Position Overview
Our client is a growing, private equity-backed technology services organization specializing in IT infrastructure, technology resale, systems integration, and managed services. With approximately 15 years of experience and a strong enterprise client base, the company supports organizations across healthcare, financial services, and technology.
The Controller will lead day-to-day accounting operations, oversee the month-end and quarter-end close processes, and ensure accurate financial reporting across multiple revenue streams.
This is a highly hands-on leadership position requiring strong technical accounting expertise, experience with accrual-based accounting, and the ability to manage accounting operations within a growing organization.
The ideal candidate brings experience in managed services, technology resale, professional services, or a similarly complex business with project-based and recurring revenue.
Key Responsibilities
- Own monthly, quarterly, and annual financial close processes, ensuring accurate and timely reporting.
- Oversee general ledger accounting, journal entries, account reconciliations, and financial statement preparation.
- Maintain compliance with U.S. GAAP and accrual-based accounting principles.
- Manage revenue recognition under ASC 606 across technology resale, professional services, and recurring revenue.
- Oversee accounting for project-based engagements, including labor utilization, project profitability, work in progress, and deferred revenue.
- Manage accounts payable, accounts receivable, cash application, payroll accounting, and related reconciliations.
- Maintain accurate financial records within QuickBooks Online.
- Prepare financial reporting packages for executive leadership, private equity investors, and lenders.
- Support debt covenant compliance and external audit requirements.
- Develop, document, and improve internal controls, accounting policies, and standard operating procedures.
- Support multi-state sales tax compliance and related accounting processes.
- Partner with operational leaders to understand business performance, margins, and service delivery costs.
- Lead and develop accounting team members while improving the efficiency and accuracy of accounting operations.
Qualifications
Required
- Bachelor's degree in Accounting or related field.
- 5+ years of progressive accounting experience, including at least 2 years in a Controller or Assistant Controller capacity.
- Strong understanding of U.S. GAAP, accrual accounting, and financial close processes.
- Hands-on experience managing accounting operations and financial reporting.
- Experience with multiple revenue streams, including professional services, project-based billing, and recurring revenue.
- Experience in managed services, technology resale, systems integration, IT distribution, or a closely related business.
- Understanding of project profitability, labor utilization, and revenue recognition.
- Experience developing internal controls and improving accounting processes.
- Demonstrated ability to lead accounting staff and work cross-functionally.
Preferred
- Active CPA license.
- Private equity-backed company experience, including investor and lender reporting.
- Experience with debt covenant reporting.
- Public accounting or audit background.
- Experience with multi-state sales tax compliance and Avalara.
- Familiarity with technology distributors and OEM relationships.
- Experience improving close timelines and implementing scalable accounting processes.
- Fully remote position; candidates must be based in the Pacific or Mountain time zone.
- Collaborative environment with a primarily West Coast-based team.
- Base salary of $155,000-$170,000, plus a 15% annual bonus.
- Opportunity to contribute to the financial infrastructure of a growing, private equity-backed business.