- Location
- Warwick, RI
- Workplace
- Remote
- Type
- Full-time
- Department
- Finance
- Closing date
- Today
- Source
- ApplyToJob
Description
The Assistant Controller leads the monthly close and financial reporting cycle for the firm’s related entities and manages the accounting team that carries it out. Working in Intuit Enterprise Solutions and supporting Excel workbooks, this role reviews and approves journal entries and reconciliations, owns the consolidated and intercompany reporting, maintains internal controls, and coordinates with auditors, tax advisors, and government agencies. The position reports to the Controller, partners closely with the CFO, and serves as the Controller’s backup.
Key Responsibilities
Month-End Close and Financial Reporting
Key Responsibilities
Month-End Close and Financial Reporting
- Own the monthly close calendar for all managed entities, assign close tasks, track progress, and ensure deliverables are completed on schedule.
- Review and approve month-end journal entries, account reconciliations, and close workbooks prepared by the Senior Accountant and staff.
- Deliver monthly and annual financial statements and departmental reports to the Controller and CFO, and lead the preparation of forecasts and budgets.
- Review the monthly cost analysis and variance explanations and present material findings and recommendations to Finance leadership.
- Oversee intercompany accounting and consolidation across entities, including elimination entries and resolution of intercompany differences.
- Develop, document, and enforce accounting policies and month-end close procedures, and recommend improvements to the close process.
- Design, maintain, and monitor internal controls over financial reporting, including segregation of duties, approval workflows, and system access.
- Oversee compliance calendars for federal, state, Puerto Rico, and municipal filings and ensure deadlines are met across entities.
- Review prepaid tax and other prepaid accounts and approve their expense treatment.
- Lead the finance team’s use of Microsoft Copilot, ChatGPT, Claude, and other approved AI tools across close, reconciliations, reporting, and audit support.
- Establish review and validation standards for AI-assisted work so that all outputs are checked against source data before distribution.
- Partner with the Controller and CFO to set priorities for automation within Intuit, Excel, and related financial systems, and oversee implementation.
- Approve and maintain the team’s library of standardized prompts, templates, and documented procedures.
- Use AI-driven analysis of large data sets to identify risks, anomalies, and trends that require management attention.
- Payroll, Treasury and Regulatory Matters
- Review payroll entries and allocations by division and department and approve correcting entries.
- Serve as the firm’s representative with government agencies, including the Puerto Rico Department of Labor, directing the preparation of responses and reporting outcomes to management.
- Leadership and Team Management
- Review the team’s work for accuracy and completeness and provide guidance on complex accounting, coding, and technical questions.
- Ensure recurring processes are documented and cross-trained so that all deliverables can be covered during absences.
- Act as backup for the Controller and take on special projects such as system implementations, entity setups, and financing analysis.
- Qualifications
- Bachelor’s degree in accounting or a closely related field; CPA strongly preferred.
- Eight or more years of progressive accounting experience, including at least two years in a supervisory or review role.
- Deep experience with multi-entity consolidation and intercompany accounting; experience with related-party service companies is preferred.
- Demonstrated experience designing internal controls and coordinating external audits and tax filings.
- Strong knowledge of payroll accounting and payroll tax compliance
- Expert proficiency in QuickBooks/Intuit and advanced Excel, with a track record of improving close processes through automation.
- Clear written and verbal communication in English, including presenting to senior leadership;
- Proven ability to lead a team, manage competing deadlines, and hold others accountable to a fixed close calendar.
- This position is remote.
Skills
ExcelQuickBooksComplianceCPA