Client Controller

*Experience managing 20-25 clients is a MUST. Please speak to your experience in managing multiple clients in your WHY ME*

The Mom Project is excited to partner with OpStart in their search for a Client Controller. This role is 100% Remote.

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.

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

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

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

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.

The salary range for this position is $80,000 - $90,000 per year