Controller (Professional Services industry experience required)
Summary:
Insero Talent Solutions is recruiting a hands-on, strategic Controller to lead the accounting and financial reporting functions during a period of rapid growth for a professional services company. This role is ideal for a finance leader who thrives in a dynamic, entrepreneurial professional services environment and is comfortable balancing day-to-day execution with building scalable processes and controls.
The Controller will oversee core accounting operations, ensure timely and accurate financial reporting, and serve as a key partner to company leadership on financial management, compliance, and growth initiatives. There is a team of 2 others in the Finance department who would report to this person. This role requires both strong technical expertise and a roll-up-your-sleeves mindset.
Key Objectives:
- Oversee company’s accounting/billing department in connection with work-in-process, collection of receivables and the timeliness of financial reporting package.
- Embraces innovation and change, challenging ways of doing things and pro-actively seeking ways to improve personally, the team and our firm processes.
- Prepare monthly, quarterly, and annual financial budgets/forecasts, as well as the comparison reports to actual results.
- Development and maintenance of monthly revenue activity schedules for use in maintaining the status of firm.
- Present monthly financial reports to management, as well as ad hoc reports as needed.
- Manage accounts payable, purchase orders, accounts receivable processes and reporting, and multi-state payroll processing/administration.
- Manage and report on cash flow, maintain all bank accounts, process monthly bank recs.
- Oversite of firm’s 401(k) plan, annual 401(k) plan audit, YE compliance testing and prepare all renewal applications for firm corporate insurances.
- Improve, monitor, and update internal accounting policies.
- Participate in strategic planning including implementation, monitoring/reporting results on short-term and long-term business objectives including results related to the company’s growth model.
- Work with operations to plan meetings with partners discussing time, billing, collection, projections, and analyze client realization.
- Interaction with various banks and other professional providers.
- Prepare all workpapers for tax return (all entities) and assist with tax return.
- Annual preparation of 1099s.
- Annual Section 125 testing.
Requirements:
- Accounting experience in a professional services company/firm (legal, accounting, consulting, engineering or similar) is required.
- Minimum 8 years’ experience in accounting (at least 4 as a Controller or similar management role)
- Bachelor’s degree in accounting, finance, or business, CPA preferred but not required.
- Understanding of WIP, hourly billing and realization.
- Solid management/supervisory experience
- Experience with QuickBooks is required, experience with WIP/time reporting/billing software package(s) is a plus
- Hands-on experience with month close, year-end, general ledger, accounts payable, and accounts receivable functions
- Detail-oriented and organized
- Excellent communication skills and the ability to work in a dynamic and diverse team environment
- Results-orientated focus, ability to embrace and lead change and think strategically, multi-tasking, strong sense of urgency, and excellent problem-solving skills
- Ability to work in a deadline-driven environment
Key Attributes for Success
- Hands-on, detail-oriented leader who can balance execution with strategic thinking
- Strong communicator who can translate financial information into actionable insights
- Organized, proactive, and adaptable in an evolving business environment
- Collaborative mindset with a service-oriented approach
Why Join Us
- Opportunity to play a critical role in shaping the finance function of a growing company
- High visibility and partnership with company leaders
- Ability to build scalable processes and leave a lasting impact
Pay:
Salary ranges from $100,000 - $135,000, based upon background and experience.