Assistant Controller

Office Schedule: Hybrid / 2 days onsite

About Treering

Treering is a Silicon Valley-based tech company on a mission to help people preserve and celebrate their most meaningful memories. By combining just-in-time digital printing with our proprietary AI platform, we create personalized keepsakes, like yearbooks and photobooks, that capture life’s milestones in a modern, thoughtful way.

Position Summary

Treering is seeking an experienced and detail-oriented Assistant Controller to support the day-to-day accounting operations of the company and help ensure the accuracy, integrity, and timeliness of financial reporting. This role partners closely with the Controller and cross-functional leaders to oversee accounting processes, strengthen internal controls, and drive continuous improvement as the company scales.

The ideal candidate is hands-on, highly organized, and thrives in a fast-paced environment. They bring a strong foundation in corporate accounting, month-end close, financial reporting, and process improvement, while also serving as a trusted resource to the broader Finance team.

Key Responsibilities

Accounting Operations

• Lead and submit the monthly, quarterly, and annual financial close processes.

• Prepare and review journal entries, account reconciliations, and supporting schedules.

• Ensure the accuracy and integrity of the general ledger and financial records.

• Support cash management, accruals, fixed assets, and balance sheet reconciliations.

• Review accounting transactions for compliance with company policies.

• Ad Hoc Accounting projects as assigned.

Financial Reporting

• Prepare monthly financial statements.

• Prepare monthly BVAs.

• Support budgeting, forecasting, and financial planning activities.

• Prepare schedules and documentation for internal and external reporting needs.

Internal Controls & Compliance

• Maintain and improve accounting policies, procedures, and internal controls.

• Assist with external audits, tax filings, sales tax reporting, and regulatory reporting.

• Support compliance with accounting standards and company financial policies.

• Identify opportunities to improve efficiency through automation and process improvements.

Team Support

• Provide guidance and mentorship to junior accounting staff.

• Assist with workload prioritization and special projects.

• Serve as a backup for key accounting functions as needed.

• Support accounting for employee-related expenses, commissions, and benefits.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.

• 5-7+ years of progressive accounting experience.

• Strong knowledge of U.S. GAAP and financial reporting.

• Experience managing month-end close and account reconciliations.

• Advanced Microsoft Excel skills.

• Excellent analytical, organizational, and problem-solving abilities.

• Strong written and verbal communication skills.

Preferred

• CPA or CPA candidate.

• Public accounting experience is a plus.

• Experience in a SaaS, technology, start-ups, or high-growth environment.

• Experience with ERP or cloud-based accounting systems (e.g., NetSuite, Sage Intacct, QuickBooks Enterprise, or similar).

• Experience supporting annual audits and financial statement preparation.

Success in This Role

Successful candidates will demonstrate the ability to:

• Deliver accurate and timely financial reporting.

• Improve accounting processes and internal controls.

• Build strong cross-functional partnerships.

• Manage multiple priorities while meeting deadlines.

• Exercise sound judgment and maintain a high degree of confidentiality.

• Contribute to a collaborative, solutions-oriented Finance team.

Why Treering?

At Treering, you'll have the opportunity to make a meaningful impact while helping support a mission-driven technology company that serves schools, students, and families nationwide. We value collaboration, continuous improvement, and employees who take ownership, think strategically, and enjoy solving complex challenges.