This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description ISPOR is seeking a Chief Financial Officer (CFO) to join its Senior Leadership Team. The CFO will lead the organization’s finance and accounting function, ensuring strong fiscal management and compliance while driving financial strategy to support ISPOR’s mission and growth. This role is responsible for multi-year financial forecasting, budgeting, risk management, and developing internal controls and policies. The CFO will also manage banking and investment relationships and provide strategic financial guidance to the CEO, Board, and key committees. Essential Duties and Responsibilities - Lead financial strategy and planning: Develop short- and long-term financial strategies, multi-year forecasts, and align financial management with organizational priorities. - Oversee financial operations: Manage budgeting, cash flow, investments, insurance, and financial reporting in compliance with GAAP and nonprofit regulations. - Ensure risk management and compliance: Oversee audits, tax filings, 401K administration, and maintain adherence to U.S. and international financial regulations. - Optimize systems and processes: Implement and improve financial systems, policies, and internal controls to ensure efficiency and strong fiscal management. - Provide strategic leadership: Advise CEO and senior leadership on financial analysis, cost management, and revenue strategies; support committees and Board with reports and recommendations. - Manage banking and investment relationships: Maintain treasury functions, banking partnerships, and investment oversight in collaboration with external advisors. - Lead and develop finance team: Coach and mentor staff, foster a culture of innovation and collaboration, and ensure continuous improvement in financial practices. Qualifications - Education: Bachelor’s degree in accounting, finance, economics, or business administration required; CPA/CMA and graduate degree preferred. - Experience: 10+ years of nonprofit financial leadership, including budgeting, forecasting, and strategic planning. - Technical Expertise: Skilled in financial analysis, modeling, compliance, and risk management. - Leadership: Proven ability to lead and mentor teams; strong collaboration and influence skills. - Communication: Exceptional written and verbal communication; able to explain complex financial concepts to diverse audiences. - Professional Attributes: High integrity, discretion with confidential information, and strong organizational skills. - Travel: Ability to travel nationally as needed and internationally approximately once per year for meetings, conferences, and organizational events. Compensation and Benefits - Salary: $190,000–$210,000 with a potential MBO bonus at 15% after a year of service. - Benefits: - 20 days PTO plus company holidays - Generous health benefits – base plan is 100% subsidized for employee-only coverage - Vision buy-up option - 401K contribution of 6% after one year - Winter break closure - Year-round flexible schedule and Summer Flex program Why Join ISPOR? - Impact & Influence: Shape the financial health of a global nonprofit and contribute to advancing healthcare decision-making worldwide. - Intentional Culture: Join a team committed to collaboration, growth, and innovation, with quarterly learning and connection events. - Flexibility: Enjoy year-round flexible scheduling options and remote work opportunities. ISPOR is committed to creating a diverse and inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Controller position is a mission-critical leadership role responsible for ensuring the integrity of the institution’s financial operations, regulatory compliance, internal controls, and contributing to both internal and external financial reporting. The ideal candidate brings deep experience from both traditional bank environments and innovative fintech or digital-first platforms, as well as experience accounting for equity-based compensation, stock repurchase programs, M&A and income taxes. This role requires a comprehensive understanding of regulatory expectations, U.S. GAAP, emerging technology, and a proven track record in managing accounting operations for a high-performance organization. What You’ll Do - Financial Accounting & Reporting: - Direct all aspects of accounting operations, including general ledger integrity, revenue recognition, expense accruals, intercompany eliminations, and consolidation processes. - Ensure timely and accurate financial statement close monthly in accordance with U.S. GAAP. - Partner with the Senior Director of Financial Reporting to assist in internal and external reporting including: - Call Reports (FFIEC 041/031) - FR Y-9C and FR Y-9LP - FR2900, FR2644, and other Federal Reserve/OCC/FDIC reporting - Annual audited financials and board-level reports - Coordinate with external auditors on quarterly reviews and annual financial statement audits and ensure timely resolution of audit findings. - Coordinate with internal auditors on periodic audit-testing procedures. - Evaluate the impact of new accounting pronouncements on the Company and implement new procedures, as needed. - Analyze general ledger activity and variance when compared to prior periods and budget and discuss results with Chief Accounting Officer. - Regulatory & Compliance Governance: - Serve as a key liaison to federal and state regulatory agencies and support examination readiness and response. - Proactively monitor changes in regulatory guidance (e.g., from the FDIC, Federal Reserve, SEC) and ensure implementation and compliance. - Partner with Compliance and Risk Management to ensure internal controls over financial reporting meet/exceed expectations under COSO and similar frameworks. - Participate in CECL governance, documentation, model validation coordination, and reserve sufficiency analyses. - Strategic Financial Leadership: - Advise the Chief Accounting Officer, CFO and executive leadership on the financial implications of key strategic decisions, including fintech investments, partnerships, and digital platform growth. - Develop or participate in the development of forward-looking insights, including financial forecasts, capital planning support, and cost optimization opportunities. - Evaluate fintech initiatives for accounting treatment and risk exposure, including considerations related to embedded finance, APIs, and non-traditional revenue models (e.g., subscription, interchange, platform-as-a-service). - Provide thought leadership around product-level P&L analysis and contribution margins within the fintech division. - Treasury, Capital & Asset-Liability Collaboration: - Partner with the Treasurer and Director of Financial Planning and Analysis on balance sheet strategy, liquidity monitoring, and capital adequacy. - Contribute to ALCO and Capital Planning processes with relevant accounting perspectives, including investment valuation, fair value reporting, and hedge accounting. - Provide technical accounting expertise on structured transactions, derivatives, loan sales, securitizations, and leasing. - Internal Controls, Systems & Process Improvement: - Participate in the design and maintenance of a scalable internal control structure that meets rigorous regulatory expectations and supports growth. - Lead or participate in process reengineering and automation initiatives, particularly in integration of fintech systems, GL platforms, and data reporting tools. - Evaluate and implement financial systems improvements (e.g., GL upgrades, ERP integrations, data warehouse/reporting tools). - Champion a culture of risk awareness, continuous improvement, and documentation discipline. - Leadership & Talent Development: - Manage and mentor a high-performing accounting team. - Ensure strong succession planning, knowledge transfer, and skill development across the accounting and finance department. - Collaborate across departments to instill financial acumen and accountability throughout the organization. Qualifications - Bachelor’s degree in accounting, finance, or related field required. - MBA or Master’s Degree in accounting or finance preferred. - CPA designation required. - 10–15 years of progressive accounting/finance experience required. - Minimum 8+ years in a Controller or Assistant Controller role within a regulated financial institution. - Experience with a bank that is subject to heightened regulatory oversight a plus. - Direct experience overseeing regulatory reporting, audit processes, and GAAP-compliant financials. - Fintech experience desirable, including knowledge of digital banking, BaaS, or API-based financial services platforms. - Demonstrated leadership during regulatory examinations, M&A due diligence, or audit readiness cycles. - Deep understanding of GAAP, banking-specific accounting issues, CECL, fair value accounting, and internal control frameworks. - Familiarity with Prologue GL, Banktel Accounts Payable (AvidAscend), Certent (equity-based compensation), Jack Henry, Q2 or similar core and fintech systems. - ERP and consolidation systems (e.g., Oracle, Workday, Sage Intacct, BlackLine, Workiva) experience a plus. - Advanced Excel, financial modeling, and data visualization/reporting skills. - Strong communication skills, both verbal and written. - Exceptional judgment and problem-solving ability in high-stakes, complex environments. - Strategic thinker with operational discipline and attention to detail. - Resilient, collaborative leader who thrives in dynamic, fast-paced cultures. - Values integrity, transparency, and accountability. Benefits - Medical, Dental and Vision Insurance - Health Savings Account (HSA), Health Reimbursement Account (HRA) & Flexible Spending Accounts (FSA) - Short- and Long-Term Disability Plan - Group Life Insurance - 401K Salary Deferral Plan - Wellness Program - Education & Tuition Expense Reimbursement - PTO and Unique Vacation Purchase Program - Nationwide Pet Insurance Coverage

About Pantheon Pantheon WebOps Platform powers the open web, running more than 300,000 sites in the cloud for customers including Google, Princeton, Salesloft and Doctors Without Borders. Every day, thousands of developers and marketers create, iterate, and scale WordPress and Drupal sites to reach billions of people globally. Pantheon’s multitenant, container-based platform enables organizations to manage all of their websites from a single dashboard. Organizations including Clorox and the United Nations drive results through accelerated development and real-time publishing using Pantheon’s collaborative workflows. Position Overview Pantheon is seeking a highly accomplished VP, Corporate Controller to lead our global accounting and financial operations. Reporting directly to the Chief Financial Officer, the Corporate Controller will be a key member of the finance leadership team, and Senior Leadership Team responsible for the integrity, accuracy, and efficiency of the company’s financial infrastructure. As Pantheon continues to scale, we require a leader who excels in operational excellence and is AI savvy. The ideal candidate will move beyond traditional reporting to architect a "Finance Intelligence" function—leveraging AI and automation to optimize the Quote-to-Cash lifecycle, resolve complex billing challenges, and build a lean, scalable engine for international expansion. Executive Responsibilities - Global Accounting Leadership: Direct all global accounting operations, including General Ledger, AP, Procurement, and International Accounting. Provide strategic oversight to a high-potential team, ensuring professional development and operational continuity. - AI & Automation Strategy: Act as the primary champion for infusing AI into day-to-day finance activities. You will identify and implement AI-driven solutions for anomaly detection, automated reconciliations, and predictive "close" processes to significantly increase efficiency and accuracy. - Operational Integration (Billing & AR): Assume full ownership of the Billing and Accounts Receivable functions. You will leverage automation to streamline the Quote-to-Cash workflow, ensuring high-fidelity revenue integrity even as billing complexity increases. - Process Excellence & Controls: Define and execute a best-in-class monthly and quarterly close process. Implement rigorous internal controls and AI-enhanced audit trails to ensure financial reporting is both timely and precise. Tax and Treasury Oversight: Manage global tax compliance and strategy. Lead treasury functions and devise strategy for liquidity management, and risk mitigation. - Systems & Scalability: Lead the evolution of the financial tech stack. Partnering with Business Systems team, Identify enterprise-grade systems that support high-volume transactions and integrate seamlessly with modern AI agents and LLM-based data analysis tools. - Cross-Functional Partnership: Serve as a strategic advisor to Sales Operations, Legal, and Engineering on contract structure, revenue recognition, and cross-departmental data flow. The Ideal Candidate - The Operational Architect: You possess a deep understanding of the foundational processes of a Controllership organization and are energized by building repeatable, automated, and scalable processes. - The AI-Forward Thinker: You stay ahead of the curve on how Generative AI and Machine Learning can eliminate "soul-crushing" manual work, allowing your team to focus on high-value strategic analysis. - Proven Scaler: You have successfully navigated the transition from $100M to $300M+ in revenue within a high-growth SaaS environment and ideally have experience with in both private and public setting. - Leadership & Mentorship: You are a proven developer of talent, capable of elevating mid-level managers into senior leaders through structured guidance and a forward-thinking culture. Professional Qualifications - Experience: 15+ years of progressive accounting leadership, with at least 5 years at the VP or Controller level in a high-growth SaaS organization and prior Public Accounting experience. - Operational Expertise: Extensive experience managing high-volume, complex Billing and Revenue Operations. - Transformation Track Record: Demonstrated success in implementing AI tools or advanced automation within an accounting function. - Global Reach: Experience in International Accounting and global tax/treasury management. - Transaction experience is plus - Education: Bachelor’s degree in Accounting or Finance; CPA or equivalent professional designation. What We Offer We have all the usual perks and benefits but what we can really offer you is a fantastic work environment powered by an amazing team. Industry competitive compensation and equity plan Flexible time off, sick days, and 13 paid holidays Comprehensive medical insurance including Health, Dental and Vision Paid parental leave (plus fertility, adoption and other family planning benefits) In-office workspace (San Francisco) Monthly allowance for wellness, reading and access to LinkedIn Learning for continued development Events and activities both team-based and company wide that inspire, educate and cultivate Pantheon is an equal opportunity employer and we welcome applications from all backgrounds regardless of race, color, religion, sex, national origin, ancestry, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other classification protected by law. Pantheon complies with federal and local disability laws and makes reasonable accommodations for applicants and employees with disabilities. If you need a reasonable accommodation due to a disability for any part of the interview process, please contact talent@pantheon.io. Pursuant to local and federal regulations, Pantheon will consider qualified applicants with arrest and conviction records for employment. After an offer is made and accepted, E-verify will be utilized to establish your identity and employment eligibility as required by the U.S. Department of Homeland Security. To review the Employee and Applicant's Privacy Policy, click here. Visa Sponsorship is not available at this time. The US base salary range for this position is $201,600 - $280,000 USD per year. Our salary ranges are determined by role, level, and location. At Pantheon, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

• Direct all global accounting operations, including General Ledger, AP, Procurement, and International Accounting. • Act as the primary champion for infusing AI into day-to-day finance activities. • Assume full ownership of the Billing and Accounts Receivable functions. • Define and execute a best-in-class monthly and quarterly close process. • Manage global tax compliance and strategy. • Lead the evolution of the financial tech stack. • Serve as a strategic advisor to Sales Operations, Legal, and Engineering on contract structure, revenue recognition, and cross-departmental data flow.