Leading monthly, quarterly, and year-end close processes, targeting a 7-day close;
Preparing a monthly "Reporting Package" for Management and the Board, including detailed variance analysis and bridges for EBITDA and Revenue;
Serving as the primary liaison for the annual audit and all tax compliance requirements;
Managing a team of 6-8 people across the various functions owned;
Overseeing the complex billing lifecycle for clients, including fee-based retainers, project-based milestones, and high-volume media pass-through (print, digital, social);
Managing and further automate recurring billing cycles, ensuring accurate mid-month upgrades, downgrades, and usage-based data sales charges;
Ensuring contract compliance by reviewing client Master Service Agreements (MSA) to ensure billing triggers align with revenue recognition under ASC 606;
Leading on collections strategy, including leading the "Order-to-Cash" process; establishing rigorous follow-up protocols to maintain a healthy DSO and maximize free cash flow generation;
Supervising the full "Procure-to-Pay" workflow, ensuring all agency vendors, data providers, and software hosting costs are vetted and coded correctly.
Owning the "Sequential Liability" process – ensuring media vendors are paid accurately once client funds are received, a critical function in the advertising space;
Managing the corporate credit card program and employee expense reimbursement platform (e.g., Ramp), ensuring compliance with mandated travel policies;
Managing working capital optimization by securing optimal vendor payment terms and by leading organized, efficient AP processes;
Establishing and maintaining the company’s formal capitalization policy in strict accordance with ASC 350-40 (Internal-Use Software) and ASC 985-20 (Software to be Sold, Leased, or Marketed);
Implementing and overseeing a rigorous time-tracking system to capture "Capitalizable vs. Non-Capitalizable" hours;
Managing documentation, reporting and impairment testing to provide visibility and ensure accuracy of capitalized costs;
Designing and enforcing a robust control environment to prevent fraud and ensure data integrity across the business platform;
Optimizing the ERP (e.g., NetSuite or Intacct) to automate the flow between the Customer Relations Manager (CRM) (Salesforce/HubSpot) and the General Ledger.
Requirements
8–12+ years of progressive accounting experience. Prior experience in a venture capital or private equity-backed company is highly preferred;
Bachelor’s degree in Accounting or Finance;
CPA certification is required;
Expert knowledge of the U.S. Generally Accepted Accounting Principles (GAAP) and specifically ASC 606;
Advanced proficiency in mid-to-enterprise tier ERPs (NetSuite or Sage Intacct) and proficiency in Excel modeling;
Direct experience managing and automating Finance & Accounting processes;
Experience in either professional services, technology or SaaS companies;
Strong attention to detail paired with the ability to see the bigger picture;
Experience leading cross-functional projects through to successful outcomes;
Clear communicator who can partner effectively across Finance and non-Finance teams.
Tech Stack
ERP
Benefits
100% employer-paid premiums for platinum-level medical plan on a national health care network
100% employer-paid life insurance and short term disability
50% employer-paid vision and dental insurance
401(k) with 3% employer contribution
20 vacation days in addition to 12 paid holidays, sick days, bereavement leave, and a volunteer day off.
Paid parental leave at 100% of your salary
Financial support for reproductive and transgender care
Flexible telecommute and remote work policies
Company issued Mac products for home offices
Cell phone service reimbursement, meal and ride-share reimbursement, and other perks available