- Support the Controller as a secondary contact for assigned client engagements, handling day-to-day client communication as directed.
- Help ensure each assigned client has accurate financials, clean supporting schedules, and a dependable close process.
- Communicate clearly with founders, finance leads, and operators on routine matters, escalating complex or sensitive issues to the Controller.
- Support monthly, quarterly, and annual close processes across multiple client entities.
- Prepare accurate, timely financial statements, reconciliations, workpapers, and reporting packages for Controller review.
- Maintain and improve accounting workflows across the core GL and related upstream systems, including billing, AP, and payroll.
- Apply AI and automation tools to improve efficiency, documentation, and reconciliations.
- Review work prepared by staff accountants and provide feedback.
- Support client onboarding, accounting takeovers, and audit/diligence requests.
Microsoft ExcelGoogle Sheets