ResponsibilitiesAccounting and close (ownership, with the outsourced controller team)
- Own the monthly close calendar and drive it to a fixed cadence; review the India controller team's work rather than doing it
- Review reconciliations, accruals, prepaid and fixed-asset schedules, revenue recognition for hardware-enabled subscriptions, and inventory accounting (finished goods vs. spare parts, consignment, WIP)
- Prepare the monthly financial package and variance commentary
- Own the audit and tax-provider relationships day to day: PBC lists, support schedules, follow-ups
Billing and accounts receivable
- Own the customer master, deployment-triggered invoicing, sales tax application, collections, and AR reconciliation
- Own the billing process documentation and the sales-to-finance handoff controls
Payroll, benefits, and equity administration
- Payroll through the PEO (Rippling), including processing of approved commissions, bonuses, and salary changes
- Benefits and 401(k) administration (enrollment logistics, employee questions, census and notices); workers' comp and EPLI administration - strategy, negotiations, plan design, and fiduciary decisions remain with the CFO
- Routine Carta administration: grants, exercises, cap-table hygiene, 409A uploads and FMV updates
Treasury, AP, and compliance operations
- AP and vendor management; weekly cash position and 13-week cash forecast; bank administration support
- Sales tax, state registrations, and the finance compliance calendar; filings support for annual reports and tax
- Vendor and customer insurance certificate requests
FP&A and reporting support
- Maintain the actuals side of the financial model; support budget-vs-actual reporting by department
- Build and maintain recurring board and investor reporting schedules (ARR, retention, unit economics, asset base) from system data
Systems
- Day-to-day owner of the ERP implementation (data migration, testing, documentation) and, post go-live, the ERP system administrator
- Owner of the fixed-asset register and its reconciliation to deployment data
Experience- 6-10 years of finance and accounting experience, including a controller, assistant controller, or finance manager role at a venture-backed B2B SaaS or hardware-enabled SaaS company; CPA or equivalent strongly preferred
- Hands-on ownership of a monthly close and an external audit; comfort reviewing an outsourced accounting team's work
- Working knowledge of subscription revenue recognition (ASC 606) and inventory/fixed-asset accounting - hardware exposure is a real advantage
- Payroll and benefits administration experience, ideally in a PEO environment; Carta familiarity a plus
- QuickBooks plus at least one mid-market ERP (Rillet, Campfire, Sage Intacct, or NetSuite); strong Excel/Sheets
- Builds processes and documents them; comfortable being the only full-time finance person besides the CFO
- High attention to detail, discretion with compensation and cap-table data, low ego about operational work
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
