Controller

Summary

Join Ownershift as the Controller and manage the daily accounting and financial operations of the company and its portfolio companies. You will ensure accurate and timely financial reporting, manage internal controls, and support financial planning and analysis. This role requires close collaboration with senior leadership to address financial issues and enhance operational efficiency. Your expertise in accounting and financial management will be crucial in maintaining financial integrity and supporting the company's overall success. You will oversee daily accounting operations, prepare financial statements and reports, and develop internal controls. You will also prepare budgets and forecasts, monitor financial performance, and support acquisitions and integrations. The position requires significant experience in accounting and financial management, strong analytical skills, and excellent communication abilities.

Requirements

• 5+ years of professional experience in accounting, with a focus on financial reporting, internal controls, and operations management
• Experience working within small companies and/or startups
• Proven experience in managing accounting functions, budgeting, and financial analysis
• Strong understanding of accounting principles, financial regulations, and compliance requirements
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with senior leadership and other stakeholders
• Analytical mindset with a keen attention to detail and strong problem-solving skills
• Experience with financial systems, software, and process improvements
• Ability to travel on occasion

Responsibilities

• Oversee daily accounting operations, including accounts payable, accounts receivable, payroll, and general ledger maintenance
• Ensure accurate and timely preparation of financial statements and reports in compliance with regulatory requirements
• Develop and maintain robust internal controls and accounting procedures to safeguard company assets and ensure financial accuracy
• Prepare and manage annual budgets and financial forecasts for the acquisitions and the holding company
• Monitor and analyze financial performance against budgets and forecasts, providing insights and recommendations for corrective actions
• Prepare detailed financial reports for senior management to support strategic decision-making and operational improvements
• Develop financial forecast and reporting mechanisms for portfolio companies
• Assist in financial clean-up post-acquisition
• Monitor post-acquisition financial performance
• Track key financial metrics and performance indicators to assess the company’s financial health and operational efficiency
• Conduct in-depth financial analysis to identify trends, variances, and opportunities for improvement
• Prepare and present regular financial updates to senior management, highlighting key insights and recommendations

Preferred Qualifications

CPA

Benefits

• Competitive base salary DOE
• Early-stage equity
• Generous benefits package including but not limited to medical, dental, vision, unlimited PTO, and paid holidays