Director of Finance, Accounting

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

📋 Description

• Oversee the administrative contract process from the approval of sales terms through to execution, billing setup, and the handoff for implementation.

• Draft customer agreements, order forms, and amendments utilizing approved templates and commercial terms.

• Manage electronic signatures, track outstanding agreements, and maintain the repository of executed contracts.

• Ensure that executed agreements are consistent with CRM records, pricing, products, billing terms, commissions, and implementation processes.

• Keep precise records of customer products, contracts, pricing, billing cadence, renewals, amendments, and cancellations.

• Take charge of customer invoicing, ensuring billing accuracy, managing cash applications, deposits, AR aging, collections follow-up, and resolving billing disputes.

• Reconcile contracted products and pricing with invoices, addressing discrepancies in collaboration with Revenue Operations and Customer Success.

• Manage the monthly sales commission calculation and reconciliation processes with Sales leadership and Revenue Operations.

• Calculate and document commissions, adjustments, clawbacks, bonuses, and other sanctioned variable compensation.

• Maintain comprehensive commission records and produce monthly commission reports.

• Oversee accounts payable, including vendor setup, invoice coding, documentation, payment timing, and vendor inquiries.

• Prepare payment runs and supporting documentation while upholding financial controls.

• Monitor cash requirements and communicate significant payments, variances, and risks to leadership.

• Lead the monthly closing process in collaboration with outsourced accounting partners.

• Review the general ledger and financial statements to ensure completeness and accuracy.

• Enhance accounting policies, approval workflows, documentation, and internal controls.

• Develop annual budgets and financial forecasts.

• Generate budget-to-actual reports and identify variances, trends, and potential risks.

• Assist in headcount planning, expense forecasting, scenario modeling, and financial analysis.

• Create product-level and departmental financial reports.

• Build and maintain reports on MRR, ARR, recurring revenue, expansion, contraction, churn, GRR, NRR, product revenue, gross margin, customer count, and other KPIs.

• Reconcile SaaS metrics with contracts, billing records, CRM data, and the general ledger.

• Develop monthly financial and KPI reporting packages for leadership, executive, and board presentations.

• Collaborate with tax advisers on sales-tax nexus, product taxability, registration, collection, filing, and remittance matters.

• Support audit and compliance controls and the necessary documentation.

• Enhance contract-to-cash and procure-to-pay workflows.

• Minimize duplicate data entry and reliance on spreadsheets across financial systems.

• Document financial processes to facilitate scaling and delegation.

⛳️ Requirements

• A minimum of 5 years of progressive experience in accounting, finance, controllership, or financial operations.

• Proficient in monthly closing processes, financial statement reviews, AR, AP, cash management, reconciliations, and management reporting.

• Experience in administering customer contracts and linking executed agreements to billing and accounting.

• Background in calculating or managing sales commissions or variable compensation.

• Strong understanding of GAAP and experience collaborating with external accountants and tax advisers.

• Proficient in billing, collections, budgeting, forecasting, financial reporting, and process improvement.

• Advanced skills in Excel or Google Sheets.

• Hands-on experience with QuickBooks or a similar accounting platform.

• Ability to transition between detailed transactional work and high-level financial analysis.

• Excellent communication, organizational skills, judgment, discretion, and attention to detail.

• Bachelor's degree in accounting, finance, business administration, or a related field, or equivalent relevant experience.

• Requirement to work full-time from Fort Myers, FL.

• Preferred: Experience in B2B SaaS or subscription businesses, including MRR, ARR, churn, GRR, NRR, deferred revenue, and multi-product reporting.

• Preferred: Background in financial planning, budgeting, forecasting, and variance analysis.

• Preferred: Experience preparing financial and operational information for executive teams or boards.

• Preferred: Capability to connect CRM, contracts, billing, accounting, commissions, and business intelligence data.

• Preferred: Experience working closely with Sales and Revenue Operations.

• Preferred: Multi-state sales tax experience.

• Preferred: Background in automotive technology, communications software, contact-center software, or another vertical SaaS sector.

🏝️ Benefits

• Full-time remote position.

• Opportunities for professional development, including CPA, CMA, MBA, or similar professional qualifications (preferred).