Assistant Controller

The Assistant Controller will oversee and manage all accounting operations with two direct reports for the company, with a focus on month-end close procedures, revenue recognition, audit coordination, tax compliance, and systems integration. This role reports directly to the Controller and is critical to ensure accurate and timely financial reporting across the organization.

Key Responsibilities

Accounting Operations & General Ledger

●   Manage day-to-day accounting operations including journal entries, account reconciliations, and general ledger maintenance

●   Process bi-weekly payroll, ensuring accurate and timely payroll transactions

●   Oversee accounts payable, accounts receivable, and cash management processes

●   Implement and maintain internal controls and accounting policies

●   Lead account analysis and variance investigation

●   Identify opportunities to leverage AI and automation tools to streamline reconciliations, journal entry preparation, and variance analysis, reducing manual effort and cycle time

●   Evaluate and implement AI-enabled accounting tools and workflow automations within day-to-day operations

Month-End & Period Close

●   Execute month-end close procedures and prepare closing schedules

●   Manage accruals, prepayments, and other period-end adjustments

●   Consolidate financial data and prepare preliminary results for management review

●   Identify and resolve month-end issues in coordination with cross-functional teams

Revenue Recognition

●   Own revenue recognition process under ASC 606 (GAAP standards)

●   Review and validate revenue transactions, contracts, and performance obligations

●   Calculate and record revenue adjustments, deferred revenue, and revenue reclassifications

●   Prepare revenue schedules and documentation for internal and external audits

●   Work with the RevOps department on billing and integration related tasks that directly impact revenue

External Audit Coordination

●   Assist the Controller with external auditors and coordinate audit activities

●   Prepare audit schedules, trial balances, and supporting documentation

●   Address auditor findings and implement corrective actions

●   Manage audit timelines and ensure timely responses to audit requests

Tax Compliance

●   Assist the Controller with external tax team requests for federal, state, and local tax returns

●   Maintain tax schedules, accruals, and documentation

●   Track and report on tax-related items, including payroll taxes and sales tax

Requirements

Required Qualifications

●   Bachelor or Master’s degree in Accounting

●   5 years of accounting experience with 2 years as Assistant Controller

●   Experience with mentoring and training in a team environment

●   Demonstrated expertise managing month-end close with accounting reports

●   Advance knowledge of ASC 606 revenue recognition and SaaS accounting

●   Hands-on NetSuite experience and accounting automation proficiency

●   Advanced Microsoft office skills and ability to manage complex datasets

●   Demonstrated experience applying AI or automation tools to improve accounting processes (e.g., close acceleration, reconciliation, reporting)

●   Experience in a high-growth SaaS or subscription-based business

Preferred Qualifications

●   CPA a plus

●   Public Accounting Experience

●   Proficiency leveraging AI tools to automate accounting processes

●   Experience with subscription management and billing platforms (Chargebee, Zuora, etc.)

●   High proficiency in NetSuite

●   Self-directed professional with strong prioritization and communication skills

●   Continuous improvement mindset and adaptability

Knowledge with the following systems is a plus:

●   NetSuite, Chargebee, Stripe, Avalara, Airbase, Ramp, Rippling, Claude.ai

Benefits

Work environment

●   Competitive compensation and benefits

●   Position is remote within the US (Austin, TX location preferred)

●   Minimal travel

●   Limited physical demands

This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning and a deep commitment to collaboration, we want to talk to you.

ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.