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Level Agency

Assistant Controller

Level Agency

. Lead and continuously improve the month-end close .

Posted 10/14/2026full-timeRemote • Canada, United StatesMid-LevelSenior💰 $110,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in month-end close processes, accounts receivable and payable management, and financial compliance. Proficient in leveraging finance systems and AI tools to enhance workflows and reporting accuracy.

Highest-signal resume keywords
Month-End Close ManagementAccounts Receivable ManagementAccounts Payable OperationsQuickBooks Online ExperienceCPA or Active CPA Candidacy

ATS Keywords

Tailor your resume
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Month-End CloseAccounts ReceivableAccounts PayableCash Flow ForecastingExpense Reporting ComplianceFinancial AnalysisProcess ImprovementAI Tools UsageFinancial DocumentationVendor Onboarding
Soft Skills
Strong Organizational SkillsExcellent Communication SkillsMentoringProblem-SolvingCollaboration
Tools & Technologies
QuickBooks OnlineTipaltiBill.comGoogle WorkspaceAI Tools
Certifications & Qualifications
CPAActive CPA Candidacy
Industry Keywords
Financial ComplianceExpense ManagementCash ManagementAccounting ProcessesFinancial Reporting

About the role

Key responsibilities & impact
  • Lead and continuously improve the month-end close
  • Ensure financials close accurately and on schedule
  • Own accounts receivable and collections, including complex exceptions such as terminated accounts, disputes, and non-standard billing arrangements
  • Oversee accounts payable operations, including vendor onboarding, payment processing, and troubleshooting AP platform issues
  • Manage and enforce expense reporting compliance, including coding and documentation for corporate card and reimbursement activity
  • Partner with the VP of Finance on cash flow forecasting and week-to-week cash management
  • Support implementation and adoption of finance systems, including collections automation and expense management platforms
  • Document and standardize accounting processes to reduce manual work, rework, and errors
  • Mentor and support accounting staff
  • Respond to ad hoc financial questions from leadership with accurate, well-supported analysis
  • Report to the VP of Finance

Requirements

What you’ll need
  • Bachelor's degree in Accounting, Finance, or a related field
  • 5+ years of progressive accounting experience, including month-end close and AR/AP management
  • CPA or active CPA candidacy strongly preferred
  • Hands-on QuickBooks Online experience
  • Experience with AP or collections platforms such as Tipalti and Bill.com/Bill Spend & Expense
  • Proficiency with Google Workspace (Sheets, Docs, Slides), including building and maintaining cash forecasts in Sheets
  • Demonstrated experience using AI tools, specifically Claude, to improve accounting or finance workflows
  • Ability to provide specific, real examples of AI use in an application and interview
  • Strong organizational skills and ability to manage competing priorities
  • Excellent communication skills and ability to explain financial concepts clearly to non-finance stakeholders
  • Process-improvement mindset
  • Occasional evening or weekend availability around month-end close
  • Must reside in the United States or Canada
  • Employer is unable to sponsor visas

Benefits

Comp & perks
  • Fully remote across the U.S. & Canada
  • Monthly WFH stipend
  • Summer Fridays
  • Unlimited PTO (U.S.)
  • Competitive vacation (Canada)
  • Parental/family leave options
  • Comprehensive health benefits
  • Mental health support
  • Company-paid disability & life coverage
  • Employer retirement contributions (401(k) in the U.S., RRSP match in Canada)
  • Quarterly performance reviews
  • Career advancement opportunities
  • Occasional company events and team working sessions