Controller

The Finance Squad; McKinney (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

A financial services firm located in McKinney, Texas, seeks a CAS Manager to oversee delivery and quality of client accounting engagements. The ideal candidate will have over 5 years of accounting experience, particularly in construction and real estate. Responsibilities include managing teams, ensuring timely financial reporting, and maintaining high client satisfaction. The role requires strong leadership and effective communication skills, with proficiency in accounting software necessary.

Qualifications

• Minimum of 5 years accounting experience with exposure to construction and real estate.
• At least 2 years managing teams or engagements.
• Proven month-end closure capabilities across multiple clients.

Responsibilities

• Manage client delivery and engagement ownership.
• Own monthly financial close processes.
• Lead and coach a team of professionals.

Skills

Accounting experience

Construction knowledge

Team leadership

Financial reporting

Client communication

Excel skills

Education

5+ years of accounting experience

CPA/CMA or equivalent preferred

Tools

QuickBooks

Xero

Sage Intacct

NetSuite

Procore

Buildertrend

Job description

The CAS Manager owns delivery, quality, and client experience for a portfolio of outsourced accounting engagements. This role is built to lead teams, drive clean monthly closes, and enforce repeatable workflows—while having strong depth in construction, development, property management, and real estate accounting. You will manage multiple clients at once (including a mix of other industries), ensuring every engagement has clear ownership, reliable reporting, and on‑time deliverables.

Key Responsibilities

Client Delivery & Engagement Ownership

Own a portfolio of client engagements end-to-end: onboarding, monthly execution, reporting cadence, and client communication.

Run recurring client meetings, set agendas, document action items, and drive follow‑through.

Set and manage client expectations, including what will be delivered, by when, and what inputs are required from the client.

Identify scope changes and partner with leadership on adjustments (pricing, staffing, or service level).

Month-End Close & Financial Reporting

Own the monthly close calendar across clients; assign tasks, enforce deadlines, and ensure consistent documentation.

Ensure accurate and timely:

• Bank/credit card reconciliations
• Balance sheet reconciliations and supporting schedules
• AP/AR oversight, aging review, and cleanup
• Accruals, prepaids, fixed assets, and cut‑off discipline
• Client‑ready financial packages (P&L, balance sheet, cash flow, variance notes as needed)

Perform final review for quality and consistency before delivery to the client.

Manage multi‑entity structures (holding companies, property LLCs, management entities) including intercompany due/due from and allocations.

Ensure accurate property‑level reporting and tie‑outs (rent roll to GL where applicable, deposits, escrows, reserves).

Oversee CAM/NNN allocations, tenant charges, recurring billings, and owner reporting requirements.

Track development/project costs (CIP), capitalization policies, placed‑in‑service transitions, and supporting schedules for tax teams.

Construction / Job Cost Accounting (Core Strength)

Ensure accurate job cost coding and rules (cost codes, phases/divisions, classes/locations).

Maintain job cost schedules and support WIP/POC reporting when applicable.

Oversee commitments, POs, change orders, retainage tracking, and owner/sub billing workflows.

Support draw reporting and lender/owner package requirements (cost‑to‑complete, invoices, lien waivers, reconciliations).

Team Leadership & Accountability

Lead a team of AP/AR Specialists, Staff Accountants, and Controllers/Seniors—delegate clearly and prevent bottlenecks.

Set clean ownership lines so work moves:

• AP/AR = intake, processing, coding, routing/approvals, payments/collections support
• Staff = reconciliations, schedules, cleanup, correcting coding

Coach team members on communication: don’t guess on calls—confirm, follow up, and close the loop.

Conduct regular 1:1s, feedback, training, and performance management as needed.

Process, Controls, and Systems

Build and enforce SOPs, close checklists, and quality control standards across engagements.

Improve efficiency: reduce rework, standardize templates, and implement controls that catch issues early.

Lead or support system implementations/optimizations across various stacks:

• Accounting: QuickBooks, Xero, Sage Intacct, NetSuite
• Construction: Procore, Buildertrend, CoConstruct, Northspyre (as applicable)

Ensure integrations map correctly (classes/locations/jobs/properties) and that reporting dimensions remain consistent.

• On‑time close rate and deliverable timeliness by client
• Financial quality: fewer post‑close adjustments, strong tie‑outs, clean support schedules
• Job/property reporting accuracy (WIP, job cost, rent roll tie‑outs where applicable)
• Draw package accuracy/timeliness when required
• Client satisfaction and retention
• Team throughput vs budget and reduced escalation volume
• SOP adoption and documentation completeness

Qualifications

• 5+ years of accounting experience, including meaningful exposure to construction and/or real estate/property management/development environments.
• 2+ years leading engagements and/or managing a team (direct or dotted‑line).
• Strong month‑end close ownership across multiple entities/clients.
• Strong understanding of accrual accounting and financial statement relationships.
• Proven ability to create structure (close calendar, checklists, ownership) and drive accountability.

Preferred

• WIP/POC reporting experience and lender draw package familiarity
• CPA/CMA or equivalent experience (not required)
• Multi‑entity consolidation and intercompany elimination experience
• Implementation experience across accounting and industry‑specific platforms
• Execution‑driven leader: delegates, reviews, and delivers on time
• Strong client communication and expectation‑setting
• Process‑minded with high standards for documentation and controls
• Comfortable moving between industries while maintaining consistency and quality
• Strong Excel/Sheets skills (rollforwards, tie‑outs, schedules, variance analysis)