Overview
This role involves serving as a Financial Controller for an organization providing financial and accounting services to small and mid-sized businesses. You will manage bookkeeping staff, oversee core accounting functions, support the month-end close, and collaborate closely with a fractional CFO.
Responsibilities
- Manage and supervise bookkeeping staff and oversee division of duties.
- Take full responsibility for accounts receivable (AR) and accounts payable (AP) management across multiple client accounts.
- Ensure a comprehensive month-end close, including booking transactions, preparing adjusting journal entries, and producing financial statements for review.
- Maintain day-to-day proficiency with Ramp (AP platform) and QuickBooks Online.
- Provide reliable financial data to support forecasting.
- Support the fractional CFO with financial modeling (mainly Excel) and perform data entry when needed.
- Review and correct financials prior to CFO review to minimize additional adjustments.
- Participate in special projects as needed, including due diligence for fundraising or acquisition and preparation for audits.
- Communicate clearly with team members and clients; work collaboratively while maintaining independent productivity.
Requirements
- 2–5 years of experience as a Controller.
- Bachelor’s degree in Accounting required.
- Solid understanding of GAAP and accounting process management.
- QuickBooks Online proficiency required.
- Strong analytical skills and attention to detail.
- Excellent communication and collaboration skills.
- Experience with financial reporting (P&L, Balance Sheet, Statement of Cash Flows).
- Willingness and ability to work US business hours.
Preferred Qualifications
- Ramp experience preferred (not required).
- Experience with due diligence or audit processes is a plus.
- Entrepreneurial, proactive mindset with willingness and ability to learn.
Compensation & Benefits
Location
Working Hours
- Mondays–Fridays, 9:00 am–5:00 pm EST