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Controller

Job description

Retired.com is on a mission to simplify retirement and financial decision-making for individuals and families. As we continue to grow, we’re building scalable, well-controlled operations that support innovation, compliance, and long-term impact. We value ownership, clarity, and collaboration—and we’re looking for finance leaders who thrive in dynamic environments.

Position Summary
The Controller is responsible for leading the company’s accounting operations, ensuring accurate financial reporting, strong internal controls, and compliance with all applicable financial, tax, and payroll requirements. This role oversees day-to-day accounting activities, prepares financial statements, and provides financial insights to support leadership decision-making.

In addition to core accounting responsibilities, the Controller serves as a finance leader and project owner, partnering with the Senior Director of Finance and cross-functional teams to drive process improvements, scale financial operations, and lead key finance initiatives. This role plays a critical part in building a scalable, well-controlled finance function as the company grows.

What You'll Do
  • Accounting & Financial Reporting
  • Oversee general ledger activities, including journal entries, account reconciliations, and month-end and year-end close processes
  • Prepare and review monthly, quarterly, and annual financial statements in accordance with U.S. GAAP
  • Maintain accurate, complete, and timely accounting records and systems
  • Monitor financial performance against budgets and forecasts, analyze variances, and communicate insights to finance leadership
  • Tax & Payroll Ownership
  • Own corporate, state, and federal tax compliance, including coordination of income, sales/use, and other applicable tax filings
  • Oversee client-related withholding and reporting requirements, ensuring accurate calculation, remittance, and reconciliation
  • Own payroll accounting and payroll processing in partnership with external payroll providers
  • Ensure compliance with all payroll-related tax filings, reporting, and reconciliations
  • Controls, Compliance & Audit
  • Develop, document, and maintain strong internal accounting controls and procedures
  • Serve as the primary point of contact for external auditors and tax advisors
  • Coordinate audits and ensure compliance with all federal, state, and local financial reporting and regulatory requirements
  • Leadership & Strategy
  • Lead, mentor, and develop the accounting team, fostering accountability and continuous improvement
  • Partner with the Senior Director of Finance to identify, prioritize, and execute finance initiatives that improve scalability and efficiency
  • Own and drive cross-functional finance projects, including close optimization, system enhancements, and process improvements

  • Required Qualifications
  • Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience)
  • 7+ years of progressive accounting experience, including people leadership
  • Strong knowledge of U.S. GAAP and financial reporting requirements
  • Experience owning accounting operations, internal controls, tax compliance, and payroll processing
  • Proficiency with accounting systems and financial reporting tools

  • Preferred Qualifications
  • CPA or equivalent certification
  • Experience leading finance transformation or process improvement initiatives
  • Background in high-growth or regulated environments
  • Proven ability to drive projects from concept through execution
  • Fully remote work environment
    Opportunity to build and scale a finance function with real impact
    Collaborative, mission-driven culture
    Competitive compensation and benefits

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