Curious what a remote Controller actually does at PlotPath? Here is a real look at the daily flow, tools, and decisions that keep clients compliant, confident, and ready for growth.
Why this role matters
Controllers at PlotPath own the integrity of the numbers and the clarity of the story. You turn raw activity into clean books, action ready reports, and forward looking plans that leaders can trust.
- Close the month on time with zero surprises
- Translate variance into root causes and fixes
- Guide cash and runway decisions with rolling forecasts
- Build systems so quality scales without heroics
Sample day schedule
This is representative. You manage your day for deep work blocks and reliable client response times.
- 7:45 Quick scan of client channels. Flag anything that could affect cash, payroll, or filings.
- 8:00 Reconciliation sprint. Bank feeds, credit cards, payments, and deposits squared away.
- 9:15 Close checklist review. Verify subledgers, deferred revenue movement, and accruals.
- 10:00 Variance analysis. Compare actuals to plan. Tag drivers, owners, and next steps.
- 11:00 Forecast update. Refresh 13 week cash model and next 12 month P and L projection.
- 12:00 Break and reset.
- 12:45 Controller office hours. Answer client questions in writing for a durable record.
- 1:30 SOP tune up. Improve a checklist, automation, or template for the team.
- 2:30 Review teammate work. Leave precise comments and approve when complete.
- 3:15 Prepare the Decision Brief. One page summary with risks and recommended actions.
- 4:00 Wrap with a quality pass. Confirm today’s work advanced the monthly close and forecast.
Your toolkit
- QuickBooks Online for the general ledger and bank feeds
- PlotPath dashboards for KPIs, close status, and forecast tracking
- Bill pay and payroll apps connected to QBO for clean syncs
- Docs and checklists that keep the close repeatable and auditable
- Async communication for clear decisions without calendar overload
Workflows you will run
Monthly close
- Lock prior month tasks and roll the close checklist
- Reconcile cash, credit cards, AP, AR, inventory, and payroll
- Book standard accruals and amortizations
- Complete revenue recognition steps and tie to subledgers
- Variance analysis with driver tags and owner assignments
- Issue the Controller Report with a short Decision Brief
Rolling forecast
- Pull actuals and update assumptions that moved
- Refresh revenue model and unit economics
- Validate hiring, capex, and operating plan changes
- Publish a simple view: runway, headcount plan, spend by category
Controls and compliance
- Checklist driven approvals for payments and payroll
- Documented handoffs and maker checker reviews
- Quarterly filing calendar monitored and confirmed
How we communicate
- Written first. Decisions and risks captured in short briefs.
- One screen reports. Links carry the detail. No slide sprawl.
- Office hours. Predictable windows for client questions.
- Small huddles. Booked when a decision needs live alignment.
The quality bar
Controllers at PlotPath value clear thinking over perfect answers. The work is done when a teammate could follow your steps, rerun them, and reach the same outcome without asking you how.
- Every task has an owner and a definition of done
- Numbers reconcile and tie to source systems
- Assumptions are stated, not hidden
- Recommendations lead to action within the week
How success is measured
- Close complete by target date
- Zero material variances without an explanation and action
- Forecast accuracy within agreed tolerance
- Client questions answered within service levels
- Process improvements shipped each month
Who thrives in this role
- You love turning ambiguity into clean, repeatable steps
- You write clearly and document as you go
- You enjoy reconciling details and telling the story they reveal
- You like remote work with focus blocks and predictable rhythms
Quick FAQ
Is this fully remote? Yes. We design for remote first and async friendly work.
What time zones? We serve clients across the United States. Most team rituals sit within U.S. time zones.
What industries? Mostly service and software businesses where unit economics, cash, and growth discipline matter.
Join the team
Ready to work as a remote Controller with a team that values clear thinking and reliable systems?
