Assistant Controller

The Assistant Controller will oversee and manage all accounting operations with two direct reports for the company, with a focus on month-end close procedures, revenue recognition, audit coordination, tax compliance, and systems integration. This role reports directly to the Controller and is critical to ensure accurate and timely financial reporting across the organization.

Key Responsibilities

Accounting Operations & General Ledger

  Manage day-to-day accounting operations including journal entries, account reconciliations, and general ledger maintenance

  Process bi-weekly payroll, ensuring accurate and timely payroll transactions

  Oversee accounts payable, accounts receivable, and cash management processes

  Implement and maintain internal controls and accounting policies

  Lead account analysis and variance investigation

  Identify opportunities to leverage AI and automation tools to streamline reconciliations, journal entry preparation, and variance analysis, reducing manual effort and cycle time

  Evaluate and implement AI-enabled accounting tools and workflow automations within day-to-day operations

Month-End & Period Close

  Execute month-end close procedures and prepare closing schedules

  Manage accruals, prepayments, and other period-end adjustments

  Consolidate financial data and prepare preliminary results for management review

  Identify and resolve month-end issues in coordination with cross-functional teams

Revenue Recognition

  Own revenue recognition process under ASC 606 (GAAP standards)

  Review and validate revenue transactions, contracts, and performance obligations

  Calculate and record revenue adjustments, deferred revenue, and revenue reclassifications

  Prepare revenue schedules and documentation for internal and external audits

  Work with the RevOps department on billing and integration related tasks that directly impact revenue

External Audit Coordination

  Assist the Controller with external auditors and coordinate audit activities

  Prepare audit schedules, trial balances, and supporting documentation

  Address auditor findings and implement corrective actions

  Manage audit timelines and ensure timely responses to audit requests

Tax Compliance

  Assist the Controller with external tax team requests for federal, state, and local tax returns

  Maintain tax schedules, accruals, and documentation

  Track and report on tax-related items, including payroll taxes and sales tax

Requirements

Required Qualifications

  Bachelor or Master’s degree in Accounting

  5 years of accounting experience with 2 years as Assistant Controller

  Experience with mentoring and training in a team environment

  Demonstrated expertise managing month-end close with accounting reports

  Advance knowledge of ASC 606 revenue recognition and SaaS accounting

  Hands-on NetSuite experience and accounting automation proficiency

  Advanced Microsoft office skills and ability to manage complex datasets

  Demonstrated experience applying AI or automation tools to improve accounting processes (e.g., close acceleration, reconciliation, reporting)

  Experience in a high-growth SaaS or subscription-based business

Preferred Qualifications

  CPA a plus

  Public Accounting Experience

  Proficiency leveraging AI tools to automate accounting processes

  Experience with subscription management and billing platforms (Chargebee, Zuora, etc.)

  High proficiency in NetSuite

  Self-directed professional with strong prioritization and communication skills

  Continuous improvement mindset and adaptability

Knowledge with the following systems is a plus:

  NetSuite, Chargebee, Stripe, Avalara, Airbase, Ramp, Rippling, Claude.ai

Benefits

Work environment

  Competitive compensation and benefits

  Position is remote within the US (Austin, TX location preferred)

  Minimal travel

  Limited physical demands

This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning and a deep commitment to collaboration, we want to talk to you.

ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.