Controller

Position Summary

Our client, a document management systems and IT services company, is seeking a hands-on Controller who is responsible for managing the day to day accounting and financial operations of a small Managed IT and Document Services Provider. This role combines transactional accounting with financial oversight and analysis, supporting a recurring revenue business with managed services contracts and project work. The Controller works closely with ownership and operations to ensure accurate reporting, strong cash flow, and scalable financial processes.

Key Responsibilities

Accounting & Financial Operations (Hands-On)

• Manage daily accounting functions including AR, AP, payroll coordination, and general ledger
• Perform month-end and year-end close processes
• Prepare accurate monthly financial statements and management reports
• Ensure compliance with GAAP and basic internal controls
• Manage fixed assets and expense tracking

Billing, Revenue & Cash Flow

• Oversee invoicing for managed services agreements and project-based work
• Ensure billing aligns with contracts, service levels, and renewals
• Track deferred revenue and prepaid expenses
• Monitor accounts receivable and handle collections as needed
• Maintain cash flow forecasts and ensure sufficient working capital

Budgeting & Financial Analysis

• Assist ownership with annual budgeting and basic forecasting
• Track performance against budget
• Analyze service margins, client profitability, and operating costs
• Help management understand MSP-specific metrics (MRR, gross margin, utilization)

Systems & Process Improvement

• Own and maintain accounting systems
• Improve and document accounting and billing processes
• Ensure accurate data flow between billing, PSA, and accounting systems

External Coordination

• Coordinate with external CPA firm for tax filings and year-end close
• Support audits or financial reviews if required
• Maintain insurance, compliance, and basic regulatory documentation

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of accounting experience (small business experience strongly preferred)
• Experience managing full-cycle accounting
• Solid understanding of GAAP
• Strong Excel skills
• Comfortable being both strategic and hands-on

Preferred Qualifications

• Prior experience in an MSP, IT services, SaaS, or professional services firm
• Experience with recurring revenue and contract-based billing
• CPA or working toward CPA (preferred, not required)
• Familiarity with e-Automate

Key Skills & Traits

• Highly detail-oriented and organized
• Comfortable wearing multiple hats
• Strong cash flow and billing discipline
• Clear communicator with non-financial stakeholders
• Proactive, self-directed, and trustworthy
• Practical problem-solver in a growth environment

If this position piques your interest, let's start a conversation!