Controller

Overview

This Controller role is a full-time, regular hire position (40 hours per week) with exempt, salaried status. Work is fully remote within the U.S.

The expected base pay range is $100,000 - $125,000 per year depending on qualifications.

Responsibilities

• Plan, direct, coordinate, and execute financial management, accounting, and consulting processes for multiple clients
• Prepare and analyze financial statements (balance sheets, income statements, and cash flow statements)
• Generate accurate and comprehensive financial reports for management and stakeholders
• Maintain the integrity of the general ledger by recording, reconciling, analyzing transactions, and providing final sign-off
• Analyze financial information, summarize financial status, and monitor key financial metrics, trends, and variances
• Provide client management with accurate and timely financial information to support decision-making
• Conduct financial analysis to support business initiatives, investment decisions, and cost optimization
• Provide financial insights and recommendations to support strategic planning and decision-making
• Review and evaluate the work of other accounting staff supporting the same client
• Serve as the primary point of contact for financial matters and build strong client relationships
• Provide due diligence support for audits, fundraising, and M&A activities

Other billable-related work (10% of the time)

• Complete ad hoc assignments requested based on client needs
• Create and implement client-specific procedures to support accurate monthly financials
• Support the tax team with state and local compliance, sales and use tax reporting, and year-end books for tax preparation

Mentor and coach junior accounting staff (10% of the time)

• Collaborate with junior staff virtually to build trust and 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, including setting expectations and managing contingencies

Compliance (5% of the time)

• Stay informed on bookkeeping, tax filing, HR standards, and related government regulations
• Ensure compliance 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)

• Participate in required training and internal meetings

What this role will not include

• Client onboarding (a dedicated team handles setup and onboarding)
• Tax accounting and tax filings (handled by the tax team, including state and local use tax and sales tax)

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 and 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
• Ability to work core business hours in your local time zone (approximately 8am to 5pm local time)
• Meticulous attention to detail with the ability to execute 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
• Enjoyment of rapidly changing technology/software solutions that improve efficiency and create firmwide value

Preferred Qualifications

• Licensed CPA or progress towards/eligibility 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 in 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

• Base pay range: $100,000 - $125,000 per year depending on qualifications

Location

Fully remote within the U.S. Work hours must align with core business hours in your local time zone (approximately 8am to 5pm local time).