Financial Controller

Financial Controller
August 11, 2021 Carolyn Granieri

Our Client: is a leading Saas/AI marketing platform that helps direct to consumer businesses grow faster. They combine a partnership network with message marketing to fuel ecommerce growth.

The Opportunity: We are looking for a Financial Controller, to undertake all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecast preparation, as well as development of internal control policies and procedures. You will also be responsible for bookkeeping including processing accounts payable and receivable and managing invoices and tax payments. This high-impact role will span the entire portfolio of entities and you’ll have the opportunity to influence business strategies while also accurately recording all day-to-day financial transactions of our company.

To successfully support the company’s dynamic operations, you must have experience managing B2B SaaS finances. The ideal candidate holds a Finance or Accounting degree and preferably holds a CPA/CMA. You’ll report directly to the CEO.

Responsibilities

  • Manage all accounting operations including Billing, A/R, A/P, GL, Cost Accounting, and Revenue Recognition
  • Coordinate and prepare budget and financial forecasts and report variances as needed
  • Prepare and publish timely monthly financial statements
  • Coordinate the preparation of regulatory reporting.
  • Support month-end and year-end close processes.
  • Ensure quality control over financial transactions and financial reporting
  • Maintain and verify records of day to day financial transactions and complete the posting process
  • Process accounts receivable/payable and handle payroll in a timely manner
  • Manage and comply with local, state, and federal government reporting requirements and tax filings
  • Develop and document business processes and accounting policies to maintain and strengthen internal controls
  • Additional accounting and bookkeeping duties as necessary
  • Calculating quarterly commission statements and payments to applicable staff

Qualifications

  • Proven working experience as an Accountant and Bookkeeper preferably in B2B SaaS.
  • 5+ years of overall combined accounting and finance experience
  • Experience working with Salesforce.com including enhancing reports.
  • Entrepreneurial mindset with an ability to anticipate needs, apply quick analytical thinking and problem-solve creatively; startup experience strongly preferred
  • Thorough knowledge of accounting principles and procedures
  • Solid understanding of basic bookkeeping and accounting payable/receivable principles
  • Extensive experience with creating financial statements
  • Extensive experience with general ledger functions and the month-end/year-end close process
  • Excellent accounting software user and administration skills; Quickbooks Online experience and Microsoft excel experience required
  • High degree of accuracy and attention to detail
  • Strong written and verbal communication skills, and a positive can-do attitude
  • BS degree in Finance, Accounting or Business Administration
  • CPA or CMA a plus

Benefits: 

  • Competitive salary in a fast-growing, close-knit, & motivated team
  • Unlimited PTO so you can take the time you need
  • Health, dental, and vision insurance for you and your dependents
  • Annual membership to OneMedical and Teledoc
  • Summer Fridays from July 4th Weekend to Labor Day each year
  • Take advantage of our 401k program
  • 12 weeks Paid Parental Leave benefits
  • Subsidized ClassPass membership
  • Commuter pre-tax benefits
  • HSA and FSA pre-tax benefits