Compensation: The expected salary range for this role is between $130,000 and $145,000, depending on experience and qualifications.
Reason for Opening: Net New position
AI is used to screen, assess, or select applicants for this role.
Controller - Carlson Marketing Solutions
A highly skilled and detail-oriented Controller is sought to lead and execute day-to-day accounting and financial operations in a fast-paced, data-driven environment. This role requires a CPA with prior Big 4 public accounting experience, strong technical accounting expertise, and deep hands-on experience in daily accounting activities, reconciliations, and financial reporting. The ideal candidate is both strategic and operational - capable of overseeing financial controls and reporting while also rolling up their sleeves to manage daily accounting functions in a dynamic and evolving environment.
Job Responsibilities
Financial Leadership & Oversight
Ownership of all accounting operations including general ledger, month-end close, reconciliations, and financial reporting.
Ensure accurate and timely monthly, quarterly, and annual financial statements.
Assist with the preparation of financial forecasts and budgets
Develop, implement, and maintain strong internal controls and accounting policies.
Oversee compliance with GAAP and relevant regulatory requirements.
Accounting & Reconciliation (Hands-On)
Manage all day-to-day full cycle accounting functions including Accounts Receivable, Accounts Payable, invoicing, treasury, cash applications, general ledger maintenance, intercompany reconciliations, and system reconciliations.
Reconcile various accounts and investigate discrepancies when identified and take action to correct these identified discrepancies.
Perform and review complex balance sheet reconciliations, including intercompany, accruals, deferred revenue, and revenue recognition
Lead/own the month-end, quarter-end, and year-end close process with strict adherence to deadlines.
Prepare and review journal entries, account reconciliations, and supporting schedules, including large-volume and complex data reconciliations.
Perform and review large-volume, complex reconciliations, including bank, balance sheet, and clearing accounts
Investigate and resolve discrepancies across financial systems and sub-ledgers.
Ensure integrity of financial data through detailed account analysis and documentation.
Treasury & Cash Management
Oversee daily cash activity, bank reconciliations, and treasury operations.
Forecast cash requirements and monitor working capital.
Maintain relationships with banking partners and ensure appropriate controls over cash flows.
Leadership & Team Management
Lead, mentor, and develop a team of direct reports, fostering accountability, collaboration, and professional growth.
Allocate workloads, set performance expectations, and conduct regular performance reviews.
Build a culture of continuous improvement and operational excellence.
Process Improvement & Systems
Identify inefficiencies in current accounting processes and design scalable improvements.
Partner with internal stakeholders to enhance systems, automation, and data flows.
Support implementation and optimization of ERP, billing, and reporting tools.
Strengthen internal controls and documentation as the organization scales.
Stakeholder Collaboration
Act as a key finance partner to Operations, Sales, and Technology teams.
Support internal and external audits and respond to audit requests.
Assist with tax filings and regulatory requirements.
Prepare and analyze financial analysis and reporting to support management decision-making.
Audit & Compliance
Serve as primary liaison with internal & external auditors.
Coordinate annual audits and ensure timely completion.
Maintain audit-ready documentation and support schedules.
Ensure compliance with tax and regulatory filings in coordination with advisors.
Process Improvement & Systems
Assess and enhance accounting workflows, automation, and financial systems.
Implement best practices to streamline reconciliation and reporting processes.
Support ERP optimization and financial system integrations where applicable.
Strategic & Cross-Functional Support
Partner with leadership on budgeting, forecasting, and financial analysis.
Provide financial insights to support operational decision-making.
Assist in evaluating business initiatives, contracts, and vendor agreements.
Qualifications
Required
CPA designation (active license required).
Bachelor’s degree in Accounting, Finance, or a related field (required).
Professional accounting designation (CPA) required.
8–12+ years of progressive accounting and finance experience.
Big 4 public accounting experience (audit or advisory).
Strong expertise in GAAP and financial reporting.
Extensive hands-on reconciliation experience.
Proven experience managing month-end close in a complex environment.
Experience working in a remote or distributed team environment.
Preferred
Experience in loyalty, marketing services, SaaS, or data-driven businesses.
ERP system experience (Great Plains, QuickBooks, and Office 365, or similar).
Advance Microsoft Excel experience
Experience scaling financial processes in a growing organization.
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Jonas Software is a leading provider of enterprise management software solutions, serving a wide range of vertical markets including hospitality, healthcare, construction, education, personal care, fitness, leisure, moving and legal services, to name a few. Within these markets, Jonas is comprised of over 65 distinct brands, each a respected leader in its domain.
Jonas’ vision is to be the branded global leader across these verticals and to be recognized by customers and industry stakeholders as the trusted provider of “Software for Life.” We are committed to technology, product innovation, quality, and exceptional customer service.
Jonas Software supports over 60,000 customers in more than 30 countries. We employ over 6,000 skilled professionals, including industry experts and technology specialists. Across our broader network, we support a global workforce of more than 30,000 employees.
Headquartered in Canada, Jonas Software has a global footprint with offices around the world. We’re a 100% owned subsidiary of Constellation Software Inc., based in Toronto, publicly listed on the TSX (CSU.TO), and a member of the S&P/TSX 60 Index.