Assistant Controller

Bluevine•Redwood City, CA

4d•Hybrid

About The Position

Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and beyond, designed to help small business owners grow, thrive, and take control of their financial future. Our best-in-class technology, advanced security, and deep understanding of the small business community give our customers the confidence to focus on what they do best. Since 2013, we’ve supported more than 750,000 small businesses nationwide. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, our 500+ person global team shares one mission: to give small businesses the financial tools they need to succeed. We’re innovators driven by big ideas, collaboration, and real impact. Here, you’ll have the freedom to take ownership, grow your career, and make a difference for small business owners across America. Ready to shape what’s next? About the role: This is a hybrid role. At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline. Join us as an integral part of the Accounting team at Bluevine! We are building an elite team of smart and driven individuals to deliver timely and accurate reports to management and be responsible for growth monitoring at Bluevine. You will be instrumental in Bluevine’s financial and business aspirations and will help the company realize its potential. We are seeking an experienced Assistant Controller to lead core corporate accounting execution across month-end close, financial reporting, OPEX (including disbursements run primarily in India), intercompany/allocations, and corporate tax oversight. This is a hands-on leader who can strengthen processes and controls, elevate insights, and communicate clearly to senior leadership.

Requirements

Bachelor’s degree in Accounting.
CPA required.
8+ years progressive accounting experience with demonstrated ownership of close and corporate accounting.
Advanced Excel; ERP experience (NetSuite preferred).
Technological proficiency and ability to adjust to new technologies (AI tooling etc).
Expertise in OPEX accounting (accruals, prepaids, fixed assets) and experience overseeing AP/disbursements operations.
Experience in close leadership and financial reporting (across time-zones is a plus).
ERP NetSuite experience, including AR and disciplined reconciliation practices.
Ability to articulate accounting conclusions, risks, and recommendations to senior leadership.

Responsibilities

Monthly close leadership: Own month-end close management (FloQast): calendar, task governance, dependencies, evidence standards, and escalations. Ensure 100% completion of key tasks. Drive close consistency and quality (cutoffs, accrual timelines, review standards, documentation), with a focus on mitigating risk and increasing adding value.
Financial reporting and internal controls: Lead monthly reporting file preparation and review: tie-outs, roll forwards, variance commentary, and management-ready reporting support. Maintain strong workpaper standards and support external audit requests (walkthroughs, PBC schedules, control support). Lead monthly ICFR/control reviews for assigned areas (Disbursements, Financial Reporting, Corporate Accounting), including identifying emerging risks, documenting control issues and root causes, coordinating remediation plans, and strengthening/scaling the control environment. Present OPEX performance and key drivers to senior finance leadership, including accrual impacts and notable variances. Partner with FP&A on month-end actuals validation, trend reviews, and variance explanations to support forecasting and decision-making.
OPEX accounting and disbursements: Manage Bluevine US OPEX Team to ensure understanding, development and training are provided. Lead disbursements business process (AP, payments, employee reimbursements) consisting of one AP resource and one AP manager (located in India). Responsible for OPEX balance sheet reconciliations and reviews including Cash, Fixed Assets, Intangible Assets, Deposits, Other Receivables. Review Bluevine's strategic partnership expenses and facilitate payments. Individual contribution of higher-judgment OPEX areas, including: Accrued expenses: maintain stakeholder relationships for inputs, accrual reasonableness, and trend/variance review through proactive investigation and monitoring. Assess new vendor relationships for accounting implications and improve vendor onboarding workflows and processes. ROU Asset and Lease Liability accounting. Prepaid Assets and Expenses: proper setup, amortization, and periodic validation of completeness, cut-off and classification. Serve as an escalation point for exceptions (urgent/out-of-cycle payments, disputed invoices, override requests, control deviations) and the liaison between senior financial leadership and corporate operations.
Accounts receivable accounting (NetSuite): Oversee AR accounting in NetSuite for Bluevine Marketplace and Bluevine Lender Network referral revenue streams. Own AR integrity: subledger-to-GL tie-outs, aging hygiene, unapplied cash review, and timely resolution of reconciling items. Partner with internal stakeholders to resolve billing/cash application exceptions and improve upstream processes.
Intercompany and allocations: Own intercompany accounting: transaction recording, reconciliation, settlement coordination, and support for eliminations and consolidated reporting. Manage corporate allocations: maintain methodologies, ensure reasonableness, document changes, and coordinate with FP&A and business owners.
Corporate tax oversight and planning: Manage corporate tax compliance calendar and tax authority correspondence; coordinate with external advisors and internal stakeholders. Partner with the Controller on corporate tax planning, including forward-looking impacts of business changes and intercompany considerations.
Team leadership and improvement: Lead by operating as an owner and setting standards of excellence. Cultivate our global accounting team culture by building relationships and encouraging professional development. Identify control gaps and process inefficiencies; implement scalable improvements and automation.

Benefits

Excellent health coverage and life insurance benefits
401K with an immediate 3% company match
PTO, Company Holidays, and Flexible Holidays
Company-sponsored Mental Health Benefits, including 1:1 therapy
Over $1,000 each year to spend on your personal wellness
Monthly WFH stipends totaling over $1,000 annually
Generous, paid parental leave covering up to 20 weeks of leave for birthing parents and up to 12 weeks of leave for all other parents
Access to financial coaches and education sessions
Weekly catered lunches and fully stocked kitchen pantries
Community-based volunteering opportunities