Controller

## Description About Zocks Zocks is transforming how financial advisors serve their clients. The advisory industry runs on relationships, but for too long advisors have been buried in the administrative work that surrounds those relationships. We are changing that. Our AI platform handles the operational layer of the advisor's practice so they can focus entirely on their clients, and the result is better advice, deeper relationships, and stronger business outcomes for the firms that trust us. We are backed by Lightspeed, QED, and Motive Partners, trusted by more than 2,000 advisory firms, and growing fast. ## Why We're Hiring for This Role Zocks is growing rapidly, and we are building the finance function to match the scale and ambition of the business. The Controller will own the accounting function end to end and will be responsible for building the infrastructure that grows with the company. We are looking for someone who brings both the technical depth this role demands and a genuine interest in what modern tooling and AI mean for the future of accounting. If that combination excites you, this is an unusual opportunity at a defining moment in our growth. We will be accepting applications until June 30th, 2026. ## What You'll Do Own the close. Drive accurate, timely monthly and quarterly close, and maintain the integrity of the company's books and records in accordance with US GAAP. Scale the accounting function. You will be responsible for building and scaling the accounting function, with a strong bias toward AI-native tooling and automated workflows. Financial reporting. Prepare internal financial statements, management reporting packages, and other reporting deliverables for finance and company leadership Technical accounting. Serve as the in-house authority on ASC 606, ASC 718, consolidations, and other complex accounting areas relevant to a high-growth SaaS business. Audit. Own the financial statement audit process end to end, including preparation of suppo