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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Expertise in SaaS finance and accounting, with a focus on end-to-end Quote-to-Cash (Q2C) processes, revenue recognition, and financial reporting. Proven ability to drive process improvements, manage budgets, and support external audits while collaborating effectively across teams.
Highest-signal resume keywords
SaaS Finance/AccountingEnd-to-End Q2C OwnershipDeal Desk ManagementASC 606 Policy AuthoringCPA Preferred
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingBudgetingForecastingRevenue RecognitionProcess ImprovementCash Flow ManagementP&L MonitoringPolicy WritingDSO ReductionUnit Economic Analysis
Soft Skills
Effective CommunicationCollaborationOperational EfficiencyStakeholder EngagementTeam Leadership
Tools & Technologies
RilletStripeSnowflakeHubSpotBI Tools
Certifications & Qualifications
CPA
Industry Keywords
SaaSRevenue RecognitionSOC 2 ReadinessInvestor ReportingCash Application
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Run monthly/quarterly close, consolidations, and reconciliations; deliver a fast, accurate investor and board reporting pack (ARR/NRR, retention, cash).
- Establish quarterly budgets by team; drive rolling forecast and unit economic analysis; monitor plan vs. actual for the full P&L.
- Author ASC 606 policies, review deals/terms, maintain control evidence; support both external audits and SOC 2 readiness.
- Define and maintain order flows, invoicing, collections, cash app, and credit risk processes; reduce DSO and exceptions across Rillet ⇄ Stripe ⇄ Snowflake ⇄ HubSpot.
- Partner with Product and GTM to design, test, and measure monetization strategies; set up an ongoing experimentation loop.
- Own guardrails and discount policy for sales-assisted deals; lead non-standard approval processes with Product, GTM, and Legal.
- Support external audits and SOC 2 readiness led by the CTO; ensure consistent process hygiene.
- Rillet (ERP), Stripe (billing/payments), Snowflake (data—via data team BI tools), HubSpot (CRM).
Requirements
What you’ll need- 8+ years in SaaS finance/accounting with end-to-end Q2C and revenue recognition ownership.
- Experience building/owning Deal Desk and sales compensation programs.
- Strong process and policy writer; effective operator across Product & GTM
- CPA preferred, but not required
- Demonstrated ability to improve close time, forecasting, and DSO.
- Strong verbal and written English communication skills are required, as this role involves frequent collaboration with team members, stakeholders, and customers where English is the primary working language.
Benefits
Comp & perks- You do not need a college degree to apply
- You do not need to be located in the U.S. — we’re remote-friendly
- You do not need to meet every qualification listed above
