Financial Controller

Financial Controller

This is a pivotal role. You'll take the reins on the day-to-day: owning our monthly close, financial reporting, forecasting, billing, and compliance. Just as importantly, this is an AI-forward role - a meaningful part of our finance work already runs through AI-driven workflows and agents, and you'll run them, improve them, build new ones, and own the judgment layer that keeps them honest. In joining our small but mighty team, you'll help shape how a modern finance function actually works - come join us!

Who We're Looking For

We're looking for an experienced finance professional who is equal parts rigorous accountant and curious builder, with the following skills / qualifications:

• 4+ years of progressive accounting / finance experience, including ownership of month-end close and financial statements
• Bachelor's degree in Accounting, Finance, or a related field; CPA required
• Solid technical accounting foundation and working knowledge of US GAAP
• General fluency with AI tools and real excitement about applying them (or learning to apply them) to finance — you can point to automations, prompts, or AI-assisted workflows you've used or built
• Strong attention to detail - you catch the number that's off, including when an AI produced it
• Excellent written and verbal communication - you'll answer internal and external (client) questions directly and clearly
• Ability to work independently in a remote environment with strong self-motivation
• Professional demeanor and sound judgment when handling sensitive financial matters
• Located in Southern California and willing to travel 1-2x a year for company retreats and/or team offsites (usually held in California)

Nice To Have

• Experience at a public accounting firm
• Experience with usage-based / subscription SaaS revenue recognition
• Hands-on experience building or maintaining AI agents, automations, or no-code/low-code workflows
• Familiarity with any of our tools: QuickBooks, Stripe, PayPal, Excel, Google Workspace, Monday.com, HubSpot, PandaDoc, Help Scout.

What You'll Be Working On

As our Financial Controller, you'll own the day-to-day finance function end to end. Here are some of the areas and responsibilities you'll take on:

Month-End Close & Financial Reporting (Primary Focus)

• Own the monthly close — journal entries, accruals, prepaids, deferred revenue, and account reconciliations
• Produce accurate, timely financial statements and management reporting
• Maintain the general ledger and chart of accounts, and keep our books audit-ready
• Maintain internal controls and documentation appropriate to a growing SaaS business

FP&A & Forecasting

• Own the revenue forecast, budget, and variance (flux) analysis
• Track our SaaS metrics — MRR/ARR, net new revenue, churn, LTV/CAC, and gross margin
• Prepare analysis that supports founder and investor conversations

Billing, Accounts Receivable & Cash

• Oversee client billing across our products, including complex usage-based texting (MMS/SMS) billing
• Own AR and collections against net 10-day payment terms and keep cash collection healthy
• Reconcile payments across Stripe and QuickBooks

Payroll, Tax & Compliance

• Run / oversee payroll and related accruals
• Coordinate sales and income tax filings, audit support, and entity / GAAP compliance with our outside advisors

AI & Automation (What Makes This Role Different)

• Run the AI workflows that already power our AR dunning, MRR rollforward, reconciliations, and billing / fee analyses — and review their output for accuracy
• Build and improve automations: design new AI-driven workflows, refine prompts and logic, and automate the repetitive work
• Own the judgment layer — catch where AI gets numbers, mappings, or logic wrong, maintain controls, and sign off before anything goes out
• Research, test, and recommend new AI tools and connectors for our finance stack

What We Value

Here are some of the concepts that we value as a team and hope resonate for you:

Owner's Mindset. You treat the finance function like it's yours. You don't wait to be told — you see what needs doing, get it done, and make it better the next time around.

AI-Forward. You're genuinely excited about using AI to do great work, and equally clear-eyed about its limits. You know when to trust the machine and when to check it by hand.

Rigorous. You care about getting the number right. You tie things out, you document your work, and you'd rather find the error yourself than have someone else find it later.

Strong Communicator. You write clear, professional emails and can explain a variance or a billing question to someone who isn't in finance — including firm-but-friendly conversations about money.

Flexible + Adaptable. You're comfortable with ambiguity and changing priorities. In a startup environment, responsibilities evolve — and you're excited about that, not frustrated by it.

Tech Stack

You'll be working primarily with the following tools:

• Accounting: QuickBooks, Excel / Google Sheets
• Payment Processing and Billing: Stripe, PayPal, Metronome
• Project Management: Monday.com
• CRM & Contracts: PandaDoc, Attio
• Communication: Google Workspace (Gmail, Calendar, Docs), Help Scout
• AI & Automation: Claude, N8N, ChatGPT

What matters most is that you're tech-savvy, AI-curious, and can learn new tools quickly.

Compensation + Benefits

For this role, we offer a salary in the range of $120,000 - $140,000 + equity. We also offer the following benefits to help you do the best work of your career:

How To Apply

To apply, fill out this brief application with:

• A quick paragraph about your background and why you're interested in Numero
• Your resume
• Links to any public online profiles (e.g. LinkedIn, etc)

We'll schedule a ~30 minute call to chat about your past work, mostly based on your resume, and go from there. Go for it — we can't wait to hear from you!

About The Interview

We aim to keep our interview process lightweight + efficient — we can move from an intro phone call to an offer within a week. It generally involves the following steps:

• Intro Call: A ~30 minute call with our Financial Controller to review your background + experience and learn more about the role. If there is a mutual fit, we'll schedule follow-up interviews.
• Skills Assessment: A short take-home exercise where you'll work through a realistic AR scenario. This should take about 1 hour.
• CFO Interview: A ~1-hour interview with our Co-Founder and CFO that dives into your individual work history and your relationship building skills.
• Final Interview with Cofounders: A quick ~30 minute chat with our CEO (Brian) and our CTO (Karan) to give you and our leadership team a chance to ask questions.

If all goes well