Lyra Technology Group is seeking a Financial Controller for one of their operating companies, Accellis. The Financial Controller will oversee the accounting and financial operations of the company. They will be responsible for managing the accounts payable, accounts receivable, payroll, financial reporting, tax compliance, and customer service functions. In addition, they will provide financial analysis and insights to support the strategic decision-making of the management.

About Lyra…

Lyra Technology Group is a Private Equity-backed holding company that invests and operates industry leading technology service businesses. Our companies are operated independently by exceptional management teams. Companies that join our group retain the employees, name, and culture that have made them successful. As a platform of Evergreen Services Group, we never divest from businesses we partner with and approach every decision with the goal of driving sustainable and healthy growth over the long term.

We made our first acquisition at the beginning of 2018. Today, we hold a controlling stake in 30 companies across the Northeast, Midwest, and Eastern Canada. Our companies employ over 500 team members, each led by its own management team.

About Accellis…

Founded in 2001, Accellis has grown to 40 fulltime employees primarily through word of mouth and referrals. With legendary service, the best tools and education, and 25+ industry awards including Best Tech Services Company, we have a proven formula for generating elite IT and IT support outcomes.

Your work as a Financial Controller will includes several components:

• Manage the accounts payable function, including invoice verification, credit card reconciliation, payment processing, vendor communication, expense classification, payment scheduling, and check writing.

• Manage the accounts receivable function, including client invoice preparation, customer invoicing, chargeable time review, payment tracking, account reconciliation, credit management, collections management, and reporting.

• Prepare monthly financial statements, budget vs. actual analysis, cash flow forecasting, revenue estimate/attrition, financial KPI management, and other financial reports as needed.

• Ensure compliance with tax laws and regulations and prepare and file tax returns and reports for federal, state, and local authorities.

• Perform payroll processing, tax withholdings and filings, employee benefits administration, and reporting.

• Follow accounting policies, procedures, and internal controls to ensure accuracy, completeness, and timeliness of financial data and transactions.

• Coordinate and support external audits and reviews and provide documentation and information as requested.

• Research and resolve accounting issues and discrepancies and provide recommendations for improvement.

• Stay updated on accounting standards, best practices, and industry trends, and implement changes as necessary.

• Perform other duties as assigned by the management.

• Manage the ConnectWise Manage function, including process sales orders, create agreements, setup company finance in CW, setup project finance in CW, agreement sync and reconciliation with vendor, create downpayment invoices, create monthly agreement invoices, create standard invoices, reconcile invoices, import POs and invoices from ConnectWise to QuickBooks (later in 2024 Microsoft Business Central/Dynamics).

• Manage the QuickBooks function, including accounts payable, accounts receivable, reconciliations, credit card transactions, bank accounts, and assist in monthly close procedures.

• Manage the customer service function, including work with clients on invoice questions, onboarding new clients with payment processes and procedures, and maintaining customer satisfaction and loyalty.

Our ideal Financial Controller has the following qualifications:

• Bachelor's degree in accounting, finance, or a related field, and

• At least five years of experience in a similar position.

• CPA certification or equivalent

• Proficient in ConnectWise Manage, QuickBooks, Microsoft Business Central (formerly Dynamics), ConnectBooster, Excel, and other accounting software.

• Strong analytical, communication, and organizational skills, and be able to work independently and collaboratively with a team.

This is a hybrid role. If overseeing the accounting and financial operations of a company team in the tech space sounds appealing to you, let's have a conversation.