Controller/Accounting Manager

Overview

This role involves owning accounting processes end-to-end, including leading the monthly close and helping shape financial systems as the organization scales.

Responsibilities

• Run full monthly close, including accruals, prepaids, journal entries, balance sheet reconciliations, and review packages.
• Maintain daily/weekly bookkeeping in QuickBooks Online (QBO), including bank feeds, coding, and reconciliations.
• Manage revenue recognition (RevRec) by updating and running the monthly Excel model to ensure accurate revenue timing and classifications.
• Oversee AP and expense workflow: receive bills, import them into QBO, and create/match them to payments.
• Perform expense and class allocations across defined QBO classes (per departmental structure) to support accurate ROI tracking at the executive level.
• Conduct variance analysis by reviewing vendors month over month and explaining unusual changes (e.g., annual vs. monthly contracts).
• Prepare for audits and due diligence by producing clean financial packages, providing supporting schedules, and serving as the point of contact during auditing.
• Onboard and manage a CPA firm relationship, including bringing the firm up to speed on books, systems, and history, and serving as the main ongoing point of contact.
• Lead cash-to-accrual projects, including accounting cleanups and system improvements to strengthen reporting accuracy.
• Complete historical financial cleanup by resolving legacy inconsistencies and ensuring all transactions are properly coded and reconciled.
• Support special projects, including ad-hoc analysis, process optimization, or data cleanup.
• Collaborate cross-functionally with Operations, Finance, and the CEO to provide timely insights and financial clarity.
• Maintain lightweight SOPs and contribute to documentation of departmental processes.
• Serve as the internal QBO expert and main accounting contact for integrations (e.g., Maxio), and for external accounting partners.

Requirements

• 5+ years of accounting experience, including full-cycle month-end close and reconciliations.
• Strong GAAP accounting knowledge, including accruals, prepaids, deferred revenue, and variance analysis.
• Extensive QuickBooks Online experience (QuickBooks certification is a plus).
• Undergraduate degree in Accounting, Finance, or related field from a US institution.
• Excel power-user skills, including VLOOKUP, SUMIF, Pivot Tables, and complex formulas (BI/workbook experience a plus).
• U.S. C-Corp accounting context, including familiarity with 1099/W-9 workflows, audit prep, and compliance.
• Analytical and curious mindset—ability to understand the “why” behind accounting entries.
• Strong communication skills, including the ability to explain accounting logic to non-finance teammates.
• Autonomy and ability to work independently while meeting deadlines in a remote setup.
• Extreme attention to detail and strong ownership of financial accuracy.

Preferred Qualifications

• CPA (GAAP-focused) preferred (tax CPA not required).
• QuickBooks Online certification.
• Experience with SaaS or subscription-based businesses.
• Experience cleaning up historical financials and preparing for due diligence.
• Familiarity with Maxio/Chargify.
• Comfort using ClickUp for task tracking.
• Experience working alongside an external CPA firm or auditors, including being the day-to-day point of contact and handing over clean supporting schedules.

Compensation & Benefits

• 20 days of PTO.
• Professional development support: the organization pays for classes, conferences, and more.

Location

Remote setup.