Job Summary: The FP&A Manager and Controller will be responsible for initially directing and overseeing the organization’s financial and accounting functions, including billing, reporting, and tax, as EvolveNXT's first finance hire. This position ensures the integrity of financial statements, establishes and enforces internal controls, and manages financial risk. The candidate will work closely with senior leadership to drive financial strategy and ensure compliance with applicable regulations, accounting standards, and company policies. This candidate will ideally start as an individual contributor prior to the broader team being built out. This role will report to the COO / CFO.

Key Responsibilities:

• Financial Reporting & Compliance
  • Oversee the preparation of timely and accurate financial statements and key metrics, including monthly, quarterly, and annual reports along with financials for quarterly board meetings
  • Ensure compliance with all relevant accounting standards (e.g., GAAP, IFRS) and regulatory requirements
  • Coordinate external audits and manage relationships with auditors, tax advisors, and other financial partners
  • Maintenance of cash and accrual books
• Accounting Operations Management
  • Manage day-to-day accounting operations, including invoicing, accounts payable, accounts receivable, general ledger, and payroll
  • Develop and maintain accounting policies and procedures that strengthen internal controls
  • Lead system enhancements for financial processes (e.g., ERP system updates, automation initiatives) to improve accuracy and efficiency over time
• Budgeting & Forecasting
  • Assist in the preparation of annual budgets, long-range financial plans, and periodic forecasts
  • Monitor performance against budget, analyze variances, and recommend corrective actions 

1-Year Markers of Success:

• Streamline our monthly invoicing process to systemize invoicing and tracking of all change-orders
• Develop efficiencies in creating and maintaining the Revenue cube and customer-by-customer financials
• Process creation for reporting on a cash and accrual basis 
• Familiarity with every customer contract, contract details, and renewal dates 

Ideal Qualifications: 

• Education: Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree or MBA preferred)
• Certification: CPA (Certified Public Accountant) required; CMA (Certified Management Accountant) a plus
• Work Experience: 
  • Previous controller / FP&A experience at a high-growth, private software company 
  • Player-coach mentality who isn’t afraid to dig into the excel
  • 5+ years of progressive accounting/finance experience, including public accounting or auditing
  • 1+ years of management or supervisory experience in an accounting/finance role
• Technical Skills: 
  • Experience with QuickBooks Online
  • Advanced proficiency in Excel and data analysis
  • Very strong attention to detail
• Soft Skills: 
  • Excellent communication, presentation, and interpersonal skills
  • Strong analytical, organizational, and problem-solving abilities
  • Detail-oriented mindset with a commitment to accuracy and compliance
  • Ability to work in a fast-paced environment and manage multiple priorities

Benefits: 

• Competitive salary and annual bonus 
• Comprehensive health, dental, and vision insurance 
• Retirement savings plan with company match 
• Paid time off plus 10 Company holidays

About Us:

EvolveNXT is an enterprise software company that builds transformative technologies to help insurance companies and brokerage agencies more effectively manage their policies, brokers, and policyholders, all in an efficient and compliant fashion. Since 2011, the Company has become the health care industry’s leading sales channel management and incentive compensation software platform, providing a one-stop solution for all lines of business. EvolveNXT has recently partnered with Silversmith, a Boston-based growth equity firm with $3.3 billion under management. Silversmith's mission is to partner with and support the best entrepreneurs in growing, profitable technology and healthcare companies.

Company Principles:

• Achieve the extraordinary. Because life is too short – and the opportunity cost for our time is too high – to settle for ordinary. We strive to take pride in our work and set the bar high to deliver what few get to achieve 
• Work ahead of the curve. Innovate product, solve problems, and anticipate customer trends even before our customers voice them. Become the de facto brand of choice for all parties in the insurance industry to partner with 
• Be a dream team. Because we can make a bigger mark collectively than individually if we all pull more weight than expected. Because we want to share the journey, the setbacks, the successes, and the memories together. Because the biggest impact we can make is by working together to better the lives of our customers and each other

EvolveNXT is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Due to our size, EvolveNXT is not able to hire anyone that needs visa sponsorship today or at any point in the future.