Assistant Controller

VisiQuate 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.

Key Responsibilities

Financial Reporting & Accounting Operations

• 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).

M&A Accounting & Integration

• 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.

Internal Controls, Systems & Process Improvement

• 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:
• NetSuite
• Maxio
• Ramp
• Support future ERP enhancements, integrations, and financial systems implementations.
• Improve close processes, reconciliations, reporting workflows, and documentation.

Financial Reporting, Audit & Compliance

• 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.

Leadership & Team Development

• 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.

Cross-Functional Partnership

• 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.

Qualifications

• 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 within a private equity-backed SaaS or technology company strongly preferred. Experience with complex business structures ranging from multi-entity, multi-national and varied currency.
• Demonstrated experience supporting M&A transactions, acquisition accounting, and post-acquisition integration.
• Strong knowledge of US GAAP including ASC 606, ASC 805, ASC 842, and ASC 350-40.
• Experience with multi-entity accounting and consolidations.
• Advanced experience with:
• NetSuite
• Maxio
• Ramp
• Microsoft Excel
• Proven ability to improve processes while maintaining strong internal controls.
• Excellent organizational, leadership, and communication skills.
• Comfortable working in a fast-paced, high-growth environment with multiple competing priorities.

Core Competencies

• Operational Excellence – Hands-on leader focused on process scalability.
• Strategic Agility – Connects accounting operations to enterprise goals.
• Technical Mastery – Deep understanding of complex accounting and consolidation.
• Influential Leadership – Builds trust with executives, auditors, and investors.
• Results-Driven – Balances speed, accuracy, and continuous improvement.

Characteristics we love

• Highly self-motivated and driven
• Allergic to sterile and cold corporate cultures
• Passionate about producing high-quality deliverables
• Detail-oriented and results driven
• Collaborative team player
• Addicted to learning and improving
• Has the ability to turn data into insight

Successful candidates will value and embrace VisiQuate’s Guiding Principles

• Leadership - We lead by example and by empowering our clients, partners and staff.
• Optimism - Our glass is decidedly half full…and then some.
• Curiosity - We approach the who, what, where, when, why, and how questions with an inquisitiveness that delights in discovering fresh ideas.
• Zeal - We approach our work with eagerness, determination, and contagious enthusiasm.
• Integrity - We value conscience, character, truth, and honor as fundamental principles.
• Innovation - We believe in a continuous and relentless pursuit of all which seems unimaginable.
• Fun - We believe that hard work and fun go hand in hand.
• Compassion - We will lead not only with our heads; but with our hearts.
• Giving - We will gladly give our time and money to causes we believe in.