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Joe Sum
Chief Accounting Officer at Billtrust ➜ IPO Expert | Strategic Finance | M&A | SEC Reporting | SOX Implementations | Financial Forecasting | Internal & External Audits | CFO Responsibilities
Joe Sum is a seasoned Controller and Accounting executive with over 15 years of experience in transforming financial operations for global enterprises and high-growth companies across various industries.
He has a proven track record of preparing companies for IPOs, with notable experiences at Fitbit and Outreach, where he led the development and implementation of scalable operations and processes for IPO readiness, contributing to their success and growth.
Joe excels in cutting costs, having cut costs by $5M annually through strategic sales and tax nexus studies, showcasing his financial acumen and attention to detail.
His impactful leadership style fosters a culture of trust and respect, attracting and retaining top talent, essential for building successful finance teams.
Joe holds a Bachelor of Science degree in Accounting and Finance from Indiana University - Kelley School of Business and has held key leadership positions at notable organizations like Billtrust, Outreach, Fitbit, Yelp, TIBCO Software, Plantronics, and PricewaterhouseCoopers.
Highlights
I’m happy to share that I’m starting a new position as Chief Accounting Officer at Billtrust!
The bolts in the windows of the planes in the graphic below are all secure.
Oh hello there! How are you? It's been awhile and it’s time yet again for a job posting. I am looking for an astute Assistant Controller to join the team and join us here at Outreach.
Have you had a fun, fulfilling career in Accounting yet are looking for the next big thing? Do you find yourself saying "Why yes, my career has been exciting and I am interested in the next big thing!" If so, you should continue.
Do you then find yourself asking "Well wait Joe, will I get to be a part of the trajectory of sales execution, world-class financial reporting and other things of that nature, while also getting to be part of an amazing team and finding the job growth and rewards I am looking for here in the Pacific Northwest?" If so, then take a look below, your interest will be piqued.
If you still are questioning whether or not to apply, then perhaps ask Outreach's own Allie Valdetara, Pearl Lee, Kindra Putnam, Kathy K., or Heidi Boettcher, CPA about the fun times they’ve had here and how glad and proud they are to be on the winning team (unlike the Chicago White Sox, continually mired in mediocrity ((schedule gets easier starting today! (2022 AL Central champs))).
