Senior Revenue & Close Controller - AI-Driven SaaS

Assort Health; San Francisco (CA); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Competitive Compensation

Lifelong Learning

Office Setup Stipend

Top-Tier Health Coverage

Flexible PTO

Meals & Snacks

Fitness Stipend

Commuter Benefits

401(k)

Job summary

Assort Health is building a single, continuous conversation for patients and healthcare providers. We are hiring a senior finance professional to own Order-to-Cash, ASC 606, and revenue processes in a fast-growing healthtech environment in San Francisco.

You will lead a small offshore team, drive a five-day close, and work with cross-functional partners including Engineering, Product, Sales, and external auditors.

Qualifications

• 6–9 years of progressive accounting experience, including 4+ years at high-growth SaaS or enterprise software companies (Series B-D).
• Hands-on experience with a usage-based billing platform (Tabs strongly preferred; Maxio/Chargify, Chargebee, Zuora, or Stripe Billing at scale).
• Personally written ASC 606 revenue recognition memos and defended them to external auditors.
• Strong three-way reconciliation across billing platform, payment processor, and general ledger.
• Direct experience with Big4 or strong regional audit firms as internal audit lead.
• ERP expertise with NetSuite; Campfire familiarity a plus; other apps like QuickBooks, Ramp, Rippling, Pulley/Carta.
• Genuinely AI-first in workflow; daily use of AI tools for memo drafting, anomaly detection, revenue variance investigation.
• Clear cross-functional communication with Engineering, Sales, and executives; comfortable discussing revenue treatment and materiality.
• Builder-oriented, comfortable in ambiguity; will define the O2C function.

Responsibilities

• Own Order-to-Cash end-to-end from contract signature through cash application; design and operate invoicing, collections, and revenue recognition workflows (Tabs, Stripe, Campfire).
• Lead monthly revenue close, target 5-business-day close, reconcile three-way (SFDC/Tabs/Campfire), sign off journal entries, produce flux analysis.
• Own ASC 606 revenue recognition including memos for usage-based revenue, multi-element arrangements, SSP allocations, deferred revenue, and related matters.
• Lead the 2nd AICPA audit (FYE 2027); manage PBC list, coordinate with Big4/regional advisors, defend revenue positions, prepare PCAOB scoping.
• Partner cross-functionally on customer billing decisions with CEOs, Finance, CS, Sales; be the finance voice on terms, credits, refunds, and amendments.
• Manage 1–2 offshore AR resources; set quality standards, review work, and build playbooks for offshore scale.
• Build revenue reporting and dashboards (AR aging, DSO, cash forecasting, revenue waterfall, deferred revenue roll-forward).
• Collaborate with Engineering/Product on Tabs configuration for new launches, review billing logic, and revenue treatment for new SKUs.
• Own sales & use tax compliance; implement tax engine integrated with Tabs/Stripe; manage nexus and monthly filings.
• Design and document internal controls for revenue and close cycle ahead of SOX 404 scoping; own ICFR narrative for revenue.
• Champion AI-first accounting workflows; leverage Claude, ChatGPT, Notion AI for memo drafting and audit prep.

Skills

Usage-based billing

ASC 606 memo writing

Three-way reconciliation

Big4/audit experience

NetSuite / ERP

AI-driven workflows

Cross-functional communication

Ambiguity navigation

Tools

Tabs

Campfire

Stripe

Maxio/Chargify

Zuora

SFDC

Job description

Assort Health is building a single, continuous conversation for patients and healthcare providers. We are hiring a senior finance professional to own Order-to-Cash, ASC 606, and revenue processes in a fast-growing healthtech environment in San Francisco.

You will lead a small offshore team, drive a five-day close, and work with cross-functional partners including Engineering, Product, Sales, and external auditors.