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Driven Insights · 13 hours ago

CONTROLLER

United States

Contract

Remote

Mid, Senior Level

3+ years exp

Driven Insights is a company focused on delivering accurate financial statements for a diverse portfolio of clients. As a Controller, you will take ownership of financial reporting, ensuring compliance with GAAP and regulatory standards while mentoring accounting teams and managing client engagements.

AccountingConsultingFinanceFinancial Services

Growth Opportunities

Responsibilities

Ownership of financial reporting for a group of clients

Oversee the preparation and accuracy of financial statements, ensuring all data is accurately tracked and reported, including select non-GAAP key performance indicators (KPIs), to provide a clear picture of historical financial activity

Readily and clearly explain how financial results are derived, detailing the components of specific accounts and variances between expected and actual results. This ensures complete transparency and accuracy for management team members to make informed, strategic decisions. Includes routinely fielding nuanced questions from client management team, board and investors in real time as they digest financial reporting

GAAP Accounting Subject Matter Expert, including:

Complex Financial Reporting & Disclosure

Revenue Recognition & Contract Review

Equity Accounting & Capital Structure

Inter-company activity, including consolidation of multiple entities including foreign entities

Technical Accounting Research & Implementation

Internal Controls & Compliance

Audit & Regulatory Filings Support

Ownership of Client Compliance:

Accountable for ensuring that each client remains compliant with applicable accounting, tax, and regulatory requirements

Collaborate with external experts, such as CPAs, tax specialists, and other subject matter experts, to ensure timely and accurate fulfillment of client obligations, including:

Income Tax: Ensuring correct tax filings and working with tax professionals to address tax issues

Sales Tax: Overseeing sales tax compliance and coordinating with experts to manage multistate or international tax requirements

Reporting Requirements: Managing clients’ financial reporting obligations, ensuring all required filings are completed accurately and on time

Payroll: Ensuring payroll compliance with federal, state, and local tax laws and coordinating with payroll service providers or experts as needed

Best practices:

Right size accounting effort based on client stage and needs

Leverage a broad range of past experiences to offer practical, innovative solutions to daily operational challenges, helping the team enhance efficiency, accuracy, and effectiveness in financial processes

Contribute to the continuous improvement of technology systems by providing insightful feedback on functionality, usability, and integration opportunities, ensuring the firm remains at the forefront of leveraging cutting-edge accounting and financial tools

Ultimate responsibility to ensure financials are accurate, valuable, and on time for the client group

Ability and willingness to roll up sleeves and actively support team, demonstrating comfort with any level of work, as required

Client Management

Ensure excellent client experience whether directly or indirectly leading client engagements

Ability to build and nurture client relationships

People Management

Lead and mentor a team of accounting professionals, guiding best practices, career development, and performance management to foster a high-performing, collaborative team environment

Support recruitment efforts and help onboard new team members, ensuring they have the tools, resources, and knowledge needed to succeed

Conduct regular performance reviews and provide constructive feedback to ensure continued professional growth and alignment with company goals

Project Management

Oversee the successful execution of client engagements, ensuring all deliverables are met on time, within budget, and at the expected level of quality

Implement and refine project management processes, ensuring consistent progress tracking and alignment with client expectations

Support Scheduling and Resource Allocation

Collaborate with Client Operations to effectively plan and schedule work, ensuring the team can meet client demands without overburdening resources

Continuously monitor team capacity and adjust schedules to meet deadlines and maintain a healthy work-life balance for all team members

Maintain a positive, solutions-focused attitude

Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail

Proven analytical, problem-solving, critical thinking, decision-making & project management skills

Sound written and verbal communication skills as evidenced through a proactive and consistent approach to communication with clients and team

Ability to use good judgment and keep client and Driven Insights information confidential

Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses

Self-starter that takes initiative and drives the activities and behavior required from themselves and their team

Qualification

GAAP AccountingFinancial ReportingClient ComplianceTechnical AccountingCPA LicenseProject ManagementAnalytical SkillsTeam LeadershipCommunication SkillsProblem-Solving