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.
• Exhibit professional integrity and executive presence, influencing decisions with confidence and sound judgment.

PM22

Essential Functions:

As the Controller, you will:

• Prepare and analyze monthly financial results, identifying trends, variances, and actionable insights.
• Support the CFO in board and leadership reporting, financial modeling, and forecasting.
• Partner with Product and Business Intelligence teams to ensure accuracy and alignment in cost and unit economics analysis.
• Manage compliance with all accounting, tax, and audit requirements.
• Develop and maintain internal controls, accounting policies, and best practices to strengthen the financial infrastructure.
• Support M&A due diligence and integration as needed.
• Lead or contribute to process improvement initiatives that enhance accuracy, efficiency, and scalability.

Required Education and Experience

Required Experience

· CPA required; Bachelor’s degree in Accounting or Finance.

· 6+ years of progressive accounting and finance experience, including at least 3 years in a senior or controller-level capacity.

· Proficiency in QuickBooks and experience managing accounting systems and integrations.

· Advanced Excel skills (pivot tables, complex formulas, data modeling); experience using data tools for financial analysis.

· Proven ability to deliver accurate, timely reporting in a fast-paced environment.

· Excellent communication, organization, and leadership skills.

Competencies, Criteria, and Attributes for Success

Job Specific Competencies:

· Technical/Analytical Expertise – Deep understanding of GAAP, accounting principles, and data-driven analysis.

· Complex Problem Solving – Strong ability to identify issues, analyze data, and recommend effective solutions.

· Detail Orientation – Unwavering focus on accuracy and precision.

· Team Orientation – Collaborative approach with a service mindset toward internal stakeholders.

· Adaptability & Urgency – Thrives in a dynamic, scaling organization with shifting priorities.

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
• Professional Development and Tuition Assistant

Who we are

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.