Controller running close, reporting, forecasting, controls, and systems for Treewalk’s growing private - company clients. Delivering outsourced finance leadership across diverse Canadian industries.
About the role
- Financial Controller owning close, reporting, revenue, compliance, and automation. Strengthening finance systems for Lazer, a remote digital product studio building technology products.
Responsibilities
- Own monthly, quarterly, and year-end close across Lazer entities
- Prepare financial statements, management reporting, and variance analysis
- Maintain accounting policies, working papers, and a clean audit trail
- Complete or review accounting work directly when needed
- Own accounting for time-and-materials, fixed-fee, and retainer engagements
- Manage work in progress, unbilled revenue, deferred revenue, and revenue recognition judgments
- Run project reviews with delivery leaders covering revenue, cost, margin, utilization, and labour economics
- Identify budget overruns, change orders, and billing gaps
- Support forecasting, scenario analysis, pricing decisions, and business performance analysis
- Review client contracts and statements of work for revenue recognition, billing terms, and collectability
- Oversee cash management, banking, accounts payable, accounts receivable, and payroll
- Standardize invoicing and collections for project-based work
- Lead the annual audit and serve as primary contact for auditors, tax advisors, banks, and finance partners
- Coordinate Canadian tax and compliance requirements, including GST/HST, year-end filings, SR&ED support, and cross-border or multi-entity requirements
- Maintain practical controls for a growing remote company
- Assess the finance stack and prioritize operational improvements
- Automate reconciliations, close tasks, reporting, and recurring workflows
- Use AI to reduce manual work and improve analysis, documentation, and decision support
- Build reliable data flows between finance, delivery, sales, and people systems
- Partner with the CFO and Finance Manager as a senior member of a small team
- Translate financial results into recommendations for business leaders
- Challenge assumptions and follow issues through to resolution
- Help define Lazer’s finance team, systems, and operating model for future growth
Requirements
- CPA designation required
- At least seven years of progressive accounting and finance experience
- Experience owning the close and financial reporting as a Controller, Assistant Controller, Senior Accounting Manager, or equivalent
- Hands-on experience in a lean finance team, ideally in a startup, scale-up, technology, consulting, or professional services business
- Strong technical accounting judgment
- Experience with audit, tax, controls, and multi-entity reporting
- Experience with project or contract-based revenue, including time-and-materials, fixed-fee, or retainer engagements
- Understanding of how delivery decisions affect margin, cash, and revenue recognition
- Strong analytical skills and ability to turn transaction detail into business recommendations
- Comfort with evolving processes and ambiguity
- Sound judgment, high ownership, and confidence challenging senior stakeholders constructively
- Strong spreadsheet skills and experience with Xero or comparable cloud accounting platform
- Experience improving finance systems, close processes, reporting, or data quality
- Practical experience using automation or AI in finance
- Clear written and verbal communication skills
- Ability to explain accounting issues to non-finance colleagues
- Ability to collaborate effectively in a remote-first organization
- Experience in a Canadian company with US operations, customers, or team members is an asset
- ERP, close management platform, reporting tool, or finance workflow implementation experience is an asset
- Experience supporting financing, acquisitions, diligence, or investor reporting is an asset
Benefits
- Competitive compensation
- Unlimited PTO; take at least 15 days off a year
- Full health, dental, and vision benefits
- 401(k) for US employees
- Work from anywhere / flexible workspace
- Regular team retreats and company vacations
- Welcome to bring a partner to team retreats
- Professional growth across multiple industries and cutting-edge projects
- Continuous learning and knowledge sharing
- Real autonomy with minimal meetings
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