Join Our Team: Assistant Controller

Assistant Controller

ABOUT US:

Juna Financial’s mission is to empower our team and clients to reach their next level!

We are a dynamic and forward-thinking firm dedicated to empowering businesses through cutting-edge finance and accounting services. We specialize in partnering with small and medium-sized enterprises in the technology, life sciences and professional service industries. Our team is passionate, collaborative, and committed to providing next-level accounting solutions.

We believe in providing meaningful career opportunities in a positive, collaborative, and supportive culture. Juna provides ongoing training, support, career growth opportunities and work-life balance. Happy employees = happy clients.

Ready to bring your next level accounting skills to Juna? Read on!

ARE YOU?

• Independent, proactive and have the drive to go the extra 10%?
• TECH SAVVY with a passion for learning cutting edge accounting technology and software?
• Experienced with cloud based financial applications and creating efficient workflows using technology integrations & automations
• Resourceful with a knack for problem solving?
• Collaborative and customer service oriented?
• Experienced in a client facing role with effect communication via Zoom, email, and Slack?
• Energized in a fast-paced environment, handling multiple clients?
• Curious with a thirst for knowledge?
• Innovative and always looking for ways to improve processes to make things better?
• Confident in sharing ideas and contributing to team meetings?

POSITION OVERVIEW:

The Assistant Controller is a growth-oriented position designed to onboard an experienced accounting professional into Juna’s client service model, workflows & technology stack.

The Assistant Controller works as part of Juna’s team to provide accurate and timely financial information to a variety of small to mid-sized clients, primarily in the technology, life science and professional services industries. The Assistant Controller will manage smaller clients as well as support Juna’s Controllers on larger engagements. Engagement management includes ensuring the accuracy of financial information, financial reporting, financial analysis, mentoring & management of Accounting Associates and streamlining operations using best in class technology.

The Assistant Controller is an experienced accounting professional who thrives in a tech-enabled, fast-paced, remote environment and embraces Juna’s Core Values:

• Make It Better
• The Last 10%
• Own What You Do
• Be a Duck
• Collaborate

Phase 1: Accounting Associate (1st Six Months)

Outcome: Develop mastery of Juna’s processes, procedures, technologies, documentation standards and client workflows.

RESPONSIBILITIES: vary by client and include:

• Perform full-cycle cash and accrual basis accounting including, A/R, A/P, payroll and monthly close
• Reconcile balance sheet accounts and maintain organized workpapers
• Utilize cloud-based technologies and related integrations with QBO, BILL, Double (formerly Keeper), FinOptimal, Ramp, Right Tool, ShareFile, Google Workspace and others.
• Assist onboarding new clients including account clean up
• Create & maintain revenue recognition schedules & reconciliations
• Exceed client expectations by delivering accurate, timely financial info
• Learn Juna’s financial reporting standards, KPIs and variance analysis procedures
• Develop proficiency in Juna’s documentation and internal control procedures
• Participate in team meetings, one-on-ones and training sessions
• Demonstrate readiness for client-facing leadership responsibilities

Progression to Assistant Controller will be based on demonstrated technical competence, workflow mastery, leadership readiness and alignment of Juna’s core values.

Phase 2: Assistant Controller (Post Training)

Upon successful completion of the initial phase, responsibilities expand to include:

Client Management & Oversight

• Manage smaller client engagements independently
• Support Controllers on larger client engagements
• Provide concierge-level client service
• Review associate’s work and ensure appropriate segregation of duties
• Oversee and monitor accounting services including A/R, A/P, payroll and financial reporting processes

Financial Oversight & Reporting

• Manage accrual-based accounting cut-off including entries for revenue recognition, accruals and prepaids and maintaining workpapers and reconciliations
• Prepare financial statements, KPI reports, variance analysis and custom reporting
• Reconcile balance sheet accounts and provide overall quality control
• Develop and maintain client budgets and forecasts
• Review and pay client bills
• Liaise with client’s external accountants to assist with annual tax return and audit/review procedures
• Assist clients with preparation of audit schedules.

Process Improvement & Leadership

• Implement, document and maintain strong control procedures
• Coach, mentor and train Accounting Associates
• Assist in onboarding new team members
• Collaborate with the Accounting Project Manager during the client onboarding process
• Identify workflow efficiencies and technology improvements
• Provide clean up services for new clients as needed
• Receive and provide continuous training and keep abreast of the latest technologies

REQUIRED QUALIFICATIONS & SKILLS:

• Bachelor’s degree in Accounting or Business
• Minimum of 5 years of progressive General Ledger accounting experience
• Solid understanding of GAAP and applicable regulations
• Advanced excel skills (Power Query and/or Power BI a plus)
• Experience with Google Workspace, Google Sheets
• Experience with QuickBooks Online (required)
• Quickbooks Pro Advisor or Quickbooks Pro Advisor Level 2 certifications (preferred)
• Ability to thrive in a rapidly evolving technology environment
• Experience with Double (formerly Keeper) ShareFile, Google Workspace, Asana, Slack, BILL, FinOptimal, Right Tool, Fathom reporting or other FP&A software and Ramp is a plus
• Works well independently and as part of a team
• Demonstrated ability to mentor and lead team members
• Experience and desire to manage multiple clients simultaneously
• Comfortable working in an entrepreneurial environment and the ability to pivot as needed
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• A dedicated office space that has a reliable, high-speed internet connection
• Must be able to maintain a professional and distraction-limited work environment during scheduled work hours and meetings

What Success Looks Like:

By the end of Year 1, this individual will:

• Be confident managing client engagements
• Provide review and oversight for Accounting Associates
• Deliver accurate, insightful reporting
• Identify workflow improvements and technology efficiencies
• Embody and model Juna’s Core Values

WHAT WE OFFER:

• Competitive salary, with paid time off (PTO) and company paid holidays
• Comprehensive benefits package including medical insurance, short-term and long-term disability insurance, and a 401k plan with an employer match
• Internet and home office stipends
• Collaborative team-based work environment
• Career path and advancement opportunities – a company policy of promoting from within

Commitment to Diversity:

Juna is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

E-Verify Participation

As part of the I9 verification of authorization to work in the US, Juna participates in E-Verify. To learn more about E-Verify please review these posters:
E-Verify Participation Poster
Right to Work Poster