SaaS Product - Career Advancement Opps - Charitable Giving

  • Arlington, TX
  • $130,000 - $155,000
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A bit about us:

SaaS corporation providing Wealth Management services to clients nation wide.

Why join us?

Endless growth potential.
  • Yearly charitable allowance provided to donate to your choice charity.
  • Substantial Profit Sharing
  • 401K Match
  • Comprehensive health benefits
  • Hybrid work schedule (Monday & Friday WFH)

Job Details

We are seeking a highly motivated and experienced Controller to join our dynamic team. The ideal candidate will have a strong background in finance, wealth management, and investments, as well as experience with SaaS, GAAP, NetSuite, ERP, and Salesforce. This is a full-time position with competitive salary and benefits.


  • Manage all financial reporting, including monthly, quarterly, and annual statements
  • Oversee the day-to-day accounting operations, including accounts payable, accounts receivable, and payroll
  • Develop and implement financial policies and procedures
  • Ensure compliance with GAAP and other regulatory requirements
  • Work closely with the executive team to develop and execute strategic plans
  • Provide financial analysis and recommendations to support decision-making
  • Manage the annual budgeting process and monitor actual performance against budget
  • Lead the audit process and work with external auditors
  • Supervise and mentor accounting staff
  • Perform other duties as assigned


  • CPA certification required
  • Bachelor's degree in Business, Accounting, Finance, or related field
  • 8+ years of experience in public accounting or corporate finance
  • 3+ years' experience in a management position
  • Strong knowledge of SaaS, NetSuite, ERP, and Salesforce
  • Experience in wealth management and investments preferred
  • Hands-on approach and ability to work independently
  • Strong leadership and management skills
  • Deadline-driven with excellent attention to detail
  • Excellent written and verbal communication skills
  • Ability to think strategically and provide innovative solutions

If you are a highly motivated and experienced finance professional with a proven track record of success, we encourage you to apply for this exciting opportunity. We offer a challenging and rewarding work environment, competitive salary and benefits, and opportunities for growth and advancement.
Easy Apply Now
Easy Apply Now
Job Details
Arlington, TX
Job Type
$130,000 - $155,000