Assistant Controller
Wellspring Worldwide · United States
- Hybrid
- Full-time
- $120,000 / year
- United States
Job highlights
- Lead finance operations and reporting for Wellspring Worldwide.
- Manage accounting, analytics, audit, and tax functions.
- Drive process improvements using AI and technology.
- Ensure GAAP compliance and financial statement accuracy.
- Collaborate across departments for financial excellence.
About the role
About Wellspring
Wellspring Worldwide, Inc. is a leading provider of web-based software systems for managing research, technology commercialization, and innovation operations for universities, companies, government agencies, and independent labs. Founded in 2003, Wellspring has grown to serve over 500 organizations globally, including Fortune 500 companies, SMEs, hospitals, and universities. The company’s flagship products—Sophia, Flintbox, and Zeto—enable organizations to manage the entire innovation lifecycle, from discovery and IP management to commercialization and knowledge transfer.
About the Role
We are looking for a stellar Assistant Controller to join our team! Reporting to the Corporate Controller, you will be a trusted partner, building out and managing various aspects of the finance department, including analytics, monthly reporting, accounting operations, systems, audit, and tax. You will build strong relationships across all departments in the Company, instilling a culture of strong communication and partnership with finance.
The Assistant Controller will lead day-to-day finance operations and supervise staff members including functional responsibility over accounting and international consolidation. Additionally, the Assistant Controller will coordinate tax compliance, ensure FloQast and NetSuite excellence, and assist with our banking relationships.
This is a tremendous opportunity for a motivated individual with five to seven years of accounting and finance experience, ideally beginning in public accounting and then moving to the corporate world.
Responsibilities:
- Oversee accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements
- Maintain internal control and safeguards for SaaS sales results, revenue reporting, accruals, and cash management
- Shorten the monthly close and reporting cycle
- Primary contact for all audit activity with BDO and audited GAAP financial statements
- Use AI to drive process improvements, insights, and efficiencies in the close process, analytics, and reporting effectiveness
- As we continue our international process improvement, this role will help drive the structure, rollout, and ongoing oversight
- Analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; and provide budget to actual variance reporting
- Key partner in the annual budgeting and planning process
Requirements:
- Degree in accounting or finance
- CPA required
- Strong GAAP knowledge
- 5-7+ years of accounting experience
- International multi-currency experience
- Keen AI, analytic and problem-solving skills which allows for strategic data interpretation versus simple reporting
- Ability to thrive in a fast paced, high growth environment
- Strong NetSuite proficiency
- Strong Excel skills
- Ownership mindset—process improvements and operational excellence are critical to our finance brand
- Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management
- Proficiency in defining, documenting, and implementing accounting and processes
Key skills/competency
- Accounting
- Finance
- GAAP
- CPA
- NetSuite
- Excel
- Auditing
- Reporting
- Analytics
- Process Improvement
Skills & topics
- Assistant Controller
- Accounting
- Finance
- GAAP
- CPA
- NetSuite
- Reporting
- Analytics
- Audit
- Process Improvement
- International Finance
- SaaS
- Controller
How to get hired
- Tailor your resume: Highlight your CPA, 5-7 years of accounting experience, and GAAP knowledge. Emphasize NetSuite and Excel proficiency.
- Showcase problem-solving: Demonstrate AI, analytical, and strategic data interpretation skills. Mention experience with international multi-currency environments.
- Address key requirements: Clearly state your degree in accounting or finance and your CPA certification. Detail experience in fast-paced, high-growth settings.
- Prepare for interviews: Be ready to discuss your ownership mindset, process improvement initiatives, and communication skills, especially presenting financial data to senior management.
- Understand the company: Research Wellspring's focus on innovation, technology commercialization, and their software systems.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the primary focus of the Assistant Controller role at Wellspring Worldwide?
- The Assistant Controller at Wellspring Worldwide will lead day-to-day finance operations, including accounting, international consolidation, tax compliance, and systems management. This role is crucial for building out and managing key aspects of the finance department, with a strong emphasis on analytics, monthly reporting, and process improvements using AI.
- What are the essential qualifications for the Assistant Controller position?
- Essential qualifications include a degree in accounting or finance, a CPA certification, and 5-7 years of accounting experience. Strong knowledge of GAAP, proficiency in NetSuite and Excel, and experience with international multi-currency environments are also required.
- How important is experience with AI in this Assistant Controller role?
- The job description explicitly mentions using AI to drive process improvements, insights, and efficiencies in the close process, analytics, and reporting. Therefore, keen AI, analytical, and problem-solving skills are highly valued for strategic data interpretation.
- What is the expected work environment at Wellspring Worldwide for an Assistant Controller?
- The role is designed for someone who can thrive in a fast-paced, high-growth environment. An ownership mindset focused on process improvements and operational excellence is critical for the finance brand.
- What kind of reporting responsibilities does the Assistant Controller have?
- The Assistant Controller will be responsible for analyzing financial data, presenting accurate and timely financial reports, clearly communicating monthly, quarterly, and annual financial statements, and providing budget-to-actual variance reporting. They will also be a key partner in the annual budgeting and planning process.
- Does the Assistant Controller role involve managing staff?
- Yes, the Assistant Controller will lead day-to-day finance operations and supervise staff members, with functional responsibility over accounting and international consolidation.
- What is the significance of NetSuite and FloQast in this role?
- Strong NetSuite proficiency is a requirement. The role also involves ensuring FloQast and NetSuite excellence, indicating these are key systems for managing financial operations and reporting at Wellspring.