Assistant Controller

US Based Part Time (30 Hours Per Week) – Remote, Flexible Schedule (within business hours of 8am-6pm EST)

About Us Juna Financial’s mission is to empower our team and clients to reach their next level!

We are a dynamic and forward-thinking firm dedicated to empowering businesses through cutting-edge finance and accounting services. We specialize in partnering with small and medium-sized enterprises in the technology, life sciences and professional service industries. Our team is passionate, collaborative, and committed to providing next-level accounting solutions.

We believe in providing meaningful career opportunities in a positive, collaborative, and supportive culture. Juna provides ongoing training, support, career growth opportunities and work-life balance. Happy employees = happy clients.

Ready to bring your next level accounting skills to Juna? Read on!

ARE YOU?

• Independent, proactive and have the drive to go the extra 10%?
• TECH SAVVY with a passion for learning cutting edge accounting technology and software?
• Experienced with cloud based financial applications and creating efficient workflows using technology integrations & automations
• Resourceful with a knack for problem solving?
• Collaborative and customer service oriented?
• Experienced in a client facing role with effect communication via Zoom, email, and Slack?
• Energized in a fast-paced environment, handling multiple clients?
• Curious with a thirst for knowledge?
• Innovative and always looking for ways to improve processes to make things better?
• Confident in sharing ideas and contributing to team meetings?

Position Overview The Assistant Controller is a growth-oriented position designed to onboard an experienced accounting professional into Juna’s client service model, workflows & technology stack.

The Assistant Controller works as part of Juna’s team to provide accurate and timely financial information to a variety of small to mid-sized clients, primarily in the technology, life science and professional services industries. The Assistant Controller will manage smaller clients as well as support Juna’s Controllers on larger engagements. Engagement management includes ensuring the accuracy of financial information, financial reporting, financial analysis, mentoring & management of Accounting Associates and streamlining operations using best in class technology.

The Assistant Controller Will Begin With a Six (6) Month Onboarding Period Serving In An Accounting Associate Capacity. During This Period, The Assistant Controller Will Focus On Learning

• Juna’s accounting workflows & internal controls
• Client service model and concierge level standards
• Cloud-based technology stack & integrations
• Documentation standards and quality control procedures

The Assistant Controller Is An Experienced Accounting Professional Who Thrives In a Tech-enabled, Fast-paced, Remote Environment And Embraces Juna’s Core Values

• Make It Better
• The Last 10%
• Own What You Do
• Be a Duck
• Collaborate

Phase 1: Accounting Associate (1st Six Months)

Outcome: Develop mastery of Juna’s processes, procedures, technologies, documentation standards and client workflows.

RESPONSIBILITIES: vary by client and include:

• Perform full-cycle cash and accrual basis accounting including, A/R, A/P, payroll and monthly close
• Reconcile balance sheet accounts and maintain organized workpapers
• Utilize cloud-based technologies and related integrations with QBO, BILL, Double (formerly Keeper), FinOptimal, Ramp, Right Tool, ShareFile, Google Workspace and others.
• Assist onboarding new clients including account clean up
• Create & maintain revenue recognition schedules & reconciliations
• Exceed client expectations by delivering accurate, timely financial info
• Learn Juna’s financial reporting standards, KPIs and variance analysis procedures
• Develop proficiency in Juna’s documentation and internal control procedures
• Participate in team meetings, one-on-ones and training sessions
• Demonstrate readiness for client-facing leadership responsibilities

Progression to Assistant Controller will be based on demonstrated technical competence, workflow mastery, leadership readiness and alignment of Juna’s core values.

Phase 2: Assistant Controller (Post Training)

Upon successful completion of the initial phase, responsibilities expand to include:

**Client Management & O…