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Controller / Head of Finance

San Mateo, CA

About Us:
At Checkbook, we started with replacing paper checks with beautifully engineered and thoughtfully designed digital checks. We are now a full stack payments processor offering payment solutions with wallet capability to businesses. Our clients range from small businesses using our accounting software integrations through large enterprises in diverse industries including banking, insurance, legal, government and automotive. We're venture funded and backed by some of the largest institutional funds.

The Role:
As the established Controller / Head of Finance reporting directly to the Founder / CEO, you bring a wealth of experience and enthusiasm to refine the financial landscape of a high-potential company. Your role involves translating raw financial data into compelling presentations for Checkbooks' existing investors as well as new potential Investors and Venture Capitalists. In this prominent position, you play a pivotal role in fortifying the company's financial image, contributing to the effective projection of financials, business models, profit and loss statements, and delivering successful presentations that resonate not only with potential investors but also with Enterprise customers.

Requirements:

* 5+ years of progressive financial accounting experience, with at least 2+ years in a leadership role.

* Prior experience at a high-growth FinTech / SaaS startup (Series A-C preferred).

* Deep understanding of US GAAP and financial reporting standards.

* Experience with revenue recognition (ASC 606), consolidations, and multi-entity structures.

* Strong Accounting & FP&A systems background

 * Hands-on experience running payroll end-to-end, including tax withholdings, W-2 processing, and payroll tax filings

Responsibilities:

* Oversee all accounting operations, including general ledger, AR/AP, revenue recognition, payroll, and tax

* Prepare timely and accurate monthly, quarterly, and annual financial statements

* Establish and maintain internal controls and accounting policies in compliance with GAAP

* Manage audits, tax filings, and relationships with external auditors and tax advisors

* Lead the implementation and optimization of financial systems and tools

* Support financial planning, fundraising, and board reporting with accurate financial data

* Partner cross-functionally with Legal, Compliance, Product, and Operations teams on financial and regulatory matters

* Scale the accounting team and processes to support rapid growth, including international expansion

Skills:

* Strategic Leadership: As a senior member of Checkbook, your role as Controller / Head of Finance goes beyond traditional responsibilities. You will play a key role in shaping and defining our organizational culture and operations during a period of significant growth, where we aim to more than double in size over the coming year.

* Financial Expertise: Leverage your extensive experience as a financial leader who has successfully navigated companies through Series B/C/D rounds. Your proven track record in closing funding rounds demonstrates your ability to contribute to the financial health and growth of the organization.

* Data Analysis and Presentation: Demonstrate your capability to transform raw data into compelling presentations tailored for professional institutional investors. Your expertise in collating and presenting data will be instrumental in attracting investment and building confidence among key stakeholders.

* Institutional Investor Relations: Utilize your experience in dealing with institutional investors to navigate and understand their perspectives. Your insights into the mindset of institutional investors will contribute to effective communication and relationship-building.

* Financial Modeling: Channel your passion for financial modeling to create robust models that align with the company's strategic goals. By focusing on building a solid financial foundation, you enable the organization to concentrate on its core activities without being burdened by concerns about the presentation of financial data.

* Strategic Thinking: Bring your strategic mindset to the forefront, contributing not only to financial aspects but also to the broader organizational strategy. Your role as VP/CFO involves aligning financial decisions with overarching business goals, ensuring a holistic approach to company growth.

* Thirst for Building: Showcase your inner drive for building and refining financial models that go beyond surface-level presentations. Your commitment to creating a strong financial infrastructure allows the company to concentrate on its core functions, free from unnecessary concerns about the clarity and impact of financial data.

Benefits & Perks:

Insurance (Medical, Dental, Vision, LTD and a variety of other programs)

401k

Equity

Catered meals (in office)

Variable Base + Commission + Equity (based on experience)

We are building a close knit, hard working team and believe in having an "all for one, one for all" environment where we can learn from and support each other. We hope you can be a part of it.



*Equal Opportunities Employment Statement*
It is our policy to provide equal opportunities for all employees in relation to recruitment, training and promotion. Decisions in these areas will be made only by reference to the requirements of the job and shall not be influenced by any consideration of age, disability, gender reassignment, marriage or civil partnership, pregnancy or maternity, race (including color, nationality and ethnic and national origin), religion or belief, sex or sexual orientation.

If you are interested in applying for employment and need special assistance or an accommodation to use our website to apply for a position, please contact us directly.

 



** To all recruitment agencies: Checkbook.io does not accept unsolicited agency resumes. Please do not forward resumes to Checkbook employees. Checkbook is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company ** 

 

 

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