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About the Role
As our Controller, you'll be the operational backbone of Treeline's finance function, running the day-to-day engine and building the systems that let it scale. This is a mission-critical, foundational hire where you'll bring existing finops experience and pair it with a modern, AI-native tool stack to turn manual work into repeatable processes. You'll get a front-row seat to a fast-moving, multi-entity rollup and a clear path to grow with the function as the company scales.
Responsibilities
- Take end-to-end ownership of finance operations in an anchor finance role, owning reporting, expense management, books and records and other business processes end-to-end, providing dependable partnership to leadership in scaling the finance operation
- Own the finance tech stack (ERP + AP / spend tools), working with Head of Finance to establish and maintain repeatable process and clear documentation to drive scalability for finance operations
- Produce accurate, GAAP-compliant financials (P&L, balance sheet, cash flow) by owning all accounting processes and book closing cycle across all entities, from journal entries, accruals, prepaids to closing checklist documentation
- Fluent with multi-entity reporting and consolidation across operating entities, owning intercompany transactions, entity-level coding and parent cost allocation
- Manage payroll processing across entities with PEO provider, maintaining accurate coding, accruals and reconciliation of employee compensation, benefits and contractor payments
- Manage cash across entities and bank accounts — weekly cash positioning and payment runs, supporting the Head of Finance on forecasting
- Own the administrative backbone of the legal entity structure across Treeline and acquired entities, maintaining corporate records repository including formation documents, corporate org chart, state / foreign qualifications, annual reports / franchise-tax filings, among others
- Own the external audit and tax relationships end-to-end — serving as the point of contact for auditors and tax preparers. Coordinate federal and multi-state income, franchise, and sales-and-use tax filings across all entities and manage 1099 and information-return cycles
Requirements
- 4+ years of experience in finance, accounting or operations role
- CPA (or actively CPA-track) with fluency in US GAAP and financial statement preparation
- Strong command of the financial reporting process, from journal entries, accruals and prepaids to balance-sheet reconciliation and revenue recognition
- Experience owning modern enterprise ERPs (Rillet, Campfire, NetSuite), AR / invoicing platforms (ChargeBee, Recurly) and AP / spend management platforms (Ramp, Bill.com)
- You bring a controls-and-audit-trails mindset, with hands-on experience implementing segregation of duties, approval thresholds, payment / vendor safeguards (bank-detail verification, dual approval) and fraud prevention into everyday processes
- Willingness to learn new technologies and adopt a data-first (vs. spreadsheet-first) approach on a modern, AI-native tech stack
- Exceptional written and verbal communication skills - you can explain numbers to non-accountants and hold a firm line with vendors, auditors and internal stakeholders
- You thrive in a fast-paced environment where the playbook is still being written and are comfortable with ambiguity
- Experience with M&A integration and multi-entity consolidation
- Literacy with advanced data analytics tools including SQL and Python - or the appetite to build it
Skills
- US GAAP
- Financial statement preparation
- Financial reporting process
- Journal entries
- Accruals
- Prepaids
- Balance-sheet reconciliation
- Revenue recognition
- ERP systems
- AR / invoicing platforms
- AP / spend management platforms
- Controls and audit trails
- Segregation of duties
- Approval thresholds
- Payment / vendor safeguards
- Fraud prevention
- Data-first approach
- AI-native tech stack
- Written communication
- Verbal communication
- M&A integration
- Multi-entity consolidation
- SQL
- Python
Location
- San Francisco, CA
Work Type
- Hybrid
Experience Level
- 4+ years
Education Level
- CPA (or actively CPA-track)
Benefits
- Competitive compensation
- Healthcare + Vision + Dental benefits
- Flexible time-off policy
About the Company
- Treeline is building the Modern IT Operating System — a software- and AI-native foundation that redefines how IT, security, and compliance are delivered.
- Our AI-enhanced 24/7 help desk delivers 80% faster response times and a 95% reduction in error rates vs. traditional industry standard.
- We operate in a $200B+ MSP market where 40,000+ providers still run on manual coordination and reactive ticketing.
- Treeline replaces that with a centralized software architecture — automating routine operations while elevating human experts to focus on architecture, risk, and strategy.
- We serve growth-stage companies, with deep strength in regulated verticals (SOC 2, HIPAA, CMMC).
- Through a combination of organic and inorganic expansion strategy, Treeline is growing fast.
- We’re backed by a16z ($25M Series A) and we’ve built a team with deep experience at the intersection of software and services, with a team of IT / security services industry-veterans (e.g. Evergreen, Lyra) and top university graduates (Stanford, Harvard, Berkeley).