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Controller

Omatic

Mt. Pleasant, SC

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Accounting, Accounting Close, Accounting Standards and Regulations, Accounts Payable, Accounts Receivable, Accounts Receivable Management, Analysis Skills, Auditing, Automation, Balance Sheet, Billing, Business Administration, Cash Flow, Certified Public Accountant (CPA), Cloud Computing, Communication Skills, Continuous Improvement, Credit and Collections, Customer Relationship Management (CRM), Data Cleaning, Data Management, Data Quality, Detail Oriented, Document Management, Documentation, Ecosystems, Emerging Technology, External Audit, Finance, Financial Accounting, Financial Control, Financial Modeling, Financial Reporting, Financial Statements, Forecasting, Fundraising Program, General Ledger Accounting, Generally Accepted Accounting Principles (GAAP), Healthcare, High Tech Industry, Higher Education, Income Statements, Journal Entries, Leadership, Management Reporting, Mentoring, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Nonprofit, Onboarding, Order to Cash, Organizational Skills, Performance Reviews, Problem Solving Skills, Process Improvement, Procure to Pay/Purchase to Pay (P2P), Professional Services, Project/Program Management, Public Accounting, Reconciliation, Research Skills, Revenue Recognition, Scalable System Development, Software as a Service (SaaS), Team Lead/Manager, Team Player, Technical Accounting, Time Management, Variance Analysis
LOCATION
Mt. Pleasant, SC
POSTED
30+ days ago
Omatic is the leading integration and nonprofit data platform purpose-built for social impact organizations and institutions. With pre-built integration solutions designed for common nonprofit tools, Omatic Cloud connects, cleans, and manages data across a nonprofit's entire technology ecosystem. By supporting mission-critical workflows across fundraising, program management, and financial accounting, Omatic Cloud helps nonprofits unlock the full potential of their data to inform decisions, engage supporters, and scale their mission. Founded in 2002 and headquartered in Charleston, South Carolina, Omatic serves more than 3,000 social impact customers globally across various sectors, including Healthcare, Cause & Cure, Higher Education, K-12, Family & Human Services, Arts & Cultural, and Faith-Based Organizations.

We are seeking an accomplished Controller to lead Omatic’s accounting function end-to-end, owning the integrity of financial reporting, driving a disciplined monthly close, managing the external audit, ability to step in to assist in any accounting responsibility, and building the scalable processes and controls required of a PE-backed, growing and profitable SaaS company.

The ideal candidate is a hands-on leader with deep Sage Intacct expertise, strong command of U.S. GAAP, and a proven track record of leading audits, fully owning financial reporting, and implementing automation to scale efficiently. Experience working in PE-backed companies is highly preferred.

What You Will Do:
Financial Close & Reporting
  • Own and continuously improve the monthly, quarterly, and annual close process, driving close timelines from current state toward a [10]-business-day hard close
  • Prepare and review GAAP-compliant financial statements (income statement, balance sheet, cash flow) and supporting schedules
  • Prepare monthly management reporting packages and variance analyses for the CFO, ELT, and PE board reporting
  • Own all general ledger activity, ensuring accurate and timely journal entries, account reconciliations, and intercompany eliminations
  • Maintain and enforce the company’s chart of accounts, ensuring alignment with PE reporting and operational needs

Revenue Recognition & Technical Accounting
  • Own ASC 606 revenue recognition policy and its application across all revenue streams (subscriptions, implementation/onboarding, professional services)
  • Evaluate contract structures and performance obligations to ensure proper revenue treatment
  • Partner with the CFO on ASC 350-40 software capitalization analysis, maintaining defensible documentation for audit
  • Research and document positions on emerging technical accounting matters, including equity and debt accounting in a PE context

Audit & Compliance
  • Serve as the primary point of contact for external auditors (Plante Moran), managing the audit timeline, PBC list, and all deliverables
  • Manage year-end audit preparation including accounts receivable confirmations, inventory of schedules, and supporting documentation
  • Maintain and strengthen the internal control environment and document key controls

Accounts Payable, Accounts Receivable & Cash Management
  • Oversee AP and AR functions, ensuring timely and accurate processing of vendor payments, customer invoicing, and collections
  • Monitor cash flow (including maintaining a rolling 12-week cash flow forecast), prepare weekly cash position reports, and coordinate with the CFO on working capital management
  • Own the contract, order-to-cash, and procure-to-pay processes in partnership with Revenue Operations

Systems, Process & Team Leadership
  • Serve as the functional owner of Sage Intacct, optimizing configuration, workflows, reporting, and integrations (e.g., billing system, CRM)
  • Identify and implement process improvements and automation opportunities to increase accuracy and reduce manual effort across the accounting function (e.g. Commissions, Renewals)
  • Manage, mentor, and develop the existing accounting team; set clear expectations, conduct regular performance reviews, and build a culture of accountability and continuous improvement

 
What You Will Bring:
Personal Competencies
  • Meticulous attention to detail with a strong sense of ownership over the accuracy and integrity of financial data
  • Highly organized with the ability to manage multiple concurrent deadlines (close, audit, board prep) without sacrificing quality
  • Strong analytical and problem-solving skills; able to research and interpret complex accounting standards (ASC 606, ASC 350-40)
  • Clear, confident communicator who can translate technical accounting concepts for non-financial stakeholders and PE board audiences
  • Proactive and process-oriented mindset; naturally identifies inefficiencies and drives improvements
  • Calm under pressure with a strong work ethic and high personal accountability
  • Collaborative team leader who earns trust through competence, consistency, and integrity

Experience
  • 8+ years of progressive accounting experience, including 5+ years in a Controller or senior accounting leadership role
  • Direct experience in a PE-backed or sponsor-owned SaaS/software company (strongly preferred)
  • Proven track record managing external audits end-to-end and serving as the primary auditor liaison
  • Deep hands-on experience with ASC 606 revenue recognition in a SaaS environment
  • Experience managing and developing accounting teams of 2+ people
  • Demonstrated ability to build or significantly improve close processes, internal controls, and reporting cadences
  • Experience preparing board-level financial reporting for PE investors

Technical Skills
 
  • Advanced proficiency in Sage Intacct (strongly preferred)
  • Expert-level Excel skills; including complex financial models, lookups, pivots, and data manipulation
  • Working knowledge of ASC 606, ASC 350-40, and general GAAP technical accounting standards
  • Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint for board reporting

Desired Certifications
  • CPA (active or inactive) strongly preferred
  • Bachelor’s degree in Accounting, Finance, or related field required
  • Public accounting experience (Big 4 or national/regional firm) a plus
  • MBA or Master’s in Accounting a plus

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About the Company

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Omatic