• Reconcile accounts weekly across all entities in QuickBooks Online • Maintain audit-ready financial records • Investigate and resolve discrepancies proactively • Ensure accurate vendor bill entry and categorization • Manage payment schedules and AP balances • Coordinate payments with internal stakeholders • Generate and issue invoices as required • Track collections and aging reports • Provide weekly AR updates with recommended actions • Prepare and file required sales tax submissions • Maintain exemption and compliance documentation • Keep records audit-ready • Produce bi-weekly cash flow forecasts per entity • Identify risks, surpluses, and timing challenges • Support leadership decisions regarding cash usage • Prepare monthly variance analysis per business • Identify margin issues or overspending trends • Recommend cost control or reinvestment strategies • Manage franchise taxes and business registrations • Maintain licenses and renewals • Support compliance in regulated industries • Prepare financial scorecards per entity • Support weekly leadership meetings • Provide financial clarity for leadership decisions • Coordinate monthly review meetings with CPA partners • Prepare documentation for tax filings • Ensure year-end readiness through proactive organization • Support expansion and growth analysis • Assist in investment and feasibility modeling

JOB SUMMARY The Controller will be responsible for managing personnel in the accounting department and performing an array of accounting services including data review, data entry, reconciliation and transaction processing, and numerous other tasks and projects. Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results. MAJOR DUTIES & RESPONSIBILITIES - Reconcile financial discrepancies by collecting and analyzing account information. - Provide financial information in an accurate and timely manner. - Interpret and apply accounting policies and regulations to ensure compliance. - Oversee timely month-end financial close process. Identify trends, potential cost savings, and opportunities for financial improvements - Summarize current financial status by assisting with analysis of general ledger accounts. - Submission of financial statements in a timely manner. Working with operational staff to review P&L and other financial statements to improve profitability of departments. - Manage financial vendor relationships, such as CPA, banking, etc. - Work with accounting software to identify areas of better analysis, entries and development to align AccessDS and current software programs. Other duties & special projects, as assigned and based on business needs. EDUCATION/CREDENTIALS: Master’s degree in Accounting or related Finance degree required. Proficient in Quickbooks accounting software. JOB RELEVANT EXPERIENCE: 5+ years of experience in an operational finance/accounting position. Business experience in a healthcare and/or insurance setting is preferred. JOB RELATED SKILLS/COMPETENCIES: Present exceptional communication skills with a clear understanding of company business lines. The ability to apply critical thinking, manage time efficiently and meet specific deadlines. Computer literacy and typing skills are essential. Highly analytical, detail oriented and problem solving skills. Ability to work independently to meet individual and team goals. Thrive in a fast-paced environment. Intermediate computer skills in Excel Experience in accounts receivable, billing, cash applications Knowledge of insurance billing for claims is a plus, dealing with confidential information. WORKING CONDITIONS/PHYSICAL DEMANDS: Any lifting, bending, traveling, etc. required to do the job duties listed above. Long periods of sitting and computer work. WORK FROM HOME TECHNICAL REQUIREMENTS: Supply and support their own internet services. Maintaining an uninterrupted internet connection is a requirement of all work from home position. This job description is subject to change at any time.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Controller will be responsible for managing personnel in the accounting department and performing an array of accounting services including: - Data review - Data entry - Reconciliation and transaction processing - Numerous other tasks and projects Dane Street’s success relies on individual and team contributions every day. We care for our customers, each other and Dane Street. It is the responsibility for all of us to maintain a positive working environment that promotes client satisfaction and results. Qualifications - Master’s degree in Accounting or related Finance degree required - Proficient in Quickbooks accounting software Requirements - 5+ years of experience in an operational finance/accounting position - Business experience in a healthcare and/or insurance setting is preferred - Present exceptional communication skills with a clear understanding of company business lines - Ability to apply critical thinking, manage time efficiently and meet specific deadlines - Computer literacy and typing skills are essential - Highly analytical, detail oriented and problem solving skills - Ability to work independently to meet individual and team goals - Thrive in a fast-paced environment - Intermediate computer skills in Excel - Experience in accounts receivable, billing, cash applications - Knowledge of insurance billing for claims is a plus, dealing with confidential information Benefits - Medical, dental, and vision coverage for you and your family - Voluntary life insurance options for you, your spouse, and your children - Other voluntary benefits including hospital indemnity, critical illness, accident indemnity, and pet insurance plans - Basic life insurance, short-term disability, and long-term disability coverage at no cost - Generous paid time off policy - 401k plan with a company match - Apple equipment and a media stipend for remote workspace Working Conditions/Physical Demands - Any lifting, bending, traveling, etc. required to do the job duties listed above - Long periods of sitting and computer work Work From Home Technical Requirements - Supply and support their own internet services - Maintaining an uninterrupted internet connection is a requirement of all work from home positions Company Description A fast-paced, Inc. 500 Company with a high-performance culture, is seeking insightful forward-thinking professionals. We process over 200,000 insurance claims annually for leading national and regional Workers’ Compensation, Disability, Auto, and Group Health Carriers, Third-Party Administrators, Managed Care Organizations, Employers, and Pharmacy Benefit Managers. We provide customized Independent Medical Exams and Peer Review programs that assist our clients in reaching the appropriate medical determination as part of the claims management process.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Assistant Controller will provide leadership and coordination of property financial statements for a group of clients. The Assistant Controller leads a team of accountants and has regular interaction with clients and auditors. Together with other Assistant Controllers, ensure accounting procedures conform to generally accepted accounting principles. Essential Duties & Responsibilities - Responsible for the supervision of the accounting for a specific team of accountants. - Ensures the delivery of financial statements within the required client delivery date. - Communicates regularly with clients to discuss the financial performance of their properties and respond to accounting questions. - Responsible for the accuracy of financial statements prepared by a team of accountants. - Supervises the accounting team in reviewing rent rolls, reconciling bank statements and monitoring monthly operating results against budget. - Coordinate with operational team members to prepare and approve financial budgets for each property. - Coordinate with the Controller and CFO and other Assistant Controllers to establish and implement short/long-range departmental goals, objectives, policies, and operating procedures. - Participate in the hiring process and annual performance reviews for a team of Senior Accountants, Accountants, and Junior Accountants. - Manage efficiency and make staffing recommendations in order to meet expected performance metrics. - Support a team of Assistant Controllers in responding to financial audit requests and provide recommendations for procedural improvements. - Travel Requirement: This position does not require travel. Qualifications - Bachelor and/or Master’s Degree in Accounting or Finance - CPA Eligible or CPA Preferred - Previous 3rd party multi-family property management experience - Previous experience leading or managing a team of accountants - Excellent critical reasoning, quantitative, and analytical skills - Deep understanding of financial concepts - Excellent interpersonal, written, and verbal communication skills - Proven organizational skills with attention to detail Requirements This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice. Benefits - #LI-Remote