Assistant Controller

Accuity

4d • Remote

About The Position

The Assistant Controller is responsible for supporting key accounting, payroll review, financial reporting, tax support, audit support, expense reimbursement, and financial analysis activities. Reporting to the Controller, this role supports accurate and timely financial close processes, maintains core accounting records, contributes to Board and management reporting, provides process oversight for employee expense reimbursements, and serves as a backup for payroll processing when needed. This role works closely with Human Resources on payroll-related activities but does not own end-to-end payroll administration.

Requirements

• Bachelor’s degree in accounting required
• CPA required
• 7+ years of related accounting, finance, or assistant controllership experience.
• Experience with both public accounting and industry accounting environments.
• Experience with monthly close, reconciliations, financial reporting, and GAAP-based accounting processes.
• Experience reviewing payroll and partnering with Human Resources or People Operations on payroll-related activities.
• Experience supporting tax, audit, and investor-related financial information requests.
• Advanced Microsoft Excel experience, utilization of QuickBooks required.

Nice To Haves

• Experience with due diligence, buy-side, or sell-side transaction support is strongly preferred.

Responsibilities

• Manage the monthly close process, including reconciliation of bank accounts and other financial accounts.
• Help ensure timely and consistent monthly close activities are completed in accordance with GAAP.
• Maintain the monthly trial balance workbook.
• Prepare and post payroll journal entries in QuickBooks.
• Complete quarterly balance sheet review activities.
• Upload budgets into QuickBooks as needed.
• Assist with preparation of the monthly Board financial package, financial analysis, and Board slide deck.
• Oversee preparation of monthly departmental management reports.
• Assist, as needed, in preparation of budgets and forecasts.
• Support special financial analysis and reporting projects as assigned.
• Partner with Human Resources to review payroll and support shared payroll accountability.
• Review and approve bi-weekly payroll and funding of payroll. Serve as a backup to process payroll when needed.
• Assist, as needed, with payroll tax related issues.
• Provide process oversight for the employee expense reimbursement process and ensure employee expense reimbursements are processed timely and in accordance with company policies.
• Submit approved employee expense reimbursements for repayment on the agreed-upon schedule.
• Oversee expense reimbursement process and ensure appropriate receipts and documentation are obtained for employee expense reimbursements. Assist, as needed in responding to reimbursement inquiries and serve as backup support for reimbursement processing as needed.
• Support FSA and HSA reconciliations.
• Provide information to CPA firms for quarterly tax estimates and annual tax return preparation.
• Assist with the quarterly estimated income tax process, including payments as needed.
• Assist with quarterly investor tax distribution and income allocation communications.
• Respond to investor information requests and questions as needed.
• Distribute annual K-1s via email.
• Review tax-related mail and notices, forward to Human Resources or the CPA firm as appropriate and follow up as needed.
• Assist with auditor requests during the company financial audit.
• Support escheat-related activities as assigned.
• Serve as a backup for the Controller as needed.
• Work with internal leaders, employees, investors, vendors, CPA firms, auditors, and other external contacts as required.
• Handle sensitive financial information with discretion, confidentiality, accuracy, and integrity.
• Perform miscellaneous job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level