Baltimore
Job DescriptionDescription: We’re seeking an experienced, strategic Controller to lead our financial operations and help drive data-driven decisions that shape our company’s future. Job Overview The Controller will be a key financial leader responsible for maintaining the integrity of our accounting systems, financial reporting, and data-driven decision support. This role oversees core accounting operations, ensures compliance with GAAP, manages compliance with SALT, and provides timely, accurate insights that inform strategic and operational decisions. You’ll manage all aspects of financial reporting, forecasting, and analysis, while leveraging QuickBooks and advanced Excel/data skills to streamline processes and strengthen financial accuracy. As a CPA and strategic business partner, you will collaborate with the CFO and leadership team to drive performance, transparency, and growth. Job Mission The Controller ensures financial accuracy, discipline, and insight that enable sound decision-making and sustainable business performance. This role exists to provide clear, actionable financial information and drive process improvements that support growth and profitability. What you will do | Most important responsibilities of this role • Oversee all accounting operations including month-end close, reconciliations, and financial statement preparation in accordance with GAAP., • Maintain and optimize the company’s QuickBooks system and related accounting processes to ensure efficiency and compliance., • Ensure and manage compliance with SALT in multiple states using Avalara to calculate, report, can remit payment to various state agencies., • Lead the preparation of monthly, quarterly, and annual financial reports, delivering accurate and timely information to the CFO and leadership team., • Support financial forecasting, budgeting, and variance analysis to help guide business decisions and identify risks and opportunities., • Partner with internal teams—including Sales, Marketing, and Product—to support financial planning, pricing, and performance tracking., • Manage external auditors, tax advisors, and other professional service providers to ensure quality and compliance. How you will do it | The ideal hire will… • Apply strong technical accounting knowledge and advanced Excel/data analysis skills to produce reliable, insightful financial reports., • Communicate complex financial concepts clearly and effectively to non-financial stakeholders., • Build trusted partnerships across departments, acting as a collaborative, solutions-oriented advisor., • Demonstrate adaptability and composure in a dynamic, fast-paced environment. As the Product Support Specialist, you will: • Serve as primary point of contact for clients’ product-related inquiries and issues through our customer support platform., • Diagnose and troubleshoot technical problems, providing timely solutions and resolutions., • Collaborate with the product team to escalate and resolve complex technical issues., • Proactively identify opportunities to create self-service support materials, enhance clients’ product usage and satisfaction., • Gather and relay client feedback to the product team for continuous improvement., • Assist in maintaining up-to-date knowledge base articles and in-product guides., • Adhere to all customer support processes and documentation to ensure efficient and effective delivery of support services., • Work closely with sales and customer success teams to understand client requirements and expectations for onboarding., • Collaborate with clients to gather necessary information and set up their accounts., • Facilitate the new client onboarding and activation process, ensuring a smooth transition to our platform and products., • Develop product training materials for clients Required Education and Experience Required Experience • 2+ years of relevant product support experience for a SaaS or IT company, preferably in a customer facing role., • Excellent communication and collaboration skills with the ability to follow client narratives, understand their point of view and communicate complex technical information to non-technical audiences., • Ability to identify and resolve complex technical issues and work collaboratively across cross-functional teams., • Ability to manage multiple client interactions simultaneously, prioritizing requests to efficiently manage your workload while meeting SLAs., • Adaptable to a fast-paced and evolving environment., • Experience with problem-solving complex customer issues and demonstrates meticulous drive towards solutions for our customers, • Has a keen eye for details in a technical setting, • Self-motivated and able to work independently as well as part of a team., • Experience with Zendesk highly preferred., • Experience with Jira, HubSpot and Pendo is a plus. Preferred Skills and Education • Bachelor’s degree in computer science, engineering, statistics, or related quantitative field Competencies, Criteria, and Attributes for Success Job Specific Competencies: • Friendly, • Curious, • Organized, • Articulate, • Expediate, • Team Oriented, • Resilient Core Competencies…AKA the X-Factor We hire and retain Xceptional people to join our team, do you have the X-Factor? • Team Player – You are a joiner that is comfortable working outside of the boundaries of your job description to support the company and team., • Respected – You value integrity, display leadership qualities, and you are trusted to represent the brand well – internally and externally., • Judiciously Courageous – You are courageous enough to judiciously speak up., • Composed – You are composed, respectful, and calm. Valuing outcomes over output., • Accountable – You own your work, decisions, and the outcomes – good or bad., • No Ego – You are confident without having an ego. People say you are an active listener. You delegate where necessary, knowing that you can’t possibly know it all., • Builder Mindset – Has an open mindset. You’d consider yourself a strategic doer., • Focused - You easily differentiate between real problems and background noise. Additional Details Position Type: Full-Time This is a full-time position that may require long hours and occasional weekend work. Classification: Exempt Supervisory: No Travel: Rare About CreditXpert Inc. Some of what you can expect as an employee at CreditXpert • Meaningful Mission!, • Creative, Performance Driven Culture, • High Employee Engagement and Employee Satisfaction, • An Incredible Workspace - great location/hassle free parking, • Great Healthcare Benefits - most are 100% company paid, • Generous Paid Leave(s), • Hybrid Work Arrangements CreditXpert Inc. is a successful software company that enjoys the freedom to chart its own path. Our team is a small, close-knit community, where each person can make a big impact. We are nimble and have thrived for over 20 years in the midst of constant industry and regulatory upheaval. We believe in using our talents to make a positive impact on the world by improving the financial lives of Americans. As lifelong learners, we have a passion for change and we constantly adapt everything (our business, internal processes, tools…). We enjoy a wide diversity of backgrounds and opinions, which can lead to passionate debates. We wear multiple hats, often stretch beyond our comfort zone, and see failure as an opportunity to learn. We have fun inventing advanced analytical solutions and creating great user experiences. What we do In 2000, we started a revolution by exposing the inner workings of the credit scoring industry to consumers, pioneering a new industry. Millions of people have been using our tools to take control of their credit life, gain access to better loans, and save money. More recently, we enabled the mortgage origination industry to replace guesswork with technology when trying to improve credit scores. As a result, more consumers now qualify for a mortgage at a good rate, and thousands of loan officers, mortgage lenders and other businesses can better serve their customers. Tech Stack and Frameworks we leverage Agile Frameworks Systems + Tools • Dataiku, • Snowflake, • AWS, • Atlassian: Jira and Confluence, • Familiarity with machine learning frameworks (like Keras or PyTorch) and libraries (like scikit-learn), • Familiarity with Mathematical Optimization, • Bitbucket and CICD, • Sigma, • Boomi, • dbt Cloud, • Hightouch, • HubSpot, • Bitbucket and CICD Languages: • Python (optional: Jinja templating), • SQL, • Optional: Rust, Java, C++, R, SAS, Stata, Matlab, JMP Benefits We strive to create a great experience for our team, not just our customers. We want everyone to be excited about their work, fulfilled and worry-free. That’s why we offer lots of autonomy, support, and the flexibility you need to balance your life. Our compensation and benefits package ensures that you can focus all your energy on creating value for our customers and the company. Our benefits include a flexible and hybrid work environment, open PTO, performance based annual bonuses, company contribution to 401(k), insurance (medical, dental, vision, ST/LT disability, life), HSA and FSA. Work Environment This job generally operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, and shared digital files. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust and focus. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee in this position. Duties, responsibilities and activities may change at any time with or without notice. PI28bbe7017312-25405-38839466