Own full-cycle accounting for a set of assigned clients — A/P, A/R, reconciliations, month-end close, and financial reports.
Review and validate work before Controller review.
identify discrepancies, errors, red flags, unusual items, and proactively raise questions and recommendations early.
Build understanding of how the numbers connect — not just complete tasks, understand their impact on financial statements and client needs.
Communicate directly with clients on day-to-day matters, looping in the Controller when needed.
Provide day-to-day guidance to advanced accountants on client accounts.
Coordinate workflows, priorities, deadlines, and delegation across client team.
Maintain accurate and current client procedures, checklists, and workflow documentation in Asana.
Communicate about workload, deadlines, resource needs and project risks early.

2–4 years of full-cycle accounting experience, including hands-on monthly close preparation.
BA degree in Account or related field, or equivalent years of experience.
Demonstrated rack record of strong, independent work as an staff accountant or similar role — validating work before presenting to clients.
Strong knowledge of GAAP and how day-to-day accounting impacts financial statements.
Proficiency with accounting platforms including QuickBooks and Bill.com and excel; experience with Asana or similar project management tools is a plus.
Experience mentoring, training, or coaching junior accounting staff.
Strong project management and prioritization skills.
Proven ability to manage multiple deadlines with accuracy.
Proactive mindset — self-directed, take initiative, complete work without supervision flagging problems early.
Professional client-ready communication and presentation style.
Must be eligible to work in the U.S. and live within commuting distance of San Rafael, CA.

Assistant Controller

Key skills