Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside.
That’s where you come in.We are growing our finance team to support our continued international growth. As the Revenues Controller atPontera you will oversee the billing and collection activities, will be in charge on performing financial reports, compare between actual to expected revenues, optimizing financial processes, data validation of the revenues within the various systems of the company and other ad hock projects required in the finance team. The position will include interfaces with other functions within the finance department and the rest of the organization and multi systems interfaces.
RESPONSIBILITIES
- Serve as the finance organization's subject matter expert on revenue accounting and collaborate cross-functionally with legal, sales, sales operations and professional services relative to contract negotiations to guide on technical accounting, policy or process issues around revenue recognition.
- Supervise and mentor the Revenue Controller, providing guidance, training, and support.
- Prepare and deliver revenue reports, forecasts, and analyses for senior management, highlighting trends and potential risks.
- Ensure accurate calculation and application of sales tax across all invoices based on applicable jurisdictions and tax regulations.
- Stay up-to-date on changes to sales tax laws and regulations that impact invoicing processes.
- Oversee the preparation and submission of sales tax returns, ensuring timely and accurate filings.
- Collaborate with the finance and operations teams to address sales tax discrepancies and implement corrective actions when needed.
- Support sales tax audits, providing necessary documentation and explanations.
- Support budgeting and forecasting processes with accurate revenue data.
- Contribute to month-end and year-end closing processes, including reconciliations and journal entries related to revenue.
- Work closely with the FP&A department and sales operation department to make sure the revenues are aligned with the company’s budgets.
- Monitor the billing and collection team
- ASC 606 calculations for revenues and commissions
- Oversee end-to-end revenue recognition processes to ensure compliance with US GAAP standards, specifically ASC 606
- Monitor revenue streams, contracts, and agreements, ensuring accurate and timely recognition in line with accounting policies.
- Develop and maintain the revenue recognition policy, implementing updates as required by changes inbusiness models or regulatory requirements.
REQUIREMENTS
- 4+ years of experience in High-Tech or startup which experienced fast paced growth as Revenue Controller
- Experience as a revenue controller from a US revenue generating entity- must
- Proven experience in managing a team
- Vast experience in Sales tax, including (but not limited to), overall tax landscape familiarity, automation buildup, best practice revolving sales tax,
- Proficient knowledge of US GAAP
- Experience in the SaaS industry- must
- Experience with NetSuite ERP system- strong advantage
- Excellent Excel and Office skills
- Ability to work in a fast-paced global company, meet tight deadlines, and handle multiple priorities
- High standards of accuracy and precision
- CPA certificate
- Excellent English- must
- Exceptional business partnering skills, with demonstrated ability to work cross-functionally and at various levels within the company
WHAT WE OFFER
- Impactful Opportunity: Be part of a fast-growing startup that's transforming the FinTech industry and make a significant impact on our products and customers.
- Team Culture: Join a collaborative, collegial, and fun work environment with regular team-building events and a supportive atmosphere.
- Equity Participation: All new hires are eligible for equity grants, ensuring you share in the company’s success.
- Professional Growth: Take advantage of sponsored learning and development programs to enhance your skills and grow your career.
- Work Flexibility: Enjoy a hybrid work model with in-office collaboration on Monday, Tuesday, and Wednesday, and remote work on Sunday and Thursday.
