Source Job

• Lead accounting teams during interim or project-based roles within PE-backed portfolio companies.
• Manage full monthly, quarterly, and annual financial close process and prepare GAAP-compliant financial statements.
• Build relationships with PE sponsors and portfolio company management to drive process improvements and support value creation.

Waylin Partners is a leading provider of finance, accounting, and data analytics consulting services to top-tier private equity firms. They embed experienced professionals directly into portfolio companies to strengthen back-office operations, improve financial reporting, and drive measurable results.

• You will own the company's accounting operations and lead financial close processes.
• You will manage tax compliance and financial systems to support scaling.
• You will partner with leadership to provide clear financial insights and build the accounting team.

LanceDB is an AI-native Multimodal Lakehouse that helps researchers manage petabytes of video, audio, and signals. We are a fast-growing startup with customers like Runway, Midjourney, and Netflix.

• Own the finance and accounting function end-to-end, including accounting operations, financial close, reporting, cash management, and internal controls.
• Prepare GAAP-compliant financial statements, lead audits, and support budgeting, forecasting, tax coordination, and management reporting.
• Supervise accounting personnel, administer HR processes through the PEO, and serve as a key leadership team member reporting to the COO.

Pine Services Group is a PE holding company operating ~16 B2B software and services businesses. This established, growing portfolio company needs a hands-on Controller for finance and accounting in a high-growth, fully remote culture.

• Lead all accounting operations including monthly, quarterly, and annual close processes, ensuring timely and accurate financial reporting.
• Proactively evaluate emerging accounting standards and regulatory changes, advising leadership on impacts and implementation strategies.
• Build and maintain effective relationships with external auditors, manage treasury activities, and prepare financial statements and variance analyses.

SEH is an employee-owned engineering, architectural, planning, and environmental company serving government, industrial, and commercial clients. With over 900 employee-owners across the US, they foster a culture of respect, flexibility, and accountability where diverse perspectives drive innovation.

• Own the financial integrity of the business including accounting infrastructure, close process, control environment, and compliance across a multi-entity, multi-national organization.
• Lead the accounting function with a focus on building institutional-grade infrastructure, leveraging AI and automation to improve productivity and decision-making.
• Partner with the CFO and FP&A to drive strategic initiatives, manage M&A accounting, and prepare the company for a potential liquidity event.

Trulioo is a global leader in digital identity verification, enabling organizations to onboard customers, optimize costs, and combat fraud. The company is backed by Silicon Valley support, verifies over 5 billion people and 700 million business entities, and has been recognized as a BC Top Employer for two consecutive years, fostering an inclusive, collaborative, and people-first workplace.

• Own the monthly, quarterly, and annual close across all entities and deliver consolidated financial statements.
• Oversee accounting operations including billing, accounts payable, reconciliations, and internal controls.
• Support M&A integration, audit readiness, and technical accounting for acquisitions.

AdeptID is a growing AI company focused on helping people find better jobs faster. The company is in an active growth and acquisition phase, building financial infrastructure to support a multi-entity operating model.

• Lead global accounting operations, including financial close processes and technical accounting research.
• Manage consolidation, external audits, and compliance across international entities.
• Drive automation and AI-enabled solutions to improve accounting efficiency and scalability.

A dynamic global organization that values innovation and continuous improvement. It fosters a collaborative, inclusive culture with a focus on professional growth and modern financial systems.

• Oversee all day-to-day accounting operations and ensure accurate financial reporting in accordance with GAAP.
• Manage income and sales tax compliance, coordinate external audits, and serve as primary point of contact for auditors.
• Partner with senior leadership to provide financial insights and support strategic decisions.

Compliancy Group is a platform for healthcare compliance programs, consolidating every element of a complete program into one connected system. They are a growing SaaS company with a collaborative, mission-driven culture.

• Oversee day-to-day accounting operations, including month-end close, treasury, and compliance.
• Manage two direct reports and ensure accurate financial reporting and GAAP compliance.
• Partner with VP of Finance on strategic financial matters and support budgeting and audit.

CommonLit is a nonprofit education technology organization that provides an online reading program for grades 3-12, used by teachers in over 90,000 American schools. It is a ~$20M organization with a remote-first culture and a commitment to work-life balance, inclusivity, and mission-driven impact.

• Lead accounting operations, financial planning, and strategy, ensuring GAAP compliance and accurate financial reporting.
• Manage FP&A activities including budgeting, scenario modeling, and variance analysis to inform executive decisions.
• Oversee team development, internal controls, and stakeholder relationships to drive financial excellence.

IDIQ is an award-winning provider of identity theft protection and credit report monitoring services, with brands like IdentityIQ and MyScoreIQ. It is one of the fastest-growing companies in the US, recognized on the Inc. 5000 list, and fosters a positive work environment with generous benefits.

• Own the monthly close process, including multi-entity consolidation in NetSuite and consolidating our international subsidiary.
• Own the annual financial statement audit end-to-end, including readiness, PBC coordination, and controls-testing with external auditors.
• Strengthen internal control environment across financial reporting and operational processes, including documentation, monitoring, and remediation of gaps.

ChowNow is a leader in off-premise restaurant technology, helping independent restaurants grow by offering solutions across the digital dining experience. Founded in 2012, we've navigated rapid growth and support thousands of restaurants across North America, processing over $1B in gross food sales.

• Set direction, priorities, and operating rhythms across accounting, reporting, treasury, controls, insurance, and risk management.
• Partner with the CFO and business leaders on accounting, reporting, and financial governance matters.
• Provide executive oversight of the close, external and management reporting, accounting policy application, and audit readiness.

Grant Street Group builds cloud-based software and payments technology that helps government work better. The company values teamwork, professional excellence, and individual responsibility, fostering a technology-rich work environment.

• Lead accounting operations, financial reporting, and audit processes to ensure accurate and scalable accounting.\n- Manage and develop a high-performing accounting team, fostering a culture of ownership and continuous learning.\n- Drive process improvement through AI and automation, modernizing workflows and controls.

Virta Health aims to reverse metabolic disease in one billion people through technology, personalized nutrition, and virtual care. The company has raised over $350 million from top-tier investors and partners with large health plans and employers.

• Lead accounting operations, financial reporting, and internal controls across the organization.
• Oversee month-end close, revenue recognition, and compliance with U.S. GAAP.
• Manage external audits, build scalable accounting infrastructure, and mentor the accounting team.

Topstep is a fintech company offering a subscription-based trading platform for futures traders. They foster a collaborative, remote-friendly culture with a focus on employee well-being and professional growth.

• Own the month-end close process and ensure GAAP compliance across multiple revenue streams.
• Oversee treasury activities, tax compliance, and financial reporting.
• Manage two direct reports and partner with senior leadership on strategic initiatives.

This mission-driven organization operates a fast-paced SaaS environment focused on expanding educational impact. They offer a remote-first, collaborative culture with a focus on work-life balance.

• Own and scale the accounting function as a strategic partner to the CFO, ensuring GAAP compliance and audit readiness.
• Manage multi-entity, multi-currency consolidations and international tax compliance across US and Canada.
• Lead technology implementation and risk management to support high-growth global operations.

AssetWatch powers manufacturing uptime through condition monitoring services, helping clients care for their assets. They are a devoted team of engineers and business leaders building the future of predictive maintenance during rapid growth.

• Own budgeting, forecasting, and long-range planning that leadership actually steers by, and the reporting architecture that makes the business legible from the executive level down to each unit's economics.
• Run a clean, compliant, audit-ready accounting function: GAAP close, revenue recognition, consolidations, financial operations, and a successful first external audit.
• Serve as the finance partner to operating businesses, bringing rigor to unit economics and performance where the company creates its value.

Acquisition.com is a multi-line, portfolio-backed business that scales its finance function through systems and automation rather than headcount. The company operates with a lean, high-leverage approach, focusing on building a finance organization that delivers trusted numbers and decision-grade reporting.

• Own the monthly, quarterly, and year-end close and deliver GAAP-compliant financials.
• Build and enforce internal controls and prepare the company for audit.
• Manage tax compliance, AP/AR, and build the AI-native finance tool stack.

Outmarket is an AI-powered platform for commercial insurance agencies. It is a small startup with a culture focused on innovation and growth in the AI era.

• Lead the month-end close process and ensure timely and accurate financial reporting across all entities.
• Oversee audit activities, manage internal controls, and partner with external auditors.
• Collaborate on special projects, system implementations, and acquisition integration.

Cohere is a security-first enterprise AI company that builds cutting-edge foundation models and end-to-end AI products. They are a global team of researchers, engineers, and designers passionate about their craft, with offices in Toronto, London, New York, San Francisco, Montreal, Paris, Berlin, and Seoul.

• Lead the monthly and quarterly close, delivering accurate US GAAP financials and driving close time from 10 to 6-8 days. - Own revenue accounting as the technical accounting authority, including ASC 606, ARR-to-GAAP bridge, and equity compensation. - Manage a growing team of ~7 while building a control framework and driving automation across accounting systems.

Customer.io is a platform that helps companies send billions of emails, push notifications, in-app messages, and SMS using real-time behavioral data. Founded in 2012, they are a remote-first company of about 180 people across 36 countries, listed on the 2025 Inc. 5000.