Controller Job at FinalForms, Cleveland, OH

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  • FinalForms
  • Cleveland, OH

Job Description

ABOUT US

FinalForms , a division of BC Technologies Company , is a fast-growing, mission-driven EdTech company based in Chagrin Falls, Ohio. Since 2012, we've been transforming how schools manage registration, compliance, and data governance—helping leaders increase safety, reduce risk, and operate more efficiently.

Today, our platforms serve 7,500+ schools across 41 states , and we’re proud to maintain a 99% client retention rate .

  • FinalForms supports K–12 districts and athletic departments in collecting, verifying, and distributing critical student and staff data.
  • AMP helps Associations manage memberships, events, communications, and professional development.
  • Tower enables State Athletic Associations to centralize operations and streamline stakeholder engagement.

We’re a bootstrapped, high-performance team built on trust, respect, and shared purpose. We care deeply about delivering meaningful impact—without compromising the values that define us.

At FinalForms, we offer more than a job. We provide the opportunity to do meaningful work, build real relationships, and grow in a flexible, people-first environment . You’ll be empowered to succeed professionally while staying rooted in what matters most: your family, your health, and your community .

POSITION OVERVIEW

The Controller will be a critical leader responsible for owning and improving FinalForms’ financial operations, reporting, and controls. As we scale, prepare for outside investment, and expand our value-added services, the Controller will serve as a strategic partner to the CEO and leadership team—ensuring accuracy, compliance, and insight across all financial functions.

WHAT YOU’LL DO

As Controller, you will be responsible for:

Accounting & Operations

  • Manage the general ledger, accounts receivable/payable, payroll, and cash flow.
  • Oversee revenue recognition in compliance with ASC 606 (SaaS standards).
  • Ensure timely and accurate monthly, quarterly, and annual closes.
  • Coordinate with external tax advisors and ensure compliance with all state and federal requirements.

Financial Reporting & Compliance

  • Deliver clear, accurate financial reports to leadership, the board, and prospective investors.
  • Prepare for and manage annual audits and due diligence processes.
  • Maintain compliance with accounting standards and SaaS-industry best practices.

Planning, Budgeting & Forecasting

  • Build and manage budgets aligned to company strategy and growth targets.
  • Lead rolling forecasts, scenario planning, and variance analysis.
  • Provide insights that drive smarter hiring, investment, and pricing decisions.

Internal Controls & Risk Management

  • Establish financial policies, approval processes, and internal controls.
  • Safeguard against fraud, error, and risk related to financial operations.
  • Partner with the CTO/CSO to ensure financial systems and sensitive data remain secure.

Strategic Finance Partnering

  • Track and report SaaS KPIs: ARR, MRR, churn, CAC, LTV, gross margin.
  • Support fundraising readiness for growth investments.
  • Collaborate with leadership on financial strategy, pricing, and packaging of new services.

WHO YOU ARE

We’re looking for a disciplined, detail-oriented, and strategic finance professional who:

  • Has 7+ years of progressive accounting/finance experience (SaaS/technology preferred).
  • Holds a CPA or equivalent professional designation (preferred, not required).
  • Demonstrates expertise in GAAP, SaaS revenue recognition, and financial controls.
  • Thrives in a high-growth environment with limited resources and high accountability.
  • Is comfortable rolling up their sleeves while also advising at the strategic level.
  • Communicates clearly, builds trust, and maintains confidentiality.

RESPONSIBILITIES

Core Focus Areas:

  • Own all accounting and finance operations.
  • Ensure accuracy, compliance, and timeliness of financial reporting.
  • Lead budgeting, forecasting, and SaaS KPI tracking.
  • Support leadership and investors with financial insights and due diligence.

Key Deliverables:

  • Monthly and quarterly financial reporting packages.
  • Annual budgets and rolling forecasts.
  • Clean, audit-ready financial statements.
  • SaaS KPI dashboards to guide leadership decisions.

HOW WE SUPPORT YOU

Tools & Systems

  • Modern finance stack (QuickBooks Online, SaaS metrics dashboards, Google Suite, HubSpot).

Collaboration & Community

  • Weekly leadership team meetings.
  • Direct access to CEO and strategic decision-making.
  • Opportunities to shape the financial strategy of a high-growth SaaS company.

Professional Growth

  • Exposure to investors, advisors, and board-level discussions.
  • Opportunities for advancement into CFO or VP Finance as we scale.

This position reports directly to the CEO and offers a base salary with an annual performance-based bonus, a hybrid/flexible work arrangement in Chagrin Falls, Ohio, and a comprehensive benefits package including retirement, health care, and unlimited PTO.

Job Tags

Flexible hours,

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