Assistant Controller (remote)

kept.pro is not your traditional accounting services firm. 

We focus on addressing the lack of service and value in the business process outsourcing market by providing a comprehensive suite of managerial accounting services to companies in a variety of industries. In other words, we strive to provide all our clients with timely, accurate and complete financial information and insights they need to truly compete in an increasingly complex environment. 

We are vigilant about being a great place to work and pride ourselves on living our core values, which include creating value for clients, collaboration, learning-fueled growth, and embracing technology. We measure ourselves and potential candidates against these values, and we use them to guide our decision-making when taking on new clients.  kept.pro is always seeking diverse candidates who bring a variety of ideas and experiences to share with the team.

POSITION SUMMARY

The Assistant Controller is a key role on an integrated team of accounting professionals that work together to deliver on kept.pro’s mission: providing small businesses with the financial information and insight they need to compete in their respective industries.  This position will need to exercise independent judgment and discretion in matters of significance that will impact both our clients and our financial wellbeing.  You are a critical thinker, are able to teach your team how to think critically, and will jump in to solve problems and create solutions.  The Assistant Controller is comfortable with a high email volume and leans into technology to work efficiently and collaboratively. 

The ideal candidate strikes a balance between being a leader as well as a doer.  As a leader, you will train, lead and develop a team of bookkeepers and review their work.  As a doer, you enjoy preparing and reviewing financial reporting packages with clients as well as the opportunity to be heads down and work on more complex accounting tasks as a “solutions architect”. 

All of our team members love working with a team, thrive in a work-from-home environment, and look forward to video calls with clients and colleagues.  We all understand that a company in growth mode - like ours - often comes with a high rate of change to support that growth, and enjoy contributing to new processes.  At the end of the day, we all find fulfillment knowing that what we do each day matters.  

OBJECTIVES OF THE ROLE

1. Manage your team to deliver client financial packages on time  
2. Complete assigned project work within stated deadlines 
3. Retain and develop your team 

SPECIFIC DUTIES AND RESPONSIBILITIES INCLUDE: 

• Using independent judgment and discretion to accomplish client goals
• Primary communicator with clients
• Performing accounting functions within QuickBooks Online 
• Ability to determine effect of accounting transactions based on an Accrual or Cash Basis
• Prepare the initial draft of monthly financial statements
• Lead the month end close process
• Maintain supporting Balance Sheet schedules, for example: Prepaid Expenses, Accrued Expenses, Fixed Asset Schedule
• Prepare and record month end journal entries
• Compete the full cycle duties for A/R and A/P
• Partnering with a variety of vendors and platforms to complete accounting operations (e.g. expense management software, payroll providers, etc)
• Prepare and review payroll
• Complete payroll liabilities reconciliations
• Prepare and review Sales Tax
• Assisting team members on special projects as required
• Training, reviewing and providing technical oversight for team members’ work
• Prepare summary comments for financial packages
• Produce, deliver and present/review financial packages
• Validate and/or troubleshoot 3rd party integrations
• Champion approved technologies, best practices, and efficient workflows within the team

SKILLS AND QUALIFICATIONS 

• Experience working with multiple clients / entities (>10-20), across a variety of industries to deliver bookkeeping or accounting services
• 8 years bookkeeping or accounting experience
• An Bachelor’s degree in finance, accounting, or related field
• Experience working in a remote environment and leading a distributed team
• A high comfort level engaging with clients
• Analytical thinker that is skilled in creative problem solving 
• Exceptional attention to detail, ability to prioritize work and collaborate with team members to meet deadlines and billing targets
• Excellent organizational, oral, written, and interpersonal skills
• Ability to remain highly self-motivated, organized, and adaptable
• Experience working in a remote environment with a distributed team
• High level of comfort with leveraging tools and technology to collaborate with team members
• Proficiency working in QuickBooks Online
• Strong preference for candidates with experience in bill.com 
• Reside within Central time zone

Salary : $75,000 - $85,000