Head of Finance / Senior Financial Controller (Remote)

5+ years in controllership / senior accounting / finance-ops roles / CFO. Experience with recurring revenue (coaching, SaaS, agency, or similar). Strong hands-on skills with QuickBooks, Stripe (or similar processors), and spreadsheets. Very tech savvy with Google Sheets or Excel, reporting, and automation tools such as Zapier or Make. Proven track record owning month-end close, commissions, and collections. High attention to detail, process-driven, and comfortable setting standards.

Own the finance function and build a reliable system. Lead and upgrade processes for the finance team. Close the month within 3 business days with accurate P&L, balance sheet, and cash flow. Maintain 95%+ collections within 14 days. Deliver error-free commission runs for sales and CSM teams. Maintain a clean, reconciled view of LTV, churn, and gross profit per customer. Proactively improve profitability by identifying profit leaks and optimizations. Upgrade data tracking and reporting for leadership. Own QuickBooks, including chart of accounts, monthly close, and reconciliations. Produce monthly finance package. Reconcile Pipedrive, Stripe, and bank data. Design and run a structured collections process. Calculate and QA monthly commissions. Maintain a client master database. Track and report LTV, churn, and gross profit per client/cohort. Support leadership with analysis on pricing, payment terms, and compensation. Lead and upskill the bookkeeper and VA. Simplify and improve systems, eliminating duplicate sheets and manual chaos. Build and own an automated finance stack. Optimize data flows between Pipedrive, Stripe, QuickBooks, and reporting tools. Act as a strategic finance partner to leadership. Identify and recommend improvements in pricing, packaging, and compensation.