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Building a Top-50 Tax, Audit, and Accounting Firm in the U.S.
Controller
Location
United States
Posted
68 days ago
Salary
0
Seniority
Lead
Job Description
Controller
Windsor Path
• Provide direction and oversight to outsourced accounting partners to ensure timely, accurate, and well-controlled month-end closes across all entities • Translate financial data into straightforward insights that help business leaders prioritize near- and mid-term decisions • Ensure the integrity of both cash- and accrual-based financials to support operational visibility, planning, and decision-making • Prepare and review monthly and annual financial packages, including variance explanations and key observations for business leaders including drivers, risks and trends behind results • Define and maintain KPIs that support performance management and decision making • Lead the financial integration of newly acquired firms, including the transition from QuickBooks or other legacy systems into NetSuite • Map acquired firms’ charts of accounts into a unified general ledger structure • Own the financial components of the “First 100 Days” integration process, including accounting workflows and system configuration • Develop, document, and continuously refine finance and accounting SOPs to enable repeatable, scalable integrations as the platform grows • Track post-acquisition financial performance and flag variances or issues for discussion with business leaders • Oversee end-to-end AP and AR processes across the platform, including administration of Ramp for vendor payments, employee reimbursements, and corporate cards • Monitor cash flow and working capital, and drive improvements in cash collection and billing workflows across member firms • Support leadership in the development and refinement of budgeting and forecasting as the platform scales.
Job Requirements
- Bachelor’s degree in Accounting, Finance or related field
- CPA Required
- 8-12+ years of accounting experience, ideally with multi-entity environments
- Public accounting foundation, ideally in a top national firm
- Experience working in an investment backed environment
- Strong working knowledge of month-end close processes, GL management, and financial statement preparation (cash & accrual)
- Experience supporting tax compliance & reporting in partnership with external advisors
- Experience integrating newly acquired entities into an existing chart of accounts and financial systems
- Demonstrated experience migrating accounting systems (e.g., QuickBooks or legacy GL) to an ERP environment
- Strong process documentation and SOP development skills
- Ability to partner cross functionally with internal stakeholders and external service providers
- High attention to detail with the ability to balance accuracy and speed in a fast-paced environment
- Willingness to be hands-on
- Advanced Excel skills; comfort working with financial data across multiple platforms.
Benefits
- Compensation is determined based on experience, depth of expertise, scope of responsibility, and geographic location.
- The position is also eligible for a performance-based bonus and benefits consistent with the role.
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• Review and validate monthly financial statements prepared by the centralized finance team • Ensure revenue, commissions, and operational costs are accurately categorized and aligned with business reality • Own and improve the month-end close process, driving efficiency, speed, and accuracy • Build and continuously improve financial reporting structures for leadership • Partner closely with the CEO and leadership team to provide actionable financial insights • Assess and improve financial workflows, reporting systems, and data structures • Provide guidance on financial structure, categorization, and reporting improvements
Associate Director, Finance and Accounting
KasaKasa is home when you are away from yours. It's also a great place to work! Visit kasa.com/careers to apply!
About Kasa Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. Kasa has built a hospitality operating system that fundamentally improves the profitability of hospitality assets while delivering a high quality, digitally forward experience to guests. We partner with owners of multifamily and boutique hospitality properties to deliver stylish, professionally managed accommodations to business and leisure travelers alike. We took the best that hotels and short-term rentals had to offer and created a new class of hospitality that is well-priced, reliable, and offers a large selection of great locations. Unlike traditional hotel operators, we prioritize automation, AI-driven pricing, and data-driven decision-making to optimize revenue and improve guest experiences. The Role Kasa offers flexible accommodations for guests in dozens of markets nationwide. We partner with multifamily and hospitality property owners to property manage various unit types in our portfolio, including short-term rental apartments, Apart-Hotels, and traditional hotels across price and quality tiers. The Associate Director, Finance will lead our property level financial strategy, planning, operations, and partner reporting. As a senior leader, you will drive financial excellence, enabling the company to scale effectively while meeting the needs of our guests, property owners, and internal teams. The ideal candidate will bring a blend of strategic thinking, analytical rigor, and leadership expertise, along with a deep understanding of finance and accounting within the hospitality or real estate industries. About the Team Kasa is building an efficient and effective Finance and Accounting team to ensure best-in-class financial reporting and guest satisfaction. You will be joining a team with diverse backgrounds in technology, hospitality, real estate, and private equity. The team focuses on building scalable processes by being resourceful and having a growth mindset. This remote role will be part of a mission critical team, allowing for significant upward mobility within a fast-growing organization. Day in the Life of a Kasa Associate Director, Finance and Accounting Financial Strategy & Reporting - Provide strategic insights and recommendations to senior leadership through comprehensive financial analysis, including variance analysis, trend analysis, and scenario planning - Oversee the property level month-end and year-end close processes for an +85 property portfolio, ensuring timely and accurate financial reporting for internal stakeholders and external partners - Conduct the monthly and annual processes of consolidating financial results into Kasa stand-alone financial reports, in accordance with GAAP and USALI - Serve as the subject matter expert on USALI and GAAP reporting requirements at the property level, opining on how to handle accounting for new requirements and business changes - Assist the Finance Director with responsibilities impacted by portfolio and property results, including consolidated Kasa, Inc. variance explanations - Enhance and enforce accounting policies, procedures, and controls to optimize operational efficiency and mitigate risk - Oversee property level cash management and treasury function - Manage ad hoc owner financial reporting requests and analysis Property Finance Team (PFT) Leadership - Manage Finance Managers and Property Accountants (Staff and Senior), overseeing workloads, coordinating new responsibilities, and managing project and ad hoc assignments as needed - Serve as the escalation point for portfolio and property level issues that Finance Managers are not able to independently resolve - Ensure the Property Finance Team complies with SOPs and best practices, including balance sheet reconciliations - Serve as point of contact for cross-portfolio issues and questions that impact all properties (e.g. how parking expense affects the calculation of operating profit for managed properties) - Represent Finance in company-wide initiatives, providing insight into Finance implications and directing the Finance Team's support of those initiatives - Mentor and develop a high-performing finance team, fostering growth and creating a culture of accountability and collaboration Revenue Accounting - Oversee the revenue accounting function, ensuring revenue reporting accuracy across the portfolio - Manage the Senior Revenue Accounting Analyst and partner with the Kasa Mexico Manager on managing Mexico-based resources - Drive focus on strategic initiatives and process improvement in revenue accounting and reporting - Serve as the escalation point for revenue accounting issues the Senior Analyst is not able to independently resolve Process & Project Leadership - Lead projects related to property and portfolio level reporting and accounting, including automation and optimization initiatives, SOP implementation and documentation, and the adoption of new accounting standards - Champion the adoption of tools, technologies, and best practices to enhance financial operations and reporting capabilities - Partner with the accounting team to streamline reconciliations, audits, and financial record-keeping processes - Lead the annual audit, collaborating with the audit team and Kasa team members to ensure a successful process - Lead initiatives to ensure compliance with financial regulations and reporting standards, while staying ahead of evolving industry requirements Business Partnership - Act as a thought partner to Revenue and General Managers to improve portfolio performance and financial outcomes - Deliver insights that address guest, property owner, and operational challenges in the global accommodations market Experience - Bachelor's degree in Finance, Accounting, Business, or a related field; a Master's degree or professional certification (e.g., CFA, CPA) is strongly preferred - 10+ years of proven experience in senior financial management roles, in hospitality (strongly preferred) or other real estate operating businesses - Subject matter expert on USALI and GAAP Reporting Requirements for the hotel industry - Exceptional leadership skills with demonstrated success in managing and scaling finance teams - Advanced proficiency in financial modeling, data analysis, and reporting tools (e.g., Excel, ERP systems) - In-depth knowledge of financial regulations, reporting standards, and compliance requirements - Strategic thinker with a strong ability to provide actionable insights for senior leadership - Excellent communication and presentation skills, with a proven ability to influence key stakeholders - Experience working in fast-paced, high-growth environments with competing priorities Plus If... - You've worked remotely or managed distributed teams effectively - You are fluent in cutting edge financial accounting tools to improve accuracy and efficiency - You're proficient in tools like NetSuite or Google Workspace In One Year, You Will Succeed at Kasa By: - Establishing robust financial processes that enable timely and accurate reporting for all properties, meeting both internal and external deadlines - Collaborating with the Sr. Director of Finance to strengthen controls, resolve audit findings, and minimize deficiencies - Becoming a trusted advisor and thought leader for portfolio leaders, including Revenue and General Managers, ensuring financial goals are consistently met - Delivering insights that address guest, property owner, and operational challenges in the global accommodations market - Building a high-performing finance team that exemplifies Kasa's core values of efficiency, innovation, and growth Want to learn more about the Kasa experience? Save 15% on kasa.com Benefits - Kasa Travel Credit: We love to travel! Kasa employees get an allowance of free stays with us in any of our locations, plus a discount on any night for friends and family. - Remote Work: With flexibility as a core value, and over three-quarters of the team working remotely, Kasa employees are able to work from anywhere! - Generous Stock Option Plan: We believe the success of our business should be shared with our team. As you grow with us, we increase the opportunities for you to become part-owners of our company. - Flexible PTO: Full-time exempt Kasa employees are encouraged to take time off as they need and see fit, ensuring that it’s not disruptive to their work. - Health Coverage: We’ve invested in comprehensive health insurance options to help when you need it most, including a company-sponsored plan with fertility coverage. - 401(k) plan: As you invest in yourself and your future, Kasa invests in you too: we match 100% of the first 3% of your deferred salary. - Other Perks: Qualifying full-time roles are eligible for a wi-fi stipend, home office stipend, and more! Who We Are Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. Kasa has built a hospitality operating system that fundamentally improves the profitability of hospitality assets while delivering a high-quality, digitally forward experience to guests. We partner with owners of multifamily and boutique hospitality properties to provide stylish, professionally managed accommodations to business and leisure travelers. We took the best that hotels and short-term rentals had to offer and created a new class of hospitality that is well-priced, reliable, and offers a large selection of great locations! Behind the scenes, we build technology that combines with our innovative operations to grow a globally scalable offering that delivers high-quality stays to guests. Our guests enjoy seamless check-ins, caring service, and attractive amenities. If anything comes up, our on-site and remote guest experience team is available throughout their stay, ensuring our hospitality is rarely seen but always felt. Kasa is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by law. All employment is decided based on qualifications, merit, and business need. Kasa is an E-Verify participant. We will verify the identity and employment eligibility of all persons hired to work in the United States by matching information employees provide on the Form I-9 against records available to the Social Security Administration (SSA) and the Department of Homeland Security (DHS). You may find more information here and here. Kasa does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or People & Talent team. A Note on Recruiting & Job Scams The Kasa Talent Acquisition team will only communicate from email addresses that use the URLs kasa.com and us.greenhouse-mail.io. We will not use apps such as Facebook Messenger, WhatsApp, or Google Hangouts for communicating with you. We will never ask you to send us money or technology to work for our company. If you believe you are a scam victim, please review your local government consumer protections guidance and reach out to them directly. US-based applicants may refer to this article from consumer.ftc.gov for more details.
Here at EWC Growth, we are building a culture of servant leaders who celebrate all employees with compassion at the forefront of their minds -- that's where you come in. Reporting directly to the CEO, the Senior Controller will oversee our entire finance team across accounting operations, financial reporting, internal controls, and compliance for our high-growth company of 52 centers (& counting!). This role ensures the integrity of financial information, supports in-center & corporate operations, and provides actionable insights to drive profitability and operational excellence. The ideal candidate brings deep experience in retail accounting and multi-state revenue environments (brick-and-mortar), along with strong leadership and process optimization skills.
Vendor Finance Controller
ServiceNowAs the AI platform for business transformation, we're putting AI to work across organizations — freeing people for work that matters. Making old tech work with new tech. Reaching across departments, from the front office to the back office and every office in between. Our ambition? To become the AI defining enterprise software company of the 21st century (or "AI DESCO21C," as we like to call it). With more than 8,100+ customers, we serve approximately 85% of the Fortune 500®, and we're proud to be a Fortune 100 Best Companies to Work For® and World's Most Admired Companies™. Explore your future career with us, visit www.servicenow.com/careers. From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license.
Company Description It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500®. Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to find smarter, faster, and better ways to work. But this is just the beginning of our journey. Join us as we pursue our purpose to make the world work better for everyone. Job Description The Media Vendor & Finance Operations Director will lead the global commercial partnership and financial governance for ServiceNow’s media investment, ensuring contract integrity, P&L accuracy, and maximizing partnership ROI. This role owns the commercial partnership with Media Agency of Record across their global hub structure (Americas, EMEA, APAC), ensuring contract compliance, financial accuracy, operational efficiency, and strategic value extraction from the agency relationship. You'll serve as the bridge between media strategy, finance, procurement, and agency leadership - ensuring our investment delivers maximum value while maintaining rigorous financial governance. This role reports directly to the VP of Marketing, Media and Sponsorships. Key Responsibilities Agency Relationship Management - Commercial & Operational - Direct the global commercial relationship and performance of the Agency of Record (AOR), ensuring global adherence to Master Service Agreements (MSAs) - Serve as primary point of contact for contract performance, scope management, and operational escalations - Manage agency performance reviews: evaluate delivery quality, adherence to SLAs, value delivery against contracted terms - Facilitate quarterly business reviews (QBRs) with agency leadership to address performance, opportunities, and relationship health - Coordinate across Media Agency of Record’s hub structure to ensure consistency in service delivery while respecting regional nuances Contract & Scope Management - Manage master service agreement (MSA) and statements of work (SOWs) with Dentsu globally and by region - Ensure agency scope is clearly defined and adhered to - manage scope creep and change requests - Lead annual contract renewals and negotiations in partnership with Procurement - Track contracted deliverables (media plans, reports, QBRs, strategy sessions) and hold agency accountable to commitments - Evaluate and optimize the agency’s global resource model; ensuring the agency deploys the correct mix of technical and strategic talent across regional markets. - Document and enforce service level agreements (SLAs) for response times, deliverable timelines, and quality standards Financial Operations & Budget Management - Own financial relationship with Media Agency of Record : invoice processing, payment terms, fee structures, billing accuracy - Collaborate with media/campaign teams to manage annual media budget tracking and reconciliation - Reconcile agency fees (retainers, project fees, media commissions) against contracted rates and actual work delivered - Steward the monthly financial close process in conjunction with Media team leads to validate spend, resolve billing discrepancies, ensure accurate accruals in a timely manner - Manage the process with Media team leads to track budget vs. actual by campaign, market, and quarter - provide visibility to media leadership and Finance - Manage agency cost structure: negotiate billing rates, volume discounts, value-adds, and partnership incentives - Coordinate with Finance team on POs, invoice approvals, payment processing, and financial reporting Vendor Performance & Value Optimization - Establish and track KPIs for agency performance: delivery quality, responsiveness, strategic value, cost efficiency - Identify opportunities to optimize agency costs while maintaining quality (process improvements, scope adjustments, efficiency gains) - Negotiate value-adds from Media Agency of Record : proprietary research, beta platform access, training, strategic consulting - Lead savings tracking and value add tracking in partnership with media team and agency. - Benchmark Media Agency of Record’s pricing and performance against industry standards and alternative vendors - Lead make-vs-buy decisions: determine when to expand/reduce agency scope based on cost-benefit analysis Cross-Functional Stakeholder Management - Partner with Procurement on vendor management: contract compliance, risk management, vendor evaluations - Collaborate with Finance on budget planning, forecasting, accruals, and financial reporting - Coordinate with Legal on contract terms, data privacy agreements, IP ownership, and liability - Work with media strategy teams to translate strategic needs into agency SOW and resource requirements - Support Marketing Operations on agency integration with internal tools, processes, and workflows Operational Excellence & Governance - Establish and maintain vendor management processes: onboarding, performance tracking, issue escalation, offboarding - Create transparency in agency costs: what we're paying for, what value we're receiving, where efficiencies exist - Maintain organized documentation: contracts, SOWs, invoices, performance reviews, meeting notes - Lead process improvement initiatives to reduce friction between internal team, agency, and Finance - Ensure compliance with company vendor management policies, financial controls, and audit requirements Strategic Partnership Development - Elevate the Media Agency of Record relationship from transactional vendor to strategic partner - Identify opportunities for deeper collaboration: joint planning, innovation pilots, market insights, capability building - Facilitate knowledge sharing between Media Agency of Record’s global network and ServiceNow's regional teams - Advocate for ServiceNow within Media Agency of Record’s organization to ensure priority treatment and best talent allocation - Participate in Media Agency of Record’s strategic planning sessions and agency-wide initiatives relevant to ServiceNow Qualifications Our ideal candidate: - 10+ years in marketing operations, vendor management, finance operations, or agency account leadership roles - Deep experience managing large-scale agency relationships ($50M+ annual spend) with global holding companies (Dentsu, WPP, Omnicom, Publicis, IPG) - Proven track record managing multi-market agency structures with regional hubs and matrix reporting - Proven expertise in operational oversight and delivery validation within global agency networks. Track record of managing commercial performance within multi-market matrixed agency relationships - Strong financial acumen: budget management, invoice reconciliation, contract negotiations, cost optimization - Experience with media agency fee structures: retainers, commissions, project fees, pass-through costs - Contract management expertise: MSAs, SOWs, SLAs, scope management, vendor performance terms - Cross-functional leadership: ability to work with Procurement, Finance, Legal, Marketing Operations without direct authority - Excellent relationship management skills: balance partnership building with commercial rigor and accountability - Strong analytical and problem-solving abilities: diagnose operational issues and design scalable solutions - Executive presence: comfortable presenting to senior leadership and agency C-suite Preferred Qualifications - Experience in B2B tech/SaaS marketing operations or finance - Background working within a major media agency (client service, account management, finance) - Familiarity with media platforms and how agency billing integrates with platform costs - Understanding of media planning, buying, and operations workflows - International business experience managing vendors across multiple currencies and regulatory environmen - Bachelor's degree in Business, Finance, Marketing, or related field; MBA Key Success Metrics - Financial accuracy: zero billing errors, timely monthly close, accurate budget forecasting - Cost efficiency: year-over-year cost optimization while maintaining or improving service quality - Contract compliance: agency delivers all contracted services at agreed-upon quality and timeline - Relationship health: strong agency partnership scores, priority treatment, proactive strategic contributions - Operational efficiency: streamlined processes, reduced cycle times for approvals/payments, minimal escalations - Stakeholder satisfaction: Finance, Procurement, and media strategy teams rate vendor ops support highly - Value extraction: measurable value-adds secured from agency beyond base contract (research, training, beta access) Key Success Behaviors: - Commercially savvy: Understand the business of agencies - how they make money, what drives their behavior, how to negotiate win-win outcomes - Financially rigorous: Relentless attention to budget accuracy, billing detail, and cost efficiency - Relationship builder: Balance accountability with partnership - hold agency to high standards while maintaining collaborative, respectful relationship - Process oriented: Design scalable systems that work across complex global structure - Strategic thinker: See beyond transactional vendor management to long-term partnership value - Influential communicator: Get things done across functions without direct authority For positions in this location, we offer a base pay of $184,100 - $287,650, plus equity (when applicable), variable/incentive compensation and benefits. Sales positions generally offer a competitive On Target Earnings (OTE) incentive compensation structure. Please note that the base pay shown is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level, competencies and work location. We also offer health plans, including flexible spending accounts, a 401(k) Plan with company match, ESPP, matching donations, a flexible time away plan and family leave programs. Compensation is based on the geographic location in which the role is located and is subject to change based on work location. Additional Information Work Personas We approach our distributed world of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow employees depending on the nature of their work and their assigned work location. Learn more here. To determine eligibility for a work persona, ServiceNow may confirm the distance between your primary residence and the closest ServiceNow office using a third-party service. Equal Opportunity Employer ServiceNow is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, national origin or nationality, ancestry, age, disability, gender identity or expression, marital status, veteran status, or any other category protected by law. In addition, all qualified applicants with arrest or conviction records will be considered for employment in accordance with legal requirements. Accommodations We strive to create an accessible and inclusive experience for all candidates. If you require a reasonable accommodation to complete any part of the application process, or are unable to use this online application and need an alternative method to apply, please contact [email protected] for assistance. Export Control Regulations For positions requiring access to controlled technology subject to export control regulations, including the U.S. Export Administration Regulations (EAR), ServiceNow may be required to obtain export control approval from government authorities for certain individuals. All employment is contingent upon ServiceNow obtaining any export license or other approval that may be required by relevant export control authorities. From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. - Employee Type: Regular - Region: AMS - North America and Canada - Work Persona: Remote



