Assistant Controller – Controller

Role Overview

• Manage accounting personnel of various levels on assignments
• Ensure accurate and timely monthly, quarterly and year end close processes
• Review preparation of monthly financials including journal entries, key statistics, various detailed analyses, budget fluctuations, account reconciliations, etc. to ensure accuracy and compliance with GAAP accounting
• Assist senior managers with preparation of Board of Director reporting packages
• Prepare or assist in preparation of budgets, forecasts, and related revisions
• Review and/or prepare timely consolidations of multiple entities on different accounting platforms
• Drive the preparation for financial audit, tax compliance, and regulatory filings and coordinate the audit, tax, and reporting processes
• Review business operations, company policies, and procedures; recommend additions and enhancements with same attention to GAAP compliance, segregation of duties, and controlling expenses
• Review cash management processes, including A/P and A/R payments and collections, recommending improvements where possible
• Provide finance and accounting support for due diligence conducted during client equity or debt fundraising events and exit events by acquisition or IPO
• Prepare schedules for SEC filings by collaborating with appropriate personnel
• Ensure compliance with Sarbanes Oxley and participate in SOX testing
• Review and evaluate revenue transactions for compliance with ASC 606
• Review and evaluate complex debt and equity transactions for accounting treatment, documenting the accounting implications of major transactions
• Calculate stock compensation expense according to ASC 718
• Review insurance for appropriate types and amounts of coverage
• Review efficiency of accounting related software and processes, recommending improvements where possible
• Assign duties and examine work for conformance to policies and procedures
• Study and standardize procedures to improve efficiency of the team
• Provide support for various accounting projects
• Contract review and related accounting
• Cash management

Requirements

• Bachelor’s degree in accounting or finance
• CPA designation is preferred
• MBA a plus
• Public accounting audit training and experience, ideally Big 4 preferred
• Prior consulting experience with multiple clients at one time preferred
• 10-15+ years of relevant experience
• Strong leadership and supervisory skills
• 5+ years’ experience managing a team
• 2+ years’ experience with Bill.com
• 2+ years’ experience with QuickBooks online
• Strong business acumen, analytical and critical thinking skills
• Industry experience in technology (ideally SaaS as well as hardware companies), medical device, and life science preferred including start-up companies
• Strong Excel skills and proven ability to model full financials statement budgets and forecasts (integrated P&L, BS, and CF)
• Effective and credible at managing the monthly close process along with meeting management’s expectations
• Able to adapt quickly to the changing demands of our clients
• Excellent planning, analytical and people skills
• Attention to detail, organized and thorough with desire for continuous improvement
• Comfortable interacting across all disciplines of the company
• Thrive in a fast-paced, growing start-up environment and work independently when necessary
• Superior written & oral communication skills.

Benefits

• Performance-based bonus potential
• Comprehensive health benefits
• Life and disability insurance
• 401(k) retirement plan
• Paid time off
• Professional development opportunities
• Educational assistance
• Flexible scheduling