About Us
Wisor.ai is a fast-growing SaaS company revolutionizing the freight forwarding industry through AI-powered automation. Our platform streamlines complex operational workflows for freight forwarders, empowering them to scale efficiently and intelligently. We are now seeking a self-managed, proactive, and tech-savvy Financial Controller to join our team.
This is a hands-on and high-impact role, offering full ownership over Wisor’s financial operations. As the sole in-house financial professional, you will be responsible for ensuring operational efficiency, financial accuracy, and strategic foresight—while working closely with our external partners across finance, tax, and legal.
Key Responsibilities
- Financial Operations
- Own and manage day-to-day bookkeeping and monthly/quarterly closing processes in collaboration with an external finance firm.
- Monitor and manage the company’s cash flow, including forecasts and runway analysis.
- Maintain and improve financial controls, compliance (US GAAP), and internal reporting standards.
- Process & Efficiency
- Build and optimize end-to-end financial processes (e.g., invoicing, vendor payments, collections).
- Strive for financial and operational efficiency through proactive process improvement and automation.
- Research, recommend, and implement modern tools to enhance financial workflows and data visibility.
- Strategic Finance
- Track, analyze, and report key SaaS metrics (ARR, churn, CAC, LTV, burn rate, etc.) to support decision-making.
- Provide ad hoc financial analysis to support leadership and cross-functional teams.
- Legal & Compliance
- Support day-to-day legal operations, working with external legal counsel to manage contracts, NDAs, compliance, and governance.
- Assist in audit preparation and manage interactions with tax authorities, auditors, and regulatory bodies.
- Cross-functional Partner
- Act as a trusted financial advisor to the leadership team and other stakeholders.
- Constantly identify opportunities for improvement, drive implementation, and follow through on results.
Requirements
- CPA with Big 4 background and high-tech/SaaS client experience.
- 2+ years of in-house experience at a SaaS company post-CPA internship.
- Deep knowledge of US GAAP and key SaaS financial metrics.
- Proficiency in Priority ERP is a must; experience with Hubspot is a strong plus.
- Tech-savvy and familiar with modern financial and operational tools.
- Strong organizational and analytical skills, with a proactive and independent work style.
- Fluent in English—both written and verbal.
What We’re Looking For
You thrive in fast-paced environments, love wearing multiple hats, and are energized by building scalable, tech-driven systems from scratch. You’re not just a number cruncher—you think like an operator, constantly looking for better ways to run the business.
Top Skills
Team8 New York, New York, USA Office
488 Madison Ave, 11th floor, New York, New York, United States, 10022
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