About WorkBoard
WorkBoard is the pioneer in AI-driven strategy execution solutions, empowering enterprises to align, measure, and achieve their most important outcomes. With our platform, organizations can operationalize strategy in real-time, foster alignment across teams, and accelerate growth. Our customers include some of the world’s most innovative companies across technology, financial services, healthcare, and more.
We’re backed by top-tier investors and led by a diverse, mission-driven team that’s passionate about redefining how organizations execute strategy at scale. At WorkBoard, you’ll have the opportunity to join a fast-growing, category-defining company where your work directly impacts how leaders shape the future.
The Role
- Build and scale a world-class accounting organization that evolves with company growth over the next 12-24 months, preparing WorkBoard for late-stage maturity.
- Own and improve the monthly close process: shorten it, strengthen it, and ensure audit readiness — target is a close cycle under 6 business days.
- Ensure full GAAP compliance (including ASC 606, ASC 842, ASC 718), and establish well-documented, scalable accounting policies and procedures.
- Lead systems and process modernization (ERP upgrades, equity management, billing systems, and AI-driven tools) to improve efficiency, reliability, and scalability.
- Improve or build internal controls, aligned with current needs and future SOX-light or full SOX readiness.
- Support audits, fundraising or diligence processes, and financial due diligence as needed.
- Own administration of all variable compensation plans and equity accounting, including bonus plans and commissions: stock options, RSUs, warrants, and cap table reconciliations in partnership with Legal and HR.
- Support international expansion with consolidation, currency management, and cross-border accounting processes where relevant.
- Be directly in the succession plan for CFO, stepping up in leadership, vision, and ownership.
What Success Looks Like (First 12-18 Months)
- The monthly close process is consistent, reliable, and accomplished in under six business days.
- WorkBoard is fully audit-ready, with clean financials, documented policies, and strong internal controls.
- The accounting team is leveraging updated systems (ERP, billing, equity) with automated workflows where possible.
- Financial reporting is transparent and trusted by leadership, investors, auditors, and cross-functional partners.
- GAAP compliance issues are proactively managed; technical standards (e.g. revenue recognition, leases, stock comp) are clearly applied and consistently understood.
- International accounting challenges (currency, entity & financial consolidations, statutory compliance) are addressed or planned for.
- The equity ledger / cap table reconciliations are accurate and scalable.
Who You Are
- Experienced as a Controller, or potentially someone who is an “up & comer” currently in #2 accounting role but capable of stepping up and owning the Controller job
- Strong audit background and CPA certification. Big 4 or top-tier public accounting firm experience a plus.
- Deep knowledge of GAAP standards, especially revenue recognition (ASC 606), lease accounting (ASC 842), and stock-based compensation (ASC 718).
- Proven experience scaling accounting functions in a SaaS environment; experience growing toward ~$50M ARR is highly valuable.
- Strong hands-on orientation (“builder’s mindset”) — you like rolling up your sleeves and creating structure in ambiguous, fast-moving settings.
- Excellent systems experience implementing or scaling ERPs (NetSuite, Sage Intacct, etc.), automating workflows, deploying tools for equity, billing, etc.
- Strong cross-functional collaboration skills; ability to explain financial / accounting details clearly to non-finance stakeholders.
- High attention to detail and obsession with accuracy, internal control, timeliness, and transparency.
- Adaptability; able to handle fast change, shifting priorities, scaling challenges.
- Integrity and ethics in all work; trustworthy with confidentiality, risk, compliance.
Compensation & Benefits
- Total Cash Compensation: $225,000 – $250,000 (depending on experience, qualifications, and location premium)
- Equity: Standard equity package for the position, offering meaningful upside as we scale
- Remote role, with a premium for Bay Area candidates
Why WorkBoard
- Be part of scaling a high-impact, fast-growing SaaS company that is redefining strategy execution in enterprises.
- Opportunity to build things from the ground up; your influence will be visible and immediate.
- Strong track record, growing momentum, and a team that values craftsmanship, ownership, and impact.
- Placement in the leadership succession path toward CFO/CFO-adjacent roles.
Top Skills
What We Do
The WorkBoard Enterprise Results Management solution helps organizations align OKRs and FAST goals, automate business reviews and execute for growth. It’s a data-driven, digital approach to defining, aligning and managing strategic outcomes so your organization competes at market speed.
It's ideal for teams changing the world or changing their business who need: -- Radical clarity and true alignment
-- Accountability for outcomes
-- Motivated engaged people -- Faster results The WorkBoard solution helps teams make results a habit with 1) software to localize, activate and execute strategic priorities fast and efficiently, and 2) coaching to rapidly "localize" strategy through the org so everyone's engaged on this quarter's results. For mature enterprises, WorkBoard transforms an antiquated approach to strategy alignment and progression into a dynamic, data-driven practice augmented by analytics and intelligence. For high growth young companies, WorkBoard sustains high speed, focus and purpose as the organization grows exponentially.
