Remote Assistant Controller - Client Onboarding

Propel Finance Services, Inc.; Indianapolis (IN); A distancia; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

Topo Advisors is seeking an Assistant Controller for Client Onboarding to help new clients start on a clean, well-built foundation. You will work hands-on with CEOs and leadership teams during their first 30–60 days to get books, systems, and processes into shape for long-term success.

This role supports onboarding engagements across several new clients, coordinating with tax advisors and prior accountants, and will grow into more strategic responsibilities within Topo.

Formación

• 4+ years in public accounting, corporate accounting or finance, or similar experience, including month-end close, reconciliations, and cleanup or catch-up accounting.
• Excellent quantitative skills with strong experience in spreadsheet software and familiarity with QuickBooks; experience implementing or migrating accounting systems and integrated tools is a plus.
• CPA strongly preferred.

Responsabilidades

• As onboarding Onboarding Assistant Controller, kick off new client engagements, gathering system access, documents, and background on the client’s business and accounting history.
• Assess each client’s current accounting systems, chart of accounts, tech stack, and historical books to identify cleanup needs, gaps, and risks.
• Set up new clients in Topo’s systems and tools, including chart of accounts design or restructuring, bank and credit card feeds, and integrations with payroll, billing, and expense platforms.
• Perform historical cleanup, including account reconciliations, catch-up bookkeeping, reclassifications, and adjusting entries, so balances are accurate and supportable.
• Run the client’s first month-end closes with Topo, establishing close checklists, reconciliation schedules, and reporting packages, and support initial budget and cash flow setup where in scope.
• Document and implement accounting processes and workflows (e.g., AP, AR, payroll, revenue, and expense management), recommending improvements where needed.
• Coordinate with tax advisors, and prior accountants to obtain records and resolve open items, ensuring timely and accurate completion of deliverables.
• Support and guide Topo team members assisting on onboarding engagements.
• Research technical accounting questions that arise during cleanup and setup, and provide guidance internally and to clients.
• Prepare complete handoff documentation and support a smooth transition to the ongoing Topo accounting team.

Conocimientos

Public accounting experience

Month-end close

Reconciliations

Spreadsheet proficiency

QuickBooks familiarity

Analytical skills

Educación

CPA certification preferred

Herramientas

QuickBooks

Accounting software/migration experience

Descripción del empleo

Topo Advisors is seeking an Assistant Controller for Client Onboarding to help new clients start on a clean, well-built foundation. You will work hands-on with CEOs and leadership teams during their first 30–60 days to get books, systems, and processes into shape for long-term success.

This role supports onboarding engagements across several new clients, coordinating with tax advisors and prior accountants, and will grow into more strategic responsibilities within Topo.