Ownershift is a for-profit, purpose-driven acquisition platform that purchases high-quality, long-tenured small businesses from retiring owners and implements broad-based employee ownership programs upon closing, enabling employees to directly participate in business success. Our goal is to become the preferred buyer for retiring owners by offering quick, efficient acquisitions and facilitating employee ownership legacies. This creates a win-win for retiring owners, employees, communities, and investors, ensuring secure financial positions and legacies for owners, financial participation and wealth creation paths for employees, retention of valuable businesses for communities, and strong financial returns for investors.
Job Summary:
As the Controller, you will manage and oversee the daily accounting and financial operations of Ownershift and its portfolio companies. You will ensure the accuracy and timeliness of financial reporting, manage internal controls, and support financial planning and analysis. Your role will involve working closely with senior leadership to address financial issues, streamline processes, and enhance operational efficiency. Your expertise in accounting and financial management will be crucial in maintaining financial integrity and supporting the company's overall success.
How you’ll make an impact:
Financial Operations Management
- Oversee daily accounting operations, including accounts payable, accounts receivable, payroll, and general ledger maintenance.
- Ensure accurate and timely preparation of financial statements and reports in compliance with regulatory requirements.
- Develop and maintain robust internal controls and accounting procedures to safeguard company assets and ensure financial accuracy.
Budgeting, Forecasting, and Reporting
- Prepare and manage annual budgets and financial forecasts for the acquisitions and the holding company.
- Monitor and analyze financial performance against budgets and forecasts, providing insights and recommendations for corrective actions.
- Prepare detailed financial reports for senior management to support strategic decision-making and operational improvements.
Acquisition and Integration Support
- Develop financial forecast and reporting mechanisms for portfolio companies.
- Assist in financial clean-up post-acquisition.
- Monitor post-acquisition financial performance.
Performance Monitoring and Analysis
- Track key financial metrics and performance indicators to assess the company’s financial health and operational efficiency.
- Conduct in-depth financial analysis to identify trends, variances, and opportunities for improvement.
- Prepare and present regular financial updates to senior management, highlighting key insights and recommendations
What you’ll bring to the table:
- 5+ years of professional experience in accounting, with a focus on financial reporting, internal controls, and operations management.
- Experience working within small companies and/or startups.
- Proven experience in managing accounting functions, budgeting, and financial analysis.
- Strong understanding of accounting principles, financial regulations, and compliance requirements.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with senior leadership and other stakeholders.
- Analytical mindset with a keen attention to detail and strong problem-solving skills.
- Experience with financial systems, software, and process improvements.
- Ability to travel on occasion.
- CPA preferred.
Compensation:
This position will receive a competitive base salary DOE, early-stage equity, and a generous benefits package including but not limited to medical, dental, vision, unlimited PTO, and paid holidays.
Ownershift is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.
Top Skills
What We Do
Ownershift is on a mission to provide small business owners a succession plan that solidifies their legacy and facilitates their business remaining rooted in their community forever. We aim to acquire high quality small businesses from retiring owners, match these companies with qualified leaders to continue growing the business, and distribute ownership to employees to enable them to participate meaningfully in the value they create
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