Director of Customer Insights jobs in Texas

Job Summary: Looking to build upon your track record as a SaaS finance professional in a rapidly growing segment of the financial services industry? You will work tightly with our clients and the Driven Insights accounting & finance team. Manage day-to-day finance operations as detailed herein for Driven Insights' clients. You'll be part of a collaborative, fast-paced work environment, where hitting deadlines is a way of life and details matter. The opening is immediate.

Location: Work from Home 

THE PERKS

• Medical (including flexible spending account), Life, and Disability Insurance
• Flextime
• Generous PTO Policy
• Permanent Work from Home
• Amazing culture & team
• Growth opportunities abound – multiple tracks to choose from
• Company 401k Contribution
• Loads of Tech Gear, including 3 monitors, laptop, etc.
• Annual In-Person Get Together

JOB RESPONSIBILITIES

• Serve as lead accountant for client businesses and oversee client team to ensure client is receiving value and insights from their DI Finance and Accounting function.
• Ownership of client accounting process to generate insightful financial reporting, including managing revenue cycle (order to cash), oversee expense management, and ensuring payroll is recorded with department level visibility.
• Responsible for monthly financial close, KPI (key performance indicators) measurement & management/board reporting.
• Lead all aspects of monthly client meetings, provide compelling insights for client business owners, and coach client management on value of metrics usage and management of their department.
• Monitor client maturity and company goals to ensure our services remain relevant and we are leading the management team to achieve their goals.
• Oversee compliance with GAAP and relevant regulatory requirements.
• Own sales tax, covenant calculations & sales commissions calculations.
• Own, evolve internal client accounting processes to promote efficiency, ensure data accuracy.
• Manage & leverage accounting technology, such as QuickBooks, BILL, Avalara, Divvy, Qvinci and business intelligence/subscription billing tools such as Maxio.
• Lead & manage cash flow, budget & scenario planning.
• Ensure the accuracy of financial and metric data (Business Intelligence System & QuickBooks) in a way that client feels like DI data is the single source of truth for the organization.
• Meaningfully contribute to or lead strategic projects (e.g.: due diligence, fundraising requests, financial analysis, software, and process improvements that scale with increase transaction volume, scenario modeling).
• Handle, as necessary, coaching client sales leadership on contract negotiations and compensation planning, client vendor and bank relationships, facilitation of purchase requisition and expense approval processes.
• Support the growth of other team members via management of growth as Team Lead, as assigned.
• Other duties that may arise through the normal course of business.

REQUIRED SKILLS AND ABILITIES

• Experience successfully revamping accounting, finance and operational processes and technologies.
• Strong QuickBooks Online experience required. Xero, Intacct & NetSuite are a plus.
• Strong understanding of KPIs with track record of using to make quick, informed decisions.
• Exceptionally strong Google Sheet/Microsoft Excel GAAP-compliant financial modeling skills.
• Firm grasp on sales tax liability management, including usage of management tools like Avalara.
• Proven analytical, problem-solving, critical thinking, decision-making & project management skills.
• Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses.
• Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail.
• Maintain a positive, solutions-focused attitude.
• Ability to use good judgement and keep client and Driven Insights information confidential.
• Deliver consistent excellent customer service to internal/external customers, colleagues, and management.
• Strong knowledge of US GAAP accounting.
• Ability to effectively research and compile data from financial reporting systems, databases, spreadsheets, and other data sources.
• Ability to manage and balance multiple priorities and urgent requests effectively, with the ability to quickly adapt for changing business needs.
• Excellent written/verbal communication and collaboration skills.
• Passionate, energetic, approachable with a positive, low-ego, can-do demeanor.
• Confidence in messaging, training, collecting, and enforcing policy compliance throughout all levels of the organization.

EDUCATION AND EXPERIENCE

• Experience as lead accountant in rapidly growing firm(s)
• Bachelor's Degree in Accounting, Finance or Business Administration
• Master’s in Accounting, MBA, and/or CPA license preferred
• 10 years of experience as a Controller to Director of Finance level in SaaS firm.

PHYSICAL REQUIREMENTS

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Office Environment:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and printer.
  • Must be able to lift laptop and reams of paper
• Infrequent travel to Driven Insights headquarters in MA for professional development activities (once it is safe to do so)

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