Controller

Description

Position Summary 

We are seeking a highly skilled and detail-oriented Controller to lead and manage all aspects of our financial operations. This role will be responsible for overseeing accounting, financial reporting, internal controls, budgeting, cash management, and compliance. As a key member of our team, the Controller will also help shape financial strategy and drive data-informed decision-making to support company growth and profitability. 

 

Key Responsibilities 

Financial Management & Reporting 

• Lead the monthly, quarterly, and annual close processes, ensuring timely and accurate financial reporting in accordance with GAAP. 
• Prepare and present financial statements, KPIs, and dashboards to executive leadership. 
• Maintain and improve internal control policies, procedures, and systems. 
• Manage external audits, tax filings, and regulatory compliance. 

Budgeting & Forecasting 

• Drive the annual budgeting and forecasting process in collaboration with department heads. 
• Provide rolling forecasts and variance analysis to monitor performance against plan. 
• Support scenario modeling and financial planning for strategic initiatives. 

Operational & Strategic Support 

• Partner with leadership to assess pricing models, margin performance, and service profitability. 
• Develop financial models to support strategic decisions, including acquisitions, capital investments, and cost management. 
• Implement financial systems and process improvements to increase efficiency and scalability. 

Cash Management & Risk Mitigation 

• Oversee cash flow planning, working capital optimization, and treasury operations. 
• Monitor financial risks and ensure adequate insurance coverage and risk mitigation strategies. 

Team Leadership 

• Supervise and mentor a small team of accounting and finance staff. 
• Build a high-performing finance function through coaching, training, and continuous improvement. 

Requirements

Required: 

• Bachelor’s degree in Accounting, Finance, or related field. 
• CPA or CMA designation preferred. 
• 7+ years of progressive experience in accounting/finance, with at least 2 years in a Controller or equivalent role. 
• Strong understanding of GAAP, financial systems, and accounting operations. 

Preferred: 

• Experience in a service-based or MSP environment is a plus. 
• Proficiency with ERP/accounting systems (Specifically Business Central). 
• Advanced Excel and financial modeling skills. 
• Demonstrated ability to partner with technical teams (e.g., IT, operations, engineering) to improve financial reporting, project costing, and system automation 
• Experience leading or supporting financial system upgrades, integrations, or automation projects (e.g., integrating accounting software with CRM or PSA tools). 

Soft Skills: 

• Strategic thinker with strong business acumen. 
• High attention to detail and integrity. 
• Effective communicator with the ability to influence at all levels. 
• Proven ability to manage multiple priorities in a fast-paced environment. 

Expected Outcomes
None
Compensation & Benefits
None
Interview Process
None