Controller

About WorkBoard 

WorkBoard is the pioneer in AI-driven strategy execution solutions, empowering enterprises to align, measure, and achieve their most important outcomes. With our platform, organizations can operationalize strategy in real-time, foster alignment across teams, and accelerate growth. Our customers include some of the world’s most innovative companies across technology, financial services, healthcare, and more. 

We’re backed by top-tier investors and led by a diverse, mission-driven team that’s passionate about redefining how organizations execute strategy at scale. At WorkBoard, you’ll have the opportunity to join a fast-growing, category-defining company where your work directly impacts how leaders shape the future. 

The Role 

• Build and scale a world-class accounting organization that evolves with company growth over the next 12-24 months, preparing WorkBoard for late-stage maturity.
• Own and improve the monthly close process: shorten it, strengthen it, and ensure audit readiness — target is a close cycle under 6 business days.
• Ensure full GAAP compliance (including ASC 606, ASC 842, ASC 718), and establish well-documented, scalable accounting policies and procedures.
• Lead systems and process modernization (ERP upgrades, equity management, billing systems, and AI-driven tools) to improve efficiency, reliability, and scalability.
• Improve or build internal controls, aligned with current needs and future SOX-light or full SOX readiness.
• Support audits, fundraising or diligence processes, and financial due diligence as needed.
• Own administration of all variable compensation plans and equity accounting, including bonus plans and commissions: stock options, RSUs, warrants, and cap table reconciliations in partnership with Legal and HR.
• Support international expansion with consolidation, currency management, and cross-border accounting processes where relevant.
• Be directly in the succession plan for CFO, stepping up in leadership, vision, and ownership. 

What Success Looks Like (First 12-18 Months) 

• The monthly close process is consistent, reliable, and accomplished in under six business days.
• WorkBoard is fully audit-ready, with clean financials, documented policies, and strong internal controls.
• The accounting team is leveraging updated systems (ERP, billing, equity) with automated workflows where possible.
• Financial reporting is transparent and trusted by leadership, investors, auditors, and cross-functional partners.
• GAAP compliance issues are proactively managed; technical standards (e.g. revenue recognition, leases, stock comp) are clearly applied and consistently understood.
• International accounting challenges (currency, entity & financial consolidations, statutory compliance) are addressed or planned for.
• The equity ledger / cap table reconciliations are accurate and scalable. 

Who You Are 

• Experienced as a Controller, or potentially someone who is an “up & comer” currently in #2 accounting role but capable of stepping up and owning the Controller job
• Strong audit background and CPA certification. Big 4 or top-tier public accounting firm experience a plus.
• Deep knowledge of GAAP standards, especially revenue recognition (ASC 606), lease accounting (ASC 842), and stock-based compensation (ASC 718).
• Proven experience scaling accounting functions in a SaaS environment; experience growing toward ~$50M ARR is highly valuable.
• Strong hands-on orientation (“builder’s mindset”) — you like rolling up your sleeves and creating structure in ambiguous, fast-moving settings.
• Excellent systems experience implementing or scaling ERPs (NetSuite, Sage Intacct, etc.), automating workflows, deploying tools for equity, billing, etc.
• Strong cross-functional collaboration skills; ability to explain financial / accounting details clearly to non-finance stakeholders.
• High attention to detail and obsession with accuracy, internal control, timeliness, and transparency.
• Adaptability; able to handle fast change, shifting priorities, scaling challenges.
• Integrity and ethics in all work; trustworthy with confidentiality, risk, compliance. 

Compensation & Benefits 

• Total Cash Compensation: $225,000 – $250,000 (depending on experience, qualifications, and location premium)
• Equity: Standard equity package for the position, offering meaningful upside as we scale
• Remote role, with a premium for Bay Area candidates 

Why WorkBoard 

• Be part of scaling a high-impact, fast-growing SaaS company that is redefining strategy execution in enterprises.
• Opportunity to build things from the ground up; your influence will be visible and immediate.
• Strong track record, growing momentum, and a team that values craftsmanship, ownership, and impact.
• Placement in the leadership succession path toward CFO/CFO-adjacent roles.