Controller
New
S
ServantProfessional services
United StatesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5+ years of progressive accounting or finance experience
- Required Skills
- QuickBooks
Requirements
- Have 5+ years of progressive accounting or finance experience with hands-on responsibility for accounting operations and financial reporting.
- Bring experience in a services-based, project-driven business, such as consulting, professional services, or technology services.
- Have strong knowledge of accounting principles, general ledger management, reconciliations, month-end close, and financial statements.
- Have experience with accounts payable, accounts receivable, client billing, and contract invoicing.
- Have hands-on experience with QuickBooks and Bill.com.
- Have experience overseeing tax compliance and payroll accounting, including coordination with payroll providers or external tax advisors.
- Be able to improve processes and internal controls, interpret financial data, and communicate actionable insights to business leaders.
- Bring strong spreadsheet skills, attention to detail, sound judgment, and the ability to work independently across multiple systems and priorities.
- Preferred: Experience with Productive or another project accounting or resource management platform.
- Preferred: Familiarity with HubSpot, Salesforce, or another CRM and its connection to pipeline, contracts, delivery, and billing.
- Preferred: Experience with cash flow forecasting tools, software development cost capitalization, budgeting, forecasting, project profitability, utilization reporting, or commission accounting.
- Preferred: Experience in a lean business with employees and independent contractors, or using AI and automation to improve financial workflows and reporting.
Responsibilities
- Own the full accounting cycle, including the general ledger, journal entries, accruals, reconciliations, and monthly close.
- Prepare financial statements and monthly reporting, explaining performance, trends, and variances.
- Manage accounts payable, vendor payments, expenses, client invoicing, accounts receivable, and collections.
- Own payroll accounting and oversee applicable state and local tax compliance with People Ops and external advisors.
- Partner with the COO on budgets, forecasts, financial projections, cash flow, and corrective actions.
- Connect contracts, project setup, delivery, and client billing with Growth, Delivery, and Resource Management.
- Improve visibility into project costs, engagement margins, utilization, and services profitability.
- Coordinate accounting treatment and documentation for qualifying software development costs, including capitalization.
- Optimize workflows in QuickBooks and Bill.com and streamline accounting processes using automation and AI-enabled tools.
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