Director of Finance & Accounting
hace 16 días
Fort Myers
Job Description About Volie Volie is an independently owned B2B SaaS company serving automotive retailers. As we expand from a single core product into a multi-product platform, we are building the financial systems, controls, reporting, and processes required to support our next stage of growth. Position Summary The Director of Finance & Accounting will be Volie’s first dedicated internal finance leader. This is a hands-on role responsible for contract administration, customer billing and accounts receivable, accounts payable, sales commissions, cash management, monthly close oversight, financial controls, forecasting, SaaS metrics, and management reporting. This person will work closely with the COO, CEO, Sales, Revenue Operations, Customer Success, department leaders, and Volie’s outsourced accounting and tax partners. We are looking for someone who is equally comfortable working in the details and improving the systems behind them. The immediate priorities are to build a reliable contract-to-cash process, strengthen financial operations, establish accurate and auditable sales commission processes, and provide leadership with reliable financial and SaaS reporting. This is a full-time remote position based in Fort Myers, Florida. Key Responsibilities Contracts & Customer Setup • Own the administrative contract process from approved sales terms through execution, billing setup, and implementation handoff., • Prepare customer agreements, order forms, and amendments using approved templates and commercial terms., • Manage electronic signatures, outstanding agreements, and the repository of executed contracts., • Ensure executed agreements align with CRM records, pricing, products, billing terms, commissions, and implementation., • Maintain accurate records of customer products, contract dates, pricing, billing cadence, renewals, amendments, and cancellations., • Route nonstandard pricing, payment terms, or contract language for appropriate approval. Billing & Accounts Receivable • Own customer invoicing, billing accuracy, cash application, deposits, AR aging, collections follow-up, and billing dispute resolution., • Ensure new contracts, product additions, pricing changes, amendments, and cancellations are accurately reflected in billing., • Reconcile contracted products and pricing to invoices and resolve discrepancies with Revenue Operations and Customer Success., • Provide clear reporting on invoicing, collections, overdue balances, credits, and customer-product relationships. Sales Commissions • Own the monthly sales commission calculation and reconciliation process in partnership with Sales leadership and Revenue Operations., • Ensure commissions align with approved compensation plans, executed contracts, CRM records, products, pricing, and applicable commission rules., • Calculate and document commissions, adjustments, clawbacks, bonuses, and other approved variable compensation., • Investigate and resolve discrepancies involving sales credit, contract value, product attribution, payment status, or commission calculations., • Maintain an accurate, auditable record of commission calculations, approvals, adjustments, and payments., • Provide leadership with clear monthly commission reporting and improve the process to reduce manual work and errors. Accounting, AP & Cash Management • Manage accounts payable, vendor setup, invoice coding, documentation, payment timing, and vendor inquiries., • Review and manage large or usage-based vendor invoices related to strategic OEM and channel relationships., • Prepare payment runs and supporting documentation for approval while maintaining appropriate financial controls., • Monitor cash requirements and communicate material payments, variances, or risks to leadership., • Lead the monthly close process with Volie’s outsourced accounting partners., • Review the general ledger and financial statements for completeness and accuracy., • Strengthen accounting policies, approval workflows, documentation, and internal controls., • Evaluate and improve the company’s accounting structure and processes as the business grows. Financial Planning & Reporting • Develop and maintain annual budgets and financial forecasts., • Produce budget-to-actual reporting and identify material variances, trends, and risks., • Partner with Sales and Revenue Operations to connect pipeline, bookings, contracts, billing, revenue, and cash forecasts., • Support headcount planning, expense forecasting, scenario modeling, and other financial analysis., • Develop product-level and departmental financial reporting as Volie’s multi-product business grows. SaaS Metrics • Build and maintain reliable reporting for MRR, ARR, new recurring revenue, expansion, contraction, churn, GRR, NRR, product revenue, gross margin, customer count, and other company KPIs., • Document metric definitions and calculation methods to ensure consistency., • Reconcile SaaS metrics to contracts, billing records, CRM data, and the general ledger., • Develop a repeatable monthly financial and KPI reporting package for leadership., • Prepare financial and SaaS metrics for monthly KPI reviews and executive or board reporting., • Clearly communicate material variances, trends, data limitations, and emerging financial risks. Tax, Compliance & Process Improvement • Coordinate with tax advisers on sales-tax nexus, product taxability, registration, collection, filing, and remittance requirements., • Maintain approved multi-state sales-tax processes and supporting documentation., • Support financial controls and documentation required for audits and company compliance initiatives., • Improve Volie’s contract-to-cash and procure-to-pay processes., • Reduce duplicate entry and spreadsheet dependence across contracts, CRM, billing, accounting, commissions, and reporting., • Document financial processes so they can be efficiently scaled and delegated as the Finance & Accounting department grows. Required Qualifications • 5+ years of progressive experience in accounting, finance, controllership, or financial operations., • Demonstrated experience with monthly close, financial statement review, AR, AP, cash management, reconciliations, and management reporting., • Experience administering customer contracts and connecting executed agreements to billing and accounting., • Experience calculating or administering sales commissions or variable compensation., • Strong working knowledge of GAAP and experience working with outside accountants and tax advisers., • Experience with billing, collections, budgeting, forecasting, financial reporting, and process improvement., • Advanced Excel or Google Sheets skills and hands-on experience with QuickBooks or a comparable accounting platform., • Ability to move comfortably between detailed transactional work and executive-level financial analysis., • Strong communication, organization, judgment, discretion, and attention to detail., • Bachelor’s degree in accounting, finance, business administration, or a related field, or equivalent relevant experience., • Ability to work full-time from Fort Myers, FL. Preferred Qualifications • B2B SaaS or subscription-business experience, including MRR, ARR, churn, GRR, NRR, deferred revenue, and multi-product reporting., • Financial planning, budgeting, forecasting, and variance-analysis experience., • Experience preparing financial and operating information for executive teams or boards., • Experience connecting CRM, contracts, billing, accounting, commissions, and business intelligence data., • Experience partnering with Sales and Revenue Operations., • Multi-state sales-tax experience., • CPA, CMA, MBA, or comparable professional development., • Experience in automotive technology, communications software, contact-center software, or another vertical SaaS business. Who Will Succeed in This Role This role is ideal for someone who is hands-on, highly organized, and comfortable building structure in a growing company. You should be willing to own routine financial work while also creating better processes and systems. You are precise, question numbers that cannot be traced to a reliable source, and are comfortable raising discrepancies or financial risks with senior leadership. You can create accountability without unnecessary bureaucracy and work effectively across Finance, Sales, Revenue Operations, Customer Success, and executive leadership. What Success Looks Like • Contracts are issued promptly and accurately reflect CRM, pricing, products, billing, implementation, and commission records., • Volie has a dependable contract-to-cash process from signed agreement through invoicing and collection., • Billing is accurate and timely, and leadership has reliable AR and cash visibility., • Sales commissions are accurate, timely, auditable, and supported by contracts and CRM data., • Monthly close and management reporting are timely and reconcile to the books., • SaaS metrics and financial KPIs are consistently calculated from traceable source data., • Leadership has reliable budget, forecast, product, departmental, and variance reporting., • Monthly financial reporting requires substantially less manual effort and is trusted by leadership., • Core financial processes are documented and scalable as Volie grows.
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