Important: This job posting is for employees residing in the state of Texas only.
Looking for qualified, talented, and passionate team members to help our customers succeed. Our outsourced accounting solutions are 100% virtual which allows us to bring on talented people from many locations. Since we are "the" accounting department for our customers, we don't take this lightly. We take great care in selecting the right customers who truly appreciate the way our solutions allow them to operate. We do our best to ensure a perfect match. Individuals who join our team need to be the right fit for our customers and our culture. If our Core Values [https://www.basis365.com/why-work-with-basis-365] resonate with you, we'd love to chat.
Description
The Controller is a member of the Customer Accounting Team whose mission-critical tasks are to:
- Ensure customers receive timely communication about financial statements and business insights.
- Ensure financial reporting is delivered on time.
- Ensure customer work is managed and performed timely.
Qualifications
- Bachelor's degree in accounting.
- 5 years of experience in corporate or public accounting.
- QuickBooks ProAdvisor or Xero Certified Advisor, highly preferred.
- Authorization to work in the U.S.
Desired Traits
- Intellectual curiosity.
- Takes initiative and is proactive.
- Communicative.
- Detail-oriented.
- Problem-solver.
- Organized and methodical.
- Relationship builder (shows empathy and seeks to understand.)
Duties
General
- Execute general administrative duties (e.g. training, presentation, app champion), as needed.
- Participate in team meetings and activities.
Customer Management
- Develop a trusted advisor relationship with customers.
- Manage customer expectations by keeping customers informed of work status for ad hoc projects, month-end close, payroll, sales invoice, and bill payment.
- Present financial information to customers on video conference calls.
- Ensure customer satisfaction by adhering and monitoring compliance to the 24-hour response policy.
- Proactively engage the customer to understand their business goals, challenges, and needs.
- Proactively seek opportunities to expand the scope of Basis accounting work by making recommendations for process improvements and app implementations.
Accounting Team Management
- Manage and prioritize work for the accounting team including month-end close, daily coding, payroll, sales invoicing, bill payment, and ad hoc projects to ensure work is executed timely, effectively, and to standard.
- Manage time budgets to maintain customer job profitability and provide timely analysis, as needed, on customer jobs.
- Provide technical accounting and procedural guidance to the customer accounting team.
- Act as liaison for communications between the customer and the customer accounting team to ensure cohesive communication to the customer.
- Assess the performance of the customer accounting team to provide feedback and guidance.
- Communicate and deploy changes in procedures.
- Ensure changes in customer procedures are documented, communicated, and executive upon.
- Review the work of the accounting team.
Financial Management
- Use understanding of the customer’s business goals and challenges and interpret financial data to craft a financial story for the customer.
- Proactively communicate actionable business insights to the customer.
- Understand the general business environment and assess the impact on the customer’s financial statement and business.
- Understanding general business compliance requirements and assess the impact on the customer’s financial statement and business.
- Take ownership of the accuracy and completeness of the accounting and financial reporting.
- Provide budgeting, cash forecasting, and financial modeling if within the scope of work.
Job Type: Full-time
Pay: $75,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
- Work from home
Experience level:
Schedule:
Supplemental pay types:
Application Question(s):
- Do you reside in the state of Texas? Candidates must reside in Texas.
Education:
Experience:
- Accounting: 5 years (Required)
Location:
Work Location: Remote