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Zocks | AI for Advisors

Controller

Zocks | AI for Advisors

Controller managing the accounting function for a rapidly scaling SaaS company. Responsible for financial reporting, compliance, and process optimization with a focus on modern tools.

Posted 5/22/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorLead💰 $190,000 - $215,000 per yearWebsite

About the role

Key responsibilities & impact
  • Own the close. Drive accurate, timely monthly and quarterly close, and maintain the integrity of the company's books and records in accordance with US GAAP.
  • Scale the accounting function. You will be responsible for building and scaling the accounting function, with a strong bias toward AI-native tooling and automated workflows.
  • Financial reporting. Prepare internal financial statements, management reporting packages, and other reporting deliverables for finance and company leadership
  • Technical accounting. Serve as the in-house authority on ASC 606, ASC 718, consolidations, and other complex accounting areas relevant to a high-growth SaaS business.
  • Audit. Own the financial statement audit process end to end, including preparation of supporting documentation, technical memos, and day-to-day auditor management.
  • Tax and compliance. Manage sales tax, multistate and international registrations, and multi-jurisdiction compliance. Coordinate with external advisors on income tax across entities.
  • Treasury. Own cash management, bank relationships, and cash reporting.
  • Internal controls. Build and maintain a scalable internal control environment and establish documentation standards appropriate to a high-growth, rapidly evolving company.
  • Multi-entity consolidation. Own financial consolidation across multiple legal entities and currencies, including intercompany eliminations and foreign exchange accounting.

Requirements

What you’ll need
  • CPA with Big Four audit experience strongly preferred.
  • 8+ years of progressive accounting experience, with meaningful time in a controller or senior accounting leadership role at a venture-backed SaaS company.
  • Experience thriving in a fast-growth startup environment, with a demonstrated ability to bring structure and process to a rapidly scaling business.
  • Experience owning the company-side audit process. Having led a company's first financial statement audit is a strong plus.
  • Experience managing sales tax compliance and multistate SaaS obligations.
  • Excellent written and verbal communication skills, with the ability to present financial information clearly to both finance and company leadership.
  • Multi-entity, multi-currency consolidation experience, including international subsidiaries.

Benefits

Comp & perks
  • 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Zocks | AI for Advisors Website LinkedIn All Job Openings 11 - 50 employees Founded 2022 🤖 Artificial Intelligence 💳 Fintech ☁️ SaaS Artificial Intelligence
  • Fintech
  • SaaS Zocks is a privacy-first AI platform designed specifically for financial advisors, supporting solo practitioners, mid-size practices, and enterprises. It automates key tasks such as note-taking, meeting preparation, and client communications, enhancing workflow efficiency and collaboration. Zocks ensures compliance and data control without recording conversations, helping advisors focus more on client relationships while seamlessly integrating with existing CRM systems and tools. Controller 🔥 22 minutes ago 🏢🏡 New York City – Hybrid 💵 $190k - $215k / year ⏰ Full Time 🟠 Senior 🔴 Lead ⛔️ Financial Controller Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
  • Own the close. Drive accurate, timely monthly and quarterly close, and maintain the integrity of the company's books and records in accordance with US GAAP.
  • Scale the accounting function. You will be responsible for building and scaling the accounting function, with a strong bias toward AI-native tooling and automated workflows.
  • Financial reporting. Prepare internal financial statements, management reporting packages, and other reporting deliverables for finance and company leadership
  • Technical accounting. Serve as the in-house authority on ASC 606, ASC 718, consolidations, and other complex accounting areas relevant to a high-growth SaaS business.
  • Audit. Own the financial statement audit process end to end, including preparation of supporting documentation, technical memos, and day-to-day auditor management.
  • Tax and compliance. Manage sales tax, multistate and international registrations, and multi-jurisdiction compliance. Coordinate with external advisors on income tax across entities.
  • Treasury. Own cash management, bank relationships, and cash reporting.
  • Internal controls. Build and maintain a scalable internal control environment and establish documentation standards appropriate to a high-growth, rapidly evolving company.
  • Multi-entity consolidation. Own financial consolidation across multiple legal entities and currencies, including intercompany eliminations and foreign exchange accounting. 🎯 Requirements
  • CPA with Big Four audit experience strongly preferred.
  • 8+ years of progressive accounting experience, with meaningful time in a controller or senior accounting leadership role at a venture-backed SaaS company.
  • Experience thriving in a fast-growth startup environment, with a demonstrated ability to bring structure and process to a rapidly scaling business.
  • Experience owning the company-side audit process. Having led a company's first financial statement audit is a strong plus.
  • Experience managing sales tax compliance and multistate SaaS obligations.
  • Excellent written and verbal communication skills, with the ability to present financial information clearly to both finance and company leadership.
  • Multi-entity, multi-currency consolidation experience, including international subsidiaries. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Controller 🕒 2 days ago AeroVect 11 - 50 🚀 Aerospace 🚗 Transport 🤖 Artificial Intelligence Website LinkedIn All Job Openings Controller responsible for end-to-end accounting functions in a growth-focused startup. Managing financial statements, audits, and compliance across US, UK, and Canada. 🏢🏡 New York City – Hybrid 💵 $170k - $210k / year 💰 Seed Round on 2022-07 ⏰ Full Time 🟡 Mid-level 🟠 Senior ⛔️ Financial Controller Senior Associate, Managed Services – Controllership & Accounting 🕒 May 15 PwC 10,000+ employees 💸 Finance ☁️ SaaS Website LinkedIn All Job Openings Senior Associate in Managed Services at PwC, analyzing complex finance problems and mentoring junior team members while delivering outsourced accounting services. 🏢🏡 New York City – Hybrid 💵 $72k - $184.4k / year 💰 Grant on 2023-09 ⏰ Full Time 🟠 Senior ⛔️ Financial Controller 🦅 H1B Visa Sponsor Controller 🕒 May 14 Kira 11 - 50 📚 Education 🤖 Artificial Intelligence ☁️ SaaS Website LinkedIn All Job Openings Controller responsible for financial operations and systems in rapidly growing SaaS startup. Owning financial reporting, managing revenue recognition, and leading accounting team. 🏢🏡 New York City – Hybrid 💵 $150k - $210k / year 💰 $15M Series A - Kira on 2023-05 ⏰ Full Time 🟠 Senior 🔴 Lead ⛔️ Financial Controller 🦅 H1B Visa Sponsor Corporate Controller 🕒 May 13 Axis Communications 1001 - 5000 🔐 Security 📡 Telecommunications ☁️ SaaS Website LinkedIn All Job Openings Corporate Controller managing SEC filings and ensuring financial reporting integrity at AXIS Capital. Requires a strong accounting background and compliance with U.S. GAAP and SEC rules. 🏢🏡 New York City – Hybrid 💵 $225k - $290k / year ⏰ Full Time 🟠 Senior 🔴 Lead ⛔️ Financial Controller Controller 🕒 May 12 Astrix Security 51 - 200 🔒 Cybersecurity ☁️ SaaS Website LinkedIn All Job Openings Controller responsible for overall accounting at AI access management company. Managing multi-national operations, financial reporting, and audit relationships in a hybrid work environment. 🏢🏡 New York City – Hybrid 💰 Series A on 2023-06 ⏰ Full Time 🟠 Senior 🔴 Lead ⛔️ Financial Controller View More Financial Controller Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools
US GAAPASC 606ASC 718financial reportingaudittax compliancecash managementinternal controlsmulti-entity consolidationforeign exchange accounting
Soft Skills
communication skillsleadershiporganizational skillsability to thrive in fast-growth environmentsability to bring structure and process
Certifications
CPA