Assistant Controller, Client Onboarding

TopoAccounting and finance

This position can be remote based in the US.Full-TimeMiddle

Salary not disclosed

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Job Details

Experience: 4+ years in public accounting, corporate accounting or finance, or similar experience
Required Skills: BookkeepingQuickBooks

Have 4+ years of experience in public accounting, corporate accounting or finance, or similar experience.
Have experience with month-end close, reconciliations, and cleanup or catch-up accounting.
Have excellent quantitative skills and strong experience with spreadsheet software.
Be familiar with QuickBooks.
Bring a CPA; this is strongly preferred.
Be organized and demonstrate attention to detail and accuracy.
Be comfortable working directly with clients, asking questions, and setting clear expectations during change.
Be able to manage multiple onboarding engagements against tight timelines and produce clear documentation.
Be able to shift between strategic thinking and tactical execution.
Be willing to embrace ambiguity, uncertainty, and changing business landscapes.

Kick off new client engagements by gathering system access, documents, and background on the client’s business and accounting history.
Assess clients’ accounting systems, charts of accounts, tech stacks, and historical books to identify cleanup needs, gaps, and risks.
Set up clients in Topo’s systems and tools, including charts of accounts, bank and credit card feeds, and integrations.
Clean up historical accounting through reconciliations, catch-up bookkeeping, reclassifications, and adjusting entries.
Run clients’ first month-end closes, establish close checklists and reconciliation schedules, and prepare reporting packages.
Support initial budget and cash flow setup where in scope.
Document and implement accounting workflows for AP, AR, payroll, revenue, and expense management.
Coordinate with tax advisors and prior accountants to obtain records and resolve open items.
Support and guide Topo team members assisting on onboarding engagements, and research technical accounting questions.
Prepare handoff documentation and support the transition to the ongoing Topo accounting team.

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