Controller

The Gig…

• Hands on leadership role where coaching the team and getting the work done are of equal importance.


• Provide financial information to leadership and the board to facilitate data driven decision making.


• Lead by example, exhibiting the company’s core values and coaching teammates to do the same.


• Driving toward the expectations of the board, improving outcomes by year, quarter, and month.


• Work in tandem with broader F&A team to share success, enhance the function, deliver high quality results, and provide exceptional internal client service.


• Set expectations and hold team accountable for producing accurate and timely work while providing internal service with a smile.


• Accurately prepare and review timely financial statements.


• Streamline and oversee the month end close process, significantly reducing the time to close.


• Establish merger and acquisition (M&A) accounting integration best practices.


• Review, modify, and oversee the accounts payable (A/P) and accounts receivable (A/R) functions.


• Maintain monthly fixed assets schedules and all capital leases.


• Implement batch and billing audits and reconciliation processes to increase revenue.


• Lead audits and other compliance projects.


• Participate in the interviewing, selecting, and training of new F&A teammates.


• Perform managerial tasks regularly and complete ad hoc projects when necessary.

Our Needs…

• 7+ years of corporate accounting experience including financial reporting


• 5+ years in an accounting leadership role managing a team of varying skillsets


• Bachelor’s degree in accounting or a relevant field of study


• Strong understanding and proven application of Generally Accepted Accounting Principles (GAAP)


• Highly aware of details and priorities while remaining focused on the big picture and strategy


• Willingness and agility to pivot as priorities change


• Understanding of various legal entities and how multiple entities operate under different umbrellas


• Professional and concise communication skills (written, verbal, and non-verbal)


• Service focused attitude thriving on accountability, credibility, and trustworthiness


• Positive influencer of change, innovation, and problem solving


• Federal and state tax knowledge

• Professional maturity and managerial courage


• Relationship builder and business partner


• Solid computer skills including MS Office suite: Outlook, Word, Excel, Power Point, and Teams

Our Wants…

• Certified Public Accountant (CPA)


• Exposure to working directly with private equity partners and preparing “board ready” and ad hoc data


• Experience with M&A transactions and accounting integrations


• Various systems application knowledge including Sage, Centage Budgeting Software, etc.

• A leader with a good sense of humor coupled with self and audience awareness

Our Values…

• Build a winning culture


• Pursue excellence


• Deliver WOW service


• Foster strong relationships


• Have a servant’s heart


• Drive innovation

We know that if we live our values, we will serve our mission of transforming small business retirement plans through innovation, expertise, and service and achieve our vision of enriching lives by shaping the future of retirement.

Our Benefits…

• 401(k) Plan with fully vested 5% employer match


• Company pays 100% of employee health insurance


• Four weeks of Paid Time Off


• Ability to work remotely

Experience / Credentials
Certified Public Accountant
Strong understanding of Generally Accepted Accounting Procedures
Ability to prioritize
Highly organized
Strong interpersonal skills
5 - 7 Years of accounting experience
Experience with Sage is preferred
Experience with financial reporting requirements
Experience in working with multiple legal entities under different legal umbrellas
Experience in M&A transactions is preferred
Federal and State tax knowledge