Assistant Controller

 The Assistant Controller is a senior operational finance leader responsible for running, modernizing, and continuously improving the company’s accounting operations and financial reporting processes.

This role owns financial statement preparation, close execution, general ledger integrity, and transactional accounting, while serving as a key partner across the business to improve financial data quality, process efficiency, and scalability. The Assistant Controller plays a critical role in turning finance transformation strategy into execution, leveraging automation, systems, and emerging AI-enabled tools to improve productivity while improving the reliability and accuracy of financial reporting.

Operating in a private equity-backed, middle-market technology environment, this role requires a hands-on leader who combines technical accounting strength with an operational mindset and a bias toward simplification and continuous improvement.

COMPENSATION: The anticipated annual base salary range for this position is $155,000-$175,000. Actual compensation may vary based on work experience, education, and skill level.  

Close Execution & Financial Operations:

• Own and manage the monthly, quarterly, and year-end close process, including close calendar, dependencies, and financial reporting deliverables.
• Review and approve journal entries, accruals, reconciliations, and supporting documentation.
• Ensure timely, accurate, and repeatable close outcomes with clear ownership and accountability.
• Maintain rigorous balance sheet integrity through standardized reconciliation and review processes.
• Proactively identify and resolve close issues, data gaps, and process breakdowns.

Accounting Operations & Team Leadership:

• Lead and develop the general ledger function, driving improvement in general ledger processes through automation, systems integration and improved upstream data and transaction flows, resulting in faster closes and higher quality of data and financial reporting and analysis.
• Set clear expectations for quality, timeliness, and documentation standards.
• Establish scalable operating rhythms, checklists, and review frameworks.
• Partner with the Controller to evolve team structure, roles, and capabilities as the business scales.
• Foster a culture of ownership, continuous improvement, and operational excellence.

Process Improvement, Automation & Technology Enablement:

• Drive modernization of accounting processes by reducing manual work, rework, and downstream corrections.
• Leverage ERP functionality (NetSuite) and automation tools to streamline close activities and improve data accuracy.
• Partner with Finance Systems, IT, and FP&A to improve data flows between upstream systems and the general ledger.
• Actively evaluate and pilot automation and AI-enabled tools to increase efficiency and insight across the accounting function.
• Document and standardize processes to support scalability, audit readiness, and team resilience.

Cross-Functional Partnership & Data Integrity:

• Partner closely with FP&A, RevOps, Sales, Product, HR, and Operations to ensure:
  • Clean, timely, and accurate financial inputs
  • Clear ownership of data and assumptions
  • Alignment between operational activity and financial reporting
• Help embed accounting and control considerations upstream in business processes.
• Serve as a key point of contact for operational finance questions and issue resolution.
• Translate accounting requirements into practical, business-friendly processes.

Audit, Controls & Technical Support:

• Support external audits by preparing schedules, managing PBC requests, and coordinating internal responses.
• Execute and maintain internal controls through consistent application and documentation.
• Draft technical accounting research and memos for review by the Corporate Controller.
• Ensure accounting documentation and support meet audit and compliance standards.
• Identify control gaps or risks and escalate appropriately.

Qualifications:

• Bachelor’s degree in Accounting required.
• CPA or CPA candidate strongly preferred.
• 7–10 years of progressive accounting experience, including public accounting and industry.
• Strong hands-on experience with monthly close, GL accounting, and reconciliations.
• Solid understanding of US GAAP and ability to research and document accounting positions.
• Advanced proficiency in Excel and accounting systems (NetSuite preferred).
• Demonstrated experience improving accounting processes through automation and technology.
• Ability to operate cross-functionally and communicate effectively with business partners.
• Detail-oriented, execution-focused, and comfortable operating in a fast-paced environment.
• Controller: “Owns the evolution and transformation of the finance and accounting function, including value added reporting and analysis, accounting judgment, controls, audit, and financial statement integrity.”
• Assistant Controller: “Owns execution, financial reporting and operational accounting, and data reliability.”  

About DMS

Digital Media Solutions (DMS) is a performance-driven digital marketing company that connects consumers and brands through data, technology, and proprietary media solutions. Operating in high-volume, transaction-intensive markets, DMS manages multiple revenue streams, variable margins, and complex unit economics across its portfolio of offerings.

The company partners closely with clients to deliver measurable outcomes, leveraging analytics, optimization, and disciplined execution in dynamic market conditions.