Controller

KBW Financial Staffing & Recruiting

City of Rochester (NY)

Hybrid

USD 165,000 - 185,000

Full time

14 hours ago
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Benefits offered by this job

Bonus
Equity

Job summary

KBW Financial Staffing & Recruiting in Rochester, NY seeks a Controller for a PE-backed SaaS company. This high-visibility role reports to the CFO and collaborates with the executive team and PE sponsor to build and scale accounting and finance infrastructure as the organization grows.

The ideal candidate has 8+ years in accounting, 3+ in leadership, SaaS/financial services experience, strong U.S. GAAP knowledge, and a track record with external audits. CPA preferred; FP&A is a plus.

Qualifications

  • 8+ years of progressive accounting experience including 3+ years in a leadership role.

Responsibilities

  • Lead accounting operations including GL, AP, payroll, fixed assets, accruals, month-end close and financial reporting.
  • Oversee treasury operations: cash positioning, liquidity management, forecasting and banking relationships.
  • Ensure compliance with U.S. GAAP and maintain strong internal controls.
  • Manage external audits, tax advisors, financial statement reviews, and regulatory examinations.
  • Develop scalable accounting policies, controls, reporting processes and treasury infrastructure.
  • Partner cross-functionally with Finance, Operations and other key functions.
  • Lead and develop accounting personnel while driving process improvement and automation initiatives.

Skills

Leadership experience
SaaS/financial services knowledge
U.S. GAAP expertise
External audits management
FP&A experience
Executive communication

Education

CPA preferred

Tools

Excel
ERP systems

Job description

Controller – PE Backed SaaS Company

Rochester, NY | Hybrid | $165K–$185K + Bonus + Equity

Only Greater Rochester Area Candidates Will Be Considered!!

A high-growth, PE-backed SaaS company in the Rochester, NY area is seeking a Controller.

This is a highly visible leadership opportunity reporting directly to the CFO and working closely with the CEO, executive leadership team, Board, and PE sponsor. The Controller will have the opportunity to build and scale the accounting and finance infrastructure as the organization grows, rather than simply inherit and maintain an established function.

Key Responsibilities
  • Lead accounting operations, including GL, AP, payroll accounting, fixed assets, accruals, month-end close, and financial reporting
  • Oversee treasury operations, cash positioning, liquidity management, forecasting, and banking relationships
  • Ensure compliance with U.S. GAAP and maintain a strong internal control environment
  • Manage external audits, tax advisors, financial statement reviews, and regulatory examinations
  • Develop scalable accounting policies, controls, reporting processes, and treasury infrastructure
  • Partner cross-functionally with Finance, Operations, and other key business functions
  • Lead and develop accounting personnel while driving process improvement and automation initiatives
Ideal Background
  • 8+ years of progressive accounting experience, including 3+ years in a leadership capacity
  • Background in SaaS or financial services
  • Significant treasury and cash management experience
  • Strong U.S. GAAP and financial reporting knowledge
  • Experience managing external audits
  • CPA preferred
  • Strong Excel and ERP systems background
  • Experience presenting to executive leadership, Boards, and/or investors
  • FP&A experience is a plus

This is an excellent opportunity for an accounting leader who wants significant executive exposure and the chance to build and scale a finance function within a rapidly growing organization.

KBW789

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