Controller

Job Description

Job Description

Job Summary:

Are you a seasoned accounting professional with a passion for delivering accurate financial statements that clearly depict the activity of a business? As a Controller, you’ll take ownership of financial reporting for a diverse portfolio of clients, ensuring compliance with GAAP and regulatory standards while leveraging your expertise to provide clarity and actionable insights to management teams, boards, and investors. This role calls for a proven leader skilled in mentoring accounting teams, managing complex client engagements, and championing process improvements that enhance efficiency and accuracy. With your technical accounting acumen and ability to adapt to fast-paced, dynamic environments, you’ll play a critical role in supporting rapidly growing businesses. If you’re ready to lead with a solution-focused attitude and drive measurable impact, we want to hear from you!

Location:  Work from Home

The Perks

• Medical, Dental, Vision, Life, and Disability Insurance
• Flexible Spending Account
• Generous PTO Policy
• Permanent Work from Home
• Amazing culture & team
• Growth opportunities abound – multiple tracks to choose from
• Company 401k Contribution
• Loads of Tech Gear, including 3 monitors, laptop, etc.
• Periodic In-Person Get Together

Job Responsibilities

Accounting Responsibilities:

• Ownership of financial reporting for a group of clients
• Oversee the preparation and accuracy of financial statements, ensuring all data is accurately tracked and reported, including select non-GAAP key performance indicators (KPIs), to provide a clear picture of historical financial activity.
• Readily and clearly explain how financial results are derived, detailing the components of specific accounts and variances between expected and actual results. This ensures complete transparency and accuracy for management team members to make informed, strategic decisions. Includes routinely fielding nuanced questions from client management team, board and investors in real time as they digest financial reporting.
• GAAP Accounting Subject Matter Expert, including:
• Complex Financial Reporting & Disclosure
• Revenue Recognition & Contract Review
• Equity Accounting & Capital Structure
• Inter-company activity, including consolidation of multiple entities including foreign entities
• Technical Accounting Research & Implementation
• Internal Controls & Compliance
• Audit & Regulatory Filings Support
• Ownership of Client Compliance:
• Accountable for ensuring that each client remains compliant with applicable accounting, tax, and regulatory requirements.
• Collaborate with external experts, such as CPAs, tax specialists, and other subject matter experts, to ensure timely and accurate fulfillment of client obligations, including:
• Income Tax: Ensuring correct tax filings and working with tax professionals to address tax issues.
• Sales Tax: Overseeing sales tax compliance and coordinating with experts to manage multistate or international tax requirements.
• Reporting Requirements: Managing clients’ financial reporting obligations, ensuring all required filings are completed accurately and on time.
• Payroll: Ensuring payroll compliance with federal, state, and local tax laws and coordinating with payroll service providers or experts as needed.
• Best Practices:
• Right size accounting effort based on client stage and needs
• Leverage a broad range of past experiences to offer practical, innovative solutions to daily operational challenges, helping the team enhance efficiency, accuracy, and effectiveness in financial processes.
• Contribute to the continuous improvement of technology systems by providing insightful feedback on functionality, usability, and integration opportunities, ensuring the firm remains at the forefront of leveraging cutting-edge accounting and financial tools.
• Ultimate responsibility to ensure financials are accurate, valuable, and on time for the client group
• Ability and willingness to roll up sleeves and actively support team, demonstrating comfort with any level of work, as required.

Management Responsibilities:

• Client Management
• Ensure excellent client experience whether directly or indirectly leading client engagements
• Ability to build and nurture client relationships
• People Management
• Lead and mentor a team of accounting professionals, guiding best practices, career development, and performance management to foster a high-performing, collaborative team environment.
• Support recruitment efforts and help onboard new team members, ensuring they have the tools, resources, and knowledge needed to succeed.
• Conduct regular performance reviews and provide constructive feedback to ensure continued professional growth and alignment with company goals.
• Project Management
• Oversee the successful execution of client engagements, ensuring all deliverables are met on time, within budget, and at the expected level of quality.
• Implement and refine project management processes, ensuring consistent progress tracking and alignment with client expectations.
• Support Scheduling and Resource Allocation
• Collaborate with Client Operations to effectively plan and schedule work, ensuring the team can meet client demands without overburdening resources.
• Continuously monitor team capacity and adjust schedules to meet deadlines and maintain a healthy work-life balance for all team members.

Leadership Traits:

• Maintain a positive, solutions-focused attitude
• Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail
• Proven analytical, problem-solving, critical thinking, decision-making & project management skills
• Sound written and verbal communication skills as evidenced through a proactive and consistent approach to communication with clients and team
• Ability to use good judgment and keep client and Driven Insights information confidential
• Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses
• Self-starter that takes initiative and drives the activities and behavior required from themselves and their team

Education and Experience

• Experience in a multi-client environment is required
• Deep accounting experience within multiple industries
• Successfully demonstrated the ability to hit deadlines, and manage a team to hit deadlines in a manageable and sustainable manner
• Experience as lead accountant in rapidly growing firm(s)
• Bachelor’s Degree in Accounting
• Master’s in Accounting and/or CPA license preferred
• Minimum 3-5 years of experience as a Controller
• 2+ years of audit work as an auditor in CPA firm

Physical Requirements

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Office Environment:
• Prolonged periods sitting at a desk and working on a computer.
• Must constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer.
• Must be able to lift laptop and reams of paper
• Infrequent travel (eg: periodic in-person get together in cool locations) for professional development activities