Accounting Controller – AI and Technology Integration

Title: Accounting Controller – AI & Technology Integration

Location: Naples FL US

Job Description:

 

About OptimaEd:

At OptimaEd, we believe education should be more than a process—it should be a journey of discovery, empowerment, and possibility. That’s why we’re transforming the way the world learns by harnessing the power of immersive technology.

Imagine a world where every student, no matter their background, has access to dynamic immersive coursework, awe-inspiring virtual field trips, and a rich VR content library that makes learning come alive. At OptimaEd, we’re making that vision a reality.

We combine the timeless brilliance of a classical liberal arts and sciences education with groundbreaking technology to create experiences that don’t just teach—they ignite. Whether it’s exploring ancient civilizations, stepping into the heart of a science experiment, or discovering a passion for entrepreneurship, we empower learners to dream bigger and reach higher.

This isn’t just about education—it’s about expanding minds, opening doors, and making the extraordinary accessible to every family, everywhere. Together, we’re reimagining what’s possible, because when we innovate, we inspire.

At OptimaEd, we’re not just preparing students for the future. We’re creating a future worth preparing for. Let’s build it together.

 

Position Overview 

The Controller will be primarily responsible for overseeing all aspects of OptimeEd’s accounting operations, ensuring accurate and compliant financial records, and managing day-to-day accounting activities. This role will focus on accounting functions such as accounts payable, accounts receivable, payroll, reconciliations, and financial reporting. The ideal candidate will have experience utilizing AI-driven systems and technology to streamline and automate accounting tasks. The Controller will report directly to the CFO and will play an essential role in ensuring the financial health of our online school.

This is a salaried, exempt position.  As an exempt position, additional hours may be required as necessary to fulfill job responsibilities.  

Compensation is determined annually in accordance with OptimaEd’s established performance evaluation and compensation policies.

Key Responsibilities:

Accounting Operations:

• Oversee day-to-day accounting functions, including accounts payable, accounts receivable, payroll, and general ledger entries.
• Ensure timely and accurate month-end and year-end closing procedures, including reconciliations of bank accounts and balance sheets.
• Perform account reconciliations, ensuring discrepancies are investigated and resolved efficiently.
• Ensure compliance with accounting standards (e.g., GAAP) and maintain accurate, detailed records.

Technology Integration in Accounting:

• Leverage AI-powered accounting software and ERP systems to automate and optimize financial reporting, invoicing, and reconciliations.
• Work with the IT team to implement new technologies that streamline accounting workflows and improve operational efficiency.
• Continuously evaluate and integrate emerging technologies to optimize accounting processes and reduce manual tasks.

Financial Reporting:

• Prepare monthly, quarterly, and annual financial reports that accurately reflect the financial health of OptimeEd.
• Develop and maintain AI-driven dashboards and reporting tools to provide real-time financial insights for school leadership.
• Collaborate with the CFO to ensure that all financial statements comply with internal and external reporting requirements.

Internal Controls & Compliance:

• Maintain and enforce strong internal controls to ensure accurate financial reporting and safeguard against errors and fraud.
• Lead preparation for annual audits and work closely with auditors to ensure compliance with all regulations.
• Ensure compliance with relevant accounting regulations, including tax filings and nonprofit accounting standards (if applicable).

Team Leadership & Collaboration:

• Lead and mentor the accounting team, ensuring the team is trained in accounting best practices and the latest technologies.
• Work closely with cross-functional teams (e.g., IT, HR) to resolve accounting-related issues and ensure financial systems are aligned with operational goals.
• Serve as a key point of contact for any accounting-related inquiries from other departments.

Continuous Process Improvement:

• Proactively identify areas for improvement in the accounting processes and implement AI or automation tools to enhance efficiency.
• Stay up-to-date on emerging accounting technologies and best practices to continually improve OptimeEd's financial operations.

Qualifications:

Education:

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA or other professional accounting certification preferred.

Experience:

• At least 5 years of experience in accounting, with a minimum of 2 years in a controller or similar role.
• Experience in an online or remote working environment is a plus.
• Familiarity with AI-driven accounting tools and ERP systems (e.g., QuickBooks, NetSuite, Xero, or similar platforms).
• Experience in implementing automation tools for accounting tasks, such as payroll processing, invoicing, and reconciliations.

Skills & Competencies:

• Strong understanding of accounting principles (GAAP), financial statements, and reconciliation processes.
• Proficient in Microsoft Excel, with the ability to utilize advanced functions for financial analysis.
• Familiarity with AI-powered accounting software and business intelligence tools.
• Exceptional attention to detail and organizational skills.
• Strong communication skills with the ability to collaborate across departments and explain financial data to non-financial staff.

Preferred Skills:

• Experience with cloud-based accounting platforms (e.g., NetSuite, Xero, Sage Intacct).
• Background in AI, data analysis, or financial automation technologies.
• Knowledge of the unique accounting needs of an online or educational organization.

Working Conditions:

• Prolonged periods sitting at a desk and working on a computer.
• Ability to travel as needed.

Benefits

• Flexible Time Off (FTO)
• Paid Holidays
• Professional Development
• 401(k) with Employer Match
• Health, Dental & Vision Insurance
• $25,000 Life Insurance Policy
• Legal Aid
• Employer Discount Program
• Fun, Supportive, Rewarding Culture & 100% remote     

This job description is not intended to be a comprehensive list of duties. Responsibilities may change at any time with or without notice. 

The organization is an equal opportunity employer. The organization is committed to providing equal opportunity for all individuals in all areas of recruitment, selection, placement, training, assignment, transfer, compensation, benefits, discipline, retention, and promotion. The board commits itself to the policy that there shall be no unlawful discrimination against any person because of race, color, religion, age, sex, national origin or disability. All decisions with regard to employment shall be in compliance with applicable state and federal laws.

FL Clearinghouse | Florida Agency for Health Care Administration.