SUMMARY:

The Controller leads and oversees the financial operations of Xactus. The Controller plays a critical role in driving financial operations, ensuring compliance with regulatory requirements, and optimizing the financial performance of the company. This position is responsible for managing accounting functions, developing financial policies, and delivering accurate and timely financial reporting.

This is a full-time, primarily remote position. Occasional travel to office located in Broomall, PA may be required (on an as needed basis). As such candidates within commutable distance or local to Broomall, PA will be given preference. Normal working hours for the position will be Monday - Friday, 8:30-5pm EST. Can be flexible with start/end times for the right candidate.

Starting base salary range is $210-240k, however salary is commensurate with experience. Total compensation includes annual bonus pay with a potential to earn up to 20-25%.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Financial Management:

• Oversee all accounting operations, including monthly, quarterly and annual financial close process, accounts payable, customer billing & accounts receivable, company payroll, bank compliance reporting, and partnering with our 3rd party provider on tax matters (primarily state sales & use tax as well as partnership annual K1 filings)
• Prepare, review, and analyze financial statements to ensure accuracy and compliance with GAAP. Partnering with external auditors and other regulatory agencies as required.
• Develop and implement controls to safeguard company assets and ensure compliance with financial policies.

Regulatory Compliance:

• Ensure compliance with federal, state, and local financial regulations, as well as industry-specific requirements related to mortgage verification and fintech operations.
• Manage external audits and coordinate with auditors to ensure accurate reporting.

Financial Reporting:

• Partner with senior leadership and Finance FP&A team to help develop and implement financial strategies that support growth and operational efficiency.
• Prepare financial reports to meet Bank and regulatory reporting requirements. Help support data requirements for our PE sponsor as needed

Team Leadership:

• Lead, mentor, and develop the finance and accounting team, fostering a culture of accountability and continuous improvement.
• Establish goals and performance metrics for the team and ensure alignment with company objectives.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS AND COMPETENTCIES:

Technical Skills:

• Strong knowledge of accounting policies and requirements
• Proficiency in accounting software (e.g., Sage Intacct) and financial reporting tools.
• Advanced knowledge of Excel and data analysis tools including Power BI.

Leadership & Interpersonal Skills:

• Proven ability to lead and develop high-performing teams. Strikes right balance of detailed "hand on" leadership and coaching style while also providing room for individual team member development, autonomy and personal grth.
• Excellent communication and presentation skills, with the ability to influence and collaborate across all levels of the organization. Ability to break down accounting result into business action and insights (communicate to non-financial business partners)
• Experienced "steady hand" who as "been there and done that" as it relates to past controllership responsibilities. Leader who is able to identify, coach and develop talent on their team. Someone who is able to implement best practices and policies from their past experiences as well as adopt new emerging technologies and business practices to establish culture of continuous improvement and structure.

EDUCATION AND/OR EXPERIENCE:

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA or CMA certification is required.
• 20+ years of progressive experience in accounting and finance, with at least 10+ years held in a leadership role managing a mid to larger sized accounting team (15+ staff members).
• Experience as a past Controller managing all aspects of financial accounting operations for a complex business (billing, AP, payroll, acct close & reporting, some exposure to tax matters) is required
• Experience in the fintech, mortgage, or financial services industry preferred but not required. Experience working in a PE back company preferred.
• Strong knowledge of GAAP, regulatory compliance, and financial systems. Experience interacting with public accounting firms and leading annual audit process as well as past interaction with bank reporting & compliance requirements

WORKING CONDITIONS:

• The position is primarily remote/work-from-home, as such candidates are required to provide a high-speed internet connection (minimum 50 mbps), and a distraction-free work setting that allows for continuous work and provides for confidentiality.
• Occasional travel to the office located in Broomall, PA may be required.
• May require flexibility in hours.

PHYSICAL DEMANDS:

• Lifting/carrying up to 10 lbs.
• Manual dexterity for computer work
• Speaking, hearing and vision are required to perform essential functions