Client Implementation Controller

Job description

Who We Are: We’re builders, entrepreneurs, and problem-solvers who draw our inspiration from the incredible leaders we serve. Nearly 15 years ago, we set out to find a better way to help the country’s leading startups navigate the financial hazards that follow their first institutional funding. Today, Propeller’s 350+ full-time professionals on three continents are proud to be considered the premier finance and accounting partner to many of the most iconic emerging companies across the CPG, DTC, Technology, Crypto, and Professional Services industries. We are more than just an outsourced CFO and accounting provider; we are a growth partner for our clients. With a best-in-class technology platform, coupled with unparalleled data and workflow optimization tools, we give founders the visibility and confidence to make smarter decisions.

Title: Client Implementation Controller

Reports To: Head of Onboarding

Location: Remote (In person meetings as needed)

Role overview: Our Client Implementation Controller is responsible for transforming our new clients’ financials and deploying our best practices and suite of cloud-based applications to help those clients scale. This is a hands-on accounting and project management position for someone who derives great satisfaction from communicating with clients, managing an end-to-end process, coordinating a team, handling accounting transactions, and building out best practices and procedures. The person must be able to prioritize and multitask while working on multiple clients. There will be tons of client interaction and problem solving, as well as some administrative work to keep things running smoothly.

Responsibilities:

Client Service

• Engage with clients to develop an understanding of their team, business models and needs
• Deliver high quality client service to the CEOs and Founders within your portfolio of clients
• Partner with Propeller Directors and CFOs to manage client relationships
• Act as the primary point of contact for clients’ accounting questions and needs during the onboarding phase

Project Management & Accounting

• Oversee the successful progression of the new client onboarding process – from the time a client signs with Propeller to the time they transition to a steady-state relationship
• Transform client financials to industry best practices and accrual standards
• Set up cloud-based applications including Bill.com and expense management software
• Lead the creation of month-end close processes and supporting schedules
• Develop and document complex accounting processes and scalable procedures with strong controls, including internal processes that impact the financials
• Oversee teams performing clean up, reconciliations, standard weekly and monthly accounting, and bookkeeping
• Work towards and ultimately deliver accurate consolidated financial statements
• Train client teams on best practices

Mentorship & Collaboration

• Mentor and develop a team of Propeller accountants by reviewing their work and ensuring adequate opportunities for training and new experiences
• Allocate and delegate work across the team to balance workload and training opportunities
• Partner with colleagues across the company and within the team to learn industry best practices and to implement and integrate new processes

Qualifications:

• At least ⁶⁄₈+ years of operational accounting experience
• An undergraduate degree in Accounting or Finance
• Experience with full close-cycle accounting
• Experience developing complex accounting processes and documentation
• Experience working in multiple General Ledger systems (QBO, QBD, Xero, Netsuite)
• Experience with cloud-based accounting applications (Bill.com, Tallie, Expensify)
• Working knowledge of inventory and inventory management systems (Dear, SOS Cin7)
• Experience collaborating with and managing a team
• Knowledge of consulting business model and tools in multi-client environment
• A passion for leveraging systems and driving process improvements
• Strong working knowledge of Excel
• CPA and/or Big-4 experience a plus
• Expertise working with venture-backed start-ups a plus

Salary range: $100,000 - $120,000 plus bonus, benefits and 401k match

DEI Statement: At Propeller Industries, we encourage our employees and our clients to bring their true selves to the organization. We believe that a diverse team enables us to cultivate and improve upon our culture of inclusion and collaboration. As an equal opportunity employer, we welcome the contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, and beliefs. So however you identify and whatever your background, we encourage you to apply for this role if you share our passion for helping great entrepreneurs build great companies. We look forward to meeting you!

Current Benefits Offered: Generous Paid Time Off and Holiday pay, Comprehensive health benefits plus dental, vision, short and long-term disability, and life insurance. HSA contribution, Paid Family Leave, 401k match and Remote Work.  We also help you grow in your professional life.