Controller, Managed Accounting Services (Software / SaaS)

KBF CPAs

San Francisco (CA)

On-site

USD 130,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Comprehensive medical benefits

401(k) and pension plans

Job summary

A leading accounting firm is seeking a Controller based in San Francisco, CA, with significant experience in the Software/SaaS industry. The Controller will assist clients in closing their books monthly and document revenue accurately. Responsibilities also include managing a team of accountants and ensuring compliance with U.S. GAAP. This full-time role offers a salary range from $130,000 to $180,000 and a range of employee benefits.

Qualifications

Experience as a Controller or similar role in software/SaaS industry.
Ability to manage multiple tasks in a fast-paced environment.
Eligibility to work in the U.S.

Responsibilities

Assist clients with monthly book closings.
Document and analyze cost accounting.
Manage project deadlines based on client expectations.
Collaborate with Managed Accounting and Tax teams.

Skills

U.S. GAAP knowledge

Client relationship management

Advanced MS Excel

Organizational skills

Communication

Education

Bachelor’s degree in accounting

CPA license

Job description

Overview

KBF is built differently. Pairing an entrepreneurial mindset combined with deep technical experience, KBF is a trusted partner and recognized tax, audit, and advisory leader, providing a comprehensive range of services designed to support our clients’ growth and expansion.

Since day one, our growth has been rapid, requiring exceptional professionals that bring both technical skill and strategic vision to the table. Our culture combines the energy and flexibility of a start-up with the opportunity to develop and advance a career based on your strengths and interests.

KBF is currently seeking a Controller, based in San Francisco, CA, with significant experience in the Software / SaaS industry to join our U.S. Managed Accounting Services team.

As the external client facing Controller at KBF within the Managed Accounting Services practice you will be responsible for assisting clients with closing their books monthly, properly recording revenue, documenting and performing analysis over cost accounting and other critical areas, maintaining financial records for various clients, assisting with internal budgets and internal processes, and reviewing other team members’ work. This role will lead the monthly closure of numerous client books with a concentration in the Software/SaaS industry. This position will be a management level role with the expectation that client service is critical. The role will report to the Director of Managed Accounting Service and be supported by a team of accountants at other KBF global offices. Each Controller will manage between 15-25 clients depending on the workload and size of the clients.

Responsibilities

Comfortable working in a client-facing role, working on business development, as well as relationship building all while ensuring client work is done at a premium level.
Clients in Software / SaaS have various revenue streams, including hardware sales, licensing, services and royalties. This role will support and partner with commercial business teams at clients to establish sound business models, proper revenue recognition, transaction posting accuracy, and disclosure processes.
A working manager that is comfortable rolling up their sleeves and doing what it takes to get the job done right.
Provide solutions to challenges proactively. Seek to understand the clients’ business and use this knowledge to ensure transactions are recorded correctly. Leverage your full cycle accounting experience to streamline accounting processes for our clients.
Ability to plan, assign and review work performed by Bookkeepers working on engagements for accuracy as well as provide feedback for improvement. Assist in implementing new tools and software.
Own the financial monthly, quarterly, and year-end financial close processes, including assigned journal entries, balance sheet account reconciliations, accruals, and complex accounting items for multiple clients simultaneously. Develop a detailed close plan/schedule for each client and make sure all tasks are completed prior to scheduling a formal review with the Director of Managed Accounting Services.
Proactively manage project deadlines to ensure delivery of work product based on client expectations and deadlines.
Collaborate with the Managed Accounting Services and Tax teams regarding technical questions as well as progress of projects, tasks and associated budgets.
Review client financial performance on a monthly basis and make recommendations for improvement
Assist clients with properly recording transactions associated with revenue recognition (ASC 606), equity and leases to ensure GAAP compliance.
Collaborate with team members to make recommendations to clients associated with process improvements and KPIs/Dashboard improvements.
Support Mergers & Acquisitions, due diligence, purchase accounting, and integration activities.
Perform other related duties as necessary or assigned
Comply with the firm’s policies and procedures, such as timesheet submission, attendance policy, etc.

Qualifications & Requirements

Bachelor’s degree in accounting or a related field
CPA license
Previous work experience as a Controller or similar role in the software/SaaS industry
In-depth working knowledge and understanding of U.S. General Accepted Accounting Principles (GAAP)
Ability to learn and work in multiple accounting systems and prioritize multiple tasks in a fast-paced, high-volume environment
Advanced level MS Excel skills
Excellent organizational skills and attention to detail
Motivated, quick learner with strong communication skills and demonstrated professionalism
Able to work independently and as part of a team to see projects through to completion
Individuals must be eligible to work in the U.S.

The salary range for this position reflects various factors that influence compensation decisions, such as skills, experience, training, certifications, licensure, geographic location, and other organizational requirements. At KBF CPAs, it is uncommon for a candidate to be hired at the high end of the salary range, as compensation is based on the unique qualifications and circumstances of each individual. The estimated current salary range for this role is $130,000 to $180,000 for candidates based in San Francisco.

Benefits are also a vital component of overall compensation. KBF is proud to offer a comprehensive range of quality benefits, including medical, dental, 401(k), pension, and more, to help protect your health, your family, and your way of life.

Seniority level