Assistant Controller - Accounting & Systems

Join the Conejo Services Team!

Conejo Services is a growing multi-trade home services company serving HVAC, Plumbing, Electrical, Roofing, Insulation, Pools, and Garage Doors. As we continue to grow and expand, we are looking for an experienced, hands‑on Assistant Controller – Accounting & Systems to join our Finance team and report directly to the Chief Financial Officer.

This is an excellent opportunity for an accounting professional who enjoys being directly involved in the work. We are looking for someone who can not only provide accounting oversight but also personally prepare journal entries, perform reconciliations, research discrepancies, troubleshoot accounting issues, and help improve our financial systems and processes.

As our Assistant Controller, you will take ownership of general accounting, balance‑sheet integrity, month‑end close, accounting‑system accuracy, and financial reporting support. You will work closely with the CFO and accounting team while helping strengthen our accounting processes as the company grows.

Key responsibilities include:

• Lead the monthly and year‑end close process, including maintaining close checklists and deadlines.
• Prepare and review journal entries, accruals, prepaids, reclasses, payroll‑related entries, fixed assets, depreciation, and month‑end adjustments.
• Prepare and review balance‑sheet reconciliations and resolve unusual or unsupported balances.
• Review the general ledger for miscoding, duplicate transactions, missing entries, prior‑period activity, and other discrepancies.
• Support monthly financial reporting, budget‑to‑actual analysis, departmental and trade reporting, tax preparation, audits, and special CFO projects.
• Provide accounting oversight of Accounts Payable and Accounts Receivable while dedicated team members manage the routine day‑to‑day workflow.
• Serve as a technical accounting resource and help develop, document, and improve accounting procedures and internal controls.
• Support accounting needs associated with new trades, locations, systems, acquisitions, and other company growth initiatives.

This role will work extensively within Service Titan, Quick Books Enterprise, Ramp, and Excel
.

Service Titan

• Reconcile Service Titan activity to the general ledger.
• Troubleshoot revenue, invoices, payments, deposits, financing, refunds, credits, memberships, AR balances, and accounting exports.
• Identify incomplete or improperly classified transactions and coordinate corrections with Accounting and Operations.
• Support improvements involving job costing, purchasing, inventory, membership accounting, and system integrations.

Quick Books Enterprise

• Prepare entries, research transactions, reconcile accounts, review class/trade coding, and support financial reporting.
• Maintain the chart of accounts and reporting structure to support accurate departmental and trade reporting.

Ramp

• Oversee accounting treatment and reconciliation of corporate‑card and expense activity.
• Improve expense controls and resolve Ramp‑to‑Quick Books discrepancies.

We’re looking for someone who is:

• Highly organized and detail‑oriented
• A strong communicator
• Comfortable speaking with customers by phone, text, and email
• Able to manage multiple tasks and deadlines
• Dependable and committed to following through
• Comfortable working in a busy environment where priorities can change
• A team player who works well with both office and field employees
• Comfortable using computers, email, calendars, and scheduling systems
• Interested in learning about HVAC, Electrical, Roofing, permitting, inspections, and installation operations

This job description shall not be construed as a complete listing of all miscellaneous, incidental, or other functions that…