Controller

Position SummaryOur 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 ResponsibilitiesAccounting & Financial Operations (Hands-On)Manage daily accounting functions including AR, AP, payroll coordination, and general ledgerPerform month-end and year-end close processesPrepare accurate monthly financial statements and management reportsEnsure compliance with GAAP and basic internal controlsManage fixed assets and expense trackingBilling, Revenue & Cash FlowOversee invoicing for managed services agreements and project-based workEnsure billing aligns with contracts, service levels, and renewalsTrack deferred revenue and prepaid expensesMonitor accounts receivable and handle collections as neededMaintain cash flow forecasts and ensure sufficient working capitalBudgeting & Financial AnalysisAssist ownership with annual budgeting and basic forecastingTrack performance against budgetAnalyze service margins, client profitability, and operating costsHelp management understand MSP-specific metrics (MRR, gross margin, utilization)Systems & Process ImprovementOwn and maintain accounting systemsImprove and document accounting and billing processesEnsure accurate data flow between billing, PSA, and accounting systemsExternal CoordinationCoordinate with external CPA firm for tax filings and year-end closeSupport audits or financial reviews if requiredMaintain insurance, compliance, and basic regulatory documentationRequired QualificationsBachelor's degree in Accounting, Finance, or related field5+ years of accounting experience (small business experience strongly preferred)Experience managing full-cycle accountingSolid understanding of GAAPStrong Excel skillsComfortable being both strategic and hands-onPreferred QualificationsPrior experience in an MSP, IT services, SaaS, or professional services firmExperience with recurring revenue and contract-based billingCPA or working toward CPA (preferred, not required)Familiarity with e-AutomateKey Skills & TraitsHighly detail-oriented and organizedComfortable wearing multiple hatsStrong cash flow and billing disciplineClear communicator with non-financial stakeholdersProactive, self-directed, and trustworthyPractical problem-solver in a growth environmentIf this position piques your interest, let's start a conversation!