What are the responsibilities and job description for the Controller position at RevOptimal?
About RevOptimal
RevOptimal is building the future of privacy-conscious identity resolution for advertising. Instead of relying on outdated identifiers like cookies, IP addresses, or device IDs, we resolve identity using deterministic, people-based signals to help advertisers reach real audiences with greater precision and confidence.
Our solutions power smarter audience targeting, cross-device attribution, and curated private marketplaces—helping brands and agencies make their data work harder.
The Role
RevOptimal is seeking a Controller to lead our accounting and FP&A functions. The Controller will report to the Chief Operating Officer and serve as the company's senior finance leader and sole point of accountability for accounting, financial reporting, payroll, and FP&A. This is a hands-on individual-contributor role with the opportunity to build and lead a team as the business scales.
What You'll Do
Accounting & month-end close
RevOptimal is building the future of privacy-conscious identity resolution for advertising. Instead of relying on outdated identifiers like cookies, IP addresses, or device IDs, we resolve identity using deterministic, people-based signals to help advertisers reach real audiences with greater precision and confidence.
Our solutions power smarter audience targeting, cross-device attribution, and curated private marketplaces—helping brands and agencies make their data work harder.
The Role
RevOptimal is seeking a Controller to lead our accounting and FP&A functions. The Controller will report to the Chief Operating Officer and serve as the company's senior finance leader and sole point of accountability for accounting, financial reporting, payroll, and FP&A. This is a hands-on individual-contributor role with the opportunity to build and lead a team as the business scales.
What You'll Do
Accounting & month-end close
- Own full-cycle accounting, including AP, AR, general ledger, journal entries, accruals, and deferrals.
- Run a disciplined month-end close and deliver a timely P&L, balance sheet, cash flow statement, and variance commentary.
- Design and document internal controls and repeatable processes, including the close checklist, revenue recognition policy, and expense policy.
- Administer revenue operations: validate monthly platform usage reports, calculate and reconcile partner revenue shares under multiple contractual structures, and follow up on delinquent reporting.
- Produce customer and partner invoices through the company's billing and CRM systems, and manage AR aging and collections.
- Apply GAAP revenue recognition (ASC 606) to usage-based, revenue-share, and pass-through arrangements.
- Review, approve, and process vendor and partner payments in accordance with contracted terms.
- Manage cash and working capital across staggered platform and partner payment cycles with varying net terms.
- Own vendor onboarding and the AR cadence.
- Own the company financial model, budget-to-actuals reporting, scenario planning, unit economics, and rev-share margin analysis by partner and platform.
- Prepare the monthly leadership reporting package and board-ready financial materials.
- Manage tax and regulatory compliance, including sales and use tax, 1099 filings, state registrations, and audit preparation.
- Coordinate with external tax and audit advisors.
- Active CPA license.
- Five to eight years of progressive accounting and finance experience, including a minimum of two years as a Controller, Assistant Controller, or Senior Accounting Manager.
- Direct experience at an AdTech, MarTech, Tech/Data, SaaS, or online marketplace company, with a working knowledge of revenue-share structures, usage-based billing, multi-party flow-through revenue, and platform-driven payment timing.
- Strong command of GAAP revenue recognition (ASC 606) as applied to usage-based, revenue-share, and pass-through arrangements.
- Demonstrated FP&A capability, including the ability to build and maintain a driver-based financial model.
- Experience with Quickbooks and financial system integrations.
- Advanced proficiency in Excel and Google Sheets, and working experience with a general ledger system, CRM, and AP automation tools.
- Extremely strong attention to detail paired with sound commercial judgment.
- Ability to operate independently and own the Finance and Accounting function end-to-end.
- Experience with modern ERP, AP, and procurement platforms.
- SQL proficiency or experience partnering with data and engineering teams on revenue data pipelines.
- Experience supporting institutional fundraising, M&A due diligence, or a financial audit.