Controller

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

Definiti is a national retirement services company that helps clients manage and administer their retirement plans. We help clients define what's possible and what’s next for their retirement plans.

PURPOSE OF POSITION

The Controller will report directly to the Chief Financial Officer and lead Definiti’s core accounting operations in a fast-paced, highly acquisitive, private equity-backed professional services environment. This hands-on leadership role is responsible for accurate and timely financial reporting, the monthly close, annual audit and tax return preparation, team development, acquisition support, internal controls, and scalable process improvement. The ideal candidate combines strong technical accounting skills with a people-centered leadership style and is comfortable moving between strategic oversight and detailed accounting execution. This role will initially have four direct reports and will help advance automation across the finance function.

PRIMARY DUTIES AND RESPONSIBILITIES

· Lead the monthly, quarterly, and annual close processes, ensuring accurate and timely financial results in accordance with U.S. GAAP.

· Oversee general ledger accounting, account reconciliations, accruals, revenue recognition, financial statement preparation, and maintenance of a strong internal control environment.

· Manage the annual audit and tax return processes, including planning, schedule preparation, coordination with external auditors and tax advisors, and timely resolution of requests.

· Provide hands-on accounting support, including completing and reviewing reconciliations and other detailed accounting work in a lean finance environment.

· Lead, coach, mentor, and develop the accounting team, balancing support and accountability while driving timely, high-quality results.

· Support acquisition-related accounting and post-close integration activities, including opening balance sheet review, purchase price allocation, working capital true-ups, earn-out tracking, and process standardization, as applicable.

· Develop, document, and maintain scalable accounting policies, procedures, controls, and reporting practices that support continued growth.

· Drive automation and finance transformation initiatives using Sage, FloQast, Ramp, Microsoft Excel, Copilot, and other technology-enabled workflows to improve close efficiency, accuracy, documentation, and productivity.