Controller, Finance & Banking, Financial Manager

Description

Controller

Confidential Opportunity | Professional Services Firm

Overview

A growing, employee-oriented professional services organization is seeking a Controller to serve as a key member of the leadership team. This individual will oversee all aspects of accounting, financial reporting, and internal controls, while partnering closely with leadership to drive business performance.

This is a highly visible role responsible for both hands-on accounting leadership and strategic financial support within a project-based environment.

Responsibilities

Financial Management & Reporting

Lead the full-cycle accounting function, including general ledger, AP/AR, payroll, and fixed assets

Oversee month-end, quarter-end, and year-end close processes in accordance with GAAP

Prepare accurate financial statements and deliver timely reporting to leadership

Develop dashboards and reporting around key metrics such as margin, utilization, and cash flow

Provide regular reporting packages to executive leadership and operational stakeholders

Project Accounting & Operational Support

Oversee project setup, revenue recognition, WIP, and job cost reporting

Partner with project leaders to analyze profitability, backlog, and billing performance

Monitor key performance indicators (DSO, utilization, margins, write-ups/downs)

Support continuous improvement in project financial processes and systems

Billing & Cash Flow

Oversee client invoicing and ensure alignment with contract terms

Manage AR collections and maintain strong cash flow forecasting

Partner with leadership on pricing and financial assumptions for new work

Internal Controls & Compliance

Maintain strong internal controls and support audit readiness

Lead external audits, tax filings, and compliance activities

Ensure adherence to applicable regulatory requirements

Budgeting & Strategic Planning

Lead annual budgeting and forecasting processes

Support long-range planning, scenario modeling, and performance analysis

Provide insights to leadership to support decision-making and growth initiatives

Leadership

Lead, mentor, and develop a high-performing accounting team

Partner cross-functionally with operations to improve financial outcomes

Promote a culture of accountability, accuracy, and continuous improvement

Requirements - Bachelor's degree in Accounting or Finance is required.

- CPA designation is preferred.

- At least 7 years of progressive accounting experience, including leadership responsibility, is required.

- Prior experience in a project-based, work-in-progress, or services environment is strongly preferred.

- Strong command of GAAP accounting principles and financial reporting practices.

- Demonstrated experience with project accounting, revenue recognition, budgeting, and forecasting.

- Working knowledge of accounts receivable management, cash flow planning, and job cost analysis.

- Advanced Excel skills and the ability to interpret financial data into clear business recommendations.

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