Senior Controller - Multi-Entity & Remote Leader

Clever Benefits; Scottsdale (AZ); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Remote-first environment

Flexible work hours

Competitive salary and equity

Employer-paid health benefits

Job summary

Clever Benefits is seeking a hands-on Controller to lead accounting operations, financial reporting, internal controls, and compliance across our portfolio of companies. You will own day-to-day accounting for Clever Benefits and oversee broad portfolio-wide accounting governance while reporting to the CFO and managing a small team.

The role is remote, with preferred proximity to Phoenix, AZ or Charleston, SC for collaboration, and offers the opportunity to shape scalable processes, drive close

Qualifications

• Bachelor's degree in Accounting or Finance.
• 8+ years of progressive accounting experience.
• Experience leading month-end and year-end close processes.
• Strong knowledge of GAAP and financial reporting.
• Experience managing accounting operations within a multi-entity organization.
• Experience leading or mentoring accounting staff.
• Audit experience.

Responsibilities

• Own the monthly, quarterly, and annual close process across the portfolio.
• Own reconciliations, intercompany accounting, allocations, and accounting review processes across the portfolio.
• Personally own day-to-day accounting operations for Clever Benefits, including accounts payable, accounts receivable, reconciliations, journal entries, month-end close, and financial reporting.
• Prepare and review financial statements and supporting schedules.
• Ensure financial reporting is accurate, timely, and increasingly aligned with GAAP.
• Review transaction coding, classifications, reconciliations, and journal entries.
• Establish and maintain accounting policies, documentation standards, and review procedures.
• Research and resolve accounting issues involving debt, equity, acquisitions, ownership transactions, stock‑based compensation, and other non‑routine activity.
• Retain accountability for accounting accuracy and financial reporting regardless of delegated execution.
• Own intercompany accounting, allocations, shared services charges, and related‑party transactions.
• Maintain accounting consistency across multiple legal entities.
• Oversee accounting treatment for loans, advances, promissory notes, convertible instruments, equity issuances, and stock option plans.
• Own revenue recognition, deferred revenue accounting, commission liability accounting, and other complex accounting areas across the portfolio.
• Support accounting set-up and integration of newly formed entities and incubation initiatives.
• Own the accounting structure, financial controls, and accounting processes for newly formed entities.
• Ensure balance sheet integrity and proper reconciliation of all significant accounts.
• Directly perform accounting activities for Clever Benefits while directing, reviewing, and overseeing accounting execution across other portfolio entities.
• Strengthen internal controls, approval workflows, and financial governance processes.
• Establish appropriate segregation of duties and accounting review procedures.
• Improve cash disbursement controls, spend management controls, fraud prevention processes, and payment authorization standards.
• Own payroll accounting review, payroll allocations, and payroll approval processes.
• Serve as primary accounting liaison to external CPA firms and tax advisors.
• Support annual tax filings, compliance projects, 409A valuations, R&D credit studies, and accounting-related diligence efforts.
• Maintain documentation and records necessary to support investor, lender, and transaction diligence.
• Ensure accounting practices can withstand the scrutiny of outside investors, lenders, and potential acquirers.
• Directly manage and develop the Accounting & Operations Manager.
• Establish accountability, priorities, and operating rhythms for the accounting function.
• Provide guidance on accounting treatment, close support activities, and process execution.
• Review and oversee accounting work performed throughout the portfolio.
• Delegate accounting projects and execution activities while maintaining ownership of accounting outcomes.
• Help define appropriate ownership between bookkeeping, accounting operations, business operations, and controllership responsibilities.
• Build a scalable accounting function capable of supporting continued growth across the portfolio.

Skills

Hands-on leadership

GAAP knowledge

Financial reporting

Multi-entity accounting

Education

Bachelor's degree in Accounting or Finance

Job description

Clever Benefits is seeking a hands-on Controller to lead accounting operations, financial reporting, internal controls, and compliance across our portfolio of companies. You will own day-to-day accounting for Clever Benefits and oversee broad portfolio-wide accounting governance while reporting to the CFO and managing a small team.

The role is remote, with preferred proximity to Phoenix, AZ or Charleston, SC for collaboration, and offers the opportunity to shape scalable processes, drive close