Interim Controller

New Tatum Consulting opportunity for a hybrid Interim Controller

Northwest Houston, TX (Hybrid:
On-site two days per week required for local candidates. This consulting project will require on average 32 hours per week. (up to 40 during peak periods).

Tatum is seeking an Interim Controller for our client, a high-growth managed services organization. The client company is less than $10 million in annual revenue. The position requires a hands-on financial leader to immediately step in, maintain clean books, prepare monthly BOD presentation, partner with executive leadership and handle M&A data requests.

• Day to Day Accounting:
  Keep books clean, execute month-end close, perform bank and GL reconciliations, ensure proper booking of revenue, expenses, and COGS in accordance with U.S. GAAP.
• Board & Executive Reporting:
  Prepare, present, and deliver monthly, quarterly, and annual financial performance reports, dashboards, and strategic recommendations to executive leadership and Board of Directors.
• Budgeting & Forecasting:
  Lead annual budgeting, capital planning, and forecasting, with mandatory in-person availability for the November 2027 planning cycle.
• Operational Execution & Team
  
  Collaboration:
  
  Collaborate closely with bookkeeper and executive leadership team. Oversee AR/AP, cash flow, financial risk and internal controls.
• Strategic M&A Support:
  Provide financial modeling, due diligence, valuation analysis, and integration planning to handle periodic M&A requests and cash flow analysis.

• Education:
  Bachelor's degree in Accounting or Finance required.
• Certifications: CPA and/or MBA strongly preferred (not required).
• Industry
  
  Experience:
  
  Managed Service Provider (MSP) / IT services background highly desired (recurring revenue, MRR/ARR, service profitability, project accounting).
• ERP & Systems Tool stack:
  Hands-on proficiency in Quick Books Online is a must have, RAMP (payments/credit cards), and Halo PSA (integrated) preferred.

• Must have 5+ years of leadership experience in a mid-size company with >$50 million in revenue. I deal candidates will have previous background at the CFO, VP of Finance, or Controller level.
• Management & Team Background:
  Proven track record leading financial operations, managing small finance teams, and acting as a strategic partner to executive leadership and boards.
• Current Direct Reports:
  Currently, only one Bookkeeper reports to this role, making this a very hands-on execution position.