Controller

SUMMIT LOGISTICS GROUP LLC; North Carolina; On-site; USD 110,000 - 165,000; Full time

Job summary

SUMMIT LOGISTICS GROUP LLC is seeking a Financial Controller to lead all accounting and financial control functions for a growing 3PL organization. You will oversee close processes, P&L management, balance sheet integrity, internal controls, and compliance.

The role requires strong technical accounting expertise, operational finance experience in logistics, and a collaborative, hands-on leadership style to support growth and strategic initiatives.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 4+ years of progressive accounting/finance experience
• Controller or Assistant Controller experience preferred
• Strong knowledge of GAAP and financial reporting
• Experience in logistics, transportation, 3PL, or similar service-based industry
• Advanced Excel skills; experience with ERP/accounting systems

Responsibilities

• Own monthly, quarterly, and annual close processes
• Prepare and analyze company-wide P&Ls, balance sheets, and cash flow statements
• Ensure accuracy and integrity of financial statements per GAAP
• Develop and maintain financial reporting packages for executive leadership
• Lead annual budgeting process and rolling forecasts
• Monitor budget vs. actuals with variance analysis and insights
• Oversee AP, AR, payroll, revenue recognition and general ledger
• Manage intercompany accounting if applicable
• Establish internal controls and accounting policies
• Coordinate external audits, tax filings, and year-end reporting
• Monitor cash flow, working capital, and credit exposure
• Mentor and develop the accounting/finance team
• Partner with Operations and Leadership to support strategic initiatives

Skills

GAAP knowledge

Advanced Excel

Leadership

Strategic thinking

Problem solving

Education

Bachelor’s degree in Accounting/Finance

Tools

ERP accounting systems

Microsoft Excel

Job description

Job Description

Job Description

Position Overview

The Financial Controller will lead all accounting and financial control functions for a growing third-party logistics (3PL) organization. This role is responsible for overseeing budget allocation, P&L management, balance sheet integrity, financial reporting, internal controls, and compliance, while supporting strategic decision-making in a fast-paced, margin-driven logistics environment.

The ideal candidate brings strong technical accounting expertise, operational finance experience, and a deep understanding of logistics, transportation, or high-volume service businesses.

Key Responsibilities Financial Management & Reporting

• Own and oversee monthly, quarterly, and annual close processes

• Prepare and analyze company-wide P&Ls, balance sheets, and cash flow statements

• Ensure accuracy and integrity of financial statements in accordance with GAAP

• Develop and maintain financial reporting packages for executive leadership

Budgeting, Forecasting & Analysis

• Lead the annual budgeting process and rolling forecasts

• Monitor budget vs. actuals and provide variance analysis with actionable insights

• Partner with operations and leadership to allocate budgets across departments, terminals, and cost centers

• Support pricing, margin analysis, and lane-level profitability where applicable

Accounting Operations

• Oversee AP, AR, payroll, revenue recognition, and general ledger

• Ensure proper accounting for:

  • Freight revenue and accessorials

  • Accruals and prepaid expenses

  • Fuel, carrier payables, and commissions

• Manage intercompany accounting if applicable

Controls, Compliance & Audit

• Establish and maintain internal controls and accounting policies

• Ensure compliance with federal, state, and local regulations

• Coordinate and manage external audits, tax filings, and year-end reporting

• Serve as primary point of contact for auditors and tax advisors

Cash Flow & Risk Management

• Monitor and manage cash flow, working capital, and credit exposure

• Oversee customer credit policies and collections strategy

• Assist with banking relationships, covenants, and financial agreements

Leadership & Collaboration

• Lead, mentor, and develop the accounting/finance team

• Partner cross-functionally with Operations, Sales, HR, and Executive Leadership

• Provide financial insight to support strategic initiatives, growth, and acquisitions

Qualifications Required

• Bachelor’s degree in Accounting, Finance, or related field

• 4+ years of progressive accounting/finance experience

• Controller or Assistant Controller experience preferred

• Strong knowledge of GAAP and financial reporting

• Experience in logistics, transportation, 3PL, or similar service-based industry

• Advanced Excel skills; experience with ERP/accounting systems

Preferred

• CPA or CMA

• Experience supporting high-growth or multi-location organizations

• Exposure to asset-based and non-asset logistics models

• Experience with commission structures and revenue recognition in logistics

Key Competencies

• Strong analytical and problem-solving skills

• High attention to detail and accuracy

• Ability to thrive in a fast-paced, deadline-driven environment

• Confident communicator with executive presence

• Hands-on leader with a strategic mindset