Controller, Finance & Banking, Accounting & Finance

Controller Job Description

A Controller is a key strategic partner for clients. This position acts as an extension of the client's team. Upsourced is seeking individuals who can mesh well with our team, as well as provide excellent service to our clients. We're hoping for someone that would thrive in a collaborative environment where things change rapidly.

• Degree in Accounting or Finance (or Business Equivalent)
• Experience with client service preferred
• Willingness to learn
• Ability to roll with it
• Passion and drive

• Become a trusted advisor for our clients
• Effectively manage client relationships for 8-12 growing small businesses with changing needs
• Ownership for overall client relationship, strategy, and financial advisory
• Prepare ongoing management and KPI reporting for clients and deliver results in a weekly / monthly meetings
• Oversight of Sr. Accounting and Accounting teams to ensure accurate and timely monthly financials
• Consult on and implement the technology we use :
  Xero, Quickbooks, Gusto, Harvest, , etc.
• Understand and recommend financial and operational workflow for clients as necessary
• Create processes and document best practices for each unique client

• Competitive salary
• Full-time position
• Health benefits available with the company covering 80% of the employee's premium
• 401k Program

• Work laptop and second monitor provided
• Collaborative Team
• Open workspace, no cubicles (local team)
• "Startup" feel - your work matters and you can have lasting effects on the company
• Flexible vacation and time off, just make sure your work is getting done
• Ability to work remotely
• Quarterly volunteering opportunities
• Weekly team lunches to celebrate our progress and successes (local teams)