Controller

Summary

Join Us at PlanSource: Your Exciting Career Awaits!

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

Location: Remote based, United States

As we continue to scale, we are seeking an experienced, strategic, and hands-on Controller to lead our accounting organization. This leader will be responsible for the integrity of our financial reporting, the effectiveness of our controls environment, the efficiency of our accounting operations, and the development of a high-performing remote accounting team.

The ideal candidate brings a foundation in public accounting, significant experience leading accounting organizations within a software or SaaS company of scale, and a passion for leveraging technology and AI to continuously improve the accounting function.

Position Summary

The Controller will report directly to the Chief Financial Officer and serve as the senior leader responsible for corporate accounting operations. This role owns the monthly close, financial reporting, revenue accounting, audit coordination, internal controls, tax compliance, treasury oversight, and accounting systems management.

The successful candidate will combine strong technical accounting expertise with operational leadership and a continuous improvement mindset. They will be expected to build scalable processes, improve automation, and identify opportunities to leverage AI and emerging technologies to enhance efficiency, accuracy, and decision-making across the accounting organization.

Key Responsibilities:

Financial Reporting & Close

• Lead the monthly, quarterly, and annual close processes, ensuring accurate and timely financial reporting.
• Oversee preparation of financial statements in accordance with U.S. GAAP.
• Ensure the completeness and accuracy of account reconciliations, journal entries, and supporting documentation.
• Establish and monitor close metrics, service levels, and continuous improvement initiatives.
• Deliver reporting packages and analyses for executive leadership, lenders, and investors.

Technical Accounting & Revenue Recognition

• Own accounting policies and ensure compliance with U.S. GAAP.
• Lead revenue accounting and ASC 606 application for a SaaS subscription business.
• Evaluate complex accounting issues, commercial transactions, and new business initiatives.
• Prepare and maintain technical accounting memos and documentation.
• Partner with FP&A, Legal, Sales Operations, and Customer Success on contract review and revenue-related matters.

Internal Controls, Audit & Compliance

• Maintain a strong internal control environment and accounting governance framework.
• Coordinate annual financial statement audits and lender diligence activities.
• Manage relationships with external auditors, tax advisors, and other consultants.
• Ensure compliance with tax filing requirements, regulatory obligations, and debt covenant reporting.
• Develop and maintain accounting policies, procedures, and process documentation.

Accounting Operations

• Oversee accounts payable, accounts receivable, payroll accounting, fixed assets, treasury, and cash management activities.
• Ensure accounting operations support business growth while maintaining strong controls and data integrity.
• Drive improvements in working capital management and operational efficiency.
• Partner with Finance leadership to improve forecasting accuracy and reporting capabilities.

Systems, Automation & AI

• Serve as the accounting leader for NetSuite, SalesForce, and related financial systems.
• Drive automation initiatives that reduce manual effort and improve close cycle efficiency.
• Evaluate and implement AI-enabled solutions across accounting workflows, including reconciliations, variance analysis, reporting, audit support, transaction coding, and data validation.
• Develop a technology roadmap that improves scalability while maintaining appropriate controls and governance.

Leadership & Team Development

• Lead, mentor, and develop a geographically distributed accounting organization.
• Foster a culture of accountability, collaboration, ownership, and continuous improvement.
• Build organizational capability through coaching, succession planning, and talent development.
• Establish clear goals, performance expectations, and career development plans for team members.

Strategic Support

• Support acquisitions, integrations, and other strategic initiatives.
• Partner cross-functionally to improve business processes and enhance organizational effectiveness.
• Provide financial insights and recommendations to support key business decisions.

Required Qualifications

• Bachelor's degree in Accounting or Finance.
• Active CPA license.
• 12+ years of progressive accounting experience.
• Experience serving as Controller or Assistant Controller in a software, SaaS, or technology-enabled company.
• Experience with organizations generating $100 million+ in annual revenue.
• Strong expertise in U.S. GAAP financial reporting and accounting operations.
• Deep understanding of ASC 606 revenue recognition.
• Experience leading external audits and maintaining audit-ready processes.
• Experience managing and developing remote accounting teams.
• Advanced experience with NetSuite ERP.
• Proven ability to build scalable accounting processes and controls.

At PlanSource , benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.

• Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care . 
• Employer ‑funded Health Savings Account (HSA)- up to $1,000 annually for family coverage. 
• Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance , plus  employee-only vision premiums at $0 .
• 401(k) with immediate vesting and a 50% company match up to 6%of contributions.
• Generous paid parental leave , adoption assistance, and fertility benefits.
• Flexible PTO , paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
• Mental health & wellbeing support , including Employee Assistance Program (EAP), movement and wellness resources.
• Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.

Top 5 Reasons to join PlanSource

#5: Be part of what’s next in benefits technology 

Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale.

#4: Make an impact with technology our customers trust 

Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI-driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day.

#3: Be recognized, supported, and set up to thrive

We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way.

Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work-Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience.

#2: Grow your career with intention

At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you.

#1: Be part of a culture built on connection and impact

Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers.

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.

Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.

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