Accelerate your career.

Explore opportunities across TA's portfolio

Global Controller



Accounting & Finance
United States · Remote
Posted on Monday, June 17, 2024

Company Description

At Revalize, we build the software and technology that powers sales of manufactured, complex products. Our customers rely on our software to select and sell everything from commercial ovens, to specialized pumps and valves, to grain elevators, and more. We are the global leader in sector-specific software solutions that help manufacturers optimize revenue operations through design applications, engineering simulations, product selection, CPQ, PIM, visualization, and data analytics.

Headquartered in Jacksonville, FL, we serve over 8,000 customers across the globe.

Revalize is a portfolio company of TA Associates.

Job Description

The Global Controller is a key financial partner to the CFO and is globally responsible for financial accounting practices and policies, the maintenance of fiscal records, and the preparation of financial reports. This role will oversee the timely monthly close of the General Ledger, consolidation and reporting of financial results, coordination of audits, and the development of and compliance to internal controls. The Global Controller will also support due diligence and integration for acquisitions; as well as have responsibility for building, managing, and developing a team of accountants.


Operational Excellence (40%)

  • Deliver consistent operational improvement within the accounting function, including rightsizing of global staff
  • Deliver and improve monthly close of the general ledger
  • Oversee global treasury operations to ensure appropriate local cash balances and assist in the delivery of a weekly cash forecast
  • Implement global AR cash collection best practices and performance metrics
  • Provide accurate and timely financial information and insights to support the preparation of financial reporting packages

Compliance & Reporting (30%). Establish and enforce global accounting policies

  • Establish and ensure compliance with the Company’s global accounting policies and internal controls
  • Efficiently implement the adoption of new accounting guidance (e.g. ASC 606, ASC 842)
  • Coordinate global and local statutory audits, including the preparation of financial statements and footnotes
  • Maintain country, state, and local tax compliance
  • Ensure appropriate reporting of financial performance (including pro forma adjustments) and covenant compliance per the Company’s credit agreement

M&A Engine (20%). Support the evaluation and integration of acquisitions

  • Lead the planning and execution of rapidly integrating acquired companies’ accounting teams and processes to achieve target outcomes
  • Drive integration of acquired entities into the Company’s ERP system
  • Show sound judgement in integrating decisions for billing and other accounting processes into core company processes
  • Recreate assets and other data elements from disparate sources to create go-forward records
  • Support 3rd parties in the preparation of opening balance sheets and purchase price accounting entries

Company Leader (10%).

  • Earn confidence of Leadership Team and key operators consistently demonstrating a combination of strategic mindfulness, disciplined execution, delivery of results, and timely communication/engagement on key areas of responsibility

Organization Structure

  • Reports to CFO
  • Direct reports include team members representing: Accounting & Order Management in both the US and EMEA


Required Qualifications for Consideration

  • Undergraduate degree in Accounting
  • CPA
  • 15 years of experience serving in progressive accounting roles
  • Software Developer/SaaS experience
  • Manage teams of at least 20
  • ERP system expertise – NetSuite preferred
  • Expansive accounting experience
  • Ability to travel domestically and internationally 6-8x/year

Skills & Other Requirements

1. Business savvy

  • Clear understanding of the software business model and growth drivers
  • Successful at organizing, developing, and leading teams to meet targets
  • Experience in PE-backed environment.
  • Clear understanding of accounting concepts and principles

2. Analytical

  • Expertise at tracking, analyzing, and interpreting relevant data and metrics
  • Expertise in aligning financial and business metrics to support business strategy and growth
  • Sweats the details on planning – works backward from an objective to set and accomplish appropriate milestones. Strong attention to detail
  • Takes a bottoms-up approach to analysis but does not “spin wheels” when not necessary
  • Highly proficient in Excel, NetSuite, Salesforce, and Expensify
  • Expertise at working alongside Finance and Sales teams to align processes with business strategies

3. Leadership – Leader that empowers team to own and execute initiatives

  • Motivates and enables teams to identify and deliver on priorities
  • Bias towards coaching and development – through informal 1-on-1s and formal training
  • Viewed as credible and trustworthy

4. Disciplined Execution – never overlooks the details

  • Holds teams accountable for delivering on expectations
  • Always driving self and team to debug and improve processes
  • Does not miss deadlines

5. Decisive – makes it possible for teams to work at their productive best

  • Works to gather data and feedback, but does not get wrapped around the axle (or viewed as wishy-washy)
  • Makes the calls, aligns the teams, and drives forward
  • Works to aggressively gather empirical data – and combine with qualitative inputs
  • NOTE: willing to declare a mistake, take responsibility and stop previously approved initiatives versus pushing forward for sake of continuity or pleasing teams

6. Results Oriented – generates the outcome

  • Track record of delivering the result, not just the activity
  • Accomplishes 100% of objectives – not getting tired and abandoning at the 85% mark
  • Help achieve business outcomes, not just accounting ones
  • Private equity mindset and approach to all reporting and analysis
  • Scrappy, “get it done” approach with bias to action

7. Communications Style – crisp and articulate

  • Ability to share cogent and concise narratives with leadership
  • Successful at grabbing the microphone at Company All Hands to share results, communicate direction and inspire achievements
  • Transparent, no spin approach to sharing results
  • Ability to communicate accounting issues in business terms that others can understand

Additional Information

All your information will be kept confidential according to EEO guidelines. Qualified applicants will be asked to complete a 30-minute online assessment as a part of your application.