Job Description

About Upsourced:

We are future-focused financial strategists for the creative industry. We take being “team-oriented” seriously because we know that when we're putting our heads together, working with agency partners, or sharing our thought leadership, the whole can be even greater than the sum of its parts. Are you the type of person who knows there has to be a better way to do business in the accounting industry? Well, we're confident you just found it.

Who We are

Founded in early 2012, Upsourced has grown into one of the largest accounting service firms for creative agencies in the country and a recognized industry thought leader.

Outsourced management accounting and advisory is the single largest growth opportunity in accounting today. As the larger traditional firms struggle to figure out what this all means for them, Upsourced is building the future of the profession. We leverage technology and the cloud to run an efficient and innovative company that keeps up with today's demands in the digital world.

Our Culture

We excel at working with fast-growing businesses because we are one. At Upsourced, we vibe with the startup feel; things move fast and we stay on top of the latest trends, tech, and best practices. We treat our clients as partners and our coworkers as friends. And we always strive to keep things collaborative, kind, and fun. This means that we are innovative, fresh, responsive, flexible, and approachable. We've established ourselves as a new model for public accounting by fostering an environment of opportunity, growth, and flexibility.

Controller Job Description:

A Controller is a key strategic partner for clients. This position acts as an extension of the client's team. Upsourced is seeking individuals who can mesh well with our team, as well as provide excellent service to our clients. We're hoping for someone that would thrive in a collaborative environment where things change rapidly.

Requirements

• Degree in Accounting or Finance (or Business Equivalent)
• Experience with client service preferred
• Willingness to learn
• Ability to roll with it
• Passion and drive

Responsibilities

• Become a trusted advisor for our clients
• Effectively manage client relationships for 8-12 growing small businesses with changing needs
• Ownership for overall client relationship, strategy, and financial advisory
• Prepare ongoing management and KPI reporting for clients and deliver results in a weekly / monthly meetings
• Oversight of Sr. Accounting and Accounting teams to ensure accurate and timely monthly financials
• Consult on and implement the technology we use: Xero, Quickbooks, Gusto, Harvest, Bill.com, etc.
• Understand and recommend financial and operational workflow for clients as necessary
• Create processes and document best practices for each unique client

Perks and Benefits:

Benefits

• Competitive salary
• Full-time position
• Health benefits available with the company covering 80% of the employee's premium
  
• 401k Program

Perks

• Work laptop and second monitor provided
• Collaborative Team
• Open workspace, no cubicles (local team)
• “Startup” feel - your work matters and you can have lasting effects on the company
• Flexible vacation and time off, just make sure your work is getting done
• Ability to work remotely
• Quarterly volunteering opportunities
• Weekly team lunches to celebrate our progress and successes (local teams)

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