^exponent

Controller

• Financial Reporting & Compliance: Oversee accurate and timely month-end close, ensuring compliance with GAAP and internal controls across multiple regional entities.
• Audit Coordination: Lead external and internal audit processes, managing documentation and addressing audit findings to maintain clean audit opinions.
• Team Leadership & Development: Manage and mentor accounting teams across locations, driving performance, process improvements, and professional growth.
• Operational Finance Support: Collaborate with business units to support budgeting, forecasting, and budget vs actual analysis, providing actionable insights to leadership.
• Risk & Compliance Management: Implement and monitor internal controls and compliance frameworks to mitigate financial and operational risks within the region.

Regional Controller

Financial Planning and Analysis

• RCM Oversight: Lead and grow the RCM team to ensure precise billing, collections, and reconciliation between invoiced services and cash receipts, enhancing quality of earnings and cash flow predictability.
• Financial Reporting & Analytics: Elevate financial and operational reporting by integrating franchisor system data, building dynamic financial models, and providing executive-level insights and board communications.
• Cash Flow & Forecasting Management: Establish and maintain strong cash flow reporting and forecasting processes to back strategic reinvestment and growth, including organic expansion and acquisitions.
• Cross-Functional Partnership: Work closely with business owners and operational leaders to align finance with sales-driven growth strategies, balancing operational discipline without slowing momentum.
• Transaction Readiness & PE Interface: Ready the finance function and reporting infrastructure for potential private equity deals, acting as a key finance leader through due diligence and exit activities.

Head of Finance

Accounting Manager

• Own the monthly close process: Manage journal entries, reconciliations, and month-end close across multiple acquired entities to deliver timely, accurate consolidated financials.
• Build and maintain scalable accounting infrastructure: Design and implement a unified Chart of Accounts and accounting policies optimized for multi-entity consolidation and rapid acquisition integration.
• Lead acquisition integrations and purchase accounting: Drive opening balance sheet prep, system cut-overs from QuickBooks/manuals to ERP, and operationalize the integration playbook for new acquisitions.
• Drive ERP selection and implementation: Own migration to Sage Intacct or NetSuite, managing vendors, data migration, and ensuring ERP supports high-velocity acquisition volume.
• Partner with founders and stakeholders: Deliver board-level financial reporting, KPI scorecards, cash forecasting, and act as a strategic finance partner in deal screening and capital allocation.

Director of Accounting

• **Own the consolidated monthly close:** Lead the full month-end close process, delivering timely and accurate consolidated financials across US and international entities.
• **Lead day-to-day accounting operations:** Oversee transactional accounting including AP (Ramp bills), payroll, commissions, invoicing, bank reconciliations, and treasury management.
• **ERP evaluation and optimization:** Evaluate current NetSuite setup, drive decisions on optimization or migration to new finance systems, and manage ERP implementation with leadership.
• **Manage external audit and compliance:** Act as primary liaison for auditors, coordinate audit activities, and ensure sales tax and VAT compliance across multiple jurisdictions.
• **Build and scale the accounting function:** Develop and implement processes to bring accounting in-house from outsourced providers, manage local bookkeeping teams, and lead automation initiatives to enhance close and reporting efficiency.

• Build and scale finance function: Set up a solid finance org from scratch, covering financial reporting, FP&A framework, and KPI tracking to support growth.
• Lead systems integration: Own the rollout and fine-tuning of NetSuite, Salesforce, and field service tools to consolidate accounting and ops data streams.
• Financial reporting and board communication: Manage month-end close, deliver timely and accurate financials, and provide clear, transparent updates to the board and CEO.
• Drive accounting discipline and process improvements: Enhance invoicing speed, enforce accountability, and mentor the accounting team for consistent, high-quality execution.
• Support M&A integration: Lead post-LOI acquisition integration efforts, coordinate with integration managers, and align financial and operational processes across acquired businesses.

• Lead accounting operations: Own the full accounting cycle including month-end close, financial statement prep, and consolidation across multiple entities to ensure accuracy and timeliness.
• Drive process improvements: Identify and implement scalable accounting processes and automation to cut down manual work and shorten the close cycle from current extended timelines.
• Technical accounting oversight: Manage complex accounting issues like ASC 842 lease adoption, intercompany transactions, and rev rec nuances, working closely with external auditors and tax teams.
• Tax coordination and compliance: Oversee corporate tax activities, manage tax season workflows, and liaise with tax advisors to ensure compliance and optimize tax positions.
• Team leadership and development: Build and mentor a growing accounting team and manage an outsourced accounting partner.

Vice President, Accounting

• Oversee day-to-day Fund Accounting Ops: Lead accurate, timely accounting workflows including cap calls, distributions, quarterly and annual reporting, and audit prep, ensuring compliance with private equity and venture growth fund standards.
• Client Relationship Mgmt: Act as strategic partner owning financial credibility of client accounts, proactively resolving complex accounting and tax issues.
• Team Leadership and Development: Manage a focused team of account managers and staff accountants, driving hands-on mentorship, knowledge sharing, and quality control to build expertise and ownership.
• Collaboration with Product and Technology Teams: Work closely with engineering to shape and test AI-driven accounting tools, aligning tech solutions with fund admin realities.
• Drive Operational Excellence and Culture: Cultivate a culture of trust, transparency, and continuous feedback, emphasizing ownership, client centricity, and accounting mastery passion.

• Oversee Fund Accounting Ops: Manage day-to-day fund accounting activities including financial statement prep, capital calls, distributions, and ensuring accuracy in waterfall calculations aligned with LPAs.
• Lead and Develop Accounting Team: Supervise and mentor staff accountants, fostering a culture of excellence and continuous improvement while driving recruitment and training efforts.
• Client Partnership: Act as a trusted advisor to clients, handling inquiries, delivering strategic insights, and ensuring high-touch service delivery.
• Drive Process Improvements + Tech Adoption: Work closely with product and tech teams to spot automation opportunities, streamline workflows, and boost data accuracy using AI-powered solutions.
• Ensure Compliance & Control adherence: Uphold strict compliance with regulatory, tax, audit, and internal control standards, including SOC 1 and SOC 2, to protect data integrity and operational reliability.

Operations

• Affiliate Marketing & Revenue Growth: Architect and scale affiliate programs, manage affiliate P&L, recruit and negotiate with partners across multiple categories.
• SEO & Content Strategy: Lead organic search strategy including technical SEO, content roadmaps, and keyword targeting; collaborate with editorial to align content with commercial goals.
• Paid Media & Performance Marketing: Manage paid search and social campaigns with a focus on ROAS and budget discipline; optimize full-funnel marketing systems from awareness to retention.
• Digital Marketing P&L Ownership: Own budget allocation, vendor relationships, and ROI-driven decision making across all digital marketing channels.
• AI & Technology Integration: Deploy AI tools to enhance content production, SEO, campaign optimization, and build a lean, tech-forward marketing operation.

^exponent

Regional Controller

Head of Finance

Director of Accounting

Accounting Manager

CFO

Vice President, Accounting

Director of Accounting

Accounting Manager

Head of Growth, Operations