KBF CPAs

Controller

• Comfortable working in a client-facing role, working on business development, as well as relationship building all while ensuring client work is done at a premium level.
• Clients in Software / SaaS have various revenue streams, including hardware sales, licensing, services and royalties.
• This role will support and partner with commercial business teams at clients to establish sound business models, proper revenue recognition, transaction posting accuracy, and disclosure processes.
• A working manager that is comfortable rolling up their sleeves and doing what it takes to get the job done right.
• Provide solutions to challenges proactively.
• Seek to understand the clients&rsquo; business and use this knowledge to ensure transactions are recorded correctly.
• Leverage your full cycle accounting experience to streamline accounting processes for our clients.
• Ability to plan, assign and review work performed by Bookkeepers working on engagements for accuracy as well as provide feedback for improvement.
• Assist in implementing new tools and software.
• Own the financial monthly, quarterly, and year-end financial close processes, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items for multiple clients simultaneously.
• Develop a detailed close plan/schedule for each client and make sure all tasks are completed prior to scheduling a formal review with the Director of Managed Accounting Services.
• Proactively manage project deadlines to ensure delivery of work product based on client expectations and deadlines.
• Collaborate with the Managed Accounting Services and Tax teams regarding technical questions as well as progress of projects, tasks and associated budgets.
• Review client financial performance on a monthly basis and make recommendations for improvement.
• Assist clients with properly recording transactions associated with revenue recognition (ASC 606), equity and leases to ensure GAAP compliance.
• Collaborate with team members to make recommendations to clients associated with process improvements and KPIs/Dashboard improvements.
• Support Mergers & Acquisitions, due diligence, purchase accounting, and integration activities.
• Perform other related duties as necessary or assigned.
• Comply with the firm&rsquo;s policies and procedures, such as timesheet submission, attendance policy, etc.

Controller, Managed Accounting Services – Software/SaaS