Controller

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage various time-sensitive tasks from Business Unit Directors, New Business Teams, Operations, Account Managers, and clients.

• Document daily financial transactions and finalize the posting process.

• Reconcile sales taxes, payroll taxes, 401k, and bank accounts on a monthly basis.

• Process monthly payroll transactions efficiently.

• Generate periodic reports, including balance sheets and profit and loss statements.

• Ensure the maintenance of accurate financial records.

• Conduct audits and resolve any discrepancies identified.

• Calculate and monitor the company's financial statements.

• Summarize billing concerns for leadership to enhance operational procedures.

• Engage in workflow improvements and incorporate new process features.

• Compile, analyze, and present financial data effectively.

• Provide support for month/quarter-end close activities, including revenue deferrals, write-offs, and manual journal entries.

• Present financial data to the organization.

• Compute taxes and prepare reports for tax filings.

• Stay updated on current finance and accounting legislation.

• Assist management in decision-making by preparing budgets and financial forecasts.

• Initiate or participate in vendor research and evaluation.

• Deliver exceptional support within the Finance Circle and inform the team about finance/accounting compliance trends and updates.

⛳️ Requirements

• Some experience in accounting is required.

• Preferably 5-8 years of progressive accounting experience, or relevant equivalent experience.

• An Accounting Degree or equivalent certification is necessary.

• Proficient in QuickBooks with extensive experience.

• Experience with international transactions is highly preferred.

• Familiarity with general support ticket software and CRM systems is preferred.

• Exposure to technical systems is a plus.

• Must be intrinsically motivated and highly organized.

• Maintain a high ethical standard, including knowledge of PII ethics through GDPR and/or HIPAA.

• Comfortable working with Help Scout, Xero, QuickBooks, Pipedrive, Chargebee, PandaDoc, Google Suite, third-party invoicing platforms, Slack, and other computer programs.

• Ability to adhere to company, local, state, and federal accounting and financial regulations.

• Must be able to work within Americas time zones.

🏝️ Benefits

• Remote-first work environment.

• Being part of a global company.

• Asynchronous work culture.

• Collaboration through email, instant messaging, and virtual meetings.

• Opportunity to work with a self-funded, profitable B Corp.

• Access to professional education on finance/accounting compliance trends and updates.