Role Overview

Prepare accurate and timely financial statements, including profit & loss, balance sheet, cash flow statements, debt compliance packages and private equity monthly required financial reporting packages.
Provide detailed financial analysis to support the company and guide the decision-making processes, including variance analysis, profitability assessments, KPIs and cost control.
Ensure adherence to Generally Accepted Accounting Principles (GAAP) and other applicable regulatory standards.
Support VP of Finance in all fundraising, due diligence and investor communications, as needed.
Lead the annual budgeting process and maintain updated forecasts, working closely with department heads.
Systematically keep department heads appraised of their actual spend vs. budget on a regular basis.
Provide insights into financial performance and recommend strategies to meet financial goals and targets.
Develop, implement, and maintain internal controls to ensure compliance with financial regulations and safeguard company assets.
Oversee month-end, quarter-end, and year-end closing processes to ensure the accuracy and integrity of financial data.
Coordinate and manage external audits and ensure timely completion along with accurate financial disclosures and required supporting schedules.
Oversee and report on cash management functions, including monitoring company cash flow, accounts payable, and accounts receivable.
Supervise and mentor the accounting and finance team, providing guidance and support for professional growth and development.
Evaluate and implement accounting/ERP systems to streamline the company’s financial operations.
Work closely with senior leadership to provide financial insights and support long-term strategic planning.
Oversee all tax-related matters, ensuring compliance with local, state, and federal tax regulations.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
Active CPA License
Minimum 10 years of experience in an accounting or financial management role, including a minimum of 4 years in a leadership role
Minimum 5 years of SaaS Industry Experience
Strong command of revenue recognition under ASC 606, SaaS metrics, ERP implementations (NetSuite, Sage Intacct), Invoicing/Revenue recognition implementations (ie, Maxio, Zuora or similar) and CRMs (SalesForce)

Role Overview

Requirements

Tech Stack

OpenClinica

Open Positions (1)

Finance

Corporate Controller