Controller
As Controller reporting to the CEO, you will own all financial operations, reporting, and compliance for a fast-growing SaaS company serving enterprise customers. This is a hands-on operational role requiring both strategic financial leadership and roll-up-your-sleeves execution. You'll be responsible for building scalable financial processes, ensuring accurate and timely reporting, managing multi-state tax compliance, and providing data-driven insights that drive business decisions.
This role requires someone who thrives on creating order from complexity, values process excellence over complexity, and can translate financial data into actionable business intelligence. You'll be a trusted partner to the CEO and leadership team, balancing the rigor of compliance with the agility required in a high-growth environment.
Key Responsibilities
Financial Operations & Reporting (35%)
- Own month-end and year-end close processes with accuracy and efficiency
- Produce timely financial statements (P&L, Balance Sheet, Cash Flow)
- Develop and maintain SaaS-specific metrics dashboards (MRR, ARR, CAC, LTV, churn, retention)
- Manage cash flow forecasting and working capital optimization
- Oversee accounts payable, accounts receivable, and payroll operations
- Implement and maintain financial controls and audit readiness
SaaS Metrics & Revenue Recognition (25%)
Ensure compliance with ASC 606 revenue recognition standardsManage deferred revenue accounting for subscription-based business modelTrack and report on key SaaS metrics tied to board reporting requirementsDevelop financial models for pricing, discounting, and contract structuresProvide analytics on customer lifetime value, cohort analysis, and retention economicsPartner with Sales and Customer Success on revenue forecasting accuracyTax Compliance & Regulatory (20%)
Manage multi-state tax compliance, nexus determination, and filing requirementsOversee sales tax automation and compliance (Avalara or similar platforms)Coordinate annual audits and tax return preparationEnsure compliance with federal, state, and local tax regulationsManage equity compensation accounting and reporting (409A valuations)Maintain compliance with SaaS-specific regulatory requirementsStrategic Finance & Business Partnership (15%)
Provide actionable financial insights to support strategic decision-makingDevelop annual budgets and quarterly forecasts aligned with growth targetsSupport fundraising activities including due diligence and investor reportingPartner with CEO on board reporting and presentation materialsAnalyze financial performance against plan and provide variance analysisAdvise on financial implications of business initiatives and investmentsSystems & Process Improvement (5%)
Maintain and optimize accounting systems (QuickBooks / NetSuite)Ensure seamless integration between financial systems and CRM / billing platformsDocument financial processes and controls for scalability and audit readinessImplement automation to reduce manual work and improve accuracyBuild reporting infrastructure that provides real-time visibility into financial healthRequired Qualifications
Bachelor's degree in Accounting, Finance, or related fieldCPA certification required (active and in good standing)5+ years progressive accounting / finance experience with 2+ years in controller or senior accounting roleStrong SaaS / recurring revenue experience required (B2B enterprise software preferred)Proven experience with rapid growth companies (30%+ YoY)Expert knowledge of GAAP, ASC 606 revenue recognition, and SaaS accountingExperience with multi-state tax compliance and sales tax automationAdvanced Excel / Google Sheets and financial modeling capabilitiesExperience with QuickBooks Online, NetSuite, or similar ERP systemsStrong analytical, problem-solving, and critical thinking abilitiesPreferred Qualifications
MBA or Master's in Accounting / FinancePublic accounting experience (Big 4 or regional firm)Experience with NetSuite or mid-market ERP implementationKnowledge of equity compensation and 409A valuationsExperience supporting venture capital or private equity portfolio companiesBackground in subscription billing platforms (Stripe Billing, Chargebee, Zuora)Prior experience during company acquisition or funding roundsTechnical Skills
SaaS Metrics Expertise : MRR, ARR, LTV, CAC, churn, retention, cohort analysisRevenue Recognition : Subscription billing, deferred revenue, contract modifications, ASC 606Financial Systems : QuickBooks Online, Salesforce integration, Stripe / payment processorsTax Compliance : Multi-state nexus, sales tax automation tools (Avalara, TaxJar), 1099 reportingReporting Tools : Advanced Excel / Sheets, financial dashboards, data visualizationProcess Documentation : Creating scalable, auditable financial processes and controlsAudit Preparation : SOC 2, financial audits, tax examinationsPayroll : Paycor, Paychex.Leadership Competencies
Process Excellence : Ability to simplify complexity and create scalable, repeatable processesIntegrity : Unwavering ethical standards in financial reporting and business dealingsResourcefulness : Creative problem-solving with limited resources; doing more with lessAttention to Detail : High accuracy with zero tolerance for errors in financial reportingStrategic Thinking : Connect financial data to business strategy and growth objectivesClear Communication : Translate complex financial concepts for non-finance stakeholdersOwnership Mindset : Take full accountability for financial operations and outcomesAdaptability : Thrive in fast-paced, ambiguous environments with changing prioritiesAbout Ombud
Ombud is revolutionizing enterprise B2B sales through AI-powered knowledge management and sales automation. Our platform serves Revenue Operations teams at 100+ enterprise customers including Workday, UKG, CSG Systems, and Prudential. We combine response management, agentic sales engineering capabilities, and AI-powered proposal automation to streamline complex, high-volume sales processes.
Through our flagship productsOmbud's core platform and Ombuddy, our AI Native Agentic Sales Engineerwe're building the AI Operating System for B2B sales teams. Our mission is simple : Make a Sales Engineer's Life Great by automating the tedious while scaling expertise across their revenue organizations.
Our Values (PIRCC)
Progressive : We think ahead and act with purpose. We are forward?thinkers, always seeking to learn and evolve. We're not just adapting to change; we're driving it. We look ahead of the curve and push Ombud to lead in innovation and industry advancement.
Integrity : We do what's right, even when no one is looking. It's the backbone of how we operate. We foster trust and honesty, where commitments are honored and ethics aren't negotiable. Ombuddies act responsibly and transparentlywith each other and with our clients.
Resourceful : We solve problems with creativity, focus, and grit. We practice intelligent innovationdoing more with less, thinking outside the box, and turning challenges into opportunities. We're everyday problem?solvers who bring creativity to the table.
Customer?Centric : We succeed when our customers succeed. Customers sit at the center of
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