Financial Controller

The Financial Controller will provide technical accounting expertise, improvements to financial processes, and development of our accounting team. We are looking for a hands-on manager who thrives in a fast-paced, start-up environment. Responsibilities include transitioning from an early-stage company accounting principles to researching, documenting, and achieving GAAP compliance, including the implementation of ASC 606 for a SaaS business. This role will manage the entire financial statement close process as well as leading the accounting operations functions of customer invoicing and vendor management. This individual will have a focus on developing scalable processes by identifying and installing software tools, which includes the implementation of a billing engine and vendor management system. This role will be highly visible within the organization and will work alongside every department in the company. 

What you’ll do:

• Own the financial statement close and preparation process, developing best in class operations to support future audit requirements. 
• Research, document, and implement accounting policies in compliance with Generally Accepted Accounting Policies (“GAAP”). 
• Act as a strategic partner across the organization, delivering meaningful insight and financial decision support.
• Support Legal and Finance in tracking customer contract details and calculating annual recurring revenue (“ARR”) as well as other key performance indicators. 
• Own all aspects of the accounting operation functions relating to customer invoicing and vendor management.
• Oversee all tax compliance and regulatory reporting requirements.
• Take responsibility for overall company cash management by ensuring expenses conform to established policy and customer amounts are received per contract terms.  
• Develop accounting processes to ensure scalability with business growth. Manage the implementation of critical infrastructure tools, such as a billing engine and vendor management system. 
• Drive internal controls, efficiency, and accuracy of all financial reporting processes.
• Train, mentor, challenge, and develop the accounting team; build-out the team as the company grows.

Your experience:

• 13+ years of experience in accounting, ideally with a mix of public and corporate accounting with experience in a Software-as-a-Service (SaaS) subscription environment..
• Bachelor’s Degree or MBA in Accounting or Finance, or equivalent work experience.
• Advanced knowledge of U.S. GAAP, including evaluation and adoption of ASC 606.  
• CPA certification preferred.
• Proficient in Excel / Google Sheets, Quickbooks Online, and Stripe; tech savvy.
• Experience in implementing an ERP system is preferred. 
• Strong track record of successfully motivating and developing team members.
• Strong interpersonal and communication skills, effective in communicating key data, including presentations to senior management or other outside partners.

Don’t meet every single requirement? 

At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

About us:

AgentSync builds modern insurance infrastructure that connects carriers, agencies, MGAs, and producers. With customer-centric design, seamless APIs, automation, and unparalleled service, AgentSync’s solutions provide data intelligence and streamlined onboarding and compliance management processes that reduce costs, increase efficiency, and get producers ready to sell in hours instead of weeks. Founded in 2018 by Niranjan “Niji” Sabharwal and Jenn Knight, and headquartered in Denver, Colorado, AgentSync has been recognized as one of Denver’s Best Places to Work, a Forbes Magazine Cloud 100 Rising Star, and as an Insurtech Insights Future 50 winner, and was ranked 65th in Forbes – America’s Best Startup Employers 2023. 

Salary:

In accordance with Colorado law, the following represents AgentSync’s reasonable estimate of the range of possible compensation for this role, if hired in Colorado.

Denver/Boulder Metro

$160,00 - $190,000 + Annual Bonus 

Additionally, this role is eligible to participate in AgentSync’s equity programs.

100% Company Paid Healthcare Insurance (for you and any dependents)

• Medical
• Dental
• Vision
• Parental leave and return to work childcare stipend

Financial Benefits

• 401(k) retirement savings plan

Other Benefits

• Unlimited PTO
• 11 paid holidays per year
• Continued Education Stipend

Candidates: AgentSync Recruiting & Talent teams will only communicate with you using @agentsync.io email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).