Controller

About the Role

We’re seeking a highly organized and detail-driven Controller to oversee all accounting and finance operations for a busy, service-based company. The ideal candidate will be hands-on, tech-savvy, and experienced with QuickBooks and Service Titan.

This role is responsible for ensuring accuracy, accountability, and clarity in all financial reporting while helping leadership make smart, data-driven decisions. You’ll lead and develop a small accounting team, maintain clean books, and build better visibility into financial performance and job costing.

This position is ideal for someone who thrives in a fast-paced, entrepreneurial environment and enjoys both structure and problem-solving.

Key Responsibilities

·  Manage all aspects of accounting operations, including accounts payable, payroll, accounts receivable, billing, bank reconciliations, and the general ledger.

·  Oversee month-end and year-end close processes to ensure accuracy and timeliness.

·  Integrate operational and accounting data from Service Titan to QuickBooks; reconcile job cost and margin reports.

·  Develop internal controls, accounting policies, and procedures for efficiency and compliance.

·  Provide leadership, mentoring, and task oversight for a team of four accounting staff.

·  Produce clear, actionable monthly financial statements and dashboards.

·  Monitor KPIs for cash flow, job profitability, and operational performance.

·  Collaborate with management to prepare budgets, forecasts, and financial analyses.

·  Coordinate with tax preparers, auditors, and banks as needed.

·  Continuously identify opportunities to streamline systems, reduce errors, and improve reporting clarity.

Skills & Qualifications

·  Bachelor’s degree in Accounting, Finance, or related field (CPA or CMA preferred).

·  5+ years of progressive accounting experience, including team leadership.

·  Strong working knowledge of QuickBooks and Service Titan (or similar service-industry platforms).

·  Proven ability to manage multiple priorities and meet deadlines.

·  Excellent analytical, communication, and leadership skills.

·  High integrity, professionalism, and ownership mindset.

·  Strong Excel and reporting skills; Power BI or dashboard experience a plus.

·  Prior experience in a service or construction-related business preferred.

Sample OKRs & KPIs

These are the performance areas the Controller will focus on for clarity in the hiring and review process:

Objective 1: Maintain Accurate and Timely Financials

·  KR1: Complete month-end close within 5 business days.

·  KR2: Zero unreconciled bank or credit card accounts by month-end.

·  KR3: Financial statements distributed with <1% GL adjustment variance post-review.

Objective 2: Strengthen Cash Flow and Collections

·  KR1: Reduce A/R days to under 35.

·  KR2: Maintain A/P current with <2% past due over 30 days.

·  KR3: Weekly cash flow forecast within ±5% of actual.

Objective 3: Improve Visibility into Operations

·  KR1: Deliver weekly job-cost and margin reports from Service Titan data.

·  KR2: Ensure 98% accuracy of job cost postings between Service Titan and QuickBooks.

·  KR3: Create and maintain a dashboard of key financial and operational KPIs.

Objective 4: Build and Lead a Strong Finance Team

·  KR1: Conduct weekly one-on-ones and quarterly performance reviews.

·  KR2: Cross-train all team members to ensure coverage across accounting functions.

·  KR3: Maintain <10% turnover in the accounting team.

Ideal DISC Profile

The best Controller for this environment should have a High C, Moderate S, and Balanced D:

C (Conscientiousness) – High

Precise, analytical, and systematic. Double-checks everything to ensure books are accurate and compliant.

S (Steadiness) – Moderate-High

Calm under pressure, consistent, and dependable. Keeps the team steady and processes on track.

D (Dominance) – Moderate

Confident enough to drive accountability and deadlines, but not domineering. Works well with leadership and operations.

I (Influence) – Low-Moderate

A good communicator who prefers facts over persuasion. Focuses on clarity and logic rather than hype.

In short: A High-C / High-S / Moderate-D profile — organized, reliable, structured, and assertive when needed. This kind of person doesn’t crave chaos; they create order and trust through consistent results.

Compensation

· Competitive base salary (commensurate with experience)

· Annual bonus opportunity tied to key performance metrics (accuracy, timeliness, cash flow improvement, team performance)

· Health insurance, PTO, and professional growth opportunities