Financial Controller

1 day ago Be among the first 25 applicants

• Can Simplify Complexity: You can explain how a business makes money in 30 seconds or less.
• Is Paranoid About Gaps: You know exactly what "keeps you up at night" regarding controls and can identify vulnerabilities before they become issues.
• Is a Systems Thinker: You don't just fix a problem; you fix the system that allowed the problem to exist.

is a high-growth, online-first death care company operating in multiple states with ~10,000 transactions in the first half of 2025 alone. As we prepare for our Series B raise and launch , we need a CPA who thrives in the "startup grind" but possesses the foresight to build Institutional Grade Financials.

This is a hands-on, strategic role. You will be the key individual contributor who builds credibility into our financials, bridging the gap between operational reporting and GAAP compliance. You aren't just managing a team; you are the architect of our financial future.

• Fiduciary & Trust Mastery: Oversee the transition as we move to an MGA model for  You will manage fiduciary/premium trust accounts
  , maintaining a sophisticated understanding of restricted funds and the "float" between payment and service delivery.
• Forensic Accrual Modeling: With hundreds of lagging invoices from crematories and government offices, you will move us beyond basic AP. You’ll build high-volume accrual models to ensure we know our real-time margins regardless of when a vendor bills us.
• Systems Integration Architecture: Partner with Dev to build the "missing link" between our CRM (Pipedrive) and our Ledger (QBO). You will architect audit-proof data flows to automate JEs and prevent "fat-finger" data entry errors.
• Own the Close: Drive the monthly and quarterly close process end-to-end. You will reconcile management reports to GAAP financials and ensure every line item is diligence-ready for investors and auditors.
• Strategic Reporting: Partner with leadership on cash, margin, and geographic reporting to drive operational clarity across our various sub-entities.
• Tech Stack Ownership: Fully manage and optimize our modern fintech stack:
  Ramp, QBO, Mercury, and Gusto.

• Certification: Active CPA is required.
• Experience: 6–10+ years of progressive accounting experience (Mix of Public Accounting + High-Growth Startup preferred).
• Audit Roots: Background in external audit is essential. You know how to prepare for a rigorous, top-tier examination.
• Modern Toolset: Absolute proficiency in Ramp, Quick Books Online, Mercury, Treasury accounts, and Gusto.
• Industry Experience (Ranked): 1.
  Insurance (MGA or Carrier): Premium trust accounts and reserves. 2.
  Healthcare: High-volume, lagging facility/provider invoicing. 3.
  Logistics or Enterprise SaaS: Complex revenue recognition and pass-through costs.
• Proximity: Must be local to Utah, and able to work out of the Orem HQ location daily.