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

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

Benefits include :

• Flexible Paid Time Off Program
• 401k Plan with company match
• Optional Medical, Dental, and Vision programs
• The company provides a $25,000 Life and AD&D Insurance Policy
• Monthly work-from-home stipend
• Opstart also offers 0.1 % equity for this role (for Client Controller Role)

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.