Controller

Job not on LinkedIn

🕒 October 3

🇺🇸 United States – Remote

💵 $130k - $150k / year

⏰ Full Time

🟠 Senior

🔴 Lead

⛔️ Financial Controller

👻 Ghost score 0%

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FirstClose

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2000

💳 Fintech

🏦 Banking

☁️ SaaS

💰 GROWTH EQUITY VC on 2025-09

Fintech • Banking • SaaS

FirstClose is a fintech platform that helps banks, credit unions and other financial institutions build and scale home equity businesses by automating workflows, accelerating time-to-close, and providing real-time home-equity position and pre-approval estimates. Its offerings include the XpressEquity platform, order management services, a vetted provider marketplace, LOS and technology integrations (including a MeridianLink Consumer LOS portal), and tools that reduce application drop-off and operational touchpoints. FirstClose emphasizes soft credit pulls, automated disclosures, performance-tracked partners, and claims extensive experience and outcomes (e. g. , $129 billion in home equity loans closed since 2015 and a stated average ROI).

📋 Description

• Plan and direct the company's accounting operations • Oversee accounts payable, accounts receivable, billing, collections, general ledger, and financial reporting • Oversee team training, development, and accounting process documentation • Maintain accounting policies, procedures, and internal controls • Lead month-end and year-end close processes, including reconciliations, accruals, financial statements, management reporting, and GAAP compliance • Oversee revenue accounting for consumption-based pricing, SaaS/subscription arrangements, minimum commitments, prepayments, deferred revenue, variable consideration, and ASC 606 contract review documentation • Own quote-to-cash and billing controls across Salesforce and Certinia • Manage accounting system workflows and integrations across Salesforce, Certinia, Avalara, and Qobra • Oversee cash forecasting, liquidity, working capital, banking activity, payroll accounting, benefits accounting, and reconciliations • Oversee sales and use tax processes and commission accounting • Support financial analysis of recurring revenue, usage-based revenue, transaction revenue, customer profitability, gross margin, operating expenses, and pricing economics • Own the annual audit process and serve as the primary accounting lead for external auditors, tax advisors, and other third parties • Partner cross-functionally to prioritize process, reporting, systems, and control improvements using a crawl-walk-run approach

🎯 Requirements

• Strong proficiency with ERP, accounting, reporting, billing, revenue recognition, commission, and tax software • Experience with Salesforce, Certinia, Avalara, and Qobra is strongly preferred • Sales and use tax experience required • Experience maintaining Avalara tax configuration, invoice-tax reconciliation, and tax compliance controls preferred • Proficient in Microsoft Office Suite, especially Excel • Experience with complex billing and revenue models, including usage-based billing, SaaS/subscription revenue, minimum commitments, annual prepayments, variable consideration, customer prepayments, deferred revenue, and quote-to-cash accounting controls • Demonstrated ability to improve accounting processes, strengthen controls, automate workflows, and partner cross-functionally to sequence high-impact improvements without over-engineering • Excellent management, supervisory, analytical, and problem-solving skills • Excellent written and verbal communication skills • Excellent organizational and time management skills • Ten years or more of progressive accounting or finance experience required • Prior controller, assistant controller, accounting manager, or equivalent leadership experience • Experience in a SaaS, fintech, transaction-based, usage-based billing, or other complex billing environment is strongly preferred • Bachelor's degree in accounting, finance, or business administration is preferred • CPA, CMA, or other relevant certification is a plus

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