Assistant Controller, Client Onboarding

Topo Advisors•Indianapolis, IN

2d•Remote

About The Position

Topo is hiring an Assistant Controller for its Client Onboarding team. Topo provides fractional embedded accounting and finance support to venture-backed companies. In this role, you will work hands-on with CEOs and leadership teams at software and services companies, preparing their accounting foundations during their first 30–60 days with Topo. You will assess and organize clients’ books, systems, and processes, then hand them off to the team providing ongoing accounting support. The role is suited to someone who understands and is interested in startups, enjoys bringing order to messy books, and can manage several new client engagements at once. The position is described as becoming increasingly strategic as the individual grows within Topo. The role can be remote within the United States. Topo is headquartered in Indianapolis, Indiana. Candidates must be authorized to work in the United States without current or future sponsorship.

Requirements

At least 4 years of experience in public accounting, corporate accounting or finance, or similar work, including month-end close, reconciliations, and cleanup or catch-up accounting.
Strong quantitative skills and experience with spreadsheet software.
Familiarity with QuickBooks.
Ability to stay organized and maintain strong attention to detail and accuracy.
Self-starter who can put ideas into action.
Comfort working directly with clients, asking questions, and setting clear expectations during periods of change.
Ability to manage several onboarding engagements at different stages, keep them on track against tight timelines, and write clear documentation.
Ability to shift between strategic thinking and tactical execution.
Ability to embrace ambiguity, uncertainty, and changing business landscapes.
Authorization to work in the United States without the need for sponsorship now or in the future.

Nice To Haves

Experience implementing or migrating accounting systems and integrated tools.
CPA; strongly preferred.

Responsibilities

Kick off client engagements by gathering system access, documents, and background on the client’s business and accounting history.
Assess clients’ accounting systems, charts of accounts, technology stacks, and historical books to identify cleanup needs, gaps, and risks.
Set up clients in Topo’s systems and tools, including designing or restructuring charts of accounts and configuring bank and credit card feeds and integrations with payroll, billing, and expense platforms.
Perform historical cleanup, including account reconciliations, catch-up bookkeeping, reclassifications, and adjusting entries.
Run clients’ first month-end closes with Topo and establish close checklists, reconciliation schedules, and reporting packages.
Support initial budget and cash flow setup where in scope.
Document and implement accounting processes and workflows, including accounts payable, accounts receivable, payroll, revenue, and expense management, and recommend improvements.
Coordinate with tax advisors and prior accountants to obtain records and resolve open items, ensuring timely and accurate deliverables.
Support and guide Topo team members assisting with onboarding engagements.
Research technical accounting questions arising during cleanup and setup, and provide guidance internally and to clients.
Prepare complete handoff documentation and support a smooth transition to the ongoing Topo accounting team.