Assistant Controller

San Francisco

Formation is seeking an Assistant Controller to join our Finance Department. Our platform learns and adapts to people's preferences, habits, and feedback to orchestrate highly relevant experiences that are truly unique to each person. As the Assistant Controller, you will manage all areas of work related to general accounting operations (including AR, AP, and expense management). You will use your deep accounting expertise to help bring our currently outsourced accounting functions in-house, implement accounting and billing solution integrations with our core systems, help develop an in-house accounting function, and ultimately own all policies, procedures, and systems related to accounting.  In building out our accounting team you will be a "player-coach", leveraging strong fundamental accounting skills with leadership experience to push the department to a higher level as the business grows.
Key Responsibilities:
  • Review cash, collections & revenue processes of the month-end close including review of subscription revenue schedules, journal entries, and reconciliations
  • Manage external accountants and help in-house the most crucial aspects of the G/L accounting process
  • Manage payroll cycles, reporting and related entries
  • Review and ensure the accuracy of the organizations financial results and reports
  • Prepare and analyze ad-hoc internal reports & financial analysis of budget to actual data
  • Manage continuous process improvement and development of automated systems including implementation and enhancements to ERP systems
  • Manage annual financial audits and month/quarterly reporting for board meetings
  • Manage tax filings including income tax, sales and use tax, VAT/GST
  • Assist with all investor and external reporting including analysis and review of reports
  • Assist with stock option pool, equity management and reporting
  • Improve and develop accounting policies and processes
  • Approve all invoice payments through

Skills and Experience:

  • Bachelor’s Degree in Accounting, CPA preferred
  • Minimum of 5 years of accounting related work experience in a software business or Big 4 accounting firm
  • Minimum of 3 years of management experience
  • Demonstrated knowledge of accounting systems (QBO/ Xero); knowledge of automated revenue recognition tools
  • Prior experience scaling the accounting function in a rapidly growing B2B SaaS startup
About Formation
Formation distills complex customer data into uniquely tailored experiences; we orchestrate physical and digital exchanges into one seamless journey. Our business is building lasting, trusted relationships between people and brands—and making it look easy.
We're already reaching millions of people a day, and we're just getting started. Our founding leadership is equal parts business, design, and engineering—because we believe differing perspectives + passionate discourse achieve the greatest outcomes. We are collectively talented, but also humble. We give our whole selves. We love learning new things.
Formation is committed to inclusion and diversity and is an equal opportunity employer.  All applicants will receive consideration without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, or veteran status.
If you're up for the challenge of a lifetime, we're looking for outstanding talent to join our team.