Lead financial modeling and reporting for a SaaS company, oversee QuickBooks Online transition, manage revenue recognition, and provide strategic financial analyses.
Access Softek is a leader in the digital banking software space. We are seeking a high-agency finance professional to take ownership of our financial modeling, reporting infrastructure, and strategic analysis. This is not a traditional maintenance role. We are in a transitional phase—moving from QB Desktop to QBO, redefining our Chart of Accounts, and managing a financial carve-out of a historical business unit from our main operations. You will step in to replace an external consulting firm, bringing high-level work in-house and serving as the "owner of the truth" for our financial data.
We need a "Strategic Modeler"—someone who possesses elite Excel skills but uses them to tell a clear business story. You will be responsible for ensuring our financials are accurate at all times, handling complex revenue recognition, and providing the executive team with a clear view of SaaS metrics (ARR, NRR, Gross Margin) without needing 48 hours to clean the data first.
This position is remote, full-time, and requires overlap with US Pacific daytime hours.
Key Responsibilities
- Own and manage the QuickBooks Online environment
- Map historical data from QB Desktop to the new Chart of Accounts for seamless Year-Over-Year reporting
- Execute the financial separation of consulting business from the main FinTech entity
- Develop allocation methodologies for shared resources (servers, overhead) to produce standalone P&Ls for both entities
- Own the ARR Waterfall — tracking New Logos, Expansion, Contraction, and Churn
- Perform NRR and GRR analysis with clear understanding of what's driving the numbers
- Maintain a live, audit-ready database of all customer contracts
- Ensure billing in QBO matches recognized revenue in our models
- Allocate costs to products and clients to understand unit economics and provide guidance on strategic decisions
- Track headcount costs and allocation across R&D, COGS, and OpEx
Requirements
- 5+ years of experience in FP&A, Corporate Finance, or Transaction Advisory
- Experience with QuickBooks Online is required
- Advanced Excel skills: INDEX(MATCH), SUMIFS, nested logic, Pivot Tables
- Understanding of Deferred Revenue, revenue recognition principles, and ASC 606
- Strong knowledge of B2B SaaS economics (you know that "Bookings" are not "Revenue")
- Ability to spot when numbers "look wrong" and sanity-check data against business logic
- Comfortable working with ambiguity and turning raw data into boardroom-ready outputs
- High autonomy — can work independently with minimal supervision
- Proficient English (written and verbal)
As Plus
- Big 4 / FDD experience is a strong plus
- Background in Software/SaaS or Fintech is heavily preferred
- Experience with Power Query to clean messy export data is a plus
Our Benefits
- Remote-friendly role, depending on location eligibility
- Long-term employment
- Competitive salary
- Paid vacation and days off on national holidays
- Paid sick leave and internal medical insurance policy
- Mental health coverage
- Compensation for training and additional education
- Community of practice, regular knowledge sharing among colleagues
- Provision of computer equipment if necessary
- Internet compensation (50$ per month)
Access Softek is a US-based product IT company with over 30 years of experience building digital banking solutions for credit unions across the United States. Today, our software is used by more than 6 million users in 350+ financial institutions, helping millions of people manage their finances every day.
Similar Jobs
.png)
Greentech • Hardware • Internet of Things • Machine Learning • Software • Business Intelligence • Agriculture
The Business Development Executive will lead Halter's expansion in the West Coast market by managing on-farm sales meetings, building a pipeline of farms, networking, and optimizing sales processes. They will contribute to revenue forecasting and work closely with a team to effectively sell Halter technology to farmers.
.png)
Fintech • Information Technology • Payments • Productivity • Software • Travel • Automation
Lead a team of Client Success Managers, ensuring client retention and strategic partnerships while managing a small portfolio. Drive performance through coaching and data-driven decisions using Salesforce.
Top Skills:
Salesforce
Fintech • Information Technology • Payments • Productivity • Software • Travel • Automation
The Senior Client Success Manager ensures that customer experiences exceed expectations by liaising with cross-functional teams and improving operational processes. This role focuses on managing relationships with high-value customers, addressing escalations, and utilizing data to drive improvements in client support services.
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
