Assistant Financial Controller

About Umbrella

About the role

Key Responsibilities:

• Own the month-end and year-end close process, ensuring timely and accurate financial statements
• Prepare and review management accounts, variance analyses, and financial reports for the CFO and senior leadership
• Maintain the integrity of the general ledger and chart of accounts within Sage Intacct
• Oversee accounts payable, accounts receivable, cash flow management, and bank reconciliations
• Manage payroll processing coordination and ensure compliance with payroll obligations
• Ensure compliance with all relevant tax filings, regulatory requirements, and statutory deadlines

• Act as a trusted right hand to the CFO, translating financial data into clear insights and recommendations
• Prepare materials and briefings that enable the CFO to make well-informed decisions
• Flag risks, discrepancies, or issues proactively, providing context and proposed solutions
• Support budgeting and forecasting cycles, working closely with the CFO on assumptions and outputs

• Directly manage, mentor, and develop the Junior Financial Analyst and Administrator, providing day-to-day guidance and quality review
• Set clear priorities, review work for accuracy, and ensure the Junior Financial Analyst and Administrator has the tools and knowledge to succeed
• Serve as the primary escalation point for the Junior Financial Analyst and Administrator on complex transactions or accounting questions
• Build and document standard operating procedures (SOPs) for key finance processes

• Serve as the primary power user and administrator of Sage Intacct
• Identify and implement process improvements to increase efficiency and accuracy across the finance function
• Collaborate with Technology team to implement system enhancements on Sage Intacct, Salesforce, and other systems relevant to Finance workflows
• Ensure financial controls are in place and adhered to across the team
• Liaise with external accountants, auditors, and advisors as needed

What we are looking for:

• 5+ years of progressive finance and accounting experience, with at least 2 years in a senior role
• Demonstrated experience with Sage Intacct (or similar ERP) — hands-on and confident in using it day-to-day
• Strong technical accounting knowledge
• Proven ability to manage and develop direct reports
• Exceptional attention to detail and commitment to accuracy
• Strong communication skills — able to translate financial complexity into plain language for non-finance stakeholders

• Experience working in a mid-sized business environment where you wore multiple hats
• CPA, CMA, or equivalent professional designation (or actively working toward completion)
• Familiarity with setting up or optimizing Sage Intacct workflows, dimensions, or reporting
• Experience supporting a CFO or executive leadership team directly
• Background in Technology or Professional Services Industry

• Competitive compensation package
• Comprehensive benefits package including health, dental, and vision insurance. 
• Opportunities for ongoing training and professional development. 
• Supportive work environment with a focus on safety and innovation.