Senior Analyst, Controllership

ROLE DESCRIPTION:

Exbo Group is looking for an exceptional individual to join our team to help grow our Controllership practice. This individual will provide accounting, controlling, and financial operations to our current and future portfolio of growth-stage clients.

The Senior Analyst, Controllership will play a crucial role as a dedicated resource at Exbo Group. As a Senior Analyst, you will work directly with a team to implement best practices and support a full-service financial accounting function. Over time, you will establish yourself as the key accounting and financial operations resource to many of our clients. You will be responsible for executing general accounting operations (balance sheet schedules, AR, AP, chart of account management), drive month-end closing procedures, develop professional materials to be presented to clients, and help establish best practices and procedures for our accounting clients. This is an opportunity to become a critical member of our accounting team and join a rapidly growing premier consulting business with unlimited upside as we scale. Our expectation is for this individual to learn, grow, establish a deep understanding of the best accounting, and develop client communication skills to help support our clients through their next leg of growth. If successful, this individual has the opportunity to serve as the controller for our clients and over time manage team members themselves.

The ideal candidate has a strong accounting background and can leverage these skills to work closely with both our internal team and external clients to execute on and strengthen our current processes. They have strong written and verbal communication skills for both internal and external purposes – this skillset is vital to the success in this role. They are a persistent self-starter that gets excited about working with a diverse set of growing businesses with a range of different needs. They embrace ambiguity, are meticulous about the details, and are a humble team player looking to join an engaging and passionate group of coworkers. We expect this person to be comfortable working with a small but growing hybrid team to execute accounting procedures.

WHAT YOU’LL DO:

• Analyze and reconcile client cash and balance sheet accounts. Ensure all transactions are documented in the appropriate system
• Respond to client requests and internal emails accurately and in a timely manner
• Research and resolve discrepancies
• Actively listen to a client’s requests and inquiries; evaluate and make decisions using critical thinking skills to solve problems
• Manage and prioritize time effectively across projects, as well as assist others on the team when needed
• Input data and maintain logs for recording and tracking transactions. Monitor and ensure compliance with policy and procedures; identify trends in activities and outcomes. Ensure that accounts are balanced and reconciled
• Own portions or entirety of month-end close activities, depending on client
• Own financial operations activities such as A/R and A/P management
• Participate in and/or lead special projects as requested
• Communicate with the client on an as needed basis both verbally and written
• Prepare controllership led projects and materials that will be presented to clients
• Work together as a team to ensure client satisfaction is guaranteed

KEY QUALIFICATIONS:

• Bachelor’s Degree in Finance or Accounting
• 2 – 4 years of relevant experience in accounting, financial operations, or auditing in any business sector
• High attention to detail with exceptional level of accuracy
• Possess strong critical thinking skills and ability to think outside of a given set of constraints
• Proficiency with MS Office experience with demonstrated knowledge working with Excel
• Prior QuickBooks Desktop or QuickBooks Online experience is a plus but not required
• Strong math skills and deep knowledge of generally accepted accounting principles (GAAP)
• Must have superior written and verbal communication skills, and is able to communicate clearly and effectively with clients
• Ability to identify and resolve issues and present information in a clear and concise manner
• Possess excellent time management and organizational skills; demonstrating ability to prioritize, multitask, and deal with ambiguity and competing priorities
• Enjoy working with and advising a diverse set of growing companies
• Manage multiple projects at once
• Having or working towards a CPA license is preferred, but not required

ABOUT EXBO GROUP

Exbo Group is a team of investment bankers, consultants, and accountants that grew out of a $400M New York based venture capital fund. The fund’s portfolio companies had CEOs with strong visions and operating experience but lacked the technical financial experience to scale. The companies needed a way to off-load the complex administrative burden of running a finance department and interfacing with their investors. After providing accounting and financial assistance for a firm’s successful $10M Series A raise, several other funds and firms began to seek out Exbo Group's assistance. Our team has grown substantially and now provides high-touch financial operations and CFO support to growth-stage companies nationwide from our New York headquarters.

WORKING AT EXBO GROUP

Exbo Group has four core values that will inform your experience working here:

People are Paramount: Our people are the most important asset we have, and once great people are found, we give them trust and autonomy to be the CEO of their role. We want to empower people with information rather than limit them with process.

Customer Obsession: Our customers are our lifeblood. We built our business in order to facilitate their growth and provide financial support in the areas they need most. We work vigorously to earn and keep customer trust in order to build a long-term relationship.

High Standards: We deliver a premium service to our customers and in return they expect nothing but excellence. When problems inevitably pop up, they are addressed and fixed immediately. Our relentless focus is on maintaining a high bar for our work so that we can keep customers happy.

Positive Energy: We know positivity and optimism benefit our work, and we harness positive energy as a vehicle towards greater awareness, growth, and collaboration. We believe in cultivating positive relationships within our team and with our customers in order to make our workplace a fun and inclusive environment to be a part of.

Exbo Group is an equal opportunity employer. We value a diverse workforce and an inclusive culture. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.