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$130,000 - $150,000 Per Year
Full Time
Palo Alto, CA, United States
19 days ago
Escalon is looking for a Practice Lead Controller. “Creating highly efficient and seamless workflows to collect and act on necessary data.” 💰 Compensation: USD130K - 150K/year. 🌎 Location: Palo Alto, CA, USA. 💪 Skills: 7 years of experience required in accounting. ⭐ Responsibilities and more: Practice Lead: • Serve as liaison to the Consumer Practice, facilitate sales proposals and productivity expectations, and coordinate resourcing and planning. Coordinate with the team and other departments as needed. • Partner with leadership on data analysis performance metrics and improve workflow, teamwork, revenue, and margin. • Design processes that drive optimization; review, design, and execute improvements to organizational structure. • Subject-matter expert, identify issues and provide workable solutions across the practice. Controller: • Carry a client load with primary responsibility and ownership for overall engagement-level relationships. • Oversee the activities of the accounting department for clients - accurate and timely dissemination of financial management reporting, including, but not limited to, internal and external monthly financial statements. This includes compliance with GAAP and relevant regulatory requirements. • Create and nurture partnerships across functional roles within our organization, including our Onshore team in India. • Review and approve client compliance schedule. • Review and oversee client onboarding process to ensure we meet and exceed client expectations. • Review and Approve Client Accounting Policies & Procedures, including Accounting/ERP system selection/implementation, Setup Cash Flow, Capitalization Policy, Prepaid Expense Policy, New Initiatives. • Act as a point of escalation for technical questions and assist the team in solving them. • Develop and mentor finance and accounting team members. • Identify opportunities for Up-Sell/Cross-Sell and collaborate with Business Development Team Members. • Managing finance relationships with Vendors, Banks, Corporate Credit Cards, and Merchant Processors. • Overseeing tax return process, facilitating requests from our tax team. • Audit (if required), including managing the audit process and facilitating requests from the audit firm.
$130,000 - $150,000 Per Year