• Serve as the first point of escalation for day-to-day client inquiries and accounting issues • Deliver accurate, timely, and actionable financial reporting that helps clients understand performance and key metrics • Identify accounting or process challenges, recommend data-driven solutions, and communicate changes clearly to clients and internal stakeholders • Support Staff Accountants in daily operations and professional development through guidance and feedback • Collaborate with the Accounting Manager to maintain client satisfaction, ensure engagement scope alignment, and manage profitability • Execute and oversee core accounting functions including Month-end revenue entries and clearing account reconciliations • Financial statement preparation and variance analysis • Maintain organized, accurate financial records in QuickBooks Online and other client systems • Review work prepared by Staff Accountants, ensuring accuracy and providing coaching as needed • Identify and implement opportunities to improve workflow efficiency or automate recurring processes

• Own GAAP-compliant books and manage the monthly close process • Ensure corporate, sales, and location tax compliance; maintain audit readiness; and monitor cash health • Serve as primary liaison to external auditors and tax advisors • Maintain and strengthen internal controls across financial operations • Manage finance policies and standard operating procedures • Oversee AR/AP, procurement, and credit card compliance • Manage and maintain Carta and the cap table, including option pool tracking, preparing grants for Board approval, and issuing grants • Manage investor reporting requirements (e.g., monthly KPI and financial updates) and coordinate responses to routine investor information requests • Prepare and coordinate Budget vs. Actual reporting; support departmental budget alignment • Ensure documentation retention and finance-related compliance frameworks are maintained and audit-ready • Oversee payroll accounting integration and ensure payroll accuracy with execution owned by the Finance & Accounting Operations Associate

Role Description Reporting to the Head of Finance, the Assistant Controller will oversee daily accounting operations and play a pivotal role in driving financial integrity, operational excellence, and profitability across the agency. This individual will partner closely with accounting, FP&A, and department leaders to ensure accurate reporting, timely close cycles, and compliance with all financial policies. Key Responsibilities - Accounting Operations & Month-End Close - Lead and supervise the Accounts Payable team, ensuring accurate coding (GL, Class, Department, and Period) and timely vendor payments. - Oversee month-end close, ensuring proper cutoffs, reconciliations, and accuracy of all balance sheet accounts. - Review payroll processing runs prior to finalization to ensure accuracy. - Maintain and reconcile sub-ledgers for media and production inventory, including accruals and deferrals. - Prepare and review monthly journal entries, account reconciliations, and variance analyses. - Continuously improve the monthly close process to shorten timelines and enhance accuracy. - Team Leadership & Development - Supervise and mentor accounting staff, fostering a culture of accountability, continuous learning, and collaboration. - Provide training on accounting systems, agency-specific processes, and best practices to reduce recurring errors. - Collaborate cross-functionally to improve financial understanding across departments. - Financial Planning & Analysis Support - Support FP&A with timely and accurate data for cashflow forecasting, client profitability, and budget-to-actual reporting. - Participate in weekly cashflow meetings and provide insights on payment trends, collections timing, and variance drivers. - Support development of dashboards and KPIs to monitor financial health and client performance. - Audit, Compliance, and Controls - Manage preparation and review of annual audit schedules and supporting documentation. - Maintain strong internal controls, policy documentation, and accounting procedures consistent with GAAP. - Coordinate timely completion of tax filings and statutory reporting with external advisors. - Commissions & Compensation - Oversee quarterly commission calculations and ensure compliance with internal policies. - Maintain accurate commission eligibility data and present schedules for approval and payment. Qualifications - Bachelor's degree in Accounting, Finance, or related field; CPA is a plus. - 3–5 years of progressive accounting experience, ideally within advertising, marketing, media, or a PE-backed environment. - Strong understanding of GAAP, revenue recognition (ASC 606), and accrual-based accounting. - Experience with QuickBooks or project-based agency ERP system strongly preferred. - Proven track record in improving close processes and implementing controls. - Strong Excel skills. - Excellent communication, analytical, and leadership skills.

• Drive month-end close activities across multiple entities, including reconciliations, tie-outs, and preparation of supporting schedules. • Implement and operate key financial controls, enforce segregation-of-duties workflows, and maintain consistent documentation for audit and compliance. • Lead audit deliverables under AICPA/PCAOB by preparing PBCs, coordinating evidence, and standardizing control and process documentation. • Collaborate on automation initiatives with Engineering and future Finance Engineering resources to streamline close tasks, control testing, and data accuracy.