Financial Controller

Description

• Oversee the implementation and maintenance of accounting tools like Quickbooks, ServiceTitan and Sage Intacct, streamlining payroll and billing processes, and enhancing financial process efficiency within B2B field services.
• Complete a monthly financial close within five business days, ensuring GAAP compliance for monthly, quarterly, and annual financial statements, and managing thorough reconciliations of key balance sheet accounts.
• Assist with cross-functional areas of the business as needed.
• Support budget preparation and variance analysis for the CEO and Finance leaders at Cobalt Service Partners, including managing project-level job costing, inventory controls, and annual reforecasts for industries like construction, field services, or systems integration.
• Implement a strong internal culture of controls and compliance, ensuring tax compliance, supporting external audits, and ensuring seamless accounts receivable (AR) and accounts payable (AP) processes.
• Communicate regularly with the SI management team financial performance, business opportunities and challenges.
• Line management of the accounting and finance function of SI (3 employees), and strong collaboration with Client Services
• Lead efforts in cash flow management, achieving a variance of +/- 5%, meeting Cash Sweep targets, and optimizing net working capital, billing accuracy, and cost control.

Requirements

• Knowledge of and proficiency in using Accounting and CRM Systems. Experience with Sage Intacct a plus.
• High integrity and pragmatic accounting expertise
• Strategic thinker who isn’t afraid to be a working manager
• Superior oral and written communication skills
• Creative strategic thinker, who can apply out of the box thinking to problem-solving and big picture concepts.
• Proficient using Microsoft Office Suite, especially Excel
• Must be a self-starter, and able to work independently and be a Team Player to meet deadlines in a high volume, fast-paced environment.
• Strict confidentiality and professional maturity
• Highly organized with attention to detail
• Experience with Percentage Of Completion accounting, inventory management and lease accounting a plus.
• CPA/CMA certification or equivalent is a plus.
• Minimum 7 years’ experience in general ledger accounting, including some time spent in mid-sized privately held businesses, and/or exposure to B2B services.
• BS Degree in Finance, Accounting, or business (Required)

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance