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Financial Controller

Role overview

Qualifications

  • Bachelor's degree in accounting, finance, or related field
  • CPA designation (or equivalent)
  • 5+ years of progressive accounting experience
  • Strong knowledge of financial reporting standards

Responsibilities

  • Own the monthly, quarterly, and annual close process
  • Supervise core accounting functions including accounts payable and receivable
  • Design, implement, and monitor internal controls
  • Manage and develop the accounting team and build the function

Key facts

Other skills

  • Detail Oriented
  • Budgeting
  • Forecasting
  • Communication
  • Collaboration
  • Problem Solving
  • Team Leadership

About the company

Velixo logo

Velixo

Company details

Company typeStartup

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Job description

About Velixo
Velixo is an award-winning vendor of Excel-based reporting solutions for Enterprise Resource Planning (ERP) software, such as Acumatica, MYOB, Cegid and Sage Intacct. We serve customers of every size, in every industry, by enhancing their reporting and planning experience, and introducing a world of innovative features and integrations in the Excel they love. 
 
Headquartered in Montreal, Canada, we are a diverse and fast-paced organization that is rapidly growing in revenue and personnel. Our team is spread out across the world to support a growing base strong of 1800+ customers and 200+ value-added resellers worldwide. 

About the Role 

We are seeking a highly skilled and hands-on Financial Controller to lead our accounting operations and ensure the integrity, accuracy, and timeliness of our financial reporting. Reporting to the VP of Finance, the Financial Controller will oversee the monthly close process, maintain robust internal controls, manage audit and compliance requirements, and partner cross-functionally to support the company’s growth. 

This is a critical role for a finance leader who combines strong technical accounting expertise with a pragmatic, operational mindset and the ability to build scalable processes by leveraging AI tools. 

This is a fully remote position open to candidates based in Canada only.

Key Responsibilities 

Financial Reporting & Close 

  • Own the monthly, quarterly, and annual close process, ensuring accurate and timely financial statements. 

  • Prepare and review financial reports, including balance sheet reconciliations, variance analysis, and cash flow reporting. 

  • Develop and maintain a robust documentation framework (policies, procedures, and schedules) to support reporting accuracy. 

Accounting Operations 

  • Supervise core accounting functions including: 
    • Accounts payable 
    • Accounts receivable and collections 
    • Payroll accounting 
    • Fixed assets and capitalization 
    • Expense management and corporate credit cards 
  • Maintain accurate books and records to ensure consistent and appropriate accounting treatment across transactions. 

  • Internal Controls & Compliance 

  • Design, implement, and monitor internal controls to mitigate risk and ensure compliance with policies and regulatory requirements. 

  • Ensure compliance with local and international accounting and tax obligations, including filings and remittances. 

  • Support and manage financial and tax audits. Serve as the primary point of contact for external auditors, tax advisors, and other finance partners. 

Systems & Process Improvement 

  • Lead continuous improvement initiatives to increase automation and use of AI tools to streamline the processes and improve quality. 

  • Own and optimize financial systems.Contribute to the implementation or refinement of new tools and systems as needed. 

Team Leadership & Collaboration 

  • Manage and develop the accounting team and build the function as the company scales. 

  • Collaborate closely with other functions to ensure seamless financial data workflows. 

  • Provide support to operational teams on financial best practices and policy compliance. 

Qualifications 

Required 

  • Bachelor's degree in accounting, finance, or related field. 

  • CPA designation (or equivalent). 

  • 5+ years of progressive accounting experience, including ownership of close and reporting and team management 

  • Strong knowledge of financial reporting standards (IFRS and CAD GAAP), including revenue recognition, consolidation, and multi-entity and multi-currency reporting 

  • Experience with audit and compliance processes and managing external advisors. 

  • Strong attention to detail, ability to manage multiple priorities, and a proactive approach to solving problems. 

  • Bilingual (English and French) 

  • Excellent communication skills and ability to partner effectively across functions. 

Preferred / Nice to Have 

  • Experience with SaaS, technology, or high-growth environments

  • Big 4 experience

  • Understanding of indirect and direct tax requirements across multiple jurisdictions, including sales and income tax compliance in North America and Australia

  • Experience with budgeting, forecasting, variance analysis, and management reporting

  • Experience implementing or improving accounting systems and automation tools including AI

Key Competencies 

  • Technical accounting expertise and strong judgment 

  • High ownership and accountability 

  • Process-oriented, with a strong bias for automation, AI adoption and scalability 

  • Strong ability to lead, coach, and collaborate across teams 

  • Comfortable working in fast-paced, evolving environmen

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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