Controller

What You Will Do

• Own full-cycle accounting operations including general ledger, account reconciliations, journal entries, variance analysis, and financial statement preparation across all entities.
• Prepare GAAP-compliant financial statements and management reports on a monthly, quarterly, and annual basis.
• Establish and own a structured, documented close process — including EXS and all international subsidiaries (UK, Netherlands) — with defined timelines, checklists, and delegation frameworks.
• Own and manage intercompany accounting, eliminations, and consolidated financial reporting across the full entity structure.
• Ensure accurate revenue recognition in accordance with ASC 606.
• Oversee daily cash management activities across multiple bank accounts and subsidiaries, including monitoring balances, liquidity, and cash movements.
• Provide accounting oversight and support for billing activities across non-EXS entities, ensuring invoices are accurate and issued in compliance with contractual terms.
• Oversee payroll accounting across U.S. and international entities, coordinating with HR and external payroll providers.
• Manage and mentor a growing accounting team (2-5 staff), building technical skills and a culture of continuous improvement.
• Manage and mentor a growing accounting team (2-5 staff), building technical skills and a culture of continuous improvement.
• Interface with external tax advisors on multi-jurisdiction matters including provisions, transfer pricing basics, and VAT/GST compliance across UK and Netherlands entities.
• Support compliance related to SOC 2, FINRA reporting dependencies, vendor audits, and net capital requirements.
• Optimize and maintain NetSuite as the primary accounting system; drive automation, cross-system data integrity, and reporting efficiency.
• Critically evaluate current-state accounting workflows; identify inefficiencies and redesign for scalability while maintaining accuracy.
• Ensure financial data accuracy across systems including CRM, billing platforms, and forecasting tools.

What We Are Looking For

• Bachelor's degree in Accounting, Finance, or a related field.
• 6-8+ years of progressive accounting experience, with at least 2 years in a leadership role.
• CPA required; CMA considered.
• Prior Big 4 or public accounting experience strongly preferred.
• Experience in a SaaS, FinTech, or financial services/market technology environment preferred.
• NetSuite experience preferred.
• Prior experience managing accounting across multiple international entities preferred.
• Must obtain the SIE and Series 99 exam within 3 months of start date (licensing sponsored by SpiderRock).
• Strong command of GAAP; ability to independently research, interpret, and apply complex accounting guidance.
• Proven experience managing a full-cycle, multi-entity close process with documented standards and team accountability.
• Experience with intercompany accounting, eliminations, and consolidated financial reporting across multiple legal entities and jurisdictions.
• Working knowledge of multi-currency accounting including foreign currency translation, revaluation, and CTA.
• Experience with FINRA/NFA regulatory accounting, including familiarity with FOCUS filings and net capital requirements.
• Hands-on expertise with NetSuite or similar ERP system; ability to drive optimization, automation, and cross-system integrity.
• Experience building and owning internal controls documentation and audit-ready close packages.
• Strategic mindset with the ability to focus on technical detail and evaluate broader operational and financial impact.
• Exceptional leadership, organizational, and communication skills; ability to hold a team accountable while developing talent.
• High attention to detail, sound judgment, and integrity in handling confidential financial information.
• Comfortable working in fast-paced, high-growth environments; adept at building structure where little exists.

What To Expect

• Highly competitive pay, benefits and bonus structure.
• Health insurance (medical, dental, vision)
• Voluntary ancillary plans (Life & AD&D, Short-Term Disability, Long-Term Disability, Critical Accident and Critical Illness)
• Discounted pet insurance
• Progressive time off benefits (unlimited PTO, maternity leave, paternal leave)
• Wellness programs Zen Den for meditation, naps, nursing, or just to decompress
• Monthly, Quarterly, and Semi-Annual company sponsored events
• 401K Safe Harbor Plan and Match
• Onsite gym membership
• Divvy bike access
• A fun and collaborative environment