Role Description
The Controller will work in a multi-client environment supporting 15 to 20 startup clients in a variety of exciting industries. They will be tasked with planning, directing, coordinating, and executing all aspects of the financial management, accounting, and consulting processes to serve our startup clients. Weβre looking for someone with expertise in:
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Full-cycle accounting
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Month-end close
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Financial analysis
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Regulatory compliance
The ideal candidate will have great time management skills, be very detail-oriented, and possess strong analytical thinking.
Qualifications
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Bachelor's degree with a major in Accounting required
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8+ years of corporate accounting experience
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Accounting experience in a multi-client environment
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Strong knowledge of finance, accounting, budgeting, cost accounting and cost control principles
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Advanced knowledge of bookkeeping and accounting best practices, U.S. GAAP, laws, standards, and state/national regulations
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Solid experience with QuickBooks Online (certification a plus)
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Advanced proficiency with spreadsheet software (MS Excel and Google Sheets)
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Excellent analytical, problem-solving, and decision-making skills
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Must be willing to work core business hours in their local time zone (approximately 8am to 5pm local time)
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Meticulous attention to detail β able to follow through/execute on a high volume of nuanced tasks
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Ability to work with a strong sense of urgency in a fast-paced setting with a wide variety of tasks
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A love of rapidly changing technology/software solutions that maximize efficiency and deliver firmwide value
Requirements
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Licensed CPA or progress towards/eligible to sit for the CPA exam
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Masterβs degree in Accounting
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Experience in a fully remote people-centric culture
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Experience in a high growth/startup/entrepreneurial environment
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Experience in SaaS accounting, startup equity accounting, and/or startup revenue accounting
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Experience with tech-forward accounting platforms such as Expensify, Bill.com, Stripe, and Gusto
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Experience with newer systems/platforms such as Slack, Salesforce, 1Password, Airtable, Box, Kantata, Stripe, and many others
Benefits
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Fully Remote β Save time, save money, and decrease stress with a healthier work/life balance.
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Flexibility/Autonomy β Manage your schedule as long as client needs are met.
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Stability β Enjoy controlled growth without over-hiring or reductions in force.
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High-Quality Colleagues β Work with a diverse team of experts who care about each other.
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High-Quality Clients β Collaborate with venture-funded technology startups.
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Purpose/Meaningful Work β Engage with innovative startups that are disrupting industries.
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Professional Development β Gain exposure to various clients and industries.
What Youβll Be Doing
Financial Reporting and Analysis (65% of the time):
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Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.
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Generate accurate and comprehensive financial reports for management and stakeholders.
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Review and evaluate the work of other accounting staff working on the same client.
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Maintain the integrity of the general ledger by recording, reconciling, and analyzing transactions.
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Build and maintain strong relationships with clients, acting as their primary point of contact for financial matters.
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Provide due diligence support to clients for audits, fundraising, and M&A activities.
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Monitor, analyze, and report on key financial metrics, trends, and variances.
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Provide client management with accurate and timely financial information for decision-making.
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Conduct financial analysis to support client business initiatives, investment decisions, and cost optimization efforts.
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Provide financial insights and recommendations to client management to support strategic planning and decision-making.
Other Billable-Related Work (10% of the time):
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Perform ad hoc assignments as requested pertaining to client needs.
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Create and implement client-specific procedures that help maintain the accuracy of monthly financials.
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Support the Kruze Tax Team for State and Local compliance, Sales and Use Tax Reporting, year-end books for tax preparation.
Mentor and Coach Junior Accounting Staff (10% of the time):
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Connect and collaborate with people and develop trusting relationships virtually.
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Review, evaluate, and provide feedback to junior accounting staff regarding the quality of their work.
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Collaborate with Quality Assurance as needed to facilitate the development of junior staff.
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Communicate effectively with proper tone, expectation setting, and contingencies management.
Compliance (5% of the time):
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Stay informed and current with bookkeeping, tax filing, HR standards, and other related government regulations.
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Comply with federal, state, and local legal requirements by maintaining compliance documentation for each client.
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Assess internal controls, including risk assessments and reviews of risk areas.
Administrative (5% of the time):
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Submitting, approving, and tracking maintenance projects.
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Review and invoice clients for time spent on special consulting projects.
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Monitor billable hours between different clients.
Other (5% of the time):
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Required training and internal meetings.
What You Wonβt Be Doing
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Client onboarding β we have a team that sets up and onboards all of our new clients.
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Tax accounting β we have a tax team that is responsible for all tax filings/activities.
Physical Requirements
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Extended periods of focused, seated computer work β approximately 8 hours a day.