Controller

Roles & Responsibilities:

• Lead client accounting engagements, managing all aspects of the client’s accounting function to ensure accurate and timely reporting of business financials

• Develop, document, and continuously improve finance processes, controls, and operational efficiency

• Prepare and review all financial statements, including balance sheet, income statement, and cash flow statement on a monthly basis within 7 business days of month end

• Provide ongoing financial reporting, tracking of Key Performance Indicators, strategic insights into business performance, and proactive cash flow management to clients

• Support clients through fundraising processes through data room preparation, communication with external financing partners, and ongoing needs

• Collaborate closely with tax partners to provide information necessary for quarterly estimates and annual corporate tax filings

• Manage Velo’s financial operations team who performs bookkeeping categorization and reconciliation on a weekly basis, managing the communication process with clients to ensure accurate categorization of vendors and expenses

• Ensure clients utilize the appropriate financial tech stack and manage the implementation and day to day use of the selected tools

Qualifications:

• 7+ years experience in accounting roles at US-based companies; CPA preferred

• Prior experience managing 5-10+ clients at a startup-focused accounting firm preferred

• Proficiency and ability to collaborate across Google Sheets, Google Docs, Slack, Zoom

• Ability to switch between individual and collaborative projects quickly and accurately

• Ownership mentality, high coachability, bias to action, and unwavering integrity

• Experience with bookkeeping software (e.g. QuickBooks Online, NetSuite) and financial operations software (Ramp, Gusto, Stripe, Mercury, etc.)