Controller

Accounting & Financial Operations

• Own the full accounting cycle, including general ledger, journal entries, accruals, reconciliations, and monthly close.
• Prepare timely, accurate financial statements, including profit and loss, balance sheet, and cash flow.
• Manage accounts payable, vendor payments, expenses, and approval workflows.
• Own client and contract invoicing; monitor accounts receivable, resolve billing discrepancies, and improve collections.
• Prepare commission journal entries and accruals, ensuring expenses are recorded accurately in the appropriate periods.
• Own payroll accounting, including payroll entries and reconciliation of payroll expenses, employer taxes, benefits costs, and payroll liabilities.
• Oversee applicable state and local tax compliance, coordinating registrations, filings, reconciliations, and payments with Rippling and external tax advisors. Monitor deadlines and maintain supporting documentation.
• Partner with People Ops to review payroll tax reporting, resolve discrepancies, and support accurate, timely filings and payments. People Ops retains ownership of payroll processing, employee changes, and benefits administration through Rippling.
• Coordinate income tax preparation, annual financial reviews, and other external accounting requirements with outside advisors.
• Maintain accurate financial records, documentation, policies, and internal controls.

Financial Reporting & Business Partnership

• Deliver monthly financial reporting with clear explanations of performance, trends, and variances.
• Give the COO and leadership team visibility into revenue, expenses, margins, cash flow, and working capital.
• Monitor cash flow and proactively flag risks, timing gaps, and opportunities for improvement.
• Partner with the COO on budgets, forecasts, and financial projections; analyze actual results against plan and recommend corrective actions.
• Serve as the primary owner of accounting and financial reporting in leadership discussions, providing clear insights and recommendations.

Project Accounting & Services Operations

• Partner with Growth, Delivery, and Resource Management to connect signed contracts, project setup, delivery, and client billing.
• Improve visibility into project costs, engagement margins, utilization, and services profitability.
• Maintain consistency across accounting, project management, CRM, and billing systems.
• Review project budgets, cost allocations, and revenue recognition in accordance with applicable standards and company policies.
• Coordinate the accounting treatment and documentation of qualifying software development costs, including capitalization, with the COO and external advisors.
• Identify opportunities to improve billing accuracy, reduce revenue leakage, and strengthen financial accountability.

Systems & Process Improvement

• Own and optimize financial workflows in QuickBooks and Bill.com.
• Improve data consistency across connected systems and streamline recurring accounting processes through automation, integrations, and responsible use of AI-enabled tools.
• Reduce manual work and recurring errors while improving close timelines, reporting, documentation, and financial controls.