
Controller
Posted Sep 5

Posted Sep 5
This is a fully remote position, open to applicants in California, +4 more states.
• Act as the primary financial guardian for clients, overseeing and protecting their financial assets.
• Direct, supervise, and mentor Shared Services Specialists, Staff Accountants, and Senior Accountants.
• Manage clients’ financial reporting, compliance requirements, and internal control systems.
• Take ownership of the complete accounting function, encompassing corporate finance, adherence to GAAP, and tax compliance.
• Convert financial data into strategic insights aligned with client objectives.
• Lead the preparation of budgets, forecasts, and monthly financial statements.
• Oversee intricate financial projects that align with strategic goals.
• Interpret and implement new accounting standards as a firm-wide expert and advisor.
• Ensure timely completion of tasks, adherence to deadlines, and high-quality outcomes.
• Guide team members while fostering development and knowledge sharing.
• Collaborate with leadership to identify new service opportunities for current clients.
• Promote innovation in financial systems and processes to enhance accuracy, efficiency, and risk management.
• Build client trust, address customer concerns, enhance customer service, and facilitate organic growth.
• Partner with internal leadership on strategic planning and client relationship management.
• Bachelor’s Degree in Accounting.
• At least 8-10 years of experience in accounting.
• CPA certification is highly preferred.
• Experience in Public Accounting is strongly preferred.
• Background as a Controller or Assistant Controller in small privately-held, entrepreneurial firms.
• Extensive knowledge of cloud-based accounting systems such as QuickBooks, Xero, and NetSuite.
• High level of integrity and ethical standards.
• Strong leadership and supervisory abilities with the capability to inspire and guide a remote team effectively.
• Must provide proof of eligibility to work in the US.
• Successful completion of a background check.
• Must pass a mandatory live accounting test via Teams Screen Share.
• "Work Wherever" philosophy - providing independence, freedom, and flexibility through remote work.
• Comprehensive benefits package including health, dental, vision, accident, and pet insurance.
• Flexible vacation policy.
• Company closure at the end of the year.
• 401k plan with company matching contributions.
• No busy season stress.
• Enjoy a fun, friendly, and collaborative culture that emphasizes individual and team accountability.
• W2, full-time employment with a 40-hour work week.
• Inclusion of two short assessments in the recruitment process.
• Mandatory live accounting test via Teams Screen Share for all candidates.
Heritage Holding
unybrands
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