Assistant Controller

Visi Quate Position Description

Title:

Assistant Controller

Location:

California:
Santa Rosa, CA;
Remote/ Hybrid

Summary:

We are seeking an experienced, hands‑on Assistant Controller to support the Corporate Controller in leading the company's global accounting operations for a rapidly growing private equity‑backed SaaS, AI technology‑enabled services organization. This role will oversee the monthly close process, financial reporting, technical accounting, internal controls, and process improvements while helping scale the accounting function through organic growth and acquisitions.

The Assistant Controller will play a key leadership role in supporting M&A due diligence, acquisition integration, ERP optimization, and the continued development of a high‑performing accounting organization. This position reports directly to the Corporate Controller and serves as a trusted partner across Finance and the broader business.

• Lead the monthly, quarterly, and annual close process, ensuring timely and accurate financial reporting.
• Review journal entries, balance sheet reconciliations, and supporting schedules prepared by the accounting team.
• Assist with preparation of consolidated financial statements in accordance with US GAAP.
• Ensure the accuracy and completeness of financial records across multiple legal entities.
• Support technical accounting matters including revenue recognition (ASC 606), lease accounting (ASC 842), capitalized software (ASC 350-40), and business combinations (ASC 805).

• Support financial due diligence activities for acquisitions.
• Assist with purchase accounting, opening balance sheet preparation, and acquisition accounting under ASC 805.
• Lead accounting integration activities for newly acquired businesses.
• Coordinate chart of accounts, reporting structures, accounting policies, and close processes across acquired entities.
• Partner with cross-functional teams to ensure successful operational and financial integration.

• Partner with the Corporate Controller to strengthen internal controls and accounting policies.
• Identify opportunities for automation and process improvements that improve scalability and efficiency. Curious and capable to use AI for process streamlining and efficiency.
• Serve as a key administrator and subject matter expert for accounting systems including:
  • Net Suite
  • Maxio
  • Ramp
• Support future ERP enhancements, integrations, and financial systems implementations.
• Improve close processes, reconciliations, reporting workflows, and documentation.

• Coordinate annual financial statement audits and serve as a primary contact for external auditors.
• Prepare audit schedules and supporting documentation.
• Assist with lender reporting, investor reporting, and compliance requirements.
• Ensure compliance with company policies, US GAAP, and internal controls.
• Assist with preparation of board reporting packages and financial analyses.

• Supervise, mentor, and develop Senior Accountants, Staff Accountants, and other accounting personnel.
• Review work product to ensure quality and consistency.
• Foster a culture of accountability, continuous improvement, and collaboration.
• Assist with recruiting, onboarding, and developing future accounting talent.

• Partner closely with FP&A, Revenue Operations, Legal, HR, IT, and operational leaders.
• Support business initiatives requiring accounting guidance and financial analysis.
• Communicate complex accounting concepts clearly to both financial and non-financial stakeholders.
• Collaborate with Corporate Development and executive leadership on strategic initiatives.

• Bachelor's degree in Accounting, Finance, or related field.
• CPA required or actively pursuing CPA with significant progress preferred.
• 7–10+ years of progressive accounting experience including public accounting (audit) and industry.
• Experience with in a private equity‑backed SaaS or technology company strongly preferred. Experience with complex business structures ranging from multi‑entity,…