About the Role:

The Assistant Controller supports the Accounting department by ensuring the accuracy of financial records, reviewing bookkeeping work, and preparing financial statements across multiple QuickBooks entities. This role partners closely with the CEO to provide meaningful financial insights, develop forecasts, and support strategic decision-making through accurate reporting and analysis.

Success in this role requires advanced accounting knowledge, strong analytical skills, and exceptional attention to detail. The ideal candidate is comfortable navigating complex financial information, embraces continuous learning, and takes initiative while exercising sound judgment on when to escalate matters rather than make independent decisions.

Key Responsibilities

• Review and validate bookkeeper work products for accuracy and completeness
• Prepare periodic financial statements across multiple QuickBooks Desktop and QuickBooks Online entities
• Translate financial data into meaningful KPIs, dashboards, and management reports
• Develop financial forecasts and assist with budgeting and financial planning activities
• Prepare year-end workpapers and support external accounting and tax processes
• Analyze financial performance and identify trends, variances, and opportunities for improvement
• Ensure financial records are maintained accurately and in accordance with accounting best practices
• Collaborate with leadership to provide actionable financial insights and reporting
• Utilize technology and AI tools to improve efficiency and reporting processes
• Spend approximately 0–25% of each shift handling phone-based communication

Qualifications & Skills

Important Skills:

• Advanced accounting and financial reporting experience
• Strong knowledge of GAAP and accounting principles
• Experience reviewing bookkeeping work and maintaining financial accuracy
• Advanced proficiency in QuickBooks Desktop and QuickBooks Online
• Advanced Microsoft Excel skills, including financial modeling and data analysis
• Experience preparing financial statements, forecasts, and year-end workpapers
• Ability to translate financial data into KPIs and executive dashboards
• Strong analytical and critical-thinking skills
• Comfortable adopting new technologies and AI tools
• Excellent organizational skills with exceptional attention to detail
• Ability to manage multiple priorities while meeting deadlines
• Strong written and verbal communication skills

Ideal Personality & Mindset:

• Takes initiative within clearly defined responsibilities and knows when to escalate issues appropriately
• Embraces continual learning and professional development
• Enjoys solving complex financial and operational challenges
• Analytical, curious, and detail-oriented
• Dependable with a high level of integrity and accountability
• Organized and proactive with strong follow-through
• Collaborative and responsive when partnering with leadership
• Committed to continuous process improvement and operational excellence

Tools & Technologies

• QuickBooks Desktop
• QuickBooks Online
• Microsoft Excel
• AI-powered productivity and financial analysis tools

Skills requirements:

• Excellent English verbal and written communication
• Strategic thinker
• Writing and documentation skills
• Must be able to prioritize work
• Courteous and friendly
• Organized and has great attention to detail and quality assurance
• Ability to build trust
• Ability to work independently and manage multiple priorities
• Phone communication skills
• Other skills as required

Software requirement:

• Licensed OS

Hardware requirements:

• 5 MBPS or higher Internet (hardwired / not WIFI). If you don’t have 5 MBPS then you must agree to if selected.
• Private and quiet dedicated home office area
• Modern computer and operating system
• Back-ups in case of power or Telco interruptions
• Good headset and webcam (Preferably noise-canceling headset)

Work Schedule & Environment

• Monday through Friday
• 8:00 AM – 5:00 PM PDT
• Remote work environment

Compensation

• Starting at $5/hour depending on experience.
• All raises and bonuses are at the discretion of the client.