Controller

Controller

WorkTango is an award-winning Employee Experience platform that helps leaders and organizations improve employee engagement, increase retention, and boost performance while reducing costs with Employee Surveys and Recognition & Rewards software.

WorkTango's holistic platform offers two distinct, but complementary solutions.

Surveys & Insights makes it easy for organizations to measure engagement and ensure every employee feels heard through unlimited surveys across the entire employee lifecycle. Leaders gain insight into employee sentiment through robust dashboards and insights, and are empowered to drive meaningful change with recommended action plans.

Recognition & Rewards enables organizations to scale and automate manual recognition & rewards practices, track and control costs, and create a continuous culture of appreciation through company-wide recognition.

WorkTango is built for the workplace we all want to be a part of where teams accomplish great things, achievements are celebrated, and employees have a voice.

Overview of the role:

WorkTango, a subsidiary of BI WORLDWIDE, is an important part of our global team. We are seeking a Controller to join our organization and contribute to the ongoing success of WorkTango. This role is based at our Minneapolis-area headquarters and offers a hybrid work environment, with three days in the office and two days working remotely each week.

Reporting to the CEO, the Controller leads the company's accounting and financial operations function, with responsibility for financial reporting, technical accounting, internal controls, audit and tax, treasury, and day-to-day financial governance.

The Controller is responsible for ensuring the accuracy and integrity of the company's financial reporting and compliance with GAAP, while providing technical accounting expertise and senior-level review and oversight of the Accounting function. This role serves as the primary escalation point for non-standard transactions and accounting judgments and manages a team of two.

The Controller will work closely with the parent company's Finance team, including a dedicated lead budget resource responsible for forecasting, planning, and financial analysis.

The Controller is responsible for financial reporting to the Board and parent company and special requests from time to time.

The awesome stuff you'll do in this role:

Accounting & Financial Reporting

• Lead and oversee the accounting function, including revenue, billing, collections, rewards marketplace, payroll, commissions, AP, and monthly close
• Ensure accurate and timely financial reporting in accordance with GAAP
• Provide technical accounting guidance and determine appropriate treatment for non-standard or judgmental transactions
• Review monthly financial results, reconciliations, reporting packages, significant estimates, accruals, and accounting judgments
• Oversee consolidation and general ledger activities and ensure appropriate accounting treatment and documentation
• Review and approve commission and other compensation-related calculations from an accounting and payment perspective

Audit, Tax & Compliance

• Own the annual audit and financial statement process, including coordination with external auditors and resolution of accounting matters
• Manage relationships with external tax advisors and oversee tax filings, payments, and compliance requirements
• Ensure compliance with applicable financial reporting requirements and company accounting policies
• Coordinate with the parent company on accounting, audit, tax, and reporting requirements
• Financial Operations, Controls & Governance
• Establish and maintain appropriate financial controls, policies, approval processes, and governance
• Review and approve payments, bills, payroll, tax payments, funding wires, and other significant cash disbursements
• Oversee cash management, banking relationships, banking access, and payment authorities
• Oversee Finance systems, including system administration, access, controls, and process integrity
• Provide financial review of customer and vendor contracts and approve financial/commercial terms as appropriate
• Serve as the senior Accounting escalation point for financial, operational, and control-related matters

Finance Leadership & Business Partnership

• Lead, develop, and provide senior-level oversight to the Accounting team
• Partner with the CEO, leadership team, and parent company Finance on financial and business matters
• Work closely with the parent-company budget lead resource to ensure accurate actuals, appropriate financial assumptions, and alignment between accounting results and forecasts
• Identify opportunities to improve Accounting processes, systems, controls, and reporting
• Proactively identify accounting, financial, and operational risks and develop appropriate mitigation plans

Strategic Initiatives

• Lead the Accounting and Finance workstreams associated with the transition from a calendar-year to a July-starting fiscal year
• Lead the Finance/Accounting workstream for the migration from Sage Intacct to NetSuite
• Support the Finance workstream for the migration to a new rewards marketplace
• Provide Accounting and financial operations leadership for other strategic business and systems initiatives

What you'll need to be successful in this role:

Education & Experience

• Bachelor's degree in Accounting, Finance, or related discipline; CPA preferred
• Public Accounting experience preferred
• 5+ years of progressive Accounting and Finance experience, including Controller or similar leadership experience
• Strong knowledge of GAAP and experience evaluating non-standard and judgmental accounting matters
• Experience leading financial close, financial reporting, audit, tax, and internal controls
• Experience supporting a subscription/SaaS business preferred, including familiarity with SaaS revenue and business models
• Strong analytical skills with the ability to understand and explain financial results
• Experience with ERP and other financial systems
• Demonstrated ability to lead and develop an Accounting team

Leadership Skills & Competencies

• Strong technical accounting knowledge and sound financial judgment
• Detail-oriented while maintaining an understanding of broader business objectives
• Strong problem-solving skills with the ability to evaluate complex issues and drive solutions
• Effective communicator who can translate accounting and financial matters for non-finance stakeholders
• Collaborative business partner who builds strong relationships across functions and with the parent company
• Demonstrated ability to lead, develop, and motivate a high-performing team
• Comfortable leading through change and driving process and control improvements
• Strong judgment with the ability to identify, escalate, and mitigate financial and business risks

Base Salary Range: $130,000.00 to $160,000.00. The final salary and offer will be determined by the applicant's background, experience, and skills.

WorkTango offers a comprehensive benefits package including medical, dental, and vision coverage with 71% of the employee premium covered; a 401(k) with a 25% match on contributions up to 4% of pay; 12 weeks of paid parental leave for primary caregivers and 4 weeks for secondary; flexible PTO plus 14 paid holidays; company-paid short- and long-term disability and life insurance; and a $70/month remote work stipend.

If you've reached this point in the job description and feel you're still not sure if you should apply Just do it! You may not have 100% of all those bullets listed above - and that's okay! We know there are no perfect applicants. If you're feeling like you're not going to fit in with our teams - that's not okay. One of our company values is "Work Together, Tango Together" - we believe in a diverse experience that allows us to build off the momentum of each other, so however you identity and whatever background you bring with you, we strongly encourage you to submit your application if this is a role you can be passionate about doing every day!

When you work at WorkTango, we provide competitive benefits to make your life better both in and out of the office, which include: Health, Dental, and Vision Insurance; Open vacation policy; Flexible WFH policy; 2 weeks of all-company closure; 401k & RRSP programs; Mental Health benefits; Financial Wellness benefits; Generous Parental Leave; EAP & more!

At WorkTango, diversity and inclusion are fundamental to how we grow and operate our business. We're building a diverse workforce that cultivates and supports all individuals. We believe a culture of equality creates a stronger work environment for all employees and that we