What are the responsibilities and job description for the Controller position at Williamsburg Learning?
About Us
Williamsburg Learning (WL) is a dynamic and growing for-profit online school that operates across multiple revenue channels. Our organization includes a wholly owned virtual school, a private school, and an educational services division serving external partners. We are mission-driven, growth-oriented, and committed to delivering high-quality education through innovative, student-centered models.
About the Position
We are seeking an experienced and proactive Controller to lead the financial operations of our multi-entity organization. This role is central to ensuring the financial integrity and efficiency of our business. The ideal candidate will bring strong technical expertise, a strategic mindset, and a deep understanding of cash management, forecasting, and compliance—along with the ability to operate effectively within the EOS (Entrepreneurial Operating System) framework.
Key Responsibilities- Financial Operations & Oversight
- Manage and coordinate with a third-party accounting team to ensure accurate, timely monthly and year-end close processes across all entities.
- Supervise daily financial operations, including general ledger, accounts payable/receivable, and payroll.
- Ensure effective internal controls and compliance with GAAP and all applicable regulations.
- Cash & Forecasting Management
- Monitor and manage cash flow across multiple revenue channels and entities.
- Develop and maintain rolling financial forecast,s including P&L, cash flow, and scenario modeling to support strategic decision-making.
- Oversee budgeting processes in collaboration with functional leaders.
- Banking & External Relationships
- Maintain strong relationships with banking partners and oversee treasury and banking operations.
- Coordinate and support annual financial audits, working closely with external auditors.
- Manage and maintain the financial relationship with LAU (Leadership Academy of Utah)
- Coordinate with third-party accounting firm for tax return preparation.
- Compliance & ESA Oversight
- Lead the Education Savings Account (ESA) funding and compliance processes to ensure timely access to and use of funds in accordance with applicable rules.
- Manage the financial compliance process for BOCES (Board of Cooperative Educational Services)
- Payroll Administration
- Oversee payroll processes in collaboration with HR and external providers, ensuring accuracy and compliance with all tax and labor laws.
- Leadership & EOS Integration
- Management/Oversight of a small finance team – including outsourced accounting team, accounting manager, billing accountant, and accounting clerk.
- Operate within the EOS (Traction) framework, participating in Level 10 meetings, owning key financial scorecard metrics, and driving progress on quarterly rocks.
- Help build and maintain a culture of accountability and transparency throughout the organization.
- Bachelor's degree in Accounting, Finance, or a related field (CPA or MBA preferred).
- Utah Resident
- 7 years of progressive experience in accounting and financial management, ideally in education, services, or high-growth environments.
- Demonstrated experience managing external accounting teams and overseeing financial operations for multi-entity organizations.
- Strong understanding of GAAP, financial controls, and compliance.
- Expertise in budgeting, cash flow management, and financial forecasting.
- Excellent interpersonal and communication skills, with the ability to collaborate cross-functionally.
- Familiarity with ESA funding programs and regulatory compliance.
- Experience in online, private, or K-12 education environments.
- Proficiency with accounting software and reporting platforms (e.g., QuickBooks, NetSuite, or similar).
- Working knowledge of Traction / EOS (Entrepreneurial Operating System), including experience with L10 meetings, scorecards, and rocks.
Compensation and Schedule
- Compensation: $100,000 - $120,000 annual salary, depending on experience and qualifications
- Start date: ASAP
- Schedule: 40 hours per week, Monday through Friday. Specifically, this includes: Completing 75% or more of your work during regular business hours (9:00 AM to 5:00 PM MT).
- Participating in 2-3 weekly online team meetings, with additional meetings as needed.
- Attending day-long, department-wide online quarterly meetings held four times per year.
- Paid time off (PTO)
- Paid health benefits
- 401k with up to 4% company match
- Growth opportunities for a go-getter who wants to increase their level of responsibility and compensation over time
Salary : $100,000 - $120,000
