Assistant Controller


  • Prepares financial statements to summarize and forecast the company’s financial status
  • Produces and manages balance sheets and analyze future earnings and expenses
  • Establishes internal controls and guidelines for accounting transactions and budget preparation
  • Assists with management of accounting, auditing, and budgeting within the organization
  • Liaison with Parent Company auditors
  • Responsible for accounts payable, accounts receivable, payroll, financial reporting, and bank reconciliation,
  • Prepare Monthly/Quarterly reports according to Parent Company Guidelines
  • Responsible for Ad Hoc reporting for upper management
  • 1099 Reconciliation
  • 401K Report Platform including contibution uploads and 401K audit
  • Oversees and maintains HubSpot CRM Platform
  • Manage relationship with PEO for benefits/payroll; administer benefits program


  • Strong analytical and problem-solving skills
  • Highly skilled in accounting and financial processes
  • Excellent communication and interpersonal skills
  • Detail oriented and highly organized
  • Skilled in time management and the ability to prioritize tasks
  • Proficient in accounting software (experience with Projector PSA and Quickbooks a plus)
  • Excellent critical thinking skills
  • Solid understanding of GAAP and applicable regulations
  • Advanced MS Excel skills including Vlookups and pivot tables

Education, Experience, and Licensing Requirements:

  • Bachelor’s degree in accounting, finance or related field
  • 5+ years’ experience in accounting
  • CPA or CMA a plus
  • Public Accounting experience a plus
  • Experience with migration to a larger EPM system a plus