Financial Controller

Summary

Join a tech-forward financial services firm as their Controller! This fully remote, senior-level role involves overseeing a team of bookkeepers, ensuring timely and accurate deliverables, and managing client relationships. You will leverage automation tools to streamline processes, manage financial reporting, and handle accounts payable/receivable. Success hinges on exceptional client relationships, efficient operations, and accurate financials. The ideal candidate possesses extensive accounting experience, expertise in various software, and strong communication skills. Apply now to become a key player in a dynamic and growing company!

Requirements

• 4-5 years of experience as a Controller or in a similar role, with a proven track record of maintaining clean, professional books and reports delivered on time
• Extensive knowledge of QuickBooks and hands-on experience managing bookkeepers
• Expert in Excel and Google Sheets for data analysis and reporting. Comfortable using Vlookup, Xlookup, Sumif, Countif formulas and building Pivot Tables for data analysis
• Experience with and aptitude for picking up and using automation tools
• Fluent English verbal and written communication skills, with experience working asynchronously using tools like Loom. Available to respond and meet live during EST business hours
• Strong organizational, attention to detail, and time-management skills, with the ability to balance multiple priorities efficiently

Responsibilities

• Oversee work performed by bookkeepers, continuously refine processes using automation, manage month-end close with tools like Keeper, and ensure accurate reporting of accruals/prepaids using Accruer, and deferred revenue via Causal
• Design and execute month-end adjusting entries, handle stock-based compensation and cap table reconciliations using Carta or Pulley data
• Manage accounts payable process using Ramp Bill Pay or Bill.com, expense management and reimbursements through Ramp, manage AR invoices through Stripe, and ensure timely payments and invoicing
• Manage payroll execution using platforms like Gusto, Justworks, or Rippling, ensuring compliance and accuracy
• Prepare and manage monthly updates in Causal, delivering clear and professional financial reports to clients. Ability to take a step back during the review process and notice if anything looks off and resolve

Preferred Qualifications

• Previous experience in client-facing roles is highly advantageous
• Familiarity with the US market and/or prior experience living in the US is highly advantageous
• Reliable, accountable, and responsive, with a focus on delivering high-quality work
• Proactive problem-solver who takes initiative and meets deadlines without oversight
• Comfortable working independently while knowing when to ask clarifying questions
• Dedicated to continuous learning, taking on challenges, and improving processes through technology and automation

Benefits

Fully-Remote (Work from Home), 9 AM - 5 PM EST