Assistant Controller

US Based Part Time (30 Hours Per Week) – Remote, Flexible Schedule (within business hours of 8am-6pm EST)About UsJuna Financial's mission is to empower our team and clients to reach their next level!We are a dynamic and forward-thinking firm dedicated to empowering businesses through cutting-edge finance and accounting services. We specialize in partnering with small and medium-sized enterprises in the technology, life sciences and professional service industries. Our team is passionate, collaborative, and committed to providing next-level accounting solutions.We believe in providing meaningful career opportunities in a positive, collaborative, and supportive culture. Juna provides ongoing training, support, career growth opportunities and work-life balance. Happy employees = happy clients.Ready to bring your next level accounting skills to Juna? Read on!ARE YOU?Independent, proactive and have the drive to go the extra 10%?TECH SAVVY with a passion for learning cutting edge accounting technology and software?Experienced with cloud based financial applications and creating efficient workflows using technology integrations & automationsResourceful with a knack for problem solving?Collaborative and customer service oriented?Experienced in a client facing role with effect communication via Zoom, email, and Slack?Energized in a fast-paced environment, handling multiple clients?Curious with a thirst for knowledge?Innovative and always looking for ways to improve processes to make things better?Confident in sharing ideas and contributing to team meetings?Position OverviewThe Assistant Controller is a growth-oriented position designed to onboard an experienced accounting professional into Juna's client service model, workflows & technology stack.The Assistant Controller works as part of Juna's team to provide accurate and timely financial information to a variety of small to mid-sized clients, primarily in the technology, life science and professional services industries. The Assistant Controller will manage smaller clients as well as support Juna's Controllers on larger engagements. Engagement management includes ensuring the accuracy of financial information, financial reporting, financial analysis, mentoring & management of Accounting Associates and streamlining operations using best in class technology.The Assistant Controller Will Begin With a Six (6) Month Onboarding Period Serving In An Accounting Associate Capacity. During This Period, The Assistant Controller Will Focus On LearningJuna's accounting workflows & internal controlsClient service model and concierge level standardsCloud-based technology stack & integrationsDocumentation standards and quality control proceduresThe Assistant Controller Is An Experienced Accounting Professional Who Thrives In a Tech-enabled, Fast-paced, Remote Environment And Embraces Juna's Core ValuesMake It BetterThe Last 10%Own What You DoBe a DuckCollaboratePhase 1: Accounting Associate (1st Six Months)Outcome:Develop mastery of Juna's processes, procedures, technologies, documentation standards and client workflows.RESPONSIBILITIES: vary by client and include:Perform full-cycle cash and accrual basis accounting including, A/R, A/P, payroll and monthly closeReconcile balance sheet accounts and maintain organized workpapersUtilize cloud-based technologies and related integrations with QBO, BILL, Double (formerly Keeper), FinOptimal, Ramp, Right Tool, ShareFile, Google Workspace and others.Assist onboarding new clients including account clean upCreate & maintain revenue recognition schedules & reconciliationsExceed client expectations by delivering accurate, timely financial infoLearn Juna's financial reporting standards, KPIs and variance analysis proceduresDevelop proficiency in Juna's documentation and internal control proceduresParticipate in team meetings, one-on-ones and training sessionsDemonstrate readiness for client-facing leadership responsibilitiesProgression to Assistant Controller will be based on demonstrated technical competence, workflow mastery, leadership readiness and alignment of Juna's core values.Phase 2: Assistant Controller (Post Training)Upon successful completion of the initial phase, responsibilities expand to include:Client Management & OversightManage smaller client engagements independentlySupport Controllers on larger client engagementsProvide concierge-level client serviceReview associate's work and ensure appropriate segregation of dutiesOversee and monitor accounting services including A/R, A/P, payroll and financial reporting processesFinancial Oversight & ReportingManage accrual-based accounting cut-off including entries for revenue recognition, accruals and prepaids and maintaining workpapers and reconciliationsPrepare financial statements, KPI reports, variance analysis and custom reportingReconcile balance sheet accounts and provide overall quality controlDevelop and maintain client budgets and forecastsReview and pay client billsLiaise with client's external accountants to assist with annual tax return and audit/review proceduresAssist clients with preparation of audit schedules.Process Improvement & LeadershipImplement, document and maintain strong control proceduresCoach, mentor and train Accounting AssociatesAssist in onboarding new team membersCollaborate with the Accounting Project Manager during the client onboarding processIdentify workflow efficiencies and technology improvementsProvide clean up services for new clients as neededReceive and provide continuous training and keep abreast of the latest technologiesRequired Qualifications & SkillsBachelor's degree in Accounting or BusinessMinimum of 5 years of progressive General Ledger accounting experienceSolid understanding of GAAP and applicable regulationsAdvanced excel skills (Power Query and/or Power BI a plus)Experience with Google Workspace, Google SheetsExperience with QuickBooks Online (required)Quickbooks Pro Advisor or Quickbooks Pro Advisor Level 2 certifications (preferred)Ability to thrive in a rapidly evolving technology environmentExperience with Double (formerly Keeper) ShareFile, Google Workspace, Asana, Slack, BILL, FinOptimal, Right Tool, Fathom reporting or other FP&A software and Ramp is a plusWorks well independently and as part of a teamDemonstrated ability to mentor and lead team membersExperience and desire to manage multiple clients simultaneouslyComfortable working in an entrepreneurial environment and the ability to pivot as neededStrong analytical and problem-solving skillsExcellent verbal and written communication skillsA dedicated office space that has a reliable, high-speed internet connectionMust be able to maintain a professional and distraction-limited work environment during scheduled work hours and meetingsWhat Success Looks LikeBy the end of Year 1, this individual will:Be confident managing client engagementsProvide review and oversight for Accounting AssociatesDeliver accurate, insightful reportingIdentify workflow improvements and technology efficienciesEmbody and model Juna's Core ValuesWhat We OfferCompetitive salary, with paid time off (PTO) and company paid holidaysComprehensive benefits package including medical insurance, short-term and long-term disability insurance, and a 401k plan with an employer matchInternet and home office stipendsCollaborative team-based work environmentCareer path and advancement opportunities – a company policy of promoting from withinCommitment To DiversityJuna is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.E-Verify ParticipationAs part of the I9 verification of authorization to work in the US, Juna participates in E-Verify. To learn more about E-Verify please review these posters:E-Verify Participation PosterRight to Work PosterJob Type:Part-time, 30 hours per week during business hours, exemptSalary Range:Based on $38-$42 per hourLocation:This is a remote positionJ-18808-Ljbffr