Controller

Overview

A growing technology services and SaaS provider is seeking a Controller to lead financial management and reporting. This role requires a dynamic finance professional with extensive experience in financial analysis, commercial management, and operations, particularly with revenue and Cost of Goods Sold recognition for both Services and SaaS business models. The Controller will collaborate closely with leadership to enhance business performance through effective financial oversight.

Responsibilities

• Lead month-end, quarter-end, and year-end closing processes ensuring timely, accurate financial reporting compliant with credit facility agreements.
• Manage accounting for the Services business, ensuring accurate and timely recognition of revenue and COGS monthly, partnering closely with Services Delivery leadership.
• Accurately report services revenue backlog each month.
• Prepare detailed variance analyses for revenue and gross profit fluctuations compared to prior periods.
• Produce timely, accurate, and complete balance sheet account reconciliations.
• Prepare bi-weekly rolling cash forecasts projecting 13 weeks forward.
• Identify and implement improvements to vendor payment processes to optimize Days Payable Outstanding (DPO) and cash cycle.
• Develop and implement accounting policies and procedures aligned with SaaS industry standards and GAAP, maintaining updated revenue reconciliation policies.
• Implement and maintain robust internal controls to safeguard assets, minimize fraud and waste, and ensure regulatory compliance.
• Coordinate with external auditors and tax advisors to facilitate audits and address findings.
• Stay current on industry trends, regulatory changes, and accounting standards, recommending necessary adjustments.
• Develop and mentor direct reports to achieve high-performance standards.
• Identify and implement scalable process improvements and technology solutions to enhance efficiency, scale, and transparency through integration and automation.
• Manage expense accruals and prepaid accounts.
• Ensure accurate accounting and timely compliance for all Federal, State, and local income taxes in coordination with outside tax advisors.
• Oversee Sales & Use tax processes to ensure accurate and timely payments, filings, and compliance.
• Maintain Capital Expenditure accounts monthly.
• Uphold and demonstrate behavior consistent with organizational core values.

Requirements

• Minimum 6 years of professional accounting and/or finance experience.
• Significant experience with SaaS and Services revenue recognition.
• Bachelor's degree in accounting (required); Master's degree preferred.
• Experience designing, preparing, and presenting complex financial information to executive-level decision-makers.
• Proficiency in spreadsheet software with mastery of pivot tables, sumif, index, and match functions.

Preferred Qualifications

• At least 3 years of experience in technology or SaaS industry at a privately-owned company.
• At least 2 years experience in a Private Equity owned levered organization.
• CPA and/or CMA certification with active status.
• Proven ability to design, test, and improve internal controls to prevent and detect fraud and waste.
• Experience in mergers and acquisitions accounting and finance functions.
• Skills in MS Access, BigQuery, or SQL for querying and manipulating large, complex data sets.

Compensation and Benefits

• Competitive salary and bonus plan.
• 14 paid holidays.
• Medical insurance.
• Dental and vision insurance with 100% company-paid premiums.
• Fully company-paid short-term and long-term disability insurance.
• Fully company-paid life insurance and AD&D coverage.
• Safe Harbor 401(k) plan with immediate eligibility; 100% match on first 3% of earnings contributed and 50% match on next 2%.
• Home office setup allowance.
• Cell phone allowance.
• Four weeks of paid time off and emphasis on work/life balance.
• Development and training opportunities for professional growth.

Location

Cincinnati, OH