Assistant Controller

Overview

Department: Audits and Planning
Location: United States (Remote)
FLSA Status: Exempt
People Leader: No
Travel: Less than 5%

This role supports key accounting, payroll review, financial reporting, tax and audit support, expense reimbursement, and financial analysis activities. Reporting to the Controller, the Assistant Controller ensures accurate and timely financial close processes, maintains core accounting records, contributes to Board and management reporting, oversees employee expense reimbursements, and serves as a backup for payroll processing when needed. The position collaborates closely with Human Resources on payroll-related activities but does not manage end-to-end payroll administration.

Responsibilities

Accounting and Financial Close

• Manage the monthly close process, including reconciliation of bank and other financial accounts
• Ensure timely and consistent monthly close activities in accordance with GAAP
• Maintain the monthly trial balance workbook
• Prepare and post payroll journal entries in QuickBooks
• Complete quarterly balance sheet review activities
• Upload budgets into QuickBooks as needed

Financial Reporting and Analysis

• Assist in preparing the monthly Board financial package, financial analysis, and Board slide deck
• Oversee preparation of monthly departmental management reports
• Support budget and forecast preparation as needed
• Assist with special financial analysis and reporting projects

Payroll and Employee Expense Reimbursements

• Partner with Human Resources to review payroll and support shared payroll accountability
• Review and approve bi-weekly payroll and funding; serve as backup for payroll processing
• Assist with payroll tax-related issues as needed
• Provide process oversight for employee expense reimbursements ensuring timely processing and policy compliance
• Submit approved employee expense reimbursements for repayment on schedule
• Ensure appropriate receipts and documentation are obtained for reimbursements
• Assist with reimbursement inquiries and serve as backup support for reimbursement processing
• Support FSA and HSA reconciliations

Tax, Audit, and Investor Support

• Provide information to CPA firms for quarterly tax estimates and annual tax return preparation
• Assist with quarterly estimated income tax process and payments
• Support quarterly investor tax distribution and income allocation communications
• Respond to investor information requests
• Distribute annual K-1s via email
• Review tax-related mail and notices, forwarding as appropriate and following up as needed
• Assist with auditor requests during financial audits
• Support escheat-related activities as assigned

Cross-Functional and Operational Support

• Serve as backup for the Controller as needed
• Collaborate with internal leaders, employees, investors, vendors, CPA firms, auditors, and other external contacts
• Handle sensitive financial information with discretion, confidentiality, accuracy, and integrity

Other Duties

• Perform miscellaneous job-related duties as assigned

Qualifications

Education and Credentials

• Bachelor’s degree in accounting required
• CPA certification required

Experience

• Minimum 7 years of related accounting, finance, or assistant controllership experience
• Experience in both public accounting and industry accounting environments
• Proficient with monthly close, reconciliations, financial reporting, and GAAP-based accounting processes
• Experience reviewing payroll and collaborating with Human Resources or People Operations on payroll activities
• Experience supporting tax, audit, and investor-related financial information requests
• Strongly preferred experience with due diligence, buy-side, or sell-side transaction support
• Advanced Microsoft Excel skills and proficiency with QuickBooks required

Core Competencies

• Financial accuracy and sound accounting judgment
• Confidentiality and integrity in handling payroll, financial, investor, and employee information
• Discipline in managing recurring deadlines and financial processes
• Analytical thinking to review financial data and support actionable reporting
• Clear and professional communication with internal and external stakeholders
• Effective cross-functional collaboration in a remote work environment
• Strong organization and prioritization skills balancing multiple responsibilities
• Ability to work independently and maintain accountability in a remote setting
• Process ownership to improve accuracy, timeliness, and consistency in finance operations
• Leadership presence providing reliable financial support without direct people management

Physical Requirements

• Typical office environment requiring interaction with people and technology while sitting or standing
• Ability to communicate via phone, email, and other means
• Ability to sit for extended periods with or without reasonable accommodations
• Physical effort and exposure to risk limited to office role standards

Employment Statement

This job description reflects the current requirements of the position but may be modified at management's discretion. Employment is at-will, and the description does not guarantee specific job duties or continued employment.