Assistant Controller

Role Description

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

Responsibilities

• Accounting and Financial Close
  • Manage the monthly close process, including reconciliation of bank accounts and other financial accounts.
  • Help ensure timely and consistent monthly close activities are completed 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 with preparation of the monthly Board financial package, financial analysis, and Board slide deck.
  • Oversee preparation of monthly departmental management reports.
  • Assist, as needed, in preparation of budgets and forecasts.
  • Support special financial analysis and reporting projects as assigned.
• 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 of payroll. Serve as a backup to process payroll when needed.
  • Assist, as needed, with payroll tax related issues.
  • Provide process oversight for the employee expense reimbursement process and ensure employee expense reimbursements are processed timely and in accordance with company policies.
  • Submit approved employee expense reimbursements for repayment on the agreed-upon schedule.
  • Oversee expense reimbursement process and ensure appropriate receipts and documentation are obtained for employee expense reimbursements.
  • Assist, as needed, in responding to reimbursement inquiries and serve as backup support for reimbursement processing as needed.
  • 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 the quarterly estimated income tax process, including payments as needed.
  • Assist with quarterly investor tax distribution and income allocation communications.
  • Respond to investor information requests and questions as needed.
  • Distribute annual K-1s via email.
  • Review tax-related mail and notices, forward to Human Resources or the CPA firm as appropriate and follow up as needed.
  • Assist with auditor requests during the company financial audit.
  • Support escheat-related activities as assigned.
• Cross-Functional and Operational Support
  • Serve as a backup for the Controller as needed.
  • Work with internal leaders, employees, investors, vendors, CPA firms, auditors, and other external contacts as required.
  • Handle sensitive financial information with discretion, confidentiality, accuracy, and integrity.
• Other Duties as Assigned
  • Perform miscellaneous job-related duties as assigned.

Qualifications

• Bachelor’s degree in accounting required
• CPA required
• 7+ years of related accounting, finance, or assistant controllership experience.
• Experience with both public accounting and industry accounting environments.
• Experience with monthly close, reconciliations, financial reporting, and GAAP-based accounting processes.
• Experience reviewing payroll and partnering with Human Resources or People Operations on payroll-related activities.
• Experience supporting tax, audit, and investor-related financial information requests.
• Experience with due diligence, buy-side, or sell-side transaction support is strongly preferred.
• Advanced Microsoft Excel experience, utilization of QuickBooks required.

Core Competencies

• Financial Accuracy and Judgment: Demonstrates sound accounting judgment, attention to detail, and commitment to accurate financial reporting.
• Confidentiality and Integrity: Handles payroll, financial, investor, and employee information with discretion and professionalism.
• Execution Discipline: Manages recurring deadlines, close activities, reconciliations, reporting cycles, payroll reviews, and reimbursement schedules with consistency.
• Analytical Thinking: Reviews financial information, identifies discrepancies, supports analysis, and contributes to actionable reporting.
• Communication: Communicates clearly and professionally with internal stakeholders, employees, investors, auditors, CPA firms, and vendors.
• Cross-Functional Collaboration: Works effectively with Finance, Human Resources, leadership, and external partners in a fully remote environment.
• Organization and Prioritization: Balances recurring accounting duties, ad hoc requests, reporting deadlines, payroll support, reimbursement schedules, and special projects.
• Remote-Work Effectiveness: Operates independently in a remote environment while maintaining responsiveness, accountability, documentation, and collaboration.
• Process Ownership: Identifies opportunities to improve accuracy, timeliness, documentation, and consistency across finance and accounting processes.
• Leadership Presence: Provides reliable financial support, exercises sound process oversight, and supports the Controller without direct people leadership responsibility.

Additional Requirements

• Physical Requirements: The requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job with or without reasonable accommodations. Unless otherwise indicated, Accuity positions require interaction with people and technology while either sitting or standing. Employees must be able to communicate via phone, email, etc. and sit for extended periods of time, with or without reasonable accommodations. Physical effort and exposure to physical risk are limited to that of an office role / environment.
• Position and Employment Statement: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add or remove duties from a job and to assign other duties as necessary and at any time. All positions at Accuity Delivery Systems, LLC, are at-will employment, and a position description is not a guarantee of a job or of job responsibilities.