Controller

VeloCFO

13d

About The Position

This role involves leading client accounting engagements, managing all aspects of a client's accounting function to ensure accurate and timely reporting of business financials. The position requires developing, documenting, and improving finance processes, controls, and operational efficiency. A key responsibility is preparing and reviewing financial statements monthly, providing ongoing financial reporting, tracking KPIs, offering strategic insights, and managing cash flow. The role also supports clients through fundraising, collaborates with tax partners, and manages a financial operations team responsible for bookkeeping and client communication. Ensuring clients utilize the appropriate financial tech stack and managing its implementation is also part of the role.

Requirements

• 7+ years experience in accounting roles at US-based companies
• Proficiency and ability to collaborate across Google Sheets, Google Docs, Slack, Zoom
• Ability to switch between individual and collaborative projects quickly and accurately
• Ownership mentality, high coachability, bias to action, and unwavering integrity
• Experience with bookkeeping software (e.g. QuickBooks Online, NetSuite) and financial operations software (Ramp, Gusto, Stripe, Mercury, etc.)

Nice To Haves

• CPA preferred
• Prior experience managing 5-10+ clients at a startup-focused accounting firm preferred

Responsibilities

• Lead client accounting engagements, managing all aspects of the client’s accounting function to ensure accurate and timely reporting of business financials
• Develop, document, and continuously improve finance processes, controls, and operational efficiency
• Prepare and review all financial statements, including balance sheet, income statement, and cash flow statement on a monthly basis within 7 business days of month end
• Provide ongoing financial reporting, tracking of Key Performance Indicators, strategic insights into business performance, and proactive cash flow management to clients
• Support clients through fundraising processes through data room preparation, communication with external financing partners, and ongoing needs
• Collaborate closely with tax partners to provide information necessary for quarterly estimates and annual corporate tax filings
• Manage Velo’s financial operations team who performs bookkeeping categorization and reconciliation on a weekly basis, managing the communication process with clients to ensure accurate categorization of vendors and expenses
• Ensure clients utilize the appropriate financial tech stack and manage the implementation and day to day use of the selected tools

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed