Controller, Finance & Banking, Financial Reporting

Compensation: $150K.

Our client is seeking a highly experienced Controller to oversee accounting operations, financial reporting, and job-level financial controls for a complex, multi-entity organization operating in an industrial or construction-related environment.

This role is both strategic and hands-on. The Controller will play a critical role in ensuring financial accuracy, managing cash flow, supporting job costing and profitability analysis, and serving as a key partner to leadership, banking partners, and external advisors. In this role, you'll operate at the center of the business - influencing profitability, cash flow, and strategic decision-making - while working closely with leadership in a dynamic, project-driven environment.

Key Responsibilities

Financial Operations & Close Process

* Lead the monthly, quarterly, and year-end close process, ensuring accuracy and timeliness

* Prepare and post journal entries, including WIP, depreciation, amortization, overhead allocations, warranty reserves, and accruals

* Close jobs in financial systems and ensure all related costs, revenues, and allocations are properly recorded

* Print and publish monthly financial statements and supporting schedules

* Reclass retained earnings and finalize year-end accounting entries

Job Costing, WIP & Project Accounting

* Set up new jobs and maintain accurate job costing and WIP schedules

* Review and post draws for cost-plus, renovation, custom, and development jobs

* Ensure all expenses are properly assigned to jobs and correct classes

* Accrue expenses for closed jobs and determine percentage-of-completion thresholds

* Prepare job close-out reporting, including cost-to-complete and bonus-related documentation

Cash Management & Banking

* Monitor cash daily and manage fund transfers across accounts as needed

* Scan and post incoming checks; communicate receipts for proper booking

* Open and close bank accounts as required

* Manage loan activity, interest payments, and related accounting entries

* Prepare cash flow forecasts and projections

* Provide bank reporting, inventory status updates, and special financial reports

Accounts Payable, Credit Cards & Expense Oversight

* Review and approve AP activity, credit card statements, and expense reports

* Ensure accurate coding, descriptions, and classifications

* Oversee recurring payments and auto-billing

* Maintain intercompany billing and clearing accounts

* Reconcile bank accounts, credit cards, and balance sheet clearing accounts

Budgeting, Forecasting & Analysis

* Prepare the annual budget and input into accounting systems

* Maintain projections and rolling forecasts for leadership

* Compare actual results vs. budget and projections; identify issues or variances

* Prepare proformas, financial models, and ad hoc analysis as requested

* Publish key metrics, ratios, and performance dashboards

Payroll, Benefits & Compliance

* Support annual reviews, compensation summaries, and bonus calculations

* Calculate, accrue, and track builder bonuses and commissions

* Prepare 401(k) census data and support Form 5500 filings

* Manage benefits-related reporting and communications with insurers

* File quarterly Sales & Use Tax returns and coordinate tax payments

* Support audits for General Liability, Workers' Compensation, and Builder's Risk

External Reporting & Stakeholder Communication

* Serve as primary financial contact for banks, auditors, insurers, and tax advisors

* Prepare and distribute financial statements to banks and boards

* Support annual projections, board reporting, and lender requests

* Provide financial data for tax return preparation and regulatory filings

Systems, Process Improvement & Oversight

* Ensure integrity of accounting systems and job costing platforms

* Review prospect jobs and reclass expenses to active jobs as appropriate

* Support IT and business systems oversight related to finance

* Identify and implement process improvements to enhance efficiency and accuracy

Requirements

At least 8 years of progressive experience overseeing accounting operations, financial reporting, and job-level financial controls within a complex, multi-entity organization.

Additional Job Details

Workplace Policy:#li-Onsite

Seniority Level: Executive

Linked In Poster: #LI-LH1

About our Process

* We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.

* Non-Local Candidates:
Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.

* Candidates for all Sherpa opportunities must be authorized to work in the United States.

* Sherpa is an Equal Opportunity Employer.