SMB clients)
- Client-facing experience and ability to manage multiple concurrent relationships