Our client is revolutionizing how accounting, tax and payroll services are provided to small businesses. We are on a mission to become the world's leading business services firm in accounting, tax, and financial services. Why? Because today's Accountants miss an opportunity to partner with small businesses and create value. We're here to change that. Through M&A, significant investment in organic growth, and a unique service model, we are changing the game. Our clients love us, because we are nothing like the typical Accountant. We provide value each and every month, lead with service and are relentlessly in pursuit of growth - personal, professional....and of course, to our bottom line. Interested to work in a fast-paced, dynamic, people-first environment? Come join our team.
Your Job:
The Controller will play a critical role in shaping our financial operations during a period of significant operational focus, M&A and organic growth. This position is both strategic and tactical, requiring a CPA with a "roll up your sleeves" attitude who is comfortable working in a fast-paced, startup environment.
Expectations & Prioritized Outcomes:
Month-End Close Leadership: Own the month-end close process, ensuring timely and accurate financial statements. This includes journal entries, account reconciliations, and variance analysis.
Systems & Standardization Champion: Collaborate with local offices to implement and optimize standardized financial processes, billing/collections procedures, and workflow reporting systems. Be a trusted advisor and resource for best practices.
Financial Operations Management: Manage and streamline accounts payable/receivable processes, payroll, and other financial operations, leveraging technology and automation where possible.
External Relationships: Manage relationships with external auditors, tax preparers, lenders, and insurance providers. Ensure timely and accurate financial reporting for audits and lender requirements.
Banking & Treasury: Act as the primary contact for banking and treasury matters, managing cash flow, etc.
Relationship Builder: Build strong relationships with local office leaders, functional team leads, and other key stakeholders to foster a collaborative, high-performance culture. Act as a liaison between corporate and local offices to drive alignment and performance.
HR Support: Collaborate with our PEO to manage our HRIS system and provide general HR support, including onboarding, benefits administration, and compliance
Data-Driven Insights: Develop and analyze financial reports to identify trends, opportunities, and areas for improvement. Provide actionable insights to the CEO, COO and local leaders to support data-driven decision-making.
Strategic Partner: Contribute to the strategic planning process, providing financial modeling and analysis to support growth initiatives.
M&A Integration: Lead the financial integration of acquired accounting firms, working closely with local leadership to ensure a smooth transition of processes, systems, and financial reporting.
Critical Role Competencies:
CPA: Active Certified Public Accountant license required.
M&A Experience: Demonstrated experience with financial due diligence, integration, and post-acquisition financial management.
Technical Skills: Advanced proficiency in accounting software, financial reporting tools, and data analysis. Experience with Netsuite, bill.com, Expensify, payroll and HRIS systems a plus.
Leadership: Proven ability to build and lead a team, manage multiple projects, and meet tight deadlines.
Adaptability: Thrives in a fast-paced, dynamic environment with evolving priorities.
Communication: Excellent written and verbal communication skills, with the ability to effectively communicate complex financial information to diverse stakeholders.
Startup Mentality: Entrepreneurial mindset with a bias for action and a willingness to take ownership.
Core Values:
As a member of the team, it is expected that you will live and breathe our Core Values each and every day in everything you do - striving to help us achieve our purpose.
We are proactive problem-solvers who create long-term solutions.
We do everything we can to perpetually grow trust from sellers, employees, customers and investors.
We never stop improving our people and processes.
We are team players.
We believe in transparent and frequent communication.