Controller

Overview

This role is for a Controller with full-time employment (regular hire) and an expected 40 hours per week. The position is exempt (salary) and fully remote within the U.S.

Expected base pay range: $100,000 - $125,000 per year, depending on qualifications.

The Controller will support 15 to 20 startup clients in a multi-client environment, managing financial management, accounting, and consulting processes. Responsibilities include full-cycle accounting, month-end close, financial analysis, and regulatory compliance.

Responsibilities

Financial Reporting and Analysis (65% of the time)

• Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements
• Generate accurate, comprehensive financial reports for management and stakeholders
• Review and evaluate the work of other accounting staff supporting the same client
• Maintain general ledger integrity by recording, reconciling, analyzing transactions, and providing primary responsibility for final sign-off on the ledger
• Analyze financial information and summarize financial status
• Build and maintain strong client relationships and act as a primary point of contact for financial matters
• Provide due diligence support for audits, fundraising, and M&A activities
• Monitor, analyze, and report on key financial metrics, trends, and variances
• Provide accurate and timely financial information to support client decision-making
• Conduct financial analysis to support business initiatives, investment decisions, and cost optimization efforts
• Provide financial insights and recommendations to support strategic planning and decision-making

Other Billable-Related Work (10% of the time)

• Perform ad hoc assignments requested to meet client needs
• Create and implement client-specific procedures to help maintain the accuracy of monthly financials
• Support the tax function for State and Local compliance, including Sales and Use Tax Reporting, and year-end books for tax preparation

Mentor and Coach Junior Accounting Staff (10% of the time)

• Collaborate with teammates virtually and develop trusting working relationships
• Review, evaluate, and provide feedback to junior accounting staff on the quality of their work
• Coordinate with Quality Assurance as needed to support junior staff development
• Communicate effectively with appropriate tone, expectation setting, and contingencies management

Compliance (5% of the time)

• Stay current on bookkeeping, tax filing, HR standards, and related government regulations
• Comply with federal, state, and local legal requirements by maintaining compliance documentation for each client
• Assess internal controls, including risk assessments and reviews of risk areas

Administrative (5% of the time)

• Submit, approve, and track maintenance projects
• Review and invoice clients for time spent on special consulting projects
• Monitor billable hours across different clients

Other (5% of the time)

• Complete required training and participate in internal meetings

What You Won’t Be Doing

• Client onboarding (handled by a dedicated onboarding team)
• Tax accounting (handled by a dedicated tax team)

Requirements

• Bachelor’s degree with a major in Accounting required
• 8+ years of corporate accounting experience
• Accounting experience in a multi-client environment
• Strong knowledge of finance, accounting, budgeting, cost accounting, and cost control principles
• Advanced knowledge of bookkeeping/accounting best practices, U.S. GAAP, laws, standards, and state/national regulations
• Solid experience with QuickBooks Online (certification a plus)
• Advanced proficiency with spreadsheet software (MS Excel and Google Sheets)
• Excellent analytical, problem-solving, and decision-making skills
• Willingness to work core business hours in your local time zone (approximately 8am to 5pm local time)
• Meticulous attention to detail; able to follow through and execute on a high volume of nuanced tasks
• Ability to work with a strong sense of urgency in a fast-paced setting with a wide variety of tasks
• Enjoys rapidly changing technology/software solutions that maximize efficiency and deliver firmwide value

Preferred Qualifications

• Licensed CPA or progress towards/eligible to sit for the CPA exam
• Master’s degree in Accounting
• Experience in a fully remote, people-centric culture
• Experience in a high-growth/startup/entrepreneurial environment
• Experience with SaaS accounting, startup equity accounting, and/or startup revenue accounting
• Experience with tech-forward accounting platforms such as Expensify, Bill.com, Stripe, and Gusto
• Experience with newer systems/platforms such as Slack, Salesforce, 1Password, Airtable, Box, Kantata, Stripe, and other tools

Compensation & Benefits

• Expected base pay range: $100,000 - $125,000 per year depending on qualifications
• Fully remote work
• Flexibility/autonomy to handle appointments and personal needs as long as client needs are met and work is completed on time
• Professional development through exposure to multiple client types and industries (including SaaS, eCommerce, Healthcare, Biotech, Crypto/Blockchain, and Manufacturing)

Location

• Fully Remote (within the U.S.)

Additional Information

• This role requires discipline and healthy boundaries to succeed in a fast-paced remote environment with multiple projects and tasks at once.

E-Verify / Fair Chance Act

• This employer participates in E-Verify.
• The employer complies with California’s Fair Chance Act and will consider qualified applicants with a criminal history pursuant to that law.

Hiring Process Notes

• Artificial intelligence tools may be used to support parts of the hiring process, including application review and identifying potential inconsistencies or verification signals. Final hiring decisions are made by humans.