Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor.
Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors.
Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security.
Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in.
We are growing our finance team to support our continued international growth. As the Revenues Controller at
Pontera you will oversee the billing and collection activities, will be in charge on performing financial reports,
compare between actual to expected revenues, optimizing financial processes, data validation of the revenues
within the various systems of the company and other ad hock projects required in the finance team. The
position will include interfaces with other functions within the finance department and the rest of the
organization and multi systems interfaces.
RESPONSIBILITIES
- Serve as the finance organization's subject matter expert on revenue accounting and collaborate cross-
functionally with legal, sales, sales operations and professional services relative to contract
negotiations to guide on technical accounting, policy or process issues around revenue recognition. - Supervise and mentor the Revenue Controller, providing guidance, training, and support.
- Prepare and deliver revenue reports, forecasts, and analyses for senior management, highlighting
trends and potential risks. - Ensure accurate calculation and application of sales tax across all invoices based on applicable
jurisdictions and tax regulations. - Stay up-to-date on changes to sales tax laws and regulations that impact invoicing processes.
- Oversee the preparation and submission of sales tax returns, ensuring timely and accurate filings.
- Collaborate with the finance and operations teams to address sales tax discrepancies and implement
corrective actions when needed. - Support sales tax audits, providing necessary documentation and explanations.
- Support budgeting and forecasting processes with accurate revenue data.
- Contribute to month-end and year-end closing processes, including reconciliations and journal entries
related to revenue. - Work closely with the FP&A department and sales operation department to make sure the revenues
are aligned with the company’s budgets. - Monitor the billing and collection team
- ASC 606 calculations for revenues and commissions
- Oversee end-to-end revenue recognition processes to ensure compliance with US GAAP standards,
specifically ASC 606 - Monitor revenue streams, contracts, and agreements, ensuring accurate and timely recognition in line
with accounting policies. - Develop and maintain the revenue recognition policy, implementing updates as required by changes in
business models or regulatory requirements.
REQUIREMENTS
- 4+ years of experience in High-Tech or startup which experienced fast paced growth as Revenue
Controller - Experience as a revenue controller from a US revenue generating entity- must
- Proven experience in managing a team
- Vast experience in Sales tax, including (but not limited to), overall tax landscape familiarity,
automation buildup, best practice revolving sales tax, - Proficient knowledge of US GAAP
- Experience in the SaaS industry- must
- Experience with NetSuite ERP system- strong advantage
- Excellent Excel and Office skills
- Ability to work in a fast-paced global company, meet tight deadlines, and handle multiple priorities
- High standards of accuracy and precision
- CPA certificate
- Excellent English- must
- Exceptional business partnering skills, with demonstrated ability to work cross-functionally and at
various levels within the company
WHAT WE OFFER
- Impactful Opportunity: Be part of a fast-growing startup that's transforming the FinTech industry and make a significant impact on our products and customers.
- Team Culture: Join a collaborative, collegial, and fun work environment with regular team-building events and a supportive atmosphere.
- Equity Participation: All new hires are eligible for equity grants, ensuring you share in the company’s success.
- Professional Growth: Take advantage of sponsored learning and development programs to enhance your skills and grow your career.
- Work Flexibility: Enjoy a hybrid work model with in-office collaboration on Monday, Tuesday, and Wednesday, and remote work on Sunday and Thursday.
Top Skills
What the Team is Saying
What We Do
Pontera is a Fintech company that helps financial advisors report on, manage, and trade their clients' held-away accounts, including 401(k)s, 403(b)s, HSAs and more. The platform is designed to work across account types and integrate seamlessly into existing technology to help advisors improve their clients' financial outcomes. Founded in 2012, Pontera is headquartered in New York City.
At the core of our team is a strong belief that helping people retire comfortably is of critical importance. Pontera is designed to help advisors not only analyze their clients’ held away accounts to provide greater visibility, but to enable advisors to take action and manage accounts on their clients’ behalf, improving the client experience, potentially adding accretive performance, and helping to mitigate compliance and security concerns around managing held away accounts.
Each of us believes strongly in the mission of helping millions of people achieve the best retirement possible.
Why Work With Us
We are proud of our People-First mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.
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Pontera Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We're in-office on Tues/Weds/Thurs and we work from home on Mon/Fri!
