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Omatic delivers purpose-built application integration solutions for social-impact organizations
The Role
The Controller will oversee the accounting function, manage audits, improve financial reporting processes, and lead the accounting team in a fast-paced SaaS environment.
Summary Generated by Built In
Omatic is the leading integration and nonprofit data platform purpose-built for social impact organizations and institutions. With pre-built integration solutions designed for common nonprofit tools, Omatic Cloud connects, cleans, and manages data across a nonprofit's entire technology ecosystem. By supporting mission-critical workflows across fundraising, program management, and financial accounting, Omatic Cloud helps nonprofits unlock the full potential of their data to inform decisions, engage supporters, and scale their mission. Founded in 2002 and headquartered in Charleston, South Carolina, Omatic serves more than 3,000 social impact customers globally across various sectors, including Healthcare, Cause & Cure, Higher Education, K-12, Family & Human Services, Arts & Cultural, and Faith-Based Organizations.
We are seeking an accomplished Controller to lead Omatic’s accounting function end-to-end, owning the integrity of financial reporting, driving a disciplined monthly close, managing the external audit, ability to step in to assist in any accounting responsibility, and building the scalable processes and controls required of a PE-backed, growing and profitable SaaS company.
The ideal candidate is a hands-on leader with deep Sage Intacct expertise, strong command of U.S. GAAP, and a proven track record of leading audits, fully owning financial reporting, and implementing automation to scale efficiently. Experience working in PE-backed companies is highly preferred.
What You Will Do:
Financial Close & Reporting
Revenue Recognition & Technical Accounting
Audit & Compliance
Accounts Payable, Accounts Receivable & Cash Management
Systems, Process & Team Leadership
We are seeking an accomplished Controller to lead Omatic’s accounting function end-to-end, owning the integrity of financial reporting, driving a disciplined monthly close, managing the external audit, ability to step in to assist in any accounting responsibility, and building the scalable processes and controls required of a PE-backed, growing and profitable SaaS company.
The ideal candidate is a hands-on leader with deep Sage Intacct expertise, strong command of U.S. GAAP, and a proven track record of leading audits, fully owning financial reporting, and implementing automation to scale efficiently. Experience working in PE-backed companies is highly preferred.
What You Will Do:
Financial Close & Reporting
- Own and continuously improve the monthly, quarterly, and annual close process, driving close timelines from current state toward a [10]-business-day hard close
- Prepare and review GAAP-compliant financial statements (income statement, balance sheet, cash flow) and supporting schedules
- Prepare monthly management reporting packages and variance analyses for the CFO, ELT, and PE board reporting
- Own all general ledger activity, ensuring accurate and timely journal entries, account reconciliations, and intercompany eliminations
- Maintain and enforce the company’s chart of accounts, ensuring alignment with PE reporting and operational needs
Revenue Recognition & Technical Accounting
- Own ASC 606 revenue recognition policy and its application across all revenue streams (subscriptions, implementation/onboarding, professional services)
- Evaluate contract structures and performance obligations to ensure proper revenue treatment
- Partner with the CFO on ASC 350-40 software capitalization analysis, maintaining defensible documentation for audit
- Research and document positions on emerging technical accounting matters, including equity and debt accounting in a PE context
Audit & Compliance
- Serve as the primary point of contact for external auditors (Plante Moran), managing the audit timeline, PBC list, and all deliverables
- Manage year-end audit preparation including accounts receivable confirmations, inventory of schedules, and supporting documentation
- Maintain and strengthen the internal control environment and document key controls
Accounts Payable, Accounts Receivable & Cash Management
- Oversee AP and AR functions, ensuring timely and accurate processing of vendor payments, customer invoicing, and collections
- Monitor cash flow (including maintaining a rolling 12-week cash flow forecast), prepare weekly cash position reports, and coordinate with the CFO on working capital management
- Own the contract, order-to-cash, and procure-to-pay processes in partnership with Revenue Operations
Systems, Process & Team Leadership
- Serve as the functional owner of Sage Intacct, optimizing configuration, workflows, reporting, and integrations (e.g., billing system, CRM)
- Identify and implement process improvements and automation opportunities to increase accuracy and reduce manual effort across the accounting function (e.g. Commissions, Renewals)
- Manage, mentor, and develop the existing accounting team; set clear expectations, conduct regular performance reviews, and build a culture of accountability and continuous improvement
What You Will Bring:
Personal Competencies
Experience
Technical Skills
Desired Certifications
Personal Competencies
- Meticulous attention to detail with a strong sense of ownership over the accuracy and integrity of financial data
- Highly organized with the ability to manage multiple concurrent deadlines (close, audit, board prep) without sacrificing quality
- Strong analytical and problem-solving skills; able to research and interpret complex accounting standards (ASC 606, ASC 350-40)
- Clear, confident communicator who can translate technical accounting concepts for non-financial stakeholders and PE board audiences
- Proactive and process-oriented mindset; naturally identifies inefficiencies and drives improvements
- Calm under pressure with a strong work ethic and high personal accountability
- Collaborative team leader who earns trust through competence, consistency, and integrity
Experience
- 8+ years of progressive accounting experience, including 5+ years in a Controller or senior accounting leadership role
- Direct experience in a PE-backed or sponsor-owned SaaS/software company (strongly preferred)
- Proven track record managing external audits end-to-end and serving as the primary auditor liaison
- Deep hands-on experience with ASC 606 revenue recognition in a SaaS environment
- Experience managing and developing accounting teams of 2+ people
- Demonstrated ability to build or significantly improve close processes, internal controls, and reporting cadences
- Experience preparing board-level financial reporting for PE investors
Technical Skills
- Advanced proficiency in Sage Intacct (strongly preferred)
- Expert-level Excel skills; including complex financial models, lookups, pivots, and data manipulation
- Working knowledge of ASC 606, ASC 350-40, and general GAAP technical accounting standards
- Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint for board reporting
Desired Certifications
- CPA (active or inactive) strongly preferred
- Bachelor’s degree in Accounting, Finance, or related field required
- Public accounting experience (Big 4 or national/regional firm) a plus
- MBA or Master’s in Accounting a plus
Skills Required
- 8+ years of progressive accounting experience
- 5+ years in a Controller or senior accounting leadership role
- Direct experience in a PE-backed SaaS company
- Deep hands-on experience with ASC 606 revenue recognition
- Management experience of an accounting team of 2+ people
- CPA (active or inactive)
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The Company
What We Do
Omatic Software, named to Inc. Magazine’s Inc. 500 | 5000-America’s Fastest Growing Private Companies list for five years, provides integration solutions for subscriptions to unlock a nonprofit’s mission impact. Founded in 2002, Omatic works to transform the non-profit sector by democratizing data access and insight, setting data free for all social good organizations through the integration on nonprofit best-of-breed technology. We are uniquely placed to empower social good organizations with options and choices in their technology, transforming team time from data clean-up to data driven decisions and mission focus.
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