Client Controller

Posted Mar 29

Company Description

OpStart manages your accounting, finance, and back office needs.

OpStart is a company that provides startups with essential, reliable, and scalable business administration solutions at affordable rates. Their team of back-office professionals partners with the management teams of startup companies to provide financial operations, including accounting, finance, and back-office needs. They give entrepreneurs the freedom to focus on what matters most.

They are a startup themselves. Founded in late 2020 in South Bend, IN, they have scaled rapidly in our first 12+ months of operation. Their early investors have founded or backed unicorns like Cameo, Chime, DocuSign, Looker, and more.

They are an equal opportunity employer committed to a diverse and inclusive work environment. All positions are currently remote, and there is no specific requirement around location for the placement of this position.

Job Description

As a Client Controller, you will get exposure to a wide range of business models and develop personal relationships with some of the best and brightest innovators in the US. As a Client Controller, you will be a core member of our team and will be the “go-to person” for our client entrepreneurs who need help implementing and executing internal business processes. Your role will be a combination of client management and communications, team oversight, the performance of monthly accounting tasks and reviews, and problem-solving. As a key leadership position, our Client Controllers play an integral role in developing and overseeing our processes and people to assure we maintain an efficient operation internally and a customer-centric mindset that assures founders are always informed. If you are an accountant who is an entrepreneur at heart, this is the role for you.

RESPONSIBILITIES

  • Plan, direct and coordinate all accounting operational functions
  • Manage the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results
  • Manage client relationships and needs
  • Complete and/or supervise and review close processes for various clients monthly
  • Create and analyze financial reports and metrics to communicate client results and aid in vital decision-making processes
  • Implement general ledger, payroll, and billing systems for newly formed entities
  • Lead recurring financial statement review calls with clients
  • Oversee and manage an internal team of Accounting Managers and Bookkeepers, including implementing and monitoring processes and work products
  • Supervise internal team responsible for account receivable / accounts payable work on various clients.
  • Assist in onboarding new clients, assessing needs, and establishing client team and work plans per client
  • Assess ongoing accounting operations and systems and offer recommendations for improvement
  • Assist with hiring, training, and developing the client accounting team

Full-Time Employees are eligible to participate in OpStart’s generous benefit programs!

Benefits include:

  • Flexible Paid Time Off Program
  • 401k Plan with company match
  • Optional Medical, Dental and Vision programs
  • Company provided $25,000 Life and AD&D Insurance Policy
  • Monthly work from home stipend

DISCLAIMER

This job description is not designed to cover or contain a comprehensive listing of the activities, duties, or responsibilities for this position. Duties, obligations, and activities may evolve or change at any time with or without formal notice.

Qualifications

QUALIFICATIONS

  • 5+ years of relevant experience (bookkeeping, accounting, financial statements preparation, A/R or A/P, etc.)
  • Demonstrated knowledge of QuickBooks, Microsoft Excel, and Generally Accepted Accounting Principles (GAAP) is a must
  • CPA or CMA certification is a plus
  • Familiarity with bill.com, Gusto, Brex, and similar platforms is a plus
  • Familiarity with e-commerce, manufacturing, and/or inventory accounting is a plus
  • A customer-centric mindset with a strong desire to help others
  • Quick learner and rapid problem solver
  • Organized, detail-oriented, communicative, efficient, and tech-savvy
  • Ability to manage processes and people with limited oversight
  • Excited to work in a fast-paced environment with a team of entrepreneurs

Additional Information

BENEFITS of the Full-Time Client Controller

  • Monthly WFH stipend
  • Flexible PTO
  • Qualified Small Employer HRA

DISCLAIMER

This job description is not designed to cover or contain a comprehensive listing of the activities, duties, or responsibilities for this position. Duties, obligations, and activities may evolve or change at any time with or without formal notice.