At Snapdocs, balancing AI-driven automation with rigorous audit controls requires a "trust but verify" framework. I approach AI implementation by building repeatable workflows where automation handles manual, repetitive tasks—such as reconciliation or data entry—while embedding automated validation checks at critical control points.

Every AI-driven output must be subject to human-in-the-loop oversight, ensuring that technical judgment and GAAP compliance remain the standard. I document the logic behind these automated processes to ensure they remain audit-ready. By maintaining clear separation of duties and testing AI outputs against historical data before deployment, I ensure that innovation accelerates the close process without compromising the integrity, accuracy, or traceability of our financial reporting.

To measure success in modernizing the accounting function at Snapdocs, focus on these key performance indicators:

• Close Cycle Time: Reduce the number of business days required to finalize the monthly close to demonstrate increased efficiency and automation.
• Manual Touchpoint Reduction: Track the volume of tasks transitioned from manual workflows to AI-automated processes, specifically looking for a decrease in re-work or manual data entry.
• Audit Readiness/Deficiency Rate: Monitor the number of audit adjustments or internal control findings; a lower count reflects stronger, more reliable processes.
• Operational Velocity: Measure the time required for accounting to provide financial insights for cross-functional business decisions, reflecting the transition from a reactive unit to a strategic, proactive partner.

Finance teams are shifting from traditional back-office record-keeping to becoming strategic, data-driven partners. At companies like Snapdocs, this evolution requires controllers to move beyond the monthly close to actively shaping operational decision-making. By leveraging AI-driven automation, finance leaders are reducing manual, repetitive tasks and shortening close cycles, which creates capacity for higher-value analysis. They now partner early with Product, Revenue, and Customer Success teams to provide technical guidance on pricing, contract structures, and new initiatives. This transition transforms accounting into a proactive function that uses real-time data to influence upstream business choices, modernize workflows, and scale alongside the company while maintaining the rigorous controls necessary for long-term growth.

As a Controller at Snapdocs, you will move beyond reactive bookkeeping to become a strategic partner in the product development lifecycle. By integrating into cross-functional teams early, you will apply technical accounting judgment to evaluate how proposed pricing models, packaging changes, and contract structures impact revenue recognition and GAAP compliance. You will proactively assess the financial implications of new product launches, ensuring that terms align with the company’s revenue goals and audit requirements. By influencing upstream business decisions, you will ensure that financial guardrails are built into product strategies from the start, mitigating risk while optimizing the company's operational and financial scalability.

The Controller will transform Snapdocs’ audit readiness by transitioning from reactive, manual processes to a proactive, structured framework. As the primary owner of the accounting function, this leader will establish rigorous internal controls and technical accounting standards to ensure GAAP compliance. By streamlining the close process and automating workflows, they will reduce manual errors and improve data integrity. The Controller will proactively partner with cross-functional teams to influence business decisions, ensuring financial reporting is audit-ready throughout the year rather than just at period-end. Ultimately, their objective is to professionalize the accounting infrastructure, creating a scalable, transparent, and resilient environment that meets the high-standard requirements of a maturing, high-growth company.