Controller

Controller (Professional Services industry experience required)

Summary:

Insero Talent Solutions is recruiting a hands-on, strategic Controller to lead the accounting and financial reporting functions during a period of rapid growth for a professional services company. This role is ideal for a finance leader who thrives in a dynamic, entrepreneurial professional services environment and is comfortable balancing day-to-day execution with building scalable processes and controls.

The Controller will oversee core accounting operations, ensure timely and accurate financial reporting, and serve as a key partner to company leadership on financial management, compliance, and growth initiatives. There is a team of 2 others in the Finance department who would report to this person. This role requires both strong technical expertise and a roll-up-your-sleeves mindset.

Key Objectives:

• Oversee company’s accounting/billing department in connection with work-in-process, collection of receivables and the timeliness of financial reporting package.
• Embraces innovation and change, challenging ways of doing things and pro-actively seeking ways to improve personally, the team and our firm processes.
• Prepare monthly, quarterly, and annual financial budgets/forecasts, as well as the comparison reports to actual results.
• Development and maintenance of monthly revenue activity schedules for use in maintaining the status of firm.
• Present monthly financial reports to management, as well as ad hoc reports as needed.
• Manage accounts payable, purchase orders, accounts receivable processes and reporting, and multi-state payroll processing/administration.
• Manage and report on cash flow, maintain all bank accounts, process monthly bank recs.
• Oversite of firm’s 401(k) plan, annual 401(k) plan audit, YE compliance testing and prepare all renewal applications for firm corporate insurances.
• Improve, monitor, and update internal accounting policies.
• Participate in strategic planning including implementation, monitoring/reporting results on short-term and long-term business objectives including results related to the company’s growth model.
• Work with operations to plan meetings with partners discussing time, billing, collection, projections, and analyze client realization.
• Interaction with various banks and other professional providers.
• Prepare all workpapers for tax return (all entities) and assist with tax return.
• Annual preparation of 1099s.
• Annual Section 125 testing.

Requirements:

• Accounting experience in a professional services company/firm (legal, accounting, consulting, engineering or similar) is required.
• Minimum 8 years’ experience in accounting (at least 4 as a Controller or similar management role)
• Bachelor’s degree in accounting, finance, or business, CPA preferred but not required.
• Understanding of WIP, hourly billing and realization.
• Solid management/supervisory experience
• Experience with QuickBooks is required, experience with WIP/time reporting/billing software package(s) is a plus
• Hands-on experience with month close, year-end, general ledger, accounts payable, and accounts receivable functions
• Detail-oriented and organized
• Excellent communication skills and the ability to work in a dynamic and diverse team environment
• Results-orientated focus, ability to embrace and lead change and think strategically, multi-tasking, strong sense of urgency, and excellent problem-solving skills
• Ability to work in a deadline-driven environment

Key Attributes for Success

• Hands-on, detail-oriented leader who can balance execution with strategic thinking
• Strong communicator who can translate financial information into actionable insights
• Organized, proactive, and adaptable in an evolving business environment
• Collaborative mindset with a service-oriented approach

Why Join Us

• Opportunity to play a critical role in shaping the finance function of a growing company
• High visibility and partnership with company leaders
• Ability to build scalable processes and leave a lasting impact

Pay:

Salary ranges from $100,000 - $135,000, based upon background and experience.