Full-Time

Controller

Posted on 9/10/2025

Instabase

Instabase

51-200 employees

Enterprise data automation for unstructured data

Compensation Overview

$188k - $207k/yr

+ Bonus + Equity

San Francisco, CA, USA

Hybrid

Category
Accounting (1)
Requirements
  • Bachelor's degree in Accounting, Finance, or a related field.
  • Active CPA license required.
  • 10-15 years of progressive accounting experience across Big Four and industry.
  • At least 3+ years in a Controller or Assistant Controller role, preferably at a high-growth SaaS or technology company.
  • Deep expertise in U.S. Generally Accepted Accounting Principles, with specific experience in ASC 606 Revenue from Contracts with Customers and ASC 842 Leases.
  • Demonstrated ability to implement and use information technology applications, in particular strong understanding of ERP solutions (NetSuite preferred) and financial systems.
  • Exceptional analytical, problem-solving, and decision-making skills, with a keen eye for detail. Detail-oriented and hands-on.
  • Proven leadership abilities with experience building and managing high-performing teams.
  • Excellent written and verbal communication skills, able to articulate complex financial concepts clearly to various stakeholders, including senior executives.
  • Ability to thrive in a fast-paced, ambiguous, and rapidly changing environment. Proactive, self-starter who can prioritize and manage multiple projects.
  • Experience with, or strong understanding of, public company accounting and reporting requirements (e.g., SOX compliance) is highly desirable.
Responsibilities
  • Lead & Scale the Accounting Function: Oversee and optimize all aspects of the general ledger, accounts payable, accounts receivable, payroll, and fixed assets. Own and optimize the month-end, quarter-end, and annual close processes, ensuring GAAP compliance and accurate internal/external reporting.
  • Build & Grow Disciplines: Build and grow the various disciplines within a growing business, including Financial Reporting, Technical Accounting, Accounts Payable, Payroll, International Accounting, Corporate Accounting and Consolidations, Tax, Treasury, and Risk.
  • Technical Accounting Expertise: Research, interpret, and implement complex accounting pronouncements (e.g., ASC 606 revenue recognition for SaaS, ASC 842 leases). Develop and maintain robust accounting policies and procedures.
  • Internal Controls & Audit Management: Design, implement, and maintain robust internal controls over financial reporting to ensure accuracy and compliance. Independently manage external audits, serving as the primary liaison with external auditors.
  • Systems & Process Optimization: Ensure the accounting function has the appropriate tech stack and internal processes to scale with the business. Drive the continuous improvement and automation of accounting processes and systems (e.g., ERP implementation/optimization – NetSuite preferred, expense management, billing systems). Implement systems to improve efficiency, shorten close cycles, and support growth with scalable, automated processes.
  • Strategic Partnership: Partner closely with FP&A, Sales, Legal, and other business owners to provide insight into actual financial results, inform forecasting and planning, support business initiatives, and ensure proper accounting treatment for new products and transactions.
  • Team Leadership & Development: Hire, mentor, and develop a high-performing accounting team, fostering a culture of continuous learning, accountability, and operational excellence.
  • Scalability & Public Company Readiness: Prepare the accounting function for future growth, including potential M&A activities and public company readiness (e.g., SOX readiness).
Desired Qualifications
  • Public company readiness and SOX readiness experience is highly desirable.
  • Experience with IPO readiness and navigating public company reporting requirements would be beneficial.

Instabase provides an enterprise platform that turns large volumes of unstructured data—such as invoices, contracts, and applications—into actionable insights using configurable toolkits. The platform assembles end-to-end data processing solutions with cognitive understanding and supports enterprise-scale deployments on-premises or in private clouds. Customers subscribe to the platform and can add custom configurations and ongoing support. Its focus on enterprise-first architecture and high configurability helps large organizations automate data processing, reduce costs, and improve efficiency across industries like finance, healthcare, and insurance.

Company Size

51-200

Company Stage

Series D

Total Funding

$277M

Headquarters

San Francisco, California

Founded

2015

Simplify Jobs

Simplify's Take

What believers are saying

  • $100M Series D in January 2025 achieved $2B valuation with Greylock and Andreessen Horowitz backing.
  • Omkar Pendse appointed CPTO on January 14, 2026, to accelerate AI product roadmap and innovation.
  • Clients like NatWest, Rocket Mortgage, AXA, and Uber automate mission-critical processes at scale.

What critics are saying

  • OpenAI Operator erodes IDP differentiation by automating enterprise document workflows since January 2025.
  • Anthropic Claude 3.5 Sonnet outperforms on extraction benchmarks, enabling in-house API solutions.
  • Google Document AI v2 captures financial clients like NatWest with Vertex AI integration by Q1 2026.

What makes Instabase unique

  • Instabase's context-first architecture transforms unstructured documents into auditable data before agentic reasoning.
  • AI Hub enables rapid configuration of end-to-end solutions for document-heavy workflows in finance and insurance.
  • Enterprise-first design supports on-premises and private cloud deployments for compliance and scalability.

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Benefits

Healthcare and Wellness - We marry the benefits of moving fast at a scaling startup with the stability of larger corporations. Instabase pays 100% of top tier employee medical, dental, vision plans and takes care of dependents. Instabase also offers an FSA company match.

Financial Planning - Instabase believes in investing in you and your future by providing a company 401(k) match and financial planning resources.

Family Planning - Every Instabaser is eligible for paid time off to care for their newborn or adopted child. We’ve also teamed up with Carrot Fertility to help support every Instabaser on their family forming journey.

Paid Time Off - At Instabase, we believe in providing employees the ability to rest, reflect, and recharge through unlimited paid time off and holidays.

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

4%

2 year growth

5%
Yahoo Finance
Jan 14th, 2026
Instabase Appoints Omkar Pendse as Chief Product and Technology Officer to Accelerate Next Phase of AI Innovation

Instabase appoints Omkar Pendse as Chief Product and Technology Officer to accelerate next phase of AI innovation. Omkar Pendse SAN FRANCISCO, Jan. 14, 2026 (GLOBE NEWSWIRE) - Instabase, a leading provider of AI agentic workflow automation, today announced the appointment of Omkar Pendse as Chief Product and Technology Officer (CPTO). In this dual role, Omkar will unify Instabase's product strategy and engineering execution, driving the innovation required to help enterprises realize productivity improvements at scale. Omkar brings over two decades of expertise in building some of the world's most demanding commerce, fintech and AI platforms with a career spanning key roles at eBay, PayPal, Sisu Data and Greenlight. Omkar offers a unique combination of specialization in transforming complex technology into intuitive, customer-centric products at global scale, coupled with a clear vision and outcomes-driven methodology for bridging the gap between cutting-edge AI research and practical enterprise usability. "Omkar has a proven track record for driving operational efficiency and building stellar products that are designed intuitively for both enterprises and individual users," said Anant Bhardwaj, Founder and CEO of Instabase. "As we build on our momentum, he brings the right experience to our teams to lead product strategy and engineering and speed our time to market." As CPTO, Omkar will focus on accelerating Instabase's product roadmap, advancing applied AI capabilities and creating solutions that help businesses scale their use of AI, deliver game-changing improvements in productivity and support collaboration across teams. "Instabase has built an incredibly talented team and a platform that is redefining how enterprises operate," said Pendse. "I'm excited to join the company and help push the boundaries of what's possible, delivering products that meaningfully improve productivity and transform how work gets done at scale." The appointment comes as Instabase continues to innovate and expand its platform following a $100-million Series D funding round in January 2025. Instabase's products, including its flagship AI Hub, help some of the world's largest organizations modernize document-heavy workflows, reduce manual work and unlock new levels of operational productivity across the enterprise. For more information, visit instabase.com About Instabase Instabase enables the world's leading enterprises to automate their most complex, document-heavy workflows and realize immediate value from their AI initiatives. Instabase utilizes a proprietary "context-first" architecture - transforming unstructured document packets into reliable, auditable data before applying agentic reasoning to execute complex business logic, ensuring verifiable accuracy and compliance for mission-critical processes. Its platform is architected to protect your data and ensure your automation initiatives deliver tangible business value, mitigating risk and maximizing returns. Built for the most rigorous enterprise demands and trusted by leading global banks, top insurance carriers, and major public sector agencies, Instabase is the proven platform for turning AI potential into measurable business ROI.

Business Wire
Jan 21st, 2025
Instabase Announces $100M Series D

Instabase, a leading applied artificial intelligence (AI) solution for unstructured data, today announced its $100 Million Series D. This latest round

Business News Today
Jan 17th, 2025
Instabase bags $100m in Series D to transform unstructured data management

Instabase, a leader in applied artificial intelligence (AI) for unstructured data, has raised $100 million in its Series D funding round.

HR Technology Wire
Jan 17th, 2025
Instabase Announces $100M Series D

Companies like AXA, Uber, and Natwest are partnering with Instabase as they go through AI transformations.

Latest Nigerian News
Jan 17th, 2025
Instabase raises $100M to help companies process unstructured document data

Instabase, a company that creates software for extracting processing unstructured data from myriad document types, has raised $100 million in a Series D round of funding.

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