Financial Controller

Our client, a tech-forward financial services provider specializing in bookkeeping, accounting, and fractional CFO services for primarily Saas startups (as well as a few small businesses), is seeking a highly experienced Controller. This senior-level, client-facing role focuses on overseeing a team of bookkeepers, ensuring the quality and timeliness of deliverables, and managing client relationships. If you are an accounting expert with exceptional communication skills and a passion for leveraging technology and automation, we encourage you to apply.

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

Key Responsibilities:

• Bookkeeping Management: 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.

• Financial Reconciliation: Design and execute month-end adjusting entries, handle stock-based compensation and cap table reconciliations using Carta or Pulley data.

• Finance (AP/AR): 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.

• Payroll Oversight: Manage payroll execution using platforms like Gusto, Justworks, or Rippling, ensuring compliance and accuracy.

• Strategic Financial Reporting: 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.

What Success Looks Like:

• Exceptional Client Relationships: Consistently positive feedback from clients for taking responsibility, proactive communication, responsiveness, and dedication.

• Efficient Operations: Processes and deliverables are completed on time and accurately, leveraging automation and streamlined workflows for optimal efficiency.

• Accurate Financials: Reliable, clear, professional financial reports and deliverables that meet or exceed client expectations.

Qualifications:

• 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.

• 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.

Skills:

• 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.

Preferred Traits:

• 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.

Opportunity:

This is a unique opportunity to join a forward-thinking financial services team that prioritizes tech, automation, and streamlined processes. As a Controller, you will play a critical role in maintaining high-quality client deliverables, leading a bookkeeping team, and driving efficiency in financial operations. If you’re a results-driven accounting professional who thrives in a remote, fast-paced environment, we encourage you to apply.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets