Controller

Job Description:

Compensation: The expected salary range for this role is between $130,000 and $145,000, depending on experience and qualifications.

Reason for Opening: Net New position

AI is used to screen, assess, or select applicants for this role.

Controller - Carlson Marketing Solutions
A highly skilled and detail-oriented Controller is sought to lead and execute day-to-day accounting and financial operations in a fast-paced, data-driven environment. This role requires a CPA with prior Big 4 public accounting experience, strong technical accounting expertise, and deep hands-on experience in daily accounting activities, reconciliations, and financial reporting. The ideal candidate is both strategic and operational - capable of overseeing financial controls and reporting while also rolling up their sleeves to manage daily accounting functions in a dynamic and evolving environment.

Job Responsibilities

Financial Leadership & Oversight

• Ownership of all accounting operations including general ledger, month-end close, reconciliations, and financial reporting.

• Ensure accurate and timely monthly, quarterly, and annual financial statements.

• Assist with the preparation of financial forecasts and budgets

• Develop, implement, and maintain strong internal controls and accounting policies.

• Oversee compliance with GAAP and relevant regulatory requirements.

Accounting & Reconciliation (Hands-On)

• Manage all day-to-day full cycle accounting functions including Accounts Receivable, Accounts Payable, invoicing, treasury, cash applications, general ledger maintenance, intercompany reconciliations, and system reconciliations.

• Reconcile various accounts and investigate discrepancies when identified and take action to correct these identified discrepancies.

• Perform and review complex balance sheet reconciliations, including intercompany, accruals, deferred revenue, and revenue recognition

• Lead/own the month-end, quarter-end, and year-end close process with strict adherence to deadlines.

• Prepare and review journal entries, account reconciliations, and supporting schedules, including large-volume and complex data reconciliations.

• Perform and review large-volume, complex reconciliations, including bank, balance sheet, and clearing accounts

• Investigate and resolve discrepancies across financial systems and sub-ledgers.

• Ensure integrity of financial data through detailed account analysis and documentation.

Treasury & Cash Management

• Oversee daily cash activity, bank reconciliations, and treasury operations.

• Forecast cash requirements and monitor working capital.

• Maintain relationships with banking partners and ensure appropriate controls over cash flows.

Leadership & Team Management

• Lead, mentor, and develop a team of direct reports, fostering accountability, collaboration, and professional growth.

• Allocate workloads, set performance expectations, and conduct regular performance reviews.

• Build a culture of continuous improvement and operational excellence.

Process Improvement & Systems

• Identify inefficiencies in current accounting processes and design scalable improvements.

• Partner with internal stakeholders to enhance systems, automation, and data flows.

• Support implementation and optimization of ERP, billing, and reporting tools.

• Strengthen internal controls and documentation as the organization scales.

Stakeholder Collaboration

• Act as a key finance partner to Operations, Sales, and Technology teams.

• Support internal and external audits and respond to audit requests.

• Assist with tax filings and regulatory requirements.

• Prepare and analyze financial analysis and reporting to support management decision-making.

Audit & Compliance

• Serve as primary liaison with internal & external auditors.

• Coordinate annual audits and ensure timely completion.

• Maintain audit-ready documentation and support schedules.

• Ensure compliance with tax and regulatory filings in coordination with advisors.

Process Improvement & Systems

• Assess and enhance accounting workflows, automation, and financial systems.

• Implement best practices to streamline reconciliation and reporting processes.

• Support ERP optimization and financial system integrations where applicable.

Strategic & Cross-Functional Support

• Partner with leadership on budgeting, forecasting, and financial analysis.

• Provide financial insights to support operational decision-making.

• Assist in evaluating business initiatives, contracts, and vendor agreements.

Qualifications

Required

• CPA designation (active license required).

• Bachelor’s degree in Accounting, Finance, or a related field (required).

• Professional accounting designation (CPA) required.

• 8–12+ years of progressive accounting and finance experience.

• Big 4 public accounting experience (audit or advisory).

• Strong expertise in GAAP and financial reporting.

• Extensive hands-on reconciliation experience.

• Proven experience managing month-end close in a complex environment.

• Experience working in a remote or distributed team environment.

Preferred

• Experience in loyalty, marketing services, SaaS, or data-driven businesses.

• ERP system experience (Great Plains, QuickBooks, and Office 365, or similar).

• Advance Microsoft Excel experience

• Experience scaling financial processes in a growing organization.

Updated the requisition with Compensation details per the Canada legislation payment requirement.

Business Unit: