General Description

As JULY’s Controller, you will enjoy the unique opportunity and challenge of being an integral part of our Accounting Team. This important role will be responsible for the oversight and support of our Accounting Team, while driving performance, engagement, continuous improvement, and results. The Accounting Team currently has nine U.S. members, of which 3 would report directly to this position.  This position reports and will be a critical partner to JULY’s Chief Financial Officer, with an opportunity to promote to Chief Financial Officer in the future.

About JULY

July Business Services ( is a growing, innovative retirement plan services firm headquartered in Waco, Texas. JULY provides high quality retirement plan services to over 6,000 small and mid-sized employers, representing more than 120,000 plan participants.

Complementing our employees located in Waco, we have a thriving virtual workforce located within and outside of the United States. We offer competitive salaries and benefits, and we have a strong, family-friendly culture where employees can grow and develop their professional talents. July recently partnered with a private investment company, Platform Partners, to accelerate our key strategic initiatives of developing innovative solutions for financial advisors and plan sponsors and growth organically and via acquisitions.

At JULY, we know that if we live our Values (below), we will serve our Mission of transforming small business retirement plans through innovation, expertise, and service, and achieve our Vision of enriching lives by shaping the future of retirement.

  • Build a Winning Culture
  • Foster Strong Relationships
  • Pursue Excellence
  • Have a Servant’s Heart
  • Deliver Wow Service
  • Drive Innovation


  • Oversight of Month-End Close Process
  • Prepare and Review Financial Statements
  • Maintain Monthly Fixed Assets Schedules
  • Maintain Capital Leases in LeaseCrunch Software
  • Improve and Oversee Accounts Payable and Accounts Receivable Processes
  • Monitor and Improve Invoicing Processes and Reconcile Batches to Avoid Missed Revenue
  • Coordinate the Setup of Acquired Entities via M & A Transactions
  • Coordinate Financial Statement Audit
  • Prepare and Provide Financial Information to Management and Board as Required

Skills / Experience / Credentials

  • Certified Public Accountant
  • Strong understanding of Generally Accepted Accounting Procedures
  • Ability to prioritize
  • Highly organized
  • Strong interpersonal skills
  • 5 – 7 Years of accounting experience
  • Experience with Sage is preferred
  • Experience with financial reporting requirements
  • Experience in working with multiple legal entities under different legal umbrellas
  • Experience in M&A transactions is preferred
  • Federal and State tax knowledge


  • 401(k) Plan with fully vested 5% employer match
  • Company pays 100% of employee health insurance
  • Four weeks of Paid Time Off
  • Ability to work remotely
  • Other miscellaneous employee benefits

To Apply

Email your resume to or you may fax your resume to (214) 594-6986, Attn: Human Resources.

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