Onboarding support

A fast-growing SaaS startup had recently hired a Controller to oversee critical financial operations like subscription billing, revenue recognition under ASC 606, financial reporting, and cash flow forecasting. 

While they were confident in the Controller’s qualifications, the startup lacked a structured onboarding process tailored to this senior financial role. They needed to ensure the Controller could quickly adapt to their SaaS-specific financial systems, such as managing MRR (Monthly Recurring Revenue), churn rate, and other key performance indicators. 

Our process began with an in-depth assessment of the company's financial systems. We conducted a comprehensive onboarding program, including hands-on training with the Controller on critical financial workflows like subscription billing, revenue recognition under ASC 606, and the startup’s use of FP&A tools. 

Additionally, we facilitated cross-department collaboration, ensuring the Controller could work seamlessly with teams in sales, customer success, and product development. 

To track progress, we established clear onboarding milestones for the Controller’s first 60 days, ensuring both the company and the Controller had measurable goals for a successful transition into the role.

Within the first 60 days, the Controller was fully integrated into the company's financial systems, having quickly mastered the use of SaaS-specific metrics and accounting processes. The company leadership felt confident that their new Controller was ready to contribute to the startup’s long-term financial growth.