Accounting & Financial Reporting
• Lead all aspects of the monthly, quarterly, and annual close process.
• Prepare timely and accurate monthly financial statements and supporting schedules.
• Ensure compliance with U.S. GAAP accounting standards.
• Maintain general ledger integrity and oversee all accounting operations.
• Review journal entries, account reconciliations, accruals, and balance sheet analyses.
• Manage accounting for prepaid expenses, fixed assets, accrued liabilities, and equity transactions.
• Develop, document, and maintain accounting policies and procedures.
• Ensure compliance with debt covenant and investor reporting requirements, as applicable.
• Serve as primary contact for external audits, tax providers, and other financial advisors.
• Own ASC 606 revenue recognition processes and policies.
• Oversee contract accounting and revenue reporting utilizing Maxio and NetSuite.
• Review customer contract structures and evaluate accounting implications.
• Ensure accurate accounting for:
o Multi-year contracts
o Deferred revenue
o Contract assets and liabilities
o Sales commissions and capitalized contract costs
• Partner with Sales Operations and Customer Success teams to ensure data accuracy and completeness.
Financial Planning & Analysis Support
• Partner with the CFO to prepare annual budgets and periodic forecasts.
• Assist in developing departmental budgets and spending analyses.
• Support monthly forecast updates and variance analysis.
• Prepare management reporting packages and KPI dashboards.
• Analyze trends in revenue, margins, operating expenses, customer retention, and cash flow.
• Contribute to board reporting and investor presentation materials.
SaaS Metrics & Business Analytics
• Develop and maintain recurring reporting of key SaaS metrics, including:
o ARR
o MRR
o Net Revenue Retention (NRR)
o Gross Revenue Retention (GRR)
o Customer Acquisition Cost (CAC)
o CAC Payback
o Lifetime Value (LTV)
o Gross Margin
o Rule of 40
• Partner with department leaders to evaluate business performance and support decision-making.
• Improve visibility into operational and financial drivers of company performance.
• Direct and mentor an offshore accounting resources.
• Establish accountability and continuous improvement within the accounting function.
• Develop cross-training and process documentation to support scalability.
• Foster a culture of accuracy, collaboration, and operational excellence.
Systems & Process Improvement
• Serve as accounting owner for NetSuite and Maxio financial processes.
• Identify opportunities to automate workflows and improve reporting efficiency.
• Implement best practices around close management, reconciliations, controls, and reporting.
• Lead future finance-related system enhancements and integrations.
• Support due diligence and integration efforts related to strategic initiatives.
• Identify opportunities to use AI, automate workflows and improve reporting efficiency.
Internal Controls & Compliance
• Maintain an effective internal control environment appropriate for a growing SaaS organization.
• Develop scalable policies and procedures to support growth.
• Ensure compliance with tax, regulatory, and statutory filing requirements.
• Monitor financial risks and recommend mitigation strategies.