Controller

Core Responsibilities: Own the monthly and quarterly close process, including GL maintenance, accruals, and GAAP-basis financial statements Prepare management reporting for the founder: P&L by department and client segment, margin analysis, and KPI tracking Manage cash flow forecasting, banking relationships, and compliance with the company's line of credit (covenants, draws, and repayments) Oversee accounts receivable and collections across the client base, and accounts payable/vendor payment processes Serve as the primary finance contact with the company's PEO for payroll processing, benefits administration, and related compliance Administer the company's pension plan in coordination with the plan advisor/TPA, including contributions, testing, and required filings Lead the annual budget and ongoing forecasting process across departments Maintain internal controls appropriate to a firm handling confidential client financial and contract data Coordinate tax filings and any external audit or review with outside accountants/advisors Manage insurance renewals (E&O, cyber, general liability) and oversee vendor contracts for the business itself Other duties as assigned Qualifications & ExperienceBachelor's degree in Accounting or Finance; CPA strongly preferred 8+ years of progressive accounting/finance experience, including at least 2-3 years in a controller or senior accounting manager role Experience in a professional services, financial services, or data/analytics business preferred Familiarity with PEO/co-employment payroll structures and multi-state compliance Strong command of GAAP, revenue recognition for services/subscription models, and internal controls design Proficiency with accounting/ERP systems and ability to work with billing, CRM, or time-tracking integrations High discretion and sound judgment, given regular access to sensitive client and company financial data Reporting Relationship & Work EnvironmentReports directly to the founder/CEO Coordinates regularly with outside advisors: the company's bank, pension plan advisor/TPA, tax preparer, and insurance broker Works closely with department leads across legal, sales/account management, and technology on budgeting and cost matters Currently a standalone finance function; this role is expected to build out processes and, over time, additional finance staff Location and in-office/hybrid schedule to be set by the hiring team