Financial Controller

Overview

This is a remote position open only to candidates based in Southern California.

The organization develops software for political campaigns and nonprofits, offering an all-in-one platform that includes a donor CRM, broadcast email/text tools, and payment processing pages.

The Financial Controller role is pivotal, responsible for managing the monthly close, financial reporting, forecasting, billing, and compliance. A significant aspect of this position involves working with AI-driven workflows and agents to run, improve, and build new automations while maintaining oversight to ensure accuracy and integrity.

Responsibilities

Month-End Close & Financial Reporting

• Manage the monthly close process including journal entries, accruals, prepaids, deferred revenue, and account reconciliations
• Produce accurate and timely financial statements and management reports
• Maintain the general ledger and chart of accounts, ensuring books are audit-ready
• Maintain internal controls and documentation suitable for a growing SaaS business

Financial Planning & Analysis (FP&A) & Forecasting

• Own revenue forecasting, budgeting, and variance (flux) analysis
• Track SaaS metrics such as MRR/ARR, net new revenue, churn, LTV/CAC, and gross margin
• Prepare analyses to support conversations with founders and investors

Billing, Accounts Receivable & Cash Management

• Oversee client billing across products, including complex usage-based texting (MMS/SMS) billing
• Manage accounts receivable and collections adhering to net 10-day payment terms
• Reconcile payments across Stripe and QuickBooks

Payroll, Tax & Compliance

• Run or oversee payroll and related accruals
• Coordinate sales and income tax filings, audit support, and entity/GAAP compliance with external advisors

AI & Automation

• Operate AI workflows that support AR dunning, MRR rollforward, reconciliations, and billing/fee analyses, reviewing outputs for accuracy
• Design and improve AI-driven workflows, refine prompts and logic, and automate repetitive tasks
• Maintain the judgment layer to catch errors in AI outputs and maintain controls
• Research, test, and recommend new AI tools and connectors for the finance stack

Requirements

• Minimum 4 years of progressive accounting/finance experience, including ownership of month-end close and financial statements
• Bachelor's degree in Accounting, Finance, or related field
• CPA certification required
• Strong technical accounting foundation and working knowledge of US GAAP
• General fluency with AI tools and enthusiasm for applying or learning to apply them in finance, with examples of automations, prompts, or AI-assisted workflows used or built
• Exceptional attention to detail, including the ability to identify errors in AI-generated data
• Excellent written and verbal communication skills for clear internal and external correspondence
• Ability to work independently in a remote environment with strong self-motivation
• Professional demeanor and sound judgment when handling sensitive financial matters
• Located in Southern California and willing to travel 1-2 times per year for company retreats or team offsites (usually in California)

Preferred Qualifications

• Experience at a public accounting firm
• Experience with usage-based or subscription SaaS revenue recognition
• Hands-on experience building or maintaining AI agents, automations, or no-code/low-code workflows
• Familiarity with tools such as Claude, QuickBooks, Stripe, PayPal, Excel, Google Workspace, Monday.com, HubSpot, PandaDoc, and Help Scout

Compensation & Benefits

• Salary range: $120,000 - $140,000 plus equity
• Flexible PTO including 12 company holidays and 2 weeks of required PTO annually
• 401(k) match
• Medical, dental, and vision coverage with HSA option; 50% coverage for dependents
• Paid parental leave for primary and secondary caregivers
• Choice of premium tech setup including laptop, monitor, accessories, and headphones
• $1,000 allowance for work-from-home setup
• Annual company retreat and/or team offsites
• Professional development support including courses, certifications, or training to advance finance career

Work Environment

• Fully remote US-based team working within continental USA time zones (ET, CT, MT, PT)
• Core working hours generally from 9:00 AM to 5:00 PM PT
• Approximately 40 hours per week with respect for work-life balance
• Communication primarily via Slack and Google Meet
• Regular check-ins with management and participation in company-wide meetings
• Collaboration with Sales, Customer Success, and Engineering teams on finance-related matters
• Minimal and focused recurring meetings, including a weekly company all-hands meeting on Fridays

Growth Opportunities

This role will evolve with the candidate's skills and organizational growth, offering opportunities to take on broader accounting responsibilities, lead process improvement projects, and potentially advance into more senior finance roles.