Controller

This role reports directly to the CEO and serves as the primary financial leader within the organization. You will work alongside a part-time bookkeeper (who handles day-to-day AP in Bill.com), a third-party Virtual CFO, and our CPA firm. The goal is simple: take finance off the CEO’s plate and make it a source of clarity rather than concern.

This is not a passive, report-running role. We need a Controller to own our financial operations and provide the visibility needed for strategic decision-making.

What This Role Owns:
Cash Management & AP Oversight
• Maintain daily and weekly cash position reports across Regions and Horizon banking relationships
• Oversee the Bill.com AP workflow; ensure timely processing and handle exceptions or escalations
• Schedule and approve vendor payments; manage timing to optimize cash flow
• Manage routine banking relationships including LOC draws and covenant reporting

Financial Reporting & Analysis
• Produce monthly financial statements (P&L, balance sheet, cash flow) by business segment
• Perform trend and variance analysis; surface insights — not just numbers — for the CEO
• Build and maintain dashboards that give leadership real-time visibility into performance
• Identify non-paying or slow-paying customers; coordinate with sales for collections follow-up

Month-End Close & Compliance
• Own month-end close end-to-end: reconciliations, accruals, journal entries, and supporting schedules
• Prepare workpapers for annual tax prep (CPA firm handles the return)
• Manage multi-state filings: Texas and Washington sales tax, franchise tax, annual reports, and nexus states

Budgeting & Planning
• Develop and maintain departmental budgets across all three business segments
• Track actual vs. budget monthly; flag variances and recommend corrective action
• Support the CEO and VCFO with financial modeling for growth initiatives

External Relationships
• Serve as day-to-day point of contact with the VCFO — provide data and context to support their strategic advisory role
• Coordinate with the CPA firm for quarterly estimates, year-end prep, and audit support

Bachelor's degree in Accounting, Finance, or related field
• 5+ years of progressive accounting experience, with at least 2 years in a controller, accounting manager, or senior accounting role
• Experience with multi-entity or multi-segment financial reporting
• Strong GAAP knowledge, month-end close ownership, and financial statement fluency
• Proficiency with QuickBooks, Xero, or similar — and Bill.com or equivalent AP automation
• Multi-state tax compliance experience (sales tax, franchise tax, nexus)
• Excel or Google Sheets proficiency for modeling and analysis
• U.S. Person status required (ITAR compliance) — no felony charges

Preferred
• CPA or CMA designation
• Experience in manufacturing, professional services, or SaaS — ideally more than one
• Familiarity with ERP systems in a manufacturing environment (ProShop experience not required)
• Experience working alongside a fractional or virtual CFO
• Comfortable in a small-company environment where you wear multiple hats