Controller
Scribe
Who is Joe Sum? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Joe Sum is listed as Controller at Scribe, based in Seattle, Washington, United States. AeroLeads shows a work email signal at outreach.io and a matched LinkedIn profile for Joe Sum.
Joe Sum previously worked as Chief Accounting Officer at Billtrust and VP, Corporate Controller at Outreach. Joe Sum holds Bachelor Of Science (Bs), Major: Accounting And Finance from Indiana University - Kelley School Of Business.
Company email context
Email format at Scribe
This section adds company-level context without repeating Joe Sum's masked contact details.
{first}.{last}@outreach.io
86% confidence
AeroLeads found 1 current-domain work email signal for Joe Sum. Compare company email patterns before reaching out.
Profile bio
About Joe Sum
I transform financial operations for global enterprises and high-growth companies—developing and implementing scalable and sustainable operations and processes that drive profitability and growth. As an accomplished Controller and Accounting executive, I have 15+ years of experience leading and scaling finance functions for global organizations across industries including B2B SaaS, consumer electronics, social media, internet, enterprise software, and hardware.I have a passion for IPO readiness, having done so 2x in my career: once at Fitbit and currently at Outreach. I believe that finance should enable business and drive growth and profitability. That’s why I am not just an accounting expert, but also a strategic business partner with leaders across the organization—developing strategies in partnership with the product, engineering, R&D, sales teams, and more. The finance programs I build support and drive growth by establishing the financial systems needed to scale while reducing financial risk. CAREER HIGHLIGHTS➜ 𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗱 𝘁𝘄𝗼 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗳𝗼𝗿 𝗜𝗣𝗢, Fitbit ($3.7B at IPO) and Outreach (valued at $4B). Built out Controller and Corporate Accounting functions, scaling operations and processes for IPO readiness. ➜ 𝗖𝘂𝘁 𝗰𝗼𝘀𝘁𝘀 𝗯𝘆 $𝟱𝗠 𝗮𝗻𝗻𝘂𝗮𝗹𝗹𝘆 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝘀𝗮𝗹𝗲𝘀 𝗮𝗻𝗱 𝘂𝘀𝗲 𝘁𝗮𝘅 𝗻𝗲𝘅𝘂𝘀 𝘀𝘁𝘂𝗱𝘆 that identified potential savings. ➜ 𝗜𝗺𝗽𝗮𝗰𝘁𝗳𝘂𝗹 𝗹𝗲𝗮𝗱𝗲𝗿 𝘄𝗵𝗼 𝗯𝘂𝗶𝗹𝗱𝘀 𝗿𝗼𝗰𝗸-𝘀𝗼𝗹𝗶𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗲 𝘁𝗲𝗮𝗺𝘀—attracting and retaining top talent by fostering trust and respect. If you are interested in connecting with me, please feel free to send me a message or an invitation. I would love to hear from you.
Listed skills include Accounting, Revenue Recognition, General Ledger, Cpa, and 32 others.
Current workplace
Joe Sum's current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles · 21 years
Joe Sum work experience
A career timeline built from the work history available for this profile.
Chief Accounting Officer
Current
2024 - Present
~2 yrs 4 mos
Vp, Corporate Controller
At Outreach, I built out best-in-class accounting and controller functions to scale operations and processes for IPO readiness—growing a global team from 5 to 35 and ramping up financial capabilities, operations, and processes to as Outreach grew ARR 40% and headcount increased from under 500 to 1K+. Promoted 2x within one year due to executive-level.
2022 - 2023
~1 yr
Corporate Controller
2021 - 2022
~1 yr
Controller
2019 - 2021
~2 yrs
Director Of Accounting Operations
During my time at Fitbit, I managed and led teams in AP, AR, billing, finance systems, and sales commissions reporting. I also oversaw end-to-end billing for $2B in annual gross billings across retail and ecommerce revenue streams—handling credit management, customer refunds, revenue deferrals, and period-end close.➤ Uncovered $50M+ in potential.
2017 - 2019
~2 yrs
Director Of Accounting
Responsible for general ledger (financial close, intercompany & consolidations, and accounts payable). Selected and implemented SAP S4 Hana and Blackline, optimizing operations and cutting costs through automation.➤ Managed a team of 9 in corporate accounting, intercompany, consolidations, and accounts payable. Led month-end close activities and reviewed.
2016 - 2017
~1 yr
Senior Accounting Manager
Coordinated audits for S-1, 10-Q, and 10-K with PwC in preparation for Fitbit’s IPO which successfully launched while in role. Responsible for the general ledger and intercompany & consolidations.
2015 - 2016
~1 yr
General Accounting Manager
At Yelp, I lead a team of seven direct reports and provided oversight for the month-end close process, consolidation, and reporting of 18 entities—including a reporting package for the CFO and Investor Relations.➤ Reduced close time for reporting by 5 days and took charge of SEC reporting including reviewing 10Q and 10K filings, statement of cash flow, EPS.
2013 - 2015
~2 yrs
Accounting Manager
Responsible for financial accounting and reporting. Performed valuation for $5M acquisition.
2011 - 2013
~2 yrs
Accounting Manager
2011 - 2011
Senior Accountant
2010 - 2011
~1 yr
Senior Associate
2005 - 2009
~4 yrs
Team & coworkers
Colleagues at Scribe
Other employees you can reach at billtrust.com. View company contacts →
AW
Adrienne Wang
Colleague at Scribe
San Francisco Bay Area, United States
View →
MC
Myles Chou
Colleague at Scribe
Princeton, New Jersey, United States, United States
View →
RC
Robert Chewey
Colleague at Scribe
Washington, New Jersey, United States, United States
View →
SB
Shuvro Basu
Colleague at Scribe
Amsterdam, North Holland, Netherlands, Netherlands
View →
LT
Lana Tello
Colleague at Scribe
New York, New York, United States, United States
View →
KS
Kevin Smith
Colleague at Scribe
Flemington, New Jersey, United States, United States
View →
MP
Maciej Pitala
Colleague at Scribe
Cracow, Małopolskie, Poland, Poland
View →
CW
Craig Woodley
Colleague at Scribe
Trenton, New Jersey, United States, United States
View →
NH
Nick Higgins
Colleague at Scribe
Philadelphia, Pennsylvania, United States, United States
View →
AP
Auke Poortman
Colleague at Scribe
Heerenveen, Friesland, Netherlands, Netherlands
View →
Adrienne Wang
Colleague at Scribe
San Francisco Bay Area, United States
View →
MC
Myles Chou
Colleague at Scribe
Princeton, New Jersey, United States, United States
View →
RC
Robert Chewey
Colleague at Scribe
Washington, New Jersey, United States, United States
View →
SB
Shuvro Basu
Colleague at Scribe
Amsterdam, North Holland, Netherlands, Netherlands
View →
LT
Lana Tello
Colleague at Scribe
New York, New York, United States, United States
View →
KS
Kevin Smith
Colleague at Scribe
Flemington, New Jersey, United States, United States
View →
MP
Maciej Pitala
Colleague at Scribe
Cracow, Małopolskie, Poland, Poland
View →
CW
Craig Woodley
Colleague at Scribe
Trenton, New Jersey, United States, United States
View →
NH
Nick Higgins
Colleague at Scribe
Philadelphia, Pennsylvania, United States, United States
View →
AP
Auke Poortman
Colleague at Scribe
Heerenveen, Friesland, Netherlands, Netherlands
View →
1 education record
Joe Sum education
-
Indiana University - Kelley School Of Business
FAQ
Frequently asked questions about Joe Sum
Quick answers generated from the profile data available on this page.
What company does Joe Sum work for?
Joe Sum works for Scribe.
What is Joe Sum's role at Scribe?
Joe Sum is listed as Controller at Scribe.
What is Joe Sum's email address?
AeroLeads has found 1 work email signal at @outreach.io for Joe Sum at Scribe.
Where is Joe Sum based?
Joe Sum is based in Seattle, Washington, United States while working with Scribe.
What companies has Joe Sum worked for?
Joe Sum has worked for Scribe, Billtrust, Outreach, Fitbit, and Yelp.
Who are Joe Sum's colleagues at Scribe?
Joe Sum's colleagues at Scribe include Adrienne Wang, Myles Chou, Robert Chewey, Shuvro Basu, and Lana Tello.
How can I contact Joe Sum?
You can use AeroLeads to view verified contact signals for Joe Sum at Scribe, including work email, phone, and LinkedIn data when available.
What schools did Joe Sum attend?
Joe Sum holds Bachelor Of Science (Bs), Major: Accounting And Finance from Indiana University - Kelley School Of Business.
What skills is Joe Sum known for?
Joe Sum is listed with skills including Accounting, Revenue Recognition, General Ledger, Cpa, Financial Reporting, Sarbanes Oxley Act, Financial Accounting, and Internal Controls.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial