Controller

Overview

This organization is seeking a Controller to lead day-to-day accounting operations and manage two direct reports: the Finance & Accounting Coordinator and the Accounts Receivable Coordinator. Reporting to and working closely with the VP of Finance and Accounting, this role focuses on month-end close, treasury operations, tax compliance, financial reporting, and internal controls.

The finance team manages all financial and accounting operations across an approximately $20M organization and supports a growing SaaS operating model.

Responsibilities

General Ledger & Accounting Operations

• Own the month-end close process with a target of <10 business days, including balance sheet reconciliations, variance analysis, and financial statement preparation
• Oversee net asset and fund accounting, ensuring accurate revenue recognition across complex revenue streams including SaaS subscriptions, professional services, grants, and print operations
• Maintain the chart of accounts and functional expense allocation
• Direct general ledger management with accountability for accuracy, completeness, and compliance with GAAP
• Maintain financial systems, including Sage Intacct and related integrations

Treasury

• Execute day-to-day treasury operations, including bank transfers and daily cash positioning
• Oversee payroll and benefits direct debit processes
• Maintain positive pay and fraud-prevention controls
• Partner with the VP of Finance on cash flow forecasting, banking relationships, investment decisions, and debt management

Tax Compliance & Regulatory Management

• Oversee comprehensive tax compliance including state registrations, sales & use taxes, and employment taxes, coordinating with payroll vendors across 30+ states (day-to-day work performed by the Finance & Accounting Coordinator)
• Lead annual audit coordination, including PBC management, auditor relations, testing support, and preparation of Form 990 supporting documentation
• Monitor debt covenant compliance
• Support grants management and donor reporting compliance
• Oversee vendor management, including 1099 processing and AP/AR system administration
• Maintain day-to-day operational internal controls, partnering with the VP of Finance on control design and policy appropriate for the organization’s size and complexity

Team Leadership & Development

• Serve as primary reviewer of Finance team work, including journal entries, reconciliations, and AP/AR processes
• Provide regular coaching, feedback, and professional development support
• Foster a collaborative culture aligned with organizational values

Financial Reporting & Analysis

• Draft monthly financial reporting packages and ad hoc reports for the VP of Finance
• Support the annual budget process, including cost-center budgeting and variance analysis
• Support system implementations, including a potential Salesforce-Intacct integration and sales tax automation, in partnership with the VP of Finance
• Handle procurement, including RFPs, purchase orders, and contracting

Qualifications

• Bachelor’s degree in accounting or finance; CPA desirable
• 5+ years of progressive accounting experience, including a minimum of 3 years in a management or supervisory role
• Nonprofit accounting experience preferred (grant compliance, restricted funds, audit support)
• Experience with multiple revenue streams, such as SaaS, professional services, or manufacturing cost accounting; edtech, online publishing, or software industry experience a plus
• Experience with Sage Intacct or a comparable ERP system preferred
• Excellent time-management skills
• Strong interpersonal and problem-solving skills
• Strong communication and collaboration skills

Physical & Additional Responsibilities

• This role involves prolonged periods in a stationary position at a desk and working on a computer
• Must be US-based
• Must be available to work from 9AM-5 PM Eastern Time

Compensation & Benefits

Salary

• $100,000 - $120,000 annually, commensurate with experience

Benefits

• Health, dental, and vision insurance
• HSA and FSA Plans, including Medical FSA, Limited FSA, and Dependent Care FSA options
• Company-sponsored basic life insurance, with additional options for supplemental life insurance
• Legal insurance
• 401(k) retirement plan with a 4% safe harbor employer match
• Access to exclusive discounts, including pet insurance, hotel booking discounts, and more
• Remote work support, including a home office set-up stipend

Generous time off, including

• 16 paid holidays annually
• Paid time off accruals and sick leave
• Paid family leave, including caregiver leave, medical leave, and 12 weeks of paid parental leave
• 2 floating holidays
• Volunteer and school visitation leave
• Jury duty leave
• Bereavement and compassionate leave
• Blood, bone marrow, and organ donation leave
• Flexible work options
• Low-stress weeks around Thanksgiving and in late December

Location

• Remote work; must be US-based
• Work hours: available to work from 9AM-5 PM Eastern Time

Application

• Apply by: Monday, September 14 at 5 pm ET