Controller

Velo IT Group

Dallas (TX)

On-site

USD 110,000 - 145,000

Full time

3 days ago
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Benefits offered by this job

Major Medical
Telemedicine
IRA
Vision
Dental
Corporate Chaplain
Counseling Services
8 paid holidays
3 weeks PTO

Job summary

Velo IT Group is seeking a Financial Controller to own the accuracy and rhythm of the company’s financial operations. You will maintain audit-ready books, run a disciplined month-end close, and produce reporting used by leadership to make pricing, hiring, and growth decisions.

The role supports growth from about $10M toward $25M in revenue over three years and requires collaboration with the owner and leadership team to model costs and returns for strategic moves.

Qualifications

  • Maintain audit-ready GL and chart of accounts; code AP, AR, bank feeds, fixed assets.

Responsibilities

  • Own the accuracy, integrity, and rhythm of the company's financial operations.
  • Maintain audit-ready books and perform month-end close with accruals, deferrals, and reconciliations.
  • Produce monthly P&L, balance sheet, and cash flow statements; maintain KPI reporting for MRR, revenue mix, and client metrics.
  • Oversee payroll deposits, filings, benefits deductions, and client invoicing.

Tools

Planner
Confluence
ConnectWise

Job description

ControllerNeeded for precision financial operations and reportingWork Type: Full Time, In-OfficeCompensation: $110,000 – $135,000 commensurate with experienceBenefits: Major Medical, Telemedicine, IRA, Vision, Dental, Corporate Chaplain, Counseling Services, 8 paid holidays, 3 weeks PTO for first-year team membersLocation: Dallas, TXWho we’re looking for

We are looking for a true master of the books. Someone who finds deep satisfaction in accuracy, consistency, and well-run processes. Someone who is at their best when the numbers tie, the schedules are current, and the financial picture is crystal clear, and who is confident making the decisions and recommendations that protect cash and profitability.

This is a person who has spent years developing real depth in accounting and finance and takes quiet pride in work that is accurate, defensible, and done the right way. They are not looking for chaos or constant reinvention. They want a clearly defined scope, an established rhythm, and the focused time to do the work properly.

That is exactly what this role offers. You will be given responsibility for Velo's financial accuracy and the authority to hold the standard.

What you’ll be doing

The Financial Controller at Velo IT Group owns the accuracy, integrity, and rhythm of the company's financial operations. You maintain audit-ready books, run a disciplined month-end close, and produce the reporting leadership uses to make decisions about pricing, hiring, and growth. Velo is scaling from roughly $10M toward $25M in revenue in the next 3 years and that growth depends on a sound financial foundation. This role is that foundation. You will work directly with the owner and leadership team, modeling what the next move costs and what it is likely to return.

  • Own the Books: maintain audit-ready GL/chart of accounts; code AP, AR, bank/credit card feeds, and fixed assets; run month-end close with accruals, deferrals, reconciliations, and journal entries; keep the close checklist/calendar in Planner; document standards in Confluence.
  • Cash Flow and Forecasting: own the rolling 8-week cash forecast; monitor daily/weekly cash; flag shortfalls early; advise on major purchases, vendor payments, and payroll funding; build annual budgets, re-forecasts, and growth models for clients, headcount, and licensing costs.
  • Reporting and Financial Insight: prepare monthly P&L, balance sheet, and cash flow statements; maintain KPI reporting for MRR, revenue mix, revenue per client, service-line gross margin, and attrition; review vendor/licensing costs against billing; support pricing and renewal decisions with margin math.
  • Payroll and Billing Operations: process semi-monthly payroll; oversee tax deposits, filings, and benefits deductions; coordinate time entries, tickets, and ConnectWise agreements to ensure accurate monthly client invoicing.

A little about Velo…Velo is one of the fastest growing Cybersecurity & IT service providers in the United States. As an INC 5000, SMU Hot 100, and MSP 501 company, opportunities at Velo abound. Headquartered in Downtown Dallas, with additional offices in Houston, TX, and Lafayette, LA, you will enjoy being a part of this award-winning team. Velo offers industry-leading compensation packages for industry-leading talent. We serve entrepreneurially led companies as their outsourced IT and cybersecurity department. Our rapid growth allows us to consistently bring on new clients and team members, creating a very active and dynamic work environment. Velo understands the nature of our culture, and the servant-leadership mindset toward every member of Team Velo is our competitive advantage.Our vision is to empower and develop the potential of entrepreneurial teams by serving 100,000 people daily. With this, our leadership team is here to be uniquely human in an increasingly disconnected world; to serve you and your family so you can effectively serve our clients and your peers.

Position Overview:

  • Highlights: Problem-Solver, Customer Service Expert, High-Performance Team, Structured Approach to Work, Detail Oriented Execution
  • Culture: The organization is driven by servant leadership principles that produce the highest levels of peer accountability and organizational performance, all while having fun at work!
  • Work Hours: Full-time, in office
  • Annual Compensation: $110,000 – $145,000 base salary plus incentive bonuses
  • Benefits: Medical, Vision, Dental, Telemedicine, IRA w/Matching, Corporate Chaplain, Counseling Services, 8 paid holidays, 3 weeks PTO
  • Location: Dallas, TX

If clean books are a matter of personal pride for you - we'd love to meet you.

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