Corporate Controller

The Corporate Controller owns Ottimate's accounting operations, delivering accurate, timely, and audit-ready financial statements while building the controls, processes, and systems required for a company preparing for its next stage of growth. You will partner closely with FP&A, Payments, and Senior Leadership to provide insight that supports decision-making.

• →Accounting & Close: Own day-to-day accounting operations, including the general ledger, accounts payable, accounts receivable, cash management, and payroll accounting. Run a disciplined month-end close and deliver accurate, timely financial statements with insightful analysis.
• →Audit & Tax: Serve as the primary liaison with external auditors and tax advisors. Drive timely completion of the annual GAAP audit, 401(k) audit, and related compliance, including ASC 606 revenue recognition, capitalized software, and stock compensation (ASC 718 / 409A).
• →Payments & Transaction Revenue: Own the monthly reconciliation of payment-partner activity to internal data and bank records, including interchange, rebates, and restricted cash, and ensure transaction revenue is properly recognized.
• →Controls, Policy & Compliance: Build and maintain internal controls and financial policies (delegation of authority, spend and card policy, balance sheet reconciliation, chart of accounts). Oversee entity compliance, state registrations, registered agents, and insurance renewals.
• →Treasury: Manage near-term cash flow forecasting, banking relationships, and intercompany funding across multiple entities.
• →Exit Readiness: Maintain an audit-ready, diligence-ready finance function: data room, quality-of-earnings support, EBITDA adjustment schedules, and documentation that will stand up to buyer scrutiny.
• →Automation & AI: Continuously improve processes; identify and implement automation and AI tools to reduce manual work, add value and insights to the business, and shorten the close.
• →Team Leadership: Lead and develop the accounting team with an eye toward building leverage and growth paths.
• →Vendor Management: Manage relationships with third-party vendors and partners whose services support the SaaS platform, including evaluating costs and service quality

• Experience: 10+ years of progressive accounting experience, including proven experience as a Controller or Assistant Controller at a standalone company (not only at a divisional level).
• ‘Can-Do’ Attitude: A can-do attitude and a willingness to roll up your sleeves are critical. We are a fast-paced, high-growth, private equity-backed technology company where everyone wears many hats.
• Communication: Exceptional written and verbal communication skills, with the ability to work effectively with senior leadership, hold stakeholder accountable, and communicate financial information clearly to non-finance stakeholders.
• Ownership & Judgment: Proactive in improving the department and overall company (i.e., doesn’t just do what they are asked to do). Detail-oriented and comfortable balancing precision with practicality. Takes ownership of the numbers rather than relying on third-party data at face value.
• Education & Certification: Bachelor's degree in Accounting, Finance, or a related field. CPA strongly preferred.
• Technical Accounting: Strong knowledge of U.S. GAAP, including ASC 606. SaaS, payments, or FinTech experience preferred.
• Audit Expertise: Track record of managing external audits efficiently and serving as the primary auditor liaison. Due diligence or quality-of-earnings experience is a plus.
• Accounts Payable Expertise: Hands-on experience leading AP operations; experience selecting or implementing AP automation platforms is a plus.
• Systems & Automation: Experience implementing and optimizing finance systems (ERP, close management, spend management) and a demonstrated appetite to adopt AI and automation.