MCIM by Fulcrum Collaborations (“MCIM”) needs a Controller who is excited by the idea of building upon a new accounting and finance function in partnership with the CFO. He/she must be able to make quick and impactful decisions on process improvements and is creative enough to develop new standards and procedures as needed. After taking inventory of the needs of the accounting and finance practice in the business, the CFO will look to the controller to bring accounting in-house.

Job Responsibilities

MCIM’s ideal Controller will deliver value through a continuous focus on scalable business process improvements and data-driven analysis to drive operational decision-making, capital allocation, cross-functional collaboration, and company-wide accountability. As Controller, you will be in a highly visible role that works closely with the Leadership Team including the company’s board and private equity owners by serving as a liaison to communicate the company’s progress against key strategic, financial, and shareholder return objectives.

In collaboration with the CFO, the Controller will be responsible for both the tactical and the strategic elements of the back office. As the leader of the accounting team, the Controller will manage month-end close and communication, as well as perform ad-hoc strategic analysis. The Controller will also partner closely with the CFO and Chief of Staff on budgeting and forecasting activities, including the production of the annual operating budget, quarterly forecast updates, and monthly budget variance analysis.

In your first 30 days, onboard and get up to speed:

  • In your first two weeks, meet with all key business leaders, the current outsourced accounting team, and all relevant Departments to understand the current state of the practice. This includes studying to assume ownership of accounting operations and the financial close process.

  • Review the company’s documented accounting policies and map current process workflows.

In your first 3 months, begin to take ownership and provide diagnostic and areas for improvement within the finance and accounting organization:

  • In your first two months, propose any necessary improvements to the current accounting processes and reporting; assess opportunities to refine and streamline.

  • Manage communications with external auditors and tax preparers on external financial statements, tax returns and accounting issues to ensure auditor agreement with company decisions on accounting disclosures and policy changes.

  • By the end of your first 3 months, you should feel comfortable assuming responsibility for the monthly reporting package including P&L, balance sheet, variance analysis, ARR snowball, and key operational metrics.

In your first 6 months on the job, begin to refine and optimize the internal reporting capabilities to track the most important Key Performance Indicators (KPIs):

  • In partnership with the CFO, provide data driven analytics and insights that help leadership uncover trends, opportunities, and risks that will inform future strategic- and financial-decision making.

  • Partner with the CFO and other executives to develop and propose a strategic plan and 2024 budget that demonstrates clear understanding of the business and levers available to drive growth and scale:

  • Analyze customer base to understand contract renewal opportunities and risks in partnership with the leadership team.

  • Partner with sales and marketing to create budgets that reflect a demand generation waterfall, and cascade that through the sales pipeline and sales rep efficiency model.

  • Provide departmental budgets to leaders for which they can manage to and track their performance against.

In your first 12 months on the job, hone your role as a true leader for the finance function:

  • Develop an opinion on your future team needs heading into 2024.

  • Serve as a partner to the other functional areas of the organization to help them understand the business better and how their decisions impact company performance and investment outcomes.

  • Additionally, the Controller will generally lead the following:

    • Provide accurate financial statements for both management use, as well as external reporting to and future potential lenders. Make them powerful tools by providing the overarching strategic commentary and understanding to the organization.

    • Manage and lead a growing internal accounting and finance team.

    • Accurately forecast business results including detailed cash flow projections.

    • Assess and optimize the accounting system and related systems to meet the needs of the leadership team (experience with NetSuite implementation strongly preferred)

    • Provide oversight and manage risk related to new customer and vendor contracts.

    • Monitor regulations and ensure compliance of financial policies and practices in accordance with federal, state industry regulations and guidelines; manage any required government agencies.

    • Ensure timely completion of any future audits and continual compliance with all taxing authorities.

Requirements and Skills

  • Technical Chops – You have a proven track record and thorough understanding of the SaaS / software subscription revenue business model. You have experience working with senior leadership and meeting the needs of investors (PE-sponsors, lenders, etc…). You are comfortable with the ASC606 revenue recognition policy, or confident in your ability to learn and adopt accounting policies quickly. You are comfortable getting deep “in the weeds” on key accounting entries. You have a strong understanding of GAAP and experience with P&L, Balance Sheet and Cash Flow analysis.
  • Comfort with Ambiguity – At times, this role will be responsible for taking nebulous ideas and translating them into specific concrete actions or new processes entirely. You are a detail-oriented self- starter capable of operating autonomously and driving projects with high performance amidst ambiguity. As such, you will have examples of times when you took a poorly formed idea, sharpened it and owned its execution from start-to-finish.
  • A Skilled Process Engineer – You have a successful track record of driving growth through back-office automation, process discipline, and standardization. You can tell us stories of the impact you’ve created by taking arduous, manual tasks and turning them into simple, repeatable processes that you improve over time. You enjoy triage and troubleshooting of operational issues and projects to optimize infrastructure/systems/processes for scale. You are capable of spearheading and managing continuous process improvement across all areas of the business to scale with growth.
  • An Outstanding Team Leader (not “Just a Bean Counter”) – You keep your office door open. You know how to quickly forge relationships with those on your teams, do what is required to bring out the best in them, and cultivate talent as we grow. You have examples where you have invested differentially in someone to help them grow and advance and are excited to share those stories with us.
  • Influencing and relationship building – You know you cannot do it yourself. You have the communication skills and emotional intelligence to quickly establish credibility and gain the trust and respect of everyone in the organization. You must be able to balance asking the right questions with providing direction to ensure initiatives are successfully implemented. You can convince people of both the “why” and the “how” of following a process.
  • Accountable – You do what you say you will and aren’t afraid to own your mistakes. You take the lead but are willing to ask for help. You regularly demonstrate the ability to meet tight deadlines, prioritize workload and achieve effective results.
    Collaborative, Humble, and Fun – We want you to be a person we enjoy collaborating with, spending time with and investing in. You may be this person if you already invest heavily in those you work with and consistently receive the feedback that you are a great colleague and teammate. A great sign is if people go out of their way to work with you, no matter the situation.


  • Benefits
  • Competitive Pay
  • Medical, Dental & Vision
  • 401K
  • Paid Time Off

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