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Overview:
A professional services firm is seeking a Controller to serve as a key financial and operational advisor to ownership and is responsible for overseeing all accounting, financial management, and general business administration activities. This role is ideal for a hands-on leader who can manage day-to-day accounting while also supporting strategic decision-making in a dynamic, growing small business environment.

This individual should be proactive, detail-oriented, and comfortable wearing multiple hats across finance, operations, HR, and administrative functions.

Key Responsibilities:

Financial Management & Reporting

• Oversee all accounting operations, including month-end and year-end close.

• Prepare financial statements, supporting schedules, and year-end documentation for external accountants (tax filings, financial reviews, etc.).

• Manage cash flow planning, budgeting, forecasting, and financial analysis to support business decisions.

• Maintain general ledger accuracy and ensure compliance with accounting standards.

Team Leadership & Development

• Manage a small accounting/finance team, overseeing workloads, mentoring staff, and fostering a collaborative environment.

• Support training, process improvements, and professional development.

Banking & Treasury

• Serve as primary contact for banking relationships.

• Oversee bank activity, credit card programs, reconciliations, and cash management.

Tax & Compliance

• Coordinate annual tax filings with external tax professionals.

• Ensure timely filing of business licenses, local/state registrations, and regulatory compliance.

Payroll, Benefits & HR Support

• Oversee payroll processing, employee benefits administration (health, retirement plans, etc.), and annual renewals.

• Support HR functions such as onboarding/offboarding, employee records, compensation updates, and compliance with employment regulations.

Insurance & Risk Management

• Manage business insurance policies including general liability, workers' compensation, and other required coverages.

• Ensure timely renewals and documentation as needed.

Systems, Technology & Process Improvements

• Maintain accounting and business systems; coordinate with IT service providers for technology needs.

• Identify and implement process enhancements, automation tools, and new technologies to increase efficiency.

General Business Administration

• Coordinate vendor contracts, lease agreements, and service provider relationships.

• Assist ownership with operational projects and ad hoc business needs.

Qualifications:

• Bachelor's Degree in Accounting, Finance, or related field (CPA preferred but not required).

• 5+ years of progressive accounting/finance experience, ideally in a small to mid-sized business.

• Experience in managing accounting functions, financial reporting, and business operations.

• Strong leadership, organizational, and communication skills.

• Proficient with accounting software and Microsoft Excel; familiarity with payroll and HR systems is a plus.

• Self-starter with the ability to work independently and make informed decisions.

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