Controller

TAS; Arlington (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Texas Automation Systems LLC (TAS) is seeking a Controller with 3-5 years of experience to lead customer billing, project costing, and financial reporting for a growing, project-oriented manufacturing and services company serving oil & gas and industrial customers.

The Controller will manage billing accuracy, project margins, and financial controls, working with Sales, Project Management, Engineering, Procurement, Production, and Field Service to drive profitability and growth.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field preferred.
• 3-5 years of progressive accounting or financial management experience.
• Experience with project accounting, job costing, manufacturing accounting, or construction/industrial services accounting strongly preferred.
• Experience with customer billing, project invoicing, and accounts receivable.
• Strong understanding of revenue, cost, gross margin, and project profitability.
• Experience with accounting/ERP systems like QuickBooks/QuotePlan/Avaza, NetSuite, or comparable systems.
• Strong Excel and financial analysis skills.

Responsibilities

• Customer Billing & Sales Coordination: establish new projects and ensure billing requirements.
• Create customer invoices accurately and timely.
• Prepare packing slips and coordinate shipments and required documents.
• Coordinate with customers and internal departments to obtain PO, approvals, and other billing requirements.
• Submit invoices through customer portals and other processes.
• Follow up on rejected, disputed, or delayed invoices and resolve issues.
• Create invoice credits and adjustments as authorized.
• Process customer payments (credit card and ACH).
• Identify and implement improvements to billing processes.

Skills

Excel

Financial analysis

Project accounting

Customer billing

Education

Bachelor's degree in Accounting/Finance/Business

Tools

QuickBooks/QuotePlan/Avaza

NetSuite

Job description

Description:

Texas Automation Systems LLC (TAS) is seeking an 3-5 years experienced Controller to lead our customer billing, project cost accounting, and financial reporting activities. TAS is a growing project-oriented manufacturing and services company serving oil & gas and industrial customers.

The Controller will work closely with Sales, Project Management, Engineering, Procurement, Production, Field Service, customers, and management to ensure projects are properly established, customer invoices are accurate and timely, project costs are properly recorded, and management has clear visibility into project margins and profitability. Key responsibilities include customer invoicing and billing coordination, project/job costing, margin analysis, bank and credit card reconciliations, financial analysis, discrepancy resolution, and accounting process improvement. The Controller will also assist with the Company's accounting/ERP system improvements and development of more efficient financial reporting. The ideal candidate will have strong accounting and financial analysis experience, excellent attention to detail, and experience with project accounting, job costing, manufacturing, construction, industrial services, or a similar project-oriented business. Experience with QuickBooks and strong Excel skills are preferred. This is an excellent opportunity for an experienced accounting professional who wants to have a direct impact on the financial performance and growth of a successful $45M industrial automation company.

Position Summaryd:

The Controller is responsible for managing and improving the Company's accounting, billing, project cost accounting, and financial reporting functions. The Controller works closely with Sales, Project Management, Engineering, Procurement, Production, Field Service, and customers to ensure that projects are properly established, costs and revenues are accurately recorded, customer invoices are complete and timely, and management has reliable information regarding project profitability and financial performance. The Controller will play an important role in improving TAS's financial processes, controls, reporting, and systems as the Company continues to grow.

Essential Responsibilities:

• Customer Billing & Sales Coordination: Work with Sales, management, and project personnel to establish new projects and ensure appropriate billing requirements are understood.
• Create customer invoices accurately and timely.
• Prepare packing slips and coordinate shipments and required customer documentation.
• Coordinate with customers and internal departments to obtain purchase orders, approvals, proof of delivery, field approvals, and other billing requirements.
• Submit invoices through customer portals and other customer-required processes.
• Follow up on rejected, disputed, or delayed invoices and resolve billing issues.
• Create customer invoice credits and adjustments as authorized.
• Process customer credit card and ACH payments as needed.
• Identify and implement improvements to the Company's billing processes.
• Project Cost & Margin Accounting: Track and review project revenue and expenses to ensure proper matching and accurate project profitability.
• Review material, labor, subcontract, freight, and other project costs.
• Identify and resolve costs that are incorrectly charged, missing, or improperly classified.
• Monitor project budgets, actual costs, estimated costs, and margins.
• Prepare project margin analyses for management.
• Identify projects with significant cost or margin variances and communicate issues to management.
• Improve the Company's ability to quickly determine the profitability of individual projects.
• Assist management in forecasting project costs and final project margins.
• Ensure projects are properly financially closed when completed.
• Accounting Operations: Perform bank reconciliations.
• Reconcile credit card accounts and ensure proper integration with the Company's accounting system.
• Review accounting entries and make corrections as needed.
• Identify and resolve financial discrepancies.
• Assist with month-end and year-end closing activities.
• Maintain accurate customer and project financial records.
• Assist with accounts receivable and collection-related issues.
• Follow up and resolve customer and vendor financial issues.
• Financial Analysis & Reporting: Prepare financial and project reports requested by management.
• Analyze revenue, costs, utilization, margins, and profitability.
• Improve visibility into revenue and project performance.
• Develop timely and useful reports that allow management to identify financial issues quickly.
• Assist with budgeting, forecasting, and financial planning.
• Provide management with information necessary to make informed business decisions.
• Accounting Systems & Process Improvement: Maintain accurate and effective accounting procedures and controls.
• Identify opportunities to improve accounting, billing, project costing, and reporting processes.
• Participate in the Company's ERP/accounting system implementation and improvement efforts.
• Help establish appropriate project, cost, revenue, and financial reporting structures.
• Ensure financial information is accurate and properly integrated between operational and accounting systems.

Qualifications:

Bachelor's degree in Accounting, Finance, Business, or a related field preferred.

3-5 years of progressive accounting or financial management experience.

Experience with project accounting, job costing, manufacturing accounting, or construction/industrial services accounting strongly preferred.

Experience with customer billing, project invoicing, and accounts receivable.

Strong understanding of revenue, cost, gross margin, and project profitability.

Experience with QuickBooks/QuotePlan/Avaza, NetSuite, or comparable accounting/ERP systems.

Strong Excel and financial analysis skills.

The successful Controller will:

• Ensure customer invoices are accurate and issued promptly.
• Reduce delays between completion of work and customer billing.
• Maintain accurate project costs and margins.
• Identify financial discrepancies and resolve them promptly.
• Maintain timely bank and credit card reconciliations.
• Provide management with timely and reliable financial information.
• Improve TAS's project costing and profitability visibility.
• Develop more efficient billing and accounting processes.
• Support the Company's continued growth through strong financial controls and reporting.

Working Relationships:

• Chief Financial Officer
• Accounts Payable
• Project Coordinator
• Executive Management
• Sales
• Project Management
• Engineering
• Procurement
• Production
• Field Service
• Operations
• Customers
• Vendors

Position Objective:

To ensure TAS accurately bills its customers, properly accounts for project costs and revenue, understands its profitability, maintains accurate financial records, and provides management with timely financial information needed to operate and grow the Company.

Requirements:

Bachelor's degree in Accounting, Finance, Business, or a related field preferred. 3-5 years of progressive accounting or financial management experience. Experience with project accounting, job costing, manufacturing accounting, or construction/industrial services accounting strongly preferred. Experience with customer billing, project invoicing, and accounts receivable. Strong understanding of revenue, cost, gross margin, and project profitability. Experience with QuickBooks/QuotePlan/Avaza, NetSuite, or comparable accounting/ERP systems. Strong Excel and financial analysis skills. The successful Controller will: Ensure customer invoices are accurate and issued promptly. Reduce delays between completion of work and customer billing. Maintain accurate project costs and margins. Identify financial discrepancies and resolve them promptly. Maintain timely bank and credit card reconciliations. Provide management with timely and reliable financial information. Improve TAS's project costing and profitability visibility. Develop more efficient billing and accounting processes. Support the Company's continued growth through strong financial controls and reporting.

Requirements:

Bachelor's degree in Accounting, Finance, Business, or a related field preferred. 3-5 years of progressive accounting or financial management experience. Experience with project accounting, job costing, manufacturing accounting, or construction/industrial services accounting strongly preferred. Experience with customer billing, project invoicing, and accounts receivable. Strong understanding of revenue, cost, gross margin, and project profitability. Experience with QuickBooks/QuotePlan/Avaza, NetSuite, or comparable accounting/ERP systems. Strong Excel and financial analysis skills. The successful Controller will: Ensure customer invoices are accurate and issued promptly. Reduce delays between completion of work and customer billing. Maintain accurate project costs and margins. Identify financial discrepancies and resolve them promptly. Maintain timely bank and credit card reconciliations. Provide management with timely and reliable financial information. Improve TAS's project costing and profitability visibility. Develop more efficient billing and accounting processes. Support the Company's continued growth through strong financial controls and reporting.