Red Envelope Consulting · 10 hours ago
Controller - Remote
United States
Full-time
Remote
Senior Level
7+ years expRed Envelope Consulting is a rapidly growing organization seeking an experienced Controller to elevate their accounting operations and support future growth. The Controller will lead the company's accounting and financial reporting functions, ensuring accuracy, regulatory compliance, and strong internal controls while overseeing daily accounting operations and supporting strategic decision-making.
ConsultingHuman ResourcesOutsourcingTraining
Responsibilities
Identify, evaluate, and select enterprise accounting platforms suitable for a privately held company scaling from $20 million to $100 million over the next five years
Lead the end-to-end Request for Proposal (RFP) process for accounting software solutions, including vendor evaluation, demonstrations, and contract negotiation in partnership with the CFO and other internal resources
Oversee the implementation and integration of selected accounting platforms with existing business systems working with the Business Transformation and Project Management teams
Design and build the general ledger structure and chart of accounts to support current operations and future growth
Establish system controls, user access protocols, and data security measures to ensure integrity and compliance
Build and establish a comprehensive in-house accounting function from inception, including all core processes, policies, and procedures
Design and implement the monthly close process, ensuring timely and accurate financial reporting
Establish account reconciliation procedures for all balance sheet, revenue and capital accounts to ensure accuracy and completeness
Create standardized financial reporting packages for distribution to senior leadership other stakeholders
Develop and document accounting policies and procedures manual to ensure consistency and compliance
Build scalable accounting processes that can accommodate business growth from $20 million to $100 million in revenue
Oversee all accounting operations, including general ledger, accounts payable/receivable, payroll, revenue recognition, ensure all financial transactions are reported accurately
Lead the month-end and year-end close processes, ensuring accuracy, timeliness, and completeness
Prepare, review, and deliver monthly, quarterly, and annual financial statements in accordance with GAAP and regulatory requirements, as applicable
Monitor and analyze financial performance, variances, and key metrics to support business decision-making
Ensure compliance with regulatory and statutory reporting, as applicable
Manage and continuously enhance internal control frameworks to meet regulatory and risk management standards
Coordinate and act as the primary liaison for external audits, regulatory examinations, and internal audits
Oversee tax compliance, including federal, state, and local filings, and coordinate with external tax advisors
Partner with compliance, risk, and operations teams to ensure alignment between financial controls and regulatory expectations
Support budgeting, forecasting, and financial modeling activities in collaboration with senior leadership
Monitor capital adequacy, cash flow, and financial performance metrics relevant to financial services operations
Provide financial analysis, insights, and reporting to executive leadership to support business strategy and growth initiatives
Identify opportunities for process improvements, cost efficiencies, and enhanced financial controls
Lead, mentor, and develop the accounting and finance team, fostering a culture of accuracy, accountability, and continuous improvement
Build team capabilities and capacity to support company growth and increasing complexity
Provide guidance, training, and professional development opportunities for team members
Qualification
Required
Bachelor's degree in accounting, Finance, or a related field (required)
7–10+ years of progressive accounting or finance experience, preferably within financial services or a privately held company
Demonstrated experience identifying, evaluating, and implementing enterprise accounting platforms (e.g., NetSuite, QuickBooks Enterprise, Sage Intacct, Microsoft Dynamics)
Proven track record leading RFP processes for software solutions, including vendor selection and contract negotiation
Hands-on experience building general ledgers, chart of accounts, and establishing in-house accounting functions from the ground up
Deep expertise in designing and executing monthly close processes, account reconciliations, and financial reporting for privately held companies
In-depth knowledge of GAAP and regulatory reporting requirements applicable to financial institutions
Experience managing audits, regulatory exams, and complex financial reporting
Proficiency with financial systems, ERPs, and reporting tools commonly used in financial services
Advanced Excel skills and experience with financial analysis and modeling
Preferred
CPA, CMA, or equivalent professional certification (strongly preferred)
Strong attention to detail with a high level of accuracy
Deep understanding of internal controls, risk management, and compliance
Excellent analytical, organizational, and problem-solving skills
Ability to communicate complex financial information effectively to non-financial stakeholders
Proven leadership and team-development experience
Ability to manage multiple priorities in a deadline-driven, regulated environment
Experience working in a fast-paced, growth-oriented environment with limited resources
Strategic mindset with the ability to balance hands-on execution with long-term planning
Strong project management skills with ability to lead cross-functional initiatives
Entrepreneurial spirit and comfort with ambiguity in a privately held company environment
Company
Red Envelope Consulting
Red Envelope Consulting provides human resources and training services.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2023-09-11Acquired
Leadership Team
Chelsea DuKate
Founder & President
Company data provided by crunchbase