Controller

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 & ReportingOwn and continuously improve the monthly, quarterly, and annual close process, driving close timelines from current state toward a [10]-business-day hard closePrepare and review GAAP-compliant financial statements (income statement, balance sheet, cash flow) and supporting schedulesPrepare monthly management reporting packages and variance analyses for the CFO, ELT, and PE board reportingOwn all general ledger activity, ensuring accurate and timely journal entries, account reconciliations, and intercompany eliminationsMaintain and enforce the company’s chart of accounts, ensuring alignment with PE reporting and operational needs Revenue Recognition & Technical AccountingOwn 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 treatmentPartner with the CFO on ASC 350-40 software capitalization analysis, maintaining defensible documentation for auditResearch and document positions on emerging technical accounting matters, including equity and debt accounting in a PE context Audit & ComplianceServe as the primary point of contact for external auditors (Plante Moran), managing the audit timeline, PBC list, and all deliverablesManage year-end audit preparation including accounts receivable confirmations, inventory of schedules, and supporting documentationMaintain and strengthen the internal control environment and document key controls Accounts Payable, Accounts Receivable & Cash ManagementOversee AP and AR functions, ensuring timely and accurate processing of vendor payments, customer invoicing, and collectionsMonitor cash flow (including maintaining a rolling 12-week cash flow forecast), prepare weekly cash position reports, and coordinate with the CFO on working capital managementOwn the contract, order-to-cash, and procure-to-pay processes in partnership with Revenue Operations Systems, Process & Team LeadershipServe 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 improvementWhat You Will Bring: Personal CompetenciesMeticulous attention to detail with a strong sense of ownership over the accuracy and integrity of financial dataHighly organized with the ability to manage multiple concurrent deadlines (close, audit, board prep) without sacrificing qualityStrong 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 audiencesProactive and process-oriented mindset; naturally identifies inefficiencies and drives improvementsCalm under pressure with a strong work ethic and high personal accountabilityCollaborative team leader who earns trust through competence, consistency, and integrity Experience8+ years of progressive accounting experience, including 5+ years in a Controller or senior accounting leadership roleDi