Planning Center is hiring a
Remote Financial Controller

Responsibilities 

• Oversee monthly, quarterly, and annual financial reporting, ensuring adherence to GAAP/IFRS standards.
• Ensure compliance with federal, state, and local financial legal requirements by staying current on legislation and enforcing adherence.

• Monitors division and department adherence to approved budget while working closely with team managers.
• Partner with department heads to analyze and manage budgeting processes while aligning with budget allocations and strategic goals.
• Continuously monitor financial performance against these forecasts and provide insights to help the company meet or adjust its financial goals.

• Handle with subscription services, licenses, and software revenue. Controllers ensure revenue is recognized appropriately over the contract’s lifetime, adhering to standards like ASC 606.
• Monitor key SaaS metrics, including ARR/MRR, churn rate, LTV, CAC, and other KPIs relevant to a SaaS business model.
• Develop and provide insights on financial performance, identifying trends, and advising on strategic decisions.
• Assist with product pricing analysis, assessing the financial impact of new product launches and changes in pricing structures.

• Enhance internal control processes and workflows for better efficiency and accuracy.
• Manage and optimize financial systems (ERP, billing software, etc.) to improve reporting and data accuracy.

• Supervise, mentor, and develop a team of accounting and finance professionals.
• Provide training and support to the finance team to build a strong culture of financial excellence.
• Strategic Planning and Decision Support Act as a strategic advisor to the COO and/or CEO, providing insights into financial data to support long-term decision-making.
• Automation and Systems Integration Be tech-savvy, sometimes spearheading automation and integration of financial systems, ensuring scalability, and improving reporting accuracy and efficiency.

Who We Look For

• Engage with Humility - We actively participate with openness and receptiveness. We are ready to listen, learn, and speak thoughtfully and kindly—regardless of skill level, expertise, or place on the org chart.
• Invest in our team - We give our time and energy to our team’s success—improving collaboration with effective communication, making space for diverse perspectives, sharing knowledge, and asking questions.
• Do Our Best Work - We aspire to do our best possible work—continually looking for ways to improve the quality of our individual output and contribute to our team's overall success and growth.
• Focus on Customer Impact - We advocate for our customer’s best interests in our decision-making—we can trace the goal of every project back to creating positive value for our customers.
• Think Holistically, Work Iteratively - We focus on taking practical steps towards our goals with an awareness of the broader context—thinking big, working small.

The Hiring Process

• A member of our Financial Team
• The COO you'll report to
• The CEO of Planning Center

• Step one: Apply with a resume and cover letter. Your cover letter should speak directly to your interest in this position. We want to know what got you into finance, how your experience has set you up for success in this role, and why you want to join our team. Applicants without SaaS experience will not be considered.
  
  (A word of caution for those using AI cover letters: When compared to the hundreds of other candidates who did the exact same thing, it becomes painfully obvious who took the AI first draft. If you're going to use these tools, we ask that you use them well. Please give our recruiter something a bit more human to read.)
   
• Step two: Initial screen with our COO so we can get to know one another
• Step three: An online financial project to assess your finance prowess and get a rough understanding of your experience and skills. (Please note that any materials, projects, or ideas submitted as part of this application process will remain the intellectual property of the applicant. These submissions are provided solely for evaluation purposes and will not be used, implemented, or shared by Planning Center without explicit written consent from the applicant.)
• Step four: Interview over Zoom with our COO, CEO, and a member of the Operations Team
• Step five: Pending all goes well, we'll extend an offer

1. Reside in the United States
2. Eligible to work in the United States (we are currently unable to offer employment to those with H-1B visas)
3. Experience overseeing finance at a SaaS company
4. Be willing to travel four times each year to connect with the rest of the team (not during a pandemic)