The Controller is a key member of the Moneybacker leadership team, responsible for overseeing all aspects of the organization’s accounting and financial reporting functions. This role ensures the accuracy and integrity of financial information and compliance with regulatory requirements. This role also involves talent acquisition and development within the team, as well as providing financial insights to support strategic decision-making.
Requirement:
- QBO experience
- Accounting or business courses
Key Responsibilities
- Talent Acquisition & Development
- Lead the recruitment and onboarding of tax and AR specialists, ensuring alignment with organizational needs.
- Create training materials, guides, and FAQs to support ongoing learning and onboarding.
- Develop team capabilities through continuous learning and performance management through weekly 1on1 sessions.
- Identify skill gaps and provide training to strengthen technical and leadership capabilities.
- Promote accountability and ownership of work, empowering team members to take initiative while maintaining high standards of accuracy and timeliness.
Financial Operations & Controls
- Lead and review reconciliation processes, including bank, intercompany, and general ledger accounts.
- Oversee service fee processing and ensure proper allocation, recording, and reporting of related transactions.
- Monitor and review the Daily Accounts Receivable (AR) Aging Report to track collections and cash flow.
- Ensure accurate processing of accounts payable, accounts receivable, and payroll transactions.
Reporting & Strategic Analysis
- Supervise and approve the preparation of monthly, quarterly, and annual closing reports, ensuring timeliness, accuracy, and transparency in financial reporting.
- Maintain QBO Reports.
- Prepare and present accurate financial reports to executive leadership, highlighting key trends, risks, and opportunities.
- Gather financial data for any scheduled meetings with management to review financial performance or discuss concerns.
Cash Flow Management
- Manage the company’s daily cash flow to make sure funds are available for business needs, payroll, and other obligations.
- Oversee cash flow forecasting and develop strategies to optimize working capital.
- Implement controls to safeguard company assets and cash reserves.
- Prepare and update the Daily Cash Balance Report by consolidating all bank and cash accounts and recommend transfers, investments, or funding actions when necessary.
Non-Negotiables:
- At least 1 year QBO experience
- At least 2 years proven director-level experience managing a finance team. This is an executive-level role
- Must have experience supervising and approving the preparation of monthly, quarterly, and annual financial closing reports, ensuring timeliness, accuracy, and transparency in financial reporting.
- Must be capable of managing daily cash flow, payroll, and other core finance operations.