Job Description

Job Description

Job Description

NW Austin employer with a national footprint seeks Controller with 10 years’ experience, and solid experience overseeing daily electronic banking functions. Report to Chief Financial Officer (CFO/COO). Privately-held company, $20m in revenue. Position is a replacement headcount which we seek to fill, immediately. Org is experiencing exponential growth and has a footprint in 50 states. Company product is a subscriber-based intangible, sold through B2B sales channels. Receivables derive from recurring, monthly “subscriber” fees. Payables include commissions and service fees to providers. Treasury activities consist of moving money on a daily basis via electronic banking. Other areas of focus within the department include weekly sales pipeline numbers; commission calculations; bi-weekly payroll; monthly financial reporting and sales tax reports; quarterly bonus calculations; and multiple state and federal tax returns. Company uses outside CPAs for tax filings. Heavy use of Excel, importing CSV files from NetSuite and Oracle CX CRM. Large spreadsheets, with columns out to DD and beyond. 

Three direct reports, with fourth headcount slated for hire between Q1 and Q2, 2025. Competitive package, with quarterly bonus opportunity. Prefer local candidate for an in-office position . Office is NW of West Lake Hills, Texas, in the vicinity of 360 / RR 2222. Approximately 40 employees at this location.

RECRUITING PROCESS: Employer confidential, with offsite HR representative handling resume sourcing and first-stage interviews. Full job description will be emailed to qualified applicants.

Job Responsibilities:

1. Oversee accounting functions, including payroll, A/P, and A/R; prepare financial statements, reports, and budgets; and ensure compliance with reporting requirements. Implement consistent accounting policies, practices, and procedures across all programs, adhering to legal standards. Supervise the accounting staff.
2. Analyze financial data to identify trends, efficiencies, and cost reductions. Establish, monitor, and enforce financial policies and procedures.
3. Develop, maintain, and improve internal financial controls, maintaining internal safeguards for revenue receipts, costs, and team and organizational budgets and actual expenditures. Maximize protection of company assets, policies, procedures, and workflows.
4. Assist with budget preparation, monitor variances, and investigate budget deficiencies. Coordinate with CFO to establish financial and operating benchmarks, budgets, forecasts, program monitoring, and reporting standards on biweekly, monthly, and annual basis.
5. Oversee tax planning and compliance reporting on a timely basis, including coordinating with outside CPA firms. Coordinate and lead the annual audit process, liaising with external auditors.
6. Oversee and support accounting team, and coordinate with PEO resources as needed for payroll, reporting and human resources management. Contribute to human resources management and team member development.

Required Skills and Qualifications:

• Minimum 10 years’ professional accounting experience, with 5 years in senior-level accounting management role. CPA or CMA, preferred. Exemplary history of financial project management.
• Bachelor’s degree in business, accounting, or related field (or equivalent). Master’s degree highly desired.
• Skilled in NetSuite financial reporting and MS Office 365. Oracle CX CRM experience, preferred. Experience with building and maintaining dashboard reporting systems. Advanced skills with large Excel spreadsheets. Bring us your expertise in maximizing productivity as it relates to spreadsheet and ERP use.
• Strong understanding of banking processes and financial data analysis. Must have great attention to detail regarding the rhythm and details required for daily treasury.
• Working knowledge of national and local tax regulations and compliance reporting; FASB / GAAP; payroll management; and streamlining accounting processes.
• Highly-qualified applicants will have 5+ years’ experience as a senior-level accounting or finance manager in one of the following industries: healthcare delivery organizations, or accounting for workplace voluntary benefits. We MAY POSSIBLY consider applicants from the insurance industry. Controller focus is similar to working for a TPA (third-party administrator) that distributes products to end users. It is like being a controller for a multi-location entity with a lot of groups you are dealing with -- and with the additional challenge of complying with state regulations of service delivery in 50 states.
• Must have authorization to work in the U.S.
• No relocation offered.

Claudia Tusset is an off-site recruiter with 25 years' experience. She represents the HR function of the employer and is NOT functioning as a headhunter. Recruiter will call you from a (586) area code, so be sure to check your voice mail!

Company Description

Claudia Tusset is an off-site recruiter with 25 years' experience. She represents the HR function of the employer and is NOT functioning as a headhunter. Recruiter will call you from a (586) area code, so be sure to check your voice mail!

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