Controller

Key Responsibilities

• Own the monthly, quarterly, and annual close, including journal entries, reconciliations, accruals, allocations, and review of the general ledger.
• Produce accurate and timely GAAP financial statements and management reporting, with clear explanations of material variances.
• Prepare recurring financial reporting packages for executives, the Board, investors, lenders, and other financial stakeholders.
• Produce monthly budget-to-actual reporting and work with department leaders to investigate material variances, improve expense visibility, and maintain accurate forecasts.
• Maintain the chart of accounts, accounting policies, close calendar, supporting schedules, and financial documentation.
• Ensure the completeness and accuracy of balance-sheet reconciliations and resolve issues promptly.
• Cook up annual tax filings, financial reviews or audits, and other work performed by external accounting and tax advisors.

Revenue, Billing, and Accounts Receivable

• Own accounting for subscription contracts in accordance with ASC 606, including contract review, revenue schedules, deferred revenue, contract modifications, and supporting documentation.
• Oversee customer invoicing, accounts receivable, collections, cash application, and revenue-related reconciliations.
• Partner with Sales, Customer Success, and Operations to ensure that bookings, contracts, billing, renewals, and revenue reporting align.
• Establish reliable reporting for ARR, bookings, billings, revenue, deferred revenue, receivables, and collections.

Cash, Payables, Payroll, and Compliance

• Oversee accounts payable, expense management, payroll accounting, banking activity, and cash reconciliations.
• Support cash forecasting, liquidity management, and compliance with banking and debt requirements.
• Maintain appropriate entity, tax, sales-tax, payroll, and regulatory compliance in partnership with outside specialists.
• Develop and maintain controls over payments, vendor changes, bank access, customer refunds, and other sensitive transactions.

Systems, Controls, and Operational Resilience

• Own the accounting systems environment and the integrity of data flowing among the general ledger, billing and revenue-recognition platform (Maxio), CRM (Hubspot), payroll, expense, banking, and reporting systems.
• Maintain a current inventory of finance systems, administrators, access rights, integrations, and recurring workflows.
• Ensure appropriate segregation of duties, approval levels, backup administrators, access reviews, and business-continuity procedures.
• Document core processes so that finance operations remain reliable through employee absences and organizational transitions.
• Identify opportunities to automate manual work while maintaining strong review and control procedures.
• Protect confidential financial, employee, customer, and banking information.

Leadership and Business Partnership

• Serve as the primary owner of accounting accuracy and communicate risks, issues, and decisions clearly to leadership.
• Partner on budgets, forecasts, Board reporting, lender diligence, investor requests, insurance renewals, and other corporate initiatives.
• Recruit, manage and develop internal accounting staff and external bookkeeping, accounting, tax, and audit partners.
• Build a culture of accountability, responsiveness, sound judgment, and continuous improvement.

Requirements

• Bachelor’s degree in accounting, finance, or a related field; active CPA strongly preferred.
• Approximately 8+ years of progressive accounting experience, including meaningful ownership of the close and financial reporting.
• Experience as a Controller, Assistant Controller, or senior accounting leader in a growing software, SaaS, data, subscription, or technology-enabled business.
• Strong knowledge of U.S. GAAP and demonstrated experience with ASC 606 subscription revenue recognition.
• Direct experience with billing, accounts receivable, deferred revenue, accounts payable, payroll accounting, cash management, and external audits or reviews.
• Strong systems aptitude and experience administering or improving an ERP or general ledger, billing or revenue platform, and connected finance systems.
• Demonstrated ability to design practical internal controls, document processes, and reduce key-person dependencies.
• Experience supporting lender, investor, Board, or transaction diligence is preferred.
• Excellent judgment, attention to detail, organization, and written and verbal communication.
• Willingness to work hands-on while also improving the broader operating model.