Controller

About the Role

The Controller will lead the accounting department and oversee day-to-day accounting operations, manage financial reporting, governance, internal controls, and ensure the company's accounting activities comply with GAAP.

Responsibilities

• Prepare and maintain the company's monthly and annual financial statements.
• Manage LWT accounting closing operations to determine revenue and related expenditure.
• Prepare and present technical research on complex revenue accounting issues.
• Review contracts under ASC606 to ensure accurate revenue recognition and related capitalization of deferred costs.
• Maintain SSP (Standalone Selling Price) to remain in compliance with ASC606.
• Process allocations related to multi-element arrangements and fair value allocation in accordance with GAAP.
• Maintain deferred revenue reconciliations and ensure accuracy of balances monthly.
• Maintain and assess the daily cash flow outlook to determine business funding draw and paydown requirements, as well as distributions to shareholders.
• Prepare and analyze monthly revenue fluctuations to understand revenue drivers.
• Oversee the preparation and completion of quarterly reconciliations and support for income taxes.
• Manage contractual database of company terms and obligations.
• Investigate, coordinate, and resolve contractual issues, partnering with Sales, Marketing, Customer Success, and other functional departments.
• Process revenue allocation and revenue plans in the accounting system to ensure accurate revenue recognition treatment in the general ledger and support the monthly closing process.
• Review of A/R Aging to ensure timely collection of customer payments and appropriate reserve levels.
• Provide analytics for A/R, Deferred Revenue, Accrued Commissions, Revenue.
• Determine the monthly revenue outlook and work with the Finance team to perform monthly financial planning, analysis, and reporting activities.
• Oversee payroll activities managed by the Payroll Lead.
• Analyze and research actual to budget variances, partnering with finance to ensure accuracy of the monthly financial statements.
• Review, manage and suggest improvements for various other processes such as accounts payable, payroll, journal entries, and make accounting decisions related to appropriate coding of expenses.
• Work with the Inventory Management group to review and understand variances with inventory positions, value, quantity, and potential reserve requirements.
• Work with outside accounting firm to ensure the company's income tax returns are filed timely and accurately. Provide all necessary analysis and documentation for annual tax filings.
• Process and manage Intangible Assets, including monthly software capitalization and amortization transactions and reconciliation, and maintain schedules for internal and external capitalization expenses.
• Assist with the reconfiguration of current processes and controls and ad hoc requests as needed.
• Hire, coach, motivate, evaluate, and manage accounting team by providing clear expectations and prioritization, actively communicating performance feedback, and coaching and mentoring staff to build an engaged, productive, and cohesive team.
• Recommend and undertake projects to research and implement improvements or additions to the company's policy, processes, and procedures to ensure accuracy and efficiency of financial reporting.

Qualifications

• 10+ years progressive accounting and/or finance experience in a consulting or public accounting firm, or public / private mix. With a minimum of 4 years in a Controller role.
• Multi-years hands-on experience with NetSuite/Oracle/SAP/JDE required; although, NetSuite is preferred.
• Knowledge of GAAP rules related to revenue reporting and ASC 606, technology industry/SaaS based company accounting principles and accounting for multiple element arrangements.
• Strong analytical and problem-solving skills.
• Strong organizational skills with the ability to handle multiple projects at once while completing quality work on a timely basis.
• Excellent verbal and written communication skills.
• Excellent interpersonal skills with a focus on providing outstanding customer service to a variety of internal and external stakeholders.
• B.A. or B.S. in Accounting or Finance; or equivalent combination of education and work experience; CPA preferred.
• Proficient in Microsoft Office (Outlook, Word, Excel, etc.).
• Experience with corporate income tax return preparation is a plus.

Benefits

• Mission-Driven Impact: Join a team passionate about making a difference and driving positive change.
• Growth and Development: We invest in your success with ongoing learning and career opportunities.
• Work-Life Balance: Enjoy flexible work options, generous PTO, and wellness support.
• Inclusive Culture: We foster a diverse, collaborative, and supportive workplace.
• Competitive Benefits: Receive competitive pay, comprehensive benefits, and employee recognition.