Controller, Finance & Banking, Financial Reporting

Who We Are:

Trusted Tech is a leading Microsoft Cloud Solution Provider (CSP) specializing in Microsoft Cloud services, Microsoft perpetual licensing, and Microsoft Support Services for medium and enterprise-sized businesses. Our robust team of in-house, U.S-based Microsoft architects and engineers are certified in all 6/6 Microsoft Solutions Partner Designations in the Microsoft Cloud Partner Program.

Prioritizing a people-centric mission, Trusted Tech has transformed the Microsoft software licensing experience, giving IT professionals complete confidence in the success of their Microsoft investment.

Overview:

The Controller is Trusted Tech’s operational finance leader, responsible for owning the accounting engine that keeps the business running accurately, efficiently, and s is not a traditional bookkeeping role; it is a systems-building, process-owning, close-managing position for someone who thrives in a fast-moving environment. The Controller manages the accounting team, including onshore staff, an AR function, and offshore resources. This role is the connective tissue between Finance’s operational integrity and the company’s growth ambitions, ensuring the books are clean, the systems are scalable, and the data is trustworthy.

This individual will spearhead the evolution of our financial infrastructure, focusing on the seamless integration of billing systems and the elimination of manual operational gaps. Your primary mandate is to build and maintain the definitive ‘Source of Truth’ for the organization, a scalable data framework that provides the executive team with the reliable metrics and performance insights necessary to navigate our next phase of growth.

Responsibilities:

Close Management & Financial Reporting

• Own the month-end close process end-to-end, ensuring accuracy, completeness, and continuous improvement in close cycle efficiency across all accounting functions.
• Prepare and deliver comprehensive financial reports including business unit-level P&L packages, management reporting, and budget versus actuals analysis for executive and cross-functional stakeholders.
• Ensure compliance with GAAP across all financial reporting, including proper revenue recognition under ASC 606, accrual accounting, and rigorous balance sheet management.
• Oversee accounts receivable, customer billing operations, and data cleanliness across financial reporting systems, ensuring accuracy and integrity of all transactional and reporting data.
• Monitor financial performance on an ongoing basis, identifying trends, surfacing risks proactively, and translating financial data into actionable operational insights for leadership.

Billing Systems & Revenue Integrity

• Co-lead the Chargebee to App Direct billing migration through to completion (in collaboration with the internal operations team), serving as Finance’s technical owner and risk-mitigator, not a passive participant.
• Audit and resolve automation breaks where billing is not triggering correctly, eliminating revenue leaks systematically.
• Assist with defining workflows from Finance-owned billing operations, establishing clear policies, controls, and handoff points.
• Establish and maintain the “Bible of Metrics”, a centralized, real-time reporting framework covering recurring revenue by segment, churn, future revenue, and other key financial indicators.

Financial Systems Architecture & Implementation

• Serve as Finance’s technical lead across key financial platforms, with primary ownership of Net Suite and leadership of Finance’s participation in major system implementations including Net Suite ARM, App Direct, Paycom, and other platforms as applicable.
• Manage ongoing financial systems optimization, ensuring platforms are configured to support accurate reporting, efficient close processes, and scalable financial operations.
• Partner with Operations and Technology teams on cross-functional system integration initiatives, ensuring Finance’s requirements are reflected in platform design and implementation decisions.

Team Leadership & Development

• Lead, manage, and develop the accounting team, including onshore staff (Staff Accountant, AR Lead, AR Clerks) and offshore resources,…