Controller

This is a fully remote position, open to applicants in United States.

📋 Description

• Take full ownership of the accounting function from start to finish, encompassing close, ledger, controls, payroll, order-to-cash, tax, and compliance.

• Oversee the close calendar and maintain a documented checklist for the closing process.

• Generate consolidated financial statements and segment profit and loss statements for both product lines.

• Conduct balance sheet reconciliations, perform flux analysis, and provide commentary on budget versus actual results.

• Deliver reconciled figures and schedules to the CFO for monthly board updates.

• Manage ASC 606 revenue accounting along with deferred revenue schedules.

• Reconcile billing and payment processors with the general ledger.

• Oversee invoicing, accounts receivable aging, collections, bad-debt reserves, and partner/district billing activities.

• Supervise accounts payable, vendor onboarding, corporate card management, expenses, and visibility of software spending.

• Handle multi-state payroll, registrations, unemployment insurance accounts, and the processing of W-2 and 1099 forms.

• Monitor cash positions, reserves, working capital, banking relationships, merchant-processor relationships, and free cash flow.

• Manage federal and state tax filings, sales/use tax, tax nexus, licenses, annual reports, insurance renewals, and overall compliance.

• Design and document internal controls; take ownership of finance-related SOC 2 controls and provide necessary evidence.

• Maintain relationships with external CPA, tax, and audit firms.

• Keep finance policies documented and up-to-date.

• Oversee the finance stack, including QuickBooks and BambooHR, while automating reconciliation processes.

• Manage and mentor the Senior Accountant.

• Collaborate with cross-functional teams and the CFO to support unit economics, pricing strategies, discounts, board activities, and diligence efforts.

⛳️ Requirements

• Minimum of 6 years of accounting experience with progressive responsibility, including at least 2 years managing a full monthly close process.

• Practical experience with ASC 606 in a subscription or deferred-revenue business model.

• Experience with multi-state payroll and multi-state sales/use tax.

• Proven track record in developing close processes, checklists, and controls from the ground up.

• Successful completion of a pre-employment background check and credit check; drug screening may be part of the process.

• CPA (active or inactive) or CMA designation is preferred.

• Background in public accounting, especially in audit, is preferred.

• Experience in SaaS, subscription services, or educational technology is a plus.

• Familiarity with business-to-government, district, or higher education billing is preferred.

• Experience in a SOC 2 or similar controls-attestation environment is preferred.

• Background in a bootstrapped, profitable company is preferred.

🏝️ Benefits

• Medical Insurance with employer contribution.

• Dental Insurance.

• Vision Insurance.

• Life Insurance.

• 401(k) plan with employer contribution.

• Paid time off.

• Paid parental leave.

• Two months' salary as a quitting incentive under the 240 Satisfaction Guarantee if not completely satisfied within the first three months.