Assistant Controller

Our client is a technology-driven energy company focused on optimizing renewable energy and grid-scale battery operations through advanced data analytics and machine learning. Role Overview The Assistant Controller will oversee the accounting operations for the company’s retail business, ensuring accurate financial reporting and maintaining the integrity of accounting records. This role is responsible for supporting the preparation of daily, monthly, quarterly, and annual financial statements and reports. The ideal candidate is highly organized, detail-oriented, quick to learn new systems, and comfortable working independently in a fast-paced, high-growth environment. Experience with ERP systems, vendor management platforms, and Microsoft Office is essential, along with the ability to manage multiple priorities effectively. Duties & Responsibilities Maintain accurate accounting records and prepare daily, monthly, quarterly, and annual financial reports for the retail business using the company’s ERP system Support retail operations by processing customer payments, tracking revenue activity, and contributing to monthly profit and loss reporting Reconcile payroll, employee benefits, and related accounting entries in coordination with payroll and PEO platforms Review and reconcile accounts receivable and accounts payable balances, identify discrepancies, and help improve accounting workflows Process vendor invoices and oversee timely supplier payments through the company’s payment platform Calculate, reconcile, and distribute broker commission payments Track and reconcile energy trading activity, ensuring accurate financial recording from contract execution through settlement Maintain accounting policies, financial documentation, and supporting records for audits, tax compliance, and regulatory reporting Record customer and vendor account adjustments, write-offs, and other accounting entries while ensuring accurate financial reporting Perform cash reconciliations and verify payment activity against supporting transaction data. Coordinate sales tax, utility-related fees, and other regulatory filings and payments across multiple jurisdictions Assist with cash flow forecasting by preparing analyses of actual and projected cash activity Support annual tax reporting requirements, including preparation of vendor information returns. Assist with recording tax-related liabilities and other general accounting entries Partner with cross-functional teams to ensure accurate processing of customer receipts and vendor disbursements Contribute to special projects and other accounting initiatives as needed. Qualifications Bachelor’s degree in Accounting, Finance, or a related field; CPA designation is preferred but not required 5–8 years of accounting experience, with a strong preference for experience in the retail energy sector Proficiency with Microsoft Excel and PowerPoint Experience working with ERP platforms and financial systems (e.g., QuickBooks Online, NetSuite) as well as accounts payable and expense management tools Solid understanding of U.S. GAAP and core accounting principles Familiarity with financial reporting requirements and knowledge of tax or industry regulations is a plus Strong analytical thinking and problem-solving abilities Excellent organizational skills with exceptional attention to detail Ability to manage multiple priorities and meet deadlines in a fast-paced environment Strong written and verbal communication skills, with the ability to collaborate effectively across teams Demonstrated ability to quickly learn new systems, processes, and technologies Highly motivated, dependable, and able to work independently with sound professional judgment Project management experience is beneficial but not required Ability to work in Cupertino, CA or Houston, TX (3 days in office per week) #J-18808-Ljbffr Dylan Green