Assistant Controller

Juna Financial Solutions; Boston (MA); Hybrid; USD 52,000 - 58,000; Part time

Benefits offered by this job

PTO & Holidays

Medical Insurance

Disability Insurance

401k with employer match

Home office stipend

Remote team culture

Career path

Job summary

Juna Financial Solutions is seeking a part-time Assistant Controller to join our remote, flexible team. You’ll manage client accounting cycles, maintain schedules, and support Juna’s Controllers on larger engagements while leveraging cloud-based tools.

Ideal candidates will have 5+ years of progressive GL accounting, GAAP knowledge, and strong Excel/BCS skills. You’ll thrive in a tech-enabled environment and mentor Accounting Associates as you grow into leadership.

Qualifications

• Bachelor’s degree in Accounting or Business required.
• Minimum 5 years progressive General Ledger accounting experience.
• Strong GAAP knowledge and regulatory understanding.
• Advanced Excel skills; Power Query/Power BI a plus.
• Experience with Google Workspace and QuickBooks Online.
• Ability to thrive in a rapidly evolving technology environment.

Responsibilities

• Perform full-cycle cash and accrual accounting including A/R, A/P, payroll and monthly close.
• Reconcile balance sheet accounts and maintain organized workpapers.
• Utilize cloud-based technologies and related integrations with multiple tools.
• Onboard new clients and manage client service expectations.
• Prepare financial statements, KPI reports and variance analyses.

Skills

General Ledger

GAAP Knowledge

Excel Skills

Google Workspace

QuickBooks Online

Communication Skills

Education

Bachelor’s degree in Accounting or Business

Tools

QuickBooks Online

Google Workspace

Slack

Asana

Fathom

Job description

US Based Part Time (30 Hours Per Week) – Remote, Flexible Schedule (within business hours of 8am-6pm EST)

ABOUT US:

Juna Financial’s mission is to empower our team and clients to reach their next level!

We are a dynamic and forward-thinking firm dedicated to empowering businesses through cutting-edge finance and accounting services. We specialize in partnering with small and medium-sized enterprises in the technology, life sciences and professional service industries. Our team is passionate, collaborative, and committed to providing next-level accounting solutions.

We believe in providing meaningful career opportunities in a positive, collaborative, and supportive culture. Juna provides ongoing training, support, career growth opportunities and work-life balance. Happy employees = happy clients.

Ready to bring your next level accounting skills to Juna? Read on!

ARE YOU?

• Independent, proactive and have the drive to go the extra 10%?
• TECH SAVVY with a passion for learning cutting edge accounting technology and software?
• Experienced with cloud based financial applications and creating efficient workflows using technology integrations & automations
• Resourceful with a knack for problem solving?
• Collaborative and customer service oriented?
• Experienced in a client facing role with effect communication via Zoom, email, and Slack?
• Energized in a fast-paced environment, handling multiple clients?
• Curious with a thirst for knowledge?
• Innovative and always looking for ways to improve processes to make things better?
• Confident in sharing ideas and contributing to team meetings?

POSITION OVERVIEW:

The Assistant Controller is a growth-oriented position designed to onboard an experienced accounting professional into Juna’s client service model, workflows & technology stack.

The Assistant Controller works as part of Juna’s team to provide accurate and timely financial information to a variety of small to mid-sized clients, primarily in the technology, life science and professional services industries. The Assistant Controller will manage smaller clients as well as support Juna’s Controllers on larger engagements. Engagement management includes ensuring the accuracy of financial information, financial reporting, financial analysis, mentoring & management of Accounting Associates and streamlining operations using best in class technology.

The Assistant Controller will begin with a six (6) month onboarding period serving in an Accounting Associate capacity. During this period, the Assistant Controller will focus on learning:

• Juna’s accounting workflows & internal controls
• Client service model and concierge level standards
• Cloud-based technology stack & integrations
• Documentation standards and quality control procedures

The Assistant Controller is an experienced accounting professional who thrives in a tech-enabled, fast-paced, remote environment and embraces Juna’s Core Values:

• Make It Better
• The Last 10%
• Own What You Do
• Be a Duck

Phase 1: Accounting Associate (1st Six Months)

Outcome: Develop mastery of Juna’s processes, procedures, technologies, documentation standards and client workflows.

RESPONSIBILITIES: vary by client and include:

• Perform full-cycle cash and accrual basis accounting including, A/R, A/P, payroll and monthly close
• Reconcile balance sheet accounts and maintain organized workpapers
• Utilize cloud-based technologies and related integrations with QBO, BILL, Double (formerly Keeper), FinOptimal, Ramp, Right Tool, ShareFile, Google Workspace and others.
• Assist onboarding new clients including account clean up
• Create & maintain revenue recognition schedules & reconciliations
• Exceed client expectations by delivering accurate, timely financial info
• Learn Juna’s financial reporting standards, KPIs and variance analysis procedures
• Develop proficiency in Juna’s documentation and internal control procedures
• Participate in team meetings, one‑on‑ones and training sessions
• Demonstrate readiness for client‑facing leadership responsibilities

Progression to Assistant Controller will be based on demonstrated technical competence, workflow mastery, leadership readiness and alignment of Juna’s core values.

Upon successful completion of the initial phase, responsibilities expand to include:

Client Management & Oversight

• Manage smaller client engagements independently
• Support Controllers on larger client engagements
• Review associate’s work and ensure appropriate segregation of duties
• Oversee and monitor accounting services including A/R, A/P, payroll and financial reporting processes
• Manage accrual‑based accounting cut‑off including entries for revenue recognition, accruals and prepaids and maintaining workpapers and reconciliations
• Prepare financial statements, KPI reports, variance analysis and custom reporting
• Reconcile balance sheet accounts and provide overall quality control
• Develop and maintain client budgets and forecasts
• Review and pay client bills
• Liaise with client’s external accountants to assist with annual tax return and audit/review procedures
• Assist clients with preparation of audit schedules.

Process Improvement & Leadership

• Implement, document and maintain strong control procedures
• Coach, mentor and train Accounting Associates
• Assist in onboarding new team members
• Collaborate with the Accounting Project Manager during the client onboarding process
• Identify workflow efficiencies and technology improvements
• Provide clean up services for new clients as needed
• Receive and provide continuous training and keep abreast of the latest technologies

REQUIRED QUALIFICATIONS & SKILLS:

• Bachelor’s degree in Accounting or Business
• Minimum of 5 years of progressive General Ledger accounting experience
• Solid understanding of GAAP and applicable regulations
• Advanced excel skills (Power Query and/or Power BI a plus)
• Experience with Google Workspace, Google Sheets
• Experience with QuickBooks Online (required)
• Quickbooks Pro Advisor or Quickbooks Pro Advisor Level 2 certifications (preferred)
• Ability to thrive in a rapidly evolving technology environment
• Experience with Double (formerly Keeper) ShareFile, Google Workspace, Asana, Slack, BILL, FinOptimal, Right Tool, Fathom reporting or other FP&A software and Ramp is a plus
• Works well independently and as part of a team
• Demonstrated ability to mentor and lead team members
• Experience and desire to manage multiple clients simultaneously
• Comfortable working in an entrepreneurial environment and the ability to pivot as needed
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• A dedicated office space that has a reliable, high-speed internet connection
• Must be able to maintain a professional and distraction-limited work environment during scheduled work hours and meetings

What Success Looks Like:

By the end of Year 1, this individual will:

• Provide review and oversight for Accounting Associates
• Deliver accurate, insightful reporting
• Identify workflow improvements and technology efficiencies
• Embody and model Juna’s Core Values

WHAT WE OFFER:

• Competitive salary, with paid time off (PTO) and company paid holidays
• Comprehensive benefits package including medical insurance, short-term and long-term disability insurance, and a 401k plan with an employer match
• Internet and home office stipends
• Collaborative team-based work environment
• Career path and advancement opportunities – a company policy of promoting from within

Commitment to Diversity:

Juna is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Job Type: Part-time, 30 hours per week during business hours, exempt

Salary Range: Based on $38-$42 per hour

Location: This is a remote position

What our employees love about working at Juna:

"Working at Juna is AWESOME! Juna is by far the most collaborative, exciting place I have worked in my career. It’s a great team of professionals that love what they do and do it well. Everyone gets along and has the same mission, to be the best in the field."

"Working at Juna is amazing. I feel valued and supported not only with having the tools I need to do my job, but also emotionally. Even though we work remotely, Juna has created a collaborative culture and I genuinely like all of my co-workers."

"Juna offers a challenging work environment within the accounting industry while offering the most flexibility and work-life harmony. Its truly a pleasure working at Juna and even though the team a 100% remote itsstill a very collaborative environment and feels like family."

What our clients love about working with Juna:

"Juna provides right size solutions at every step. They’ve adapted, grew, and scaled with our business. Because we have Juna, we haven’t had a hire a full-time finance person internally. It’s an elegant solution for us to make sure we don’t over hire, and we still get everything done."

"Juna was instrumental in helping us complete two prior year financial audits making sure all the auditor’s requirements were in compliance with GAAP, so the audit went smoothly. They did a lot of heavy lifting in the restatement of revenue. Juna is actually the execution arm of finance for the business."

"Juna uses tech and tools to help scale and make our lives easier. They’re really personal, not like automated accounting services out there. For small companies like ours, Juna is the perfect fit."