Assistant Controller
Location: This is a hybrid role based in Dallas, TX. 2-3 days in office per week are required. Incumbent must live within the DFW area.
About the Role
We are seeking a detail-oriented and highly analytical Assistant Controller to help lead our day-to-day accounting operations and support the financial health of our growing organization. Reporting directly to the CFO, you will be responsible for managing the month-end close process, ensuring the accuracy of the general ledger, and preparing key financial reports for leadership.
This is a phenomenal opportunity for an Accounting Manager looking to take the next step in their career. You will act as the bridge between transactional accounting and strategic financial management, ensuring compliance, optimizing internal controls, and mentoring accounting staff.
Key Responsibilities
Financial Reporting & Month-End Close
- Lead the month-end, quarter-end, and year-end financial close processes, ensuring strict adherence to deadlines.
- Prepare and review accurate financial statements (Balance Sheet, Income Statement, Cash Flow) and executive reporting packages.
- Perform detailed variance analysis (budget vs. actuals) and provide insightful commentary on financial performance to leadership.
- Draft Financial Statement and Management Discussion and Analysis (MD&A) documents.
- Support Annual regulatory filings, Annual Meetings and other required regulatory documents.
Accounting Operations & Team Leadership
- Oversee daily accounting operations, including Accounts Payable (AP), Accounts Receivable (AR), Payroll, and General Ledger (GL) maintenance.
- Review and approve complex journal entries, account reconciliations, and bank reconciliations prepared by the accounting staff.
- Mentor, train, and supervise accounting team members (e.g., Accounting Specialists, Bookkeepers), ensuring high-quality output and professional development.
Compliance, Audit & Controls
- Coordinate and manage interim and annual external audit, managing the Provided by Client (PBC) list and serving as a primary point of contact for auditors.
- Ensure all financial records and reporting are in strict compliance with [GAAP / ASPE / IFRS] and internal company policies.
- Evaluate, implement, and monitor internal controls to safeguard company assets and mitigate financial risk.
- Oversee local, state/provincial, and federal tax compliance, including sales tax filings (e.g., Avalara) and corporate tax preparation.
Process Improvement & Systems
- Act as a key administrator for our financial ERP system [e.g., NetSuite], ensuring data integrity and optimizing workflows.
- Identify bottlenecks in current accounting procedures and implement automated or streamlined solutions to increase departmental efficiency.
Qualifications & Requirements
- Education: Bachelor's degree in Accounting, Finance, or a related field.
- Certifications: CPA designation (or actively pursuing/near completion) is required
- Experience: 4-7 years of progressive accounting experience, with at least 1-2 years in a supervisory or senior capacity. Public company accounting experience is a must.
- Technical Skills: Advanced proficiency in Excel (VLOOKUPs, pivot tables, complex formulas) and deep hands-on experience with modern ERP systems (e.g., NetSuite)
- Knowledge: Thorough understanding of accounting principles, financial reporting, and corporate tax compliance. Experience working in a cross border environment is highly desired.
- Soft Skills: Exceptional communication skills with the ability to explain complex financial data to non-financial stakeholders. Strong organizational skills and the ability to thrive in a fast-paced environment.
