Onboarding Controller
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Job Description
Onboarding Controller leading structured onboarding process for new clients in a remote-first organization. Assessing financial records and developing scalable accounting processes for seamless transition.
Responsibilities:
- Lead multiple client onboarding engagements
- Serve as the primary client contact during onboarding
- Assess clients’ accounting records
- Lead accounting clean-up activities
- Review balance sheet accounts and financial statements
- Develop and document scalable accounting processes
- Prepare and present initial financial reports
- Coordinate with bookkeeping and internal teams
- Identify project risks and escalate issues to leadership
- Prepare transition documentation for recurring accounting team
Requirements:
- Bachelor’s degree in Accounting, Finance, Business, or a related field
- Six or more years of progressive accounting experience
- Experience managing financial close processes, account reconciliations, and complex accounting clean-up activities
- Experience leading client onboarding, accounting implementation, or historical clean-up engagements
- Experience preparing, reviewing, and explaining financial statements
- Strong analytical, investigative, and problem-solving skills
Benefits:
- Occasional travel required
- Work from home
- Dedicated home office
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