United States onlyWe are seeking an accomplished Controller to lead Omatic’s accounting function end-to-end, owning the integrity of financial reporting, driving a disciplined monthly close, managing the external audit, ability to step in to assist in any accounting responsibility, and building the scalable processes and controls required of a PE-backed, growing and profitable SaaS company.
The ideal candidate is a hands-on leader with deep Sage Intacct expertise, strong command of U.S. GAAP, and a proven track record of leading audits, fully owning financial reporting, and implementing automation to scale efficiently. Experience working in PE-backed companies is highly preferred.
What You Will Do:
Financial Close & Reporting
- Own and continuously improve the monthly, quarterly, and annual close process, driving close timelines from current state toward a [10]-business-day hard close
- Prepare and review GAAP-compliant financial statements (income statement, balance sheet, cash flow) and supporting schedules
- Prepare monthly management reporting packages and variance analyses for the CFO, ELT, and PE board reporting
- Own all general ledger activity, ensuring accurate and timely journal entries, account reconciliations, and intercompany eliminations
- Maintain and enforce the company’s chart of accounts, ensuring alignment with PE reporting and operational needs
Revenue Recognition & Technical Accounting
- Own ASC 606 revenue recognition policy and its application across all revenue streams (subscriptions, implementation/onboarding, professional services)
- Evaluate contract structures and performance obligations to ensure proper revenue treatment
- Partner with the CFO on ASC 350-40 software capitalization analysis, maintaining defensible documentation for audit
- Research and document positions on emerging technical accounting matters, including equity and debt accounting in a PE context
Audit & Compliance
- Serve as the primary point of contact for external auditors (Plante Moran), managing the audit timeline, PBC list, and all deliverables
- Manage year-end audit preparation including accounts receivable confirmations, inventory of schedules, and supporting documentation
- Maintain and strengthen the internal control environment and document key controls
Accounts Payable, Accounts Receivable & Cash Management
- Oversee AP and AR functions, ensuring timely and accurate processing of vendor payments, customer invoicing, and collections
- Monitor cash flow (including maintaining a rolling 12-week cash flow forecast), prepare weekly cash position reports, and coordinate with the CFO on working capital management
- Own the contract, order-to-cash, and procure-to-pay processes in partnership with Revenue Operations
Systems, Process & Team Leadership
- Serve as the functional owner of Sage Intacct, optimizing configuration, workflows, reporting, and integrations (e.g., billing system, CRM)
- Identify and implement process improvements and automation opportunities to increase accuracy and reduce manual effort across the accounting function (e.g. Commissions, Renewals)
- Manage, mentor, and develop the existing accounting team; set clear expectations, conduct regular performance reviews, and build a culture of accountability and continuous improvement
What You Will Bring:
Personal Competencies
Experience
Technical Skills
Desired Certifications
Personal Competencies
- Meticulous attention to detail with a strong sense of ownership over the accuracy and integrity of financial data
- Highly organized with the ability to manage multiple concurrent deadlines (close, audit, board prep) without sacrificing quality
- Strong analytical and problem-solving skills; able to research and interpret complex accounting standards (ASC 606, ASC 350-40)
- Clear, confident communicator who can translate technical accounting concepts for non-financial stakeholders and PE board audiences
- Proactive and process-oriented mindset; naturally identifies inefficiencies and drives improvements
- Calm under pressure with a strong work ethic and high personal accountability
- Collaborative team leader who earns trust through competence, consistency, and integrity
Experience
- 8+ years of progressive accounting experience, including 5+ years in a Controller or senior accounting leadership role
- Direct experience in a PE-backed or sponsor-owned SaaS/software company (strongly preferred)
- Proven track record managing external audits end-to-end and serving as the primary auditor liaison
- Deep hands-on experience with ASC 606 revenue recognition in a SaaS environment
- Experience managing and developing accounting teams of 2+ people
- Demonstrated ability to build or significantly improve close processes, internal controls, and reporting cadences
- Experience preparing board-level financial reporting for PE investors
Technical Skills
- Advanced proficiency in Sage Intacct (strongly preferred)
- Expert-level Excel skills; including complex financial models, lookups, pivots, and data manipulation
- Working knowledge of ASC 606, ASC 350-40, and general GAAP technical accounting standards
- Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint for board reporting
Desired Certifications
- CPA (active or inactive) strongly preferred
- Bachelor’s degree in Accounting, Finance, or related field required
- Public accounting experience (Big 4 or national/regional firm) a plus
- MBA or Master’s in Accounting a plus
