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Assistant Controller (Fintech)

Attivo Partners
Multiple Cities1mo ago

About the role

<div class="section page-centered"> <p><strong>Join the Rapidly Growing Team at Attivo Partners!</strong></p> <p>Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!</p> <p><strong>Why Attivo?</strong></p> <p>Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.</p> <p><strong>What We Offer:</strong></p> <ul> <li><strong>Collaborative Environment:</strong>&nbsp;Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.</li> <li><strong>Culture of Growth:</strong>&nbsp;We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.</li> <li><strong>Mentorship and Training:</strong>&nbsp;We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.</li> <li><strong>Flexibility:</strong>&nbsp;We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.</li> </ul> <p><strong>Our Values:</strong></p> <ul> <li><strong>Lasting Relationships:</strong>&nbsp;We build solid and enduring connections with our clients and team members.</li> <li><strong>Data-Driven Insights:</strong>&nbsp;We leverage data to drive intelligent decisions and impactful results.</li> <li><strong>Growth-Focused Mindset:</strong>&nbsp;We embrace opportunities for continuous improvement and innovation.</li> <li><strong>Collaboration-First:</strong>&nbsp;We prioritize teamwork and believe the best solutions come from working together.</li> <li><strong>Culture-Conscious:</strong>&nbsp;We foster a supportive and inclusive culture where everyone can thrive.</li> </ul> <p>Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!</p> </div> <div class="section page-centered"> <p><strong>Role Overview</strong></p> <p>The Assistant Controller – Fintech oversees end-to-end accounting for multiple Fintech clients, delivering high-quality financial statements, analyses, models, and forecasts. This role serves as a Fintech accounting expert, partnering with clients and internal teams to build, scale, and optimize accounting operations. The Assistant Controller manages Attivo staff across month-end close, AR/AP, payroll, and tax compliance, and works closely with the Fintech Practice Leader. Ideal candidates bring experience in early-stage Fintech environments, building financial models, and establishing accounting policies to support rapid growth.</p> <p><strong>Responsibilities</strong></p> <ul> <li>Manage all general accounting functions which includes performing month-end close process, eliminations &amp; consolidations, preparing and booking journal entries, account reconciliations and variance analysis</li> <li>Prepare monthly consolidated client financials including fluctuation analysis and budget vs actual comparisons</li> <li>Set client accounting &amp; tax policies</li> <li>Define &amp; implement ASC 606 revenue recognition policies</li> <li>Direct activities related to efficient customer cash collection and vendor payments and overall cash management and cash forecasting</li> <li>Build financial models to help clients manage cash and make intelligent and proactive operational decisions</li> <li>Analyze company operations to identify operational and cost efficiencies and implement solutions</li> <li>Create and manage KPI Dashboards</li> <li>Manage general HR responsibilities, including payroll, processing employee onboarding &amp; offboarding, and benefits management</li> <li>Oversee client tax-related matters to ensure timely compliance</li> <li>Lead annual US GAAP financial audits, as required</li> <li>Manage and mentor accounting teams across all clients</li> </ul> <p><strong>Requirements</strong></p> <ul> <li>Desire to work side by side with multiple CFOs and want mentorship</li> <li>Deep expertise in accounting with Seed-, Series A, and Series B Fintech companies</li> <li>Advanced+ Excel skills</li> <li>Experience with standard software solutions: QuickBooks Online, Xero, NetSuite, Campfire, Brex, Ramp, Rippling, Gusto, Rillet, Carta</li> <li>Excellent written and verbal communication skills</li> <li>Strong analytical and problem-solving abilities</li> <li>Independent judgment and decision-making</li> <li>Ability to manage multiple projects/priorities at a time</li> <li>Professional curiosity &amp; creativity</li> <li>Passionate desire to learn &amp; for continuous improvement</li> <li>Experience implementing workflow automation or AI-enabled tools preferred. Familiarity with generative AI tools and automation platforms strongly preferred.</li> </ul> <p><strong>&nbsp;</strong></p> <p><strong>Qualifications</strong></p> <ul> <li>Bachelor’s degree in Accounting or Finance preferred. CPA strongly preferred</li> <li>7+ years of progressive accounting experience with at least 1 years at the Assistant Controller level and above</li> <li>Experience guiding, mentoring, and leading high performing accounting teams</li> <li>Experience working in a fast-paced technology and/or professional services environment</li> <li>Professional integrity</li> <li>High energy and enthusiasm, with a strong commitment to exceeding client expectations</li> <li>Flexibility and openness to work on a variety of assignments, industries, and roles</li> <li>Solution oriented, creative, and passionate about helping companies grow and scale</li> <li>Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients</li> <li>Fast learner with high degree of curiosity</li> <li>Team player with a strong desire to be an active, long-term participant in the growth of Attivo</li> <li>Entrepreneurial spirit and passion for startups and early-stage growth companies</li> </ul> <p><strong>&nbsp;</strong></p> <p><strong>Location/Travel</strong></p> <ul> <li>Remote</li> <li>Ability to travel at least twice a year for All-Staff Retreats &amp; Regional Meetups, and as needed for recruiting vendor partnerships and networking opportunities.</li> </ul> <p><strong>&nbsp;</strong></p> <p><strong>Reports To:</strong> CFO - Fintech</p> <p><strong>&nbsp;</strong></p> <p><strong>Salary Range: </strong>$165,000 - $200,000 - based on experience</p> <p><strong>Target Annual Bonus:</strong> 10% annual target bonus</p> <p><strong>&nbsp;</strong></p> <p><strong>Position Status:</strong> Full-Time, Exempt</p> <h3><strong>Benefits</strong></h3> <div>Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance &amp; Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires.</div> <h3><strong>Final Notes</strong></h3> <div>Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.</div> <div>&nbsp;</div> <div>Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply.&nbsp;</div> <div>&nbsp;</div> <div><span style="color: rgb(224, 62, 45);">Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at <a style="color: rgb(224, 62, 45);" href="mailto:Recruiting@Attivopartners.com">Recruiting@Attivopartners.com</a>.</span></div> <div>&nbsp;</div> </div>

Perks & benefits

  • 401k
  • Vision Insurance
  • Paid Time Off

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