Controller

Socket.dev; Austin (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Socket.dev in Austin, TX seeks an experienced senior accounting leader to lead client engagements and ensure timely financial reporting. You will drive process improvements, implement robust controls, and oversee monthly statements while collaborating with tax partners.

The role requires 7+ years in US accounting, startup-focused client experience, and proficiency with Google Sheets/Docs and common accounting software. CPA preferred and a strong ownership mindset are valued.

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 with Google Sheets, Google Docs, Slack, Zoom.
• Experience with bookkeeping software and financial operations tools.

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 KPIs, 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

Skills

Client management

Financial reporting

Cross-functional collaboration

Google Sheets

Cash flow management

Education

CPA preferred

Tools

QuickBooks Online

NetSuite

Ramp

Gusto

Stripe

Mercury

Job description

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.)