Controller, Finance & Banking, Financial Reporting

Our solutions power smarter audience targeting, cross-device attribution, and curated private marketplaces—helping brands and agencies make their data work harder.

Rev Optimal is seeking a Controller to lead our accounting and FP&A functions. The Controller will report to the Chief Operating Officer and serve as the company's senior finance leader and sole point of accountability for accounting, financial reporting, payroll, and FP&A. This is a hands‑on individual‑contributor role with the opportunity to build and lead a team as the business scales.

• Own full‑cycle accounting, including AP, AR, general ledger, journal entries, accruals, and deferrals.
• Run a disciplined month‑end close and deliver a timely P&L, balance sheet, cash flow statement, and variance commentary.
• Design and document internal controls and repeatable processes, including the close checklist, revenue recognition policy, and expense policy.

• Administer revenue operations: validate monthly platform usage reports, calculate and reconcile partner revenue shares under multiple contractual structures, and follow up on delinquent reporting.
• Produce customer and partner invoices through the company's billing and CRM systems, and manage AR aging and collections.
• Apply GAAP revenue recognition (ASC 606) to usage‑based, revenue‑share, and pass‑through arrangements.

• Review, approve, and process vendor and partner payments in accordance with contracted terms.
• Manage cash and working capital across staggered platform and partner payment cycles with varying net terms.
• Own vendor onboarding and the AR cadence.
• Own the company financial model, budget‑to‑actuals reporting, scenario planning, unit economics, and rev‑share margin analysis by partner and platform.
• Prepare the monthly leadership reporting package and board‑ready financial materials.

• Manage tax and regulatory compliance, including sales and use tax, 1099 filings, state registrations, and audit preparation.
• Coordinate with external tax and audit advisors.

• Active CPA license.
• Five to eight years of progressive accounting and finance experience, including a minimum of two years as a Controller, Assistant Controller, or Senior Accounting Manager.
• Direct experience at an AdTech, Mar Tech, Tech/Data, SaaS, or online marketplace company, with a working knowledge of revenue‑share structures, usage‑based billing, multi‑party flow‑through revenue, and platform‑driven payment timing.
• Strong command of GAAP revenue recognition (ASC 606) as applied to usage‑based, revenue‑share, and pass‑through arrangements.
• Demonstrated FP&A capability, including the ability to build and maintain a driver‑based financial model.
• Experience with Quickbooks and financial system integrations.
• Advanced proficiency in Excel and Google Sheets, and working experience with a general ledger system, CRM, and AP automation tools.
• Extremely strong attention to detail paired with sound commercial judgment.
• Ability to operate independently and own the Finance and Accounting function end‑to‑end.

• Experience with modern ERP, AP, and procurement platforms.
• SQL proficiency or experience partnering with data and engineering teams on revenue data pipelines.
• Experience supporting institutional fundraising, M&A due diligence, or a financial audit.