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Form of workAbout Da Vinci
Da Vinci offers a leading cloud Warehouse Management System (WMS) that empowers companies with advanced warehousing operations to meet the increasing demands of today’s supply chain challenges. Recently recognized in Gartner’s 2023 Midmarket Magic Quadrant, the company’s sophisticated SaaS platform, including Labor Management (LMS), Yard Management (YMS) and Transportation Management (TMS), positions Da Vinci strongly in this fast-growing market.
The WMS industry has strong macro tailwinds supported by the growth in e-commerce and outsourcing of warehousing operations to 3PLs. The WMS market is in the early SaaS adoption phase, and forecasted to grow at a 21% CAGR 23’-’30.
The Role:
The Controller will serve as a key member of our senior team, playing a critical role in shaping the financial strategy and operations of our rapidly evolving company. This position is responsible for overseeing all aspects of the finance and accounting functions, including execution of accounting practices, budgeting, financial planning, interfacing with the management team, and financial reporting. The ideal candidate will bring a strategic vision to the role, along with a hands-on approach to managing day-to-day financial operations.
You will lead efforts to streamline processes, enhance financial reporting accuracy, and implement financial best practices across the organization. Your work will directly impact our day-to-day business operations, as well as our ability to make informed strategic decisions, optimize our financial performance, and achieve our growth objectives. This role is about more than managing numbers, but leading the financial foundation that supports our company's vision and values.
As the Controller/Director of Finance, you will:
Responsibilities:
Financial Management: Oversee all aspects of the finance and accounting function, including but not limited to accounting, financial reporting, budgeting, forecasting, and audit/tax compliance.
Reporting & Compliance: Lead the month-end and year-end close process, ensuring the timely and accurate delivery of financial statements and key performance indicator (KPI) reporting. Ensure compliance with GAAP and relevant regulatory requirements.
Team Leadership: Build, manage, and develop the finance and accounting team, offering coaching, mentorship, and opportunities for professional growth.
Operational Efficiency: Oversee and evolve finance and accounting policies and procedures to ensure operations are both efficient and effective.
Strategic Partnership: Work closely with sales leadership on contract negotiations and compensation planning. Own sales tax, covenant calculations, and sales commissions calculations.
Technology Management: Manage and leverage accounting technology tools such as QuickBooks, BILL, Avalara, and Maxio to optimize financial operations.
Strategic Financial Planning: Partner with executive leadership to align business strategies with financial goals and objectives, identifying and implementing cost-saving initiatives to enhance profitability.
Financial Analysis: Analyze financial data to provide insights that inform strategic decision-making.
Stakeholder Relations: Support board, investor, and lender relationships, fulfilling all reporting requirements.
Qualifications:
Da Vinci offers a leading cloud Warehouse Management System (WMS) that empowers companies with advanced warehousing operations to meet the increasing demands of today’s supply chain challenges. Recently recognized in Gartner’s 2023 Midmarket Magic Quadrant, the company’s sophisticated SaaS platform, including Labor Management (LMS), Yard Management (YMS) and Transportation Management (TMS), positions Da Vinci strongly in this fast-growing market.
The WMS industry has strong macro tailwinds supported by the growth in e-commerce and outsourcing of warehousing operations to 3PLs. The WMS market is in the early SaaS adoption phase, and forecasted to grow at a 21% CAGR 23’-’30.
The Role:
The Controller will serve as a key member of our senior team, playing a critical role in shaping the financial strategy and operations of our rapidly evolving company. This position is responsible for overseeing all aspects of the finance and accounting functions, including execution of accounting practices, budgeting, financial planning, interfacing with the management team, and financial reporting. The ideal candidate will bring a strategic vision to the role, along with a hands-on approach to managing day-to-day financial operations.
You will lead efforts to streamline processes, enhance financial reporting accuracy, and implement financial best practices across the organization. Your work will directly impact our day-to-day business operations, as well as our ability to make informed strategic decisions, optimize our financial performance, and achieve our growth objectives. This role is about more than managing numbers, but leading the financial foundation that supports our company's vision and values.
As the Controller/Director of Finance, you will:
- Act as a strategic partner to the CEO and executive team, providing key financial insights that drive the company's strategic decisions.
- Ensure the integrity of the financial statements in accordance with GAAP and compliance with all regulatory and legal requirements.
- Spearhead the financial planning and analysis efforts, including forecasting, budgeting, and supporting business case analysis.
- Lead the financial operations of the company, ensuring a high level of accuracy and timeliness in all financial matters.
- Drive the optimization of processes and systems within the finance department to achieve scalability and efficiency.
- Foster a culture of transparency and accountability across the organization and within the finance team, leading monthly companywide reporting initiatives
Responsibilities:
Financial Management: Oversee all aspects of the finance and accounting function, including but not limited to accounting, financial reporting, budgeting, forecasting, and audit/tax compliance.
Reporting & Compliance: Lead the month-end and year-end close process, ensuring the timely and accurate delivery of financial statements and key performance indicator (KPI) reporting. Ensure compliance with GAAP and relevant regulatory requirements.
Team Leadership: Build, manage, and develop the finance and accounting team, offering coaching, mentorship, and opportunities for professional growth.
Operational Efficiency: Oversee and evolve finance and accounting policies and procedures to ensure operations are both efficient and effective.
Strategic Partnership: Work closely with sales leadership on contract negotiations and compensation planning. Own sales tax, covenant calculations, and sales commissions calculations.
Technology Management: Manage and leverage accounting technology tools such as QuickBooks, BILL, Avalara, and Maxio to optimize financial operations.
Strategic Financial Planning: Partner with executive leadership to align business strategies with financial goals and objectives, identifying and implementing cost-saving initiatives to enhance profitability.
Financial Analysis: Analyze financial data to provide insights that inform strategic decision-making.
Stakeholder Relations: Support board, investor, and lender relationships, fulfilling all reporting requirements.
Qualifications:
- A minimum of 5 years in a senior finance and accounting leadership role, preferably within a high-growth SaaS company.
- Proficiency in QuickBooks Online and exceptionally strong Microsoft Excel financial modeling skills.
- A comprehensive understanding of SaaS-specific sales tax compliance and liability management, including experience with Avalara or similar tools.
- Deep experience with subscription billing enterprise software solutions such as Maxio and a thorough understanding of SaaS KPIs.
- Strong analytical, problem-solving, communication, and interpersonal skills.
- Proven leadership capabilities with a track record of motivating teams for high performance.
- Meticulous attention to detail with strong organizational skills, capable of working independently as well as part of a team.
- Flexibility and adaptability to thrive in a fast-paced environment.
- A Bachelor’s degree in accounting or finance is required, with a CPA or CMA designation being preferred.
- Da Vinci offers a fully remote environment – work where it’s convenient for you and the company has regular in-person company gatherings to build team relationships
- Unlimited PTO days to provide an opportunity to recharge and spend time on your other passions
- 401k plan with 4% company match to invest in your future
- Competitive medical, dental, and vision insurance to support the health & well-being of you and your family
- 7 Paid Company Holidays + Paid Sick Days
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