Assistant Controller - SAAS a must

About the Role

This senior role encompasses full-cycle accounting and bookkeeping ownership - absorbing functions currently managed through an outsourced accounting firm - as well as strategic financial planning (FP&A), quarterly board meeting preparation, and executive-level reporting.

The ideal candidate will own everything from general ledger maintenance and bank reconciliations to revenue modeling and board-level presentations. This person will serve as the internal accounting authority, managing day-to-day bookkeeping with precision while also delivering forward-looking financial insights. The candidate should possess a deep understanding of SaaS financial metrics, hands-on experience with QuickBooks, and the ability to translate complex financial data into clear, engaging reports for executives and board members.

This role reports directly to the current CEO.

Key Responsibilities:

• Prepare and present quarterly board meeting financial packages, including variance analysis, revenue and expense summaries, and forward-looking forecasts.
• Prepare financial forecasts and scenario modeling to assess business performance and growth.
• Develop, refine, and present company-wide reporting, including revenue tracking and SaaS financial KPIs.
• Provide ad hoc financial insights on business performance as requested.
• Update QuickBooks Online weekly from integrated sources, including Bank of America, Brex, and Avalara, to maintain accurate and current financial records.
• Download statements and any relevant information to facilitate, and prepare month-end close reconciliation
• Participate in weekly management meetings to review accounts receivable updates, discuss outstanding items, and address related financial or operational questions.
• Process and pay approved expenses as submitted.
• Prepare and issue invoices as required; track and follow all outstanding invoices through to payment.
• Monitor accounts receivable aging and manage the collections process, proactively following up on overdue accounts to ensure timely payment.
• Review and process remittance advices received from bookstores, institutions, and other counterparties; reconcile against outstanding invoices; and work directly with customers and counterparties to identify and resolve payment discrepancies, billing issues, and payment delays.
• Serve as the internal subject matter expert regarding invoicing, collections, and licensed account statuses.
• Serve as a co-point of contact for customer and partner billing inquiries.

Required Qualifications

• Bachelor’s Degree.
• 5+ years of experience in accounting, FP&A, corporate finance, or a controller-level role.
• Strong proficiency in QuickBooks Online, Excel, and financial modeling.
• Understanding of SaaS financial metrics and revenue recognition principles.
• Excellent analytical and project management skills, with strong attention to detail.
• Ability to work independently in a fully remote environment.
• Strong written and verbal communication skills, including the ability to present complex financial data clearly to executive and board-level audiences.