kept.pro is not your traditional bookkeeping firm.
We focus on addressing the lack of service and value in the business process outsourcing market by providing a comprehensive suite of managerial accounting services to companies in a variety of industries. In other words, we strive to provide all our clients with the financial information and insight they need to truly compete in an increasingly complex environment.
We are vigilant about being a great place to work and pride ourselves on living our core values, which include creating value for clients, collaboration, learning-fueled growth, and embracing technology. We measure ourselves and our potential candidates against these values, and we use them to guide our decision-making when taking on new clients.
Job description
The Controller leads a team of kick butt accounting professionals to deliver financial data and insights to our clients so they are in a position to make the best decisions for their business. The ideal candidate finds satisfaction in reviewing and preparing financial statements and reports and then confidently communicating the results with up to 30 clients each month. This person truly enjoys developing and managing a team, and is comfortable doing so in a remote and distributed environment. You will make it your mission to support your team to deliver the contracted scope of services for each client in the agreed upon timeline. And you will understand the benefit of leveraging technology to efficiently serve clients as well as collaborate with your team.
Objectives of this role
- Deliver client engagements to budget
- Retain and develop your clients
- Retain and develop your team
Daily and Monthly Responsibilities
- Participate in monthly close activities including reviewing checklists, completing journal entries, preparing schedules and reports, and generally ensuring a complete, accurate and timely close across the client portfolio
- Confidently and clearly communicate financial reporting package to clients in an easy-to-understand way, and enjoy doing so
- Complete the final review of weekly and monthly processes that might include billing, AP/AR, payroll, reconciliations, schedule creation, P&L, balance sheet, among others
- Lead internal daily huddle as a way to answer questions and provide training opportunities to team members
- Implement consistent accounting practices and procedures across entire client portfolio
- Regularly switch hats between leading and teaching team to responding to client questions and escalations in a timely manner
- Collaborate with external stakeholders or service providers on behalf of our clients
Skills and Qualifications:
- Experience working in a remote environment and managing a distributed team
- Experience working with multiple clients (>20-30), across a variety of industries to deliver bookkeeping or accounting services
- A bachelor’s degree in accounting or finance
- 10+ years experience in accounting/finance, with specific expertise in accrual accounting
- Proficiency working in QuickBooks Online
- Strong ability to work remotely, collaborate virtually, manage time and workload, stay organized, and adapt to changing environments
- Thrives in fast-paced environments
- Excellent organizational, oral, written, and interpersonal skills
- Reside in either MST or CST time zone
Preferred Qualifications
- Experience with companies from startup to $20M in annual revenue
- Experience with financial reporting requirements in private companies
- Strong preference for candidates with experience in ecommerce or manufacturing
- CPA preferred
kept.pro is always seeking diverse candidates who bring a variety of ideas and experiences to share with the team.