Controller - consultant, work fractionally with Seed-Series D/growth start-ups

Wells Group is seeking a Controller with 7-15 years of experience. Wells Group is a boutique management consulting firm offering CFO (strategic finance) and Controller (Accounting) for startups and mid-sized companies. The firm consists of a team of 30 employees and advises companies operating in ecommerce, technology/SaaS, media, food & beverage, and healthcare, among other industries. We run extremely flat and are looking for someone that can not only execute but also become a core member of our team and contribute to the mission, vision, and culture both at Wells Group and for our clients. This is a salaried full-time position.

POSITION OVERVIEW

We are seeking an accounting professional to add to our Controller team. The ideal candidate can work efficiently without sacrificing accuracy and is a self-starter. Candidate should be able to work with large amounts of financial data, handle multiple tasks and clients with deadlines, and provide transparent and complete reports to management. Candidate should have a firm grasp of accounting and financial practices and possess strong computer, verbal and written communication skills. Candidate should be detail-oriented, professional, and analytical. Candidate must be able to devise and create accounting processes from scratch, as opposed to relying on templates.

RESPONSIBILITIES

• Prepare financial statements and other financial reports, such as Balance Sheets, Profit and Loss statements, and management reports
• Lead and own the month-end close process and other assigned department related tasks for multiple clients, as necessary
• Ensure data integrity for assigned accounts including understanding of required upstream internal controls over financial reporting
• Analyze financial results on a monthly basis and report on variances versus plan and prior periods to efficiently report results to clients’ Leadership
• Investigate reporting discrepancies and communicate issues, effectively and in a timely manner
• Lead process for calculation, presentation and communication of company-wide KPI’s
• Lead development of internal controls
• Lead external audit requests
• Actively maintain and review designated General Ledger accounts and activity
• Support business processes by partnering with other departments, including but not limited to FP&A, Accounts Payable, Treasury, IT, and Marketing
• Consistently evaluate areas for process improvement and automation
• Partake in ad hoc accounting or finance projects and analysis, as assigned
• Ensure oversight of junior team responsibilities including providing clear direction for work and reviewing / analyzing results

QUALIFICATIONS

• Bachelor’s or higher degree in Accounting or Finance
• Active CPA mandatory
• In depth knowledge of Accounting theory and application of U.S. GAAP
• 7-15 year(s) of relevant Accounting experience; Big Four experience highly preferred
• Ability to multi-task and prioritize, as this role will require working with approximately 10 clients at any given time
• Experience with working in a complex ERP system
• Excellent communication skills; proven ability to communicate effectively with internal and external business partners at various levels in a clear and concise manner
• Proactive self-starter who enjoys a fast-paced environment and an ability to prioritize, multi-task and meet pressing deadlines
• Team player with a strong work ethic
• Quickbooks / Netsuite experience a plus but not required
• Tech savvy and MS Excel super user (candidate must be comfortable working with and analyzing large datasets)