Delegate CX
11 - 50 employees
🤝 B2B
🎯 Recruiter
🏢 Enterprise
B2B • Recruitment • Enterprise
Delegate CX is a company that specializes in helping U. S. businesses scale their teams by providing highly-trained global talent. Through their proprietary 4D process and comprehensive training programs, they streamline the hiring and onboarding processes, making it easier and more cost-effective for companies to grow. Delegate CX emphasizes integrating their outsourced, full-time hires seamlessly into the client company’s teams, providing an additional layer of support for continued business growth.
Controller
Job not on LinkedIn
🕒 May 27
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Delegate CX
11 - 50 employees
🤝 B2B
🎯 Recruiter
🏢 Enterprise
B2B • Recruitment • Enterprise
Delegate CX is a company that specializes in helping U. S. businesses scale their teams by providing highly-trained global talent. Through their proprietary 4D process and comprehensive training programs, they streamline the hiring and onboarding processes, making it easier and more cost-effective for companies to grow. Delegate CX emphasizes integrating their outsourced, full-time hires seamlessly into the client company’s teams, providing an additional layer of support for continued business growth.
📋 Description
• Monthly close, financial statements, and variance commentary for the CEO and fractional CFO • Revenue recognition and deferred revenue across multiple subledger accounts • AR, AP, reconciliations, payroll coordination, and sales tax compliance • Product line P&Ls and customer profitability reporting for our key accounts • Tax compliance coordination with our outside CPA • Documentation and SOPs for every recurring process — building the institutional knowledge that stays with the company • First 90 Days — What Success Looks Like Monthly close running on time, under 10 business days • Documented close checklist, chart of accounts, and journal entry log in place • 5–7 core business metrics identified with the CEO and operationalized in the monthly reporting package • Clean monthly financials the CEO can review with confidence • Working relationships established with the outside CPA and fractional CFO
🎯 Requirements
• 7–10 years of progressive accounting experience preferred; open to 5 with exceptional experience in deferred revenue at scale • CPA or international equivalent preferred • Direct experience with deferred revenue in multi-channel businesses — subscriptions, gift cards, platform credits, customer prepayments, or similar • Strong QuickBooks Online fluency and familiarity with a modern finance stack • Management accounting capability — actuals-based product line P&Ls, profitability analysis, driver reporting. Forward-looking planning and forecasting is owned by our fractional CFO. • Comfort working alongside a fractional CFO who reviews your work • Detail-oriented, precision-minded, takes pride in clean books • Education: Bachelor’s degree in Accounting, Finance, Business Administration, or related field. • Proficiency in most Microsoft Office Applications, specifically Word, and Outlook. • Strong working knowledge using Excel, pivot tables, advanced formulas etc. • Understanding of economic principles, financial markets, and banking. • Understanding of financial data analysis and reporting. • Knowledge of payroll, accounts payable, and accounts receivable functions.
🏖️ Benefits
• generous salaries • work-from-home opportunities • travel allowances • meals
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