ORS Partners

VP, Assistant Controller

Job Locations US
Posted Date 3 months ago(5/20/2022 8:42 AM)
Client & Job Location : Postal Code
Job ID
# of Openings
Regular Full-Time


BMTX is seeking a fully remote VP, Assistant Controller to support the SVP, Chief Accounting Officer and Controller in managing the accounting operations and financial reporting of the Company through functional, technical, and process leadership across corporate accounting, internal financial reporting, and bank accounting and reporting. You will partner with stakeholders across the Company in a dynamic and fast-paced environment to develop and execute initiatives that will streamline, automate, and improve the accuracy of the close to report process. You will play a crucial role in ensuring we continue to build a world-class accounting function while partnering across the business to identify and implement process improvement initiatives.


The ideal candidate possesses public accounting, corporate accounting, and banking industry experience, with experience working within a fast-paced high-growth publicly traded company environment. An active CPA license and recent experience in an SEC-regulated public company is necessary to be successful in this role.



  • Oversees the monthly financial close process. Owns the general ledger and recording of all business transactions, including detailed analysis and reconciliation of all general ledger accounts.
  • Performs and manages monthly, quarterly, and annual financial statement closing activities and the preparation of related financial statements and various ad hoc reports.
  • Consistently analyzes financial data and presents financial reports in an accurate and timely manner. Clearly communicates monthly, quarterly, and annual financial results.
  • Ensures team deadlines for month-end close and financial reporting requirements are met.
  • Oversees the processing of accounts payable, accounts receivable, and cash management.
  • Maintains the Company’s general ledger chart of accounts and reporting hierarchy and ensures the ongoing integrity of the Company’s financial accounting systems/structure.
  • Researches accounting issues and applies the best practices and applications in accordance with relevant GAAP.
  • Supports SEC reporting processes. Liaises with the Company’s independent auditors and supports the timely completion of quarterly reviews and annual audit.
  • Works closely with the SVP, Chief Accounting Officer and Controller to prepare regulatory/statutory reporting as required.
  • Ensures accurate/timely direct and indirect tax reporting and payment and identification of any changes in regulations or exposure that could impact the Company.
  • Assists in the development, maintenance, and implementation of a documented system of accounting policies and procedures.
  • Assists in the assessment, design, and implementation of effective internal controls over financial reporting and other business process improvements. Monitors ongoing compliance, makes recommendations for, and helps implement improvements.
  • Leads continuous improvement in the areas of accounting operations and financial reporting process/systems to increase automation and scale.
  • Assists in the identification, analysis, and implementation of revenue generating or expense saving opportunities in the Company.
  • Performs other duties as required to support the Accounting and Finance Department.



  • BA/BS degree in Accounting, Finance, or related field required.
  • Active Certified Public Accountant (CPA) licensing required.
  • 8-12 years of relevant and progressively responsible corporate accounting and reporting experience within a fast-paced high-growth publicly traded company environment required.
  • Minimum 4 years of supervisory/managerial experience required.
  • Mix of public accounting and corporate accounting experience required.
  • Background in accounting for financial services, fintech, and/or banking, strongly preferred.
  • Direct accounting operations experience including general ledger close, billing, fee processing, receivables and payables management, treasury and working capital management, audit, and compliance.
  • Significant experience with computerized accounting systems required with preference for Oracle PeopleSoft.
  • Experience with ERP system implementation/enhancements preferred.
  • Intermediate to Advanced proficiency in Microsoft Excel.
  • Maintains a consistently positive and professional demeanor and communicates effectively with both financial and non-financial professionals.
  • Strong and stable presence with ability to interact confidently and effectively with senior leadership.
  • Excellent written and verbal communication skills.
  • Desire to challenge existing practices and drive continuous process improvement.
  • Ability to prioritize workload, meet deadlines, and work effectively in a fast-paced and deadline intensive environment.
  • Effective team player with ability to work independently and demonstrated success in getting things done.
  • Impeccable attention to detail with strong organizational skills.
  • Logical thinker with strong analytical, problem solving, and research skills.
  • Ability to exercise sound judgment and to react with discretion under varying conditions.
  • Demonstrated ability to maintain confidentiality of privileged information.


About BM Technologies, Inc. (BMTX):

BM Technologies, Inc. (NYSE: BMTX) is among the largest digital banking platforms in the U.S, providing access to checking and savings accounts, personal loans, and credit cards. It began trading on the NYSE American on January 6, 2021 under the ticker symbols “BMTX” and “BMTX.W.” BMTX’s mission is to make banking affordable, effortless, and financially empowering for the millions of Americans who need it the most – the underbanked, millennials, and working-class Americans. 


BMTX is the first digital banking platform in the U.S. to offer a completely fee-free banking experience and uses innovative mobile technology to make banking enjoyable and seamless. BMTX is also committed to making each of its customers feel financially empowered through education.


Through constant innovation, its white label/”Banking-as-a-Service” (BaaS) banking distribution model, and putting the customer experience above all else, BMTX is truly disrupting the banking space. Today, the BaaS platform is provided to colleges and universities and currently serves over two million account-holders, and provides disbursement services at 722 campuses (covering one out of every three students in the U.S.). BMTX also offers its Workplace Banking platform, a financial wellness service that offers innovative banking products and a robust banking app. Additionally, BMTX recently expanded its white-label strategy with T-Mobile MONEY.


BM Technologies, Inc. (BMTX) is a technology company and is not a bank and provides banking services through its partner banks. BMTX, Inc. is a wholly owned subsidiary of BM Technologies, Inc. BankMobile accounts are powered by BMTX and provided by Customers Bank. Member FDIC - Equal Housing Lender - All Rights Reserved 


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