Assistant Controller (Fintech)

Job description

**Join the Rapidly Growing Team at Attivo Partners!** Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you! **Why Attivo?** Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue. **What We Offer:** - **Collaborative Environment:** Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings. - **Culture of Growth:** We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities. - **Mentorship and Training:** We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally. - **Flexibility:** We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life. **Our Values:** - **Lasting Relationships:** We build solid and enduring connections with our clients and team members. - **Data-Driven Insights:** We leverage data to drive intelligent decisions and impactful results. - **Growth-Focused Mindset:** We embrace opportunities for continuous improvement and innovation. - **Collaboration-First:** We prioritize teamwork and believe the best solutions come from working together. - **Culture-Conscious:** We foster a supportive and inclusive culture where everyone can thrive. Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together! **Role Overview** The Assistant Controller – Fintech oversees end-to-end accounting for multiple Fintech clients, delivering high-quality financial statements, analyses, models, and forecasts. This role serves as a Fintech accounting expert, partnering with clients and internal teams to build, scale, and optimize accounting operations. The Assistant Controller manages Attivo staff across month-end close, AR/AP, payroll, and tax compliance, and works closely with the Fintech Practice Leader. Ideal candidates bring experience in early-stage Fintech environments, building financial models, and establishing accounting policies to support rapid growth. **Responsibilities** - Manage all general accounting functions which includes performing month-end close process, eliminations & consolidations, preparing and booking journal entries, account reconciliations and variance analysis - Prepare monthly consolidated client financials including fluctuation analysis and budget vs actual comparisons - Set client accounting & tax policies - Define & implement ASC 606 revenue recognition policies - Direct activities related to efficient customer cash collection and vendor payments and overall cash management and cash forecasting - Build financial models to help clients manage cash and make intelligent and proactive operational decisions - Analyze company operations to identify operational and cost efficiencies and implement solutions - Create and manage KPI Dashboards - Manage general HR responsibilities, including payroll, processing employee onboarding & offboarding, and benefits management - Oversee client tax-related matters to ensure timely compliance - Lead annual US GAAP financial audits, as required - Manage and mentor accounting teams across all clients **Requirements** - Desire to work side by side with multiple CFOs and want mentorship - Deep expertise in accounting with Seed-, Series A, and Series B Fintech companies - Advanced+ Excel skills - Experience with standard software solutions: QuickBooks Online, Xero, NetSuite, Campfire, Brex, Ramp, Rippling, Gusto, Rillet, Carta - Excellent written and verbal communication skills - Strong analytical and problem-solving abilities - Independent judgment and decision-making - Ability to manage multiple projects/priorities at a time - Professional curiosity & creativity - Passionate desire to learn & for continuous improvement - Experience implementing workflow automation or AI-enabled tools preferred. Familiarity with generative AI tools and automation platforms strongly preferred. **Qualifications** - Bachelor’s degree in Accounting or Finance preferred. CPA strongly preferred - 7+ years of progressive accounting experience with at least 1 years at the Assistant Controller level and above - Experience guiding, mentoring, and leading high performing accounting teams - Experience working in a fast-paced technology and/or professional services environment - Professional integrity - High energy and enthusiasm, with a strong commitment to exceeding client expectations - Flexibility and openness to work on a variety of assignments, industries, and roles - Solution oriented, creative, and passionate about helping companies grow and scale - Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients - Fast learner with high degree of curiosity - Team player with a strong desire to be an active, long-term participant in the growth of Attivo - Entrepreneurial spirit and passion for startups and early-stage growth companies **Location/Travel** - Remote - Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups, and as needed for recruiting vendor partnerships and networking opportunities. **Reports To:** CFO - Fintech **Salary Range:** $165,000 - $200,000 - based on experience **Target Annual Bonus:** 10% annual target bonus **Position Status:** Full-Time, Exempt ### **Benefits** Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance & Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires. ### **Final Notes** Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply. Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come \*exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at [Recruiting@Attivopartners.com](mailto:Recruiting@Attivopartners.com).