OverviewThe Controller will lead the accounting and financial reporting function for CareLogistics, $15 million technology company. This person will be responsible for the monthly close, financial statements, and key accounting operations (including revenue recognition, accruals, and balance sheet integrity), while strengthening internal controls and driving process and improvement of systems.
The Controller will work closely with the senior leadership team, as well as the business and functional leaders, to provide timely, decision useful financial insights, and to support the forecasting and annual budgeting processes.
The Controller directly manages a small accounting team (currently 2 direct reports) and serves as the primary financial liaison for accounting, reporting, audit, tax, and corporate finance related matters.
Role and Responsibilities- Own the monthly, quarterly, and year-end close for CareLogistics, including journal entries, accruals, and review/approval of account reconciliations.
- Personally execute staff-level accounting work as needed across the full accounting cycle - including but not limited to AP, AR, billing, cash applications, bank and account reconciliations, payroll-related entries, sales/use tax filings, and 1099 processing - to maintain continuity during absences, transitions, or peak periods. The Controller is expected to be a true player-coach who can operate fluently at both the transactional and reporting level.
- In addition to the above, step in, from time to time or in the event of the absence of an accounting team member, to support additional accounting functions, including but not limited to: commissions; bank reconciliations; revenue recognition (specifically as it relates to software) and deferred revenue; balance sheet reconciliations; handling of multiple sets of accounting books (GAAP vs. Sign); AWS costs; personnel labor allocations; budgeting and forecasting; maintaining customer billing schedules; and intercompany transactions.
- Manage the general ledger and ensure balance sheet integrity through disciplined reconciliations and issue resolution.
- Prepare timely and accurate monthly financial statements and a management reporting package (P&L, balance sheet, cash, KPIs) for business leaders and corporate stakeholders.
- Partner with leadership on the annual budget and periodic forecasting processes; provide variance analysis and actionable insights.
- Collaborate cross-functionally with Sales, Operations, Product, and corporate finance partners to ensure accurate accounting, reporting, and contract/revenue interpretation.
- Design, document, and maintain accounting policies and internal controls; proactively identify and remediate control gaps.
- Drive continuous improvement across the close, reporting, and billing-to-cash accounting processes by leveraging systems, automation, and scalable workflows.
- Lead regular process reviews to eliminate, simplify, and automate manual or inefficient accounting activities.
- Own revenue accounting under ASC 606, including contract review support, billing/revenue schedules, deferred revenue, and monthly revenue recognition entries.
- Own accounting system administration and controls (as applicable) and partner with teams on enhancements, integrations, and reporting improvements.
- Monitor cash flow and working capital (AR, AP, accrued liabilities) and provide visibility to leadership on key cash drivers.
- Research technical accounting matters and implement new accounting standards or corporate policies as needed.
- Lead, coach, and develop a small accounting team (currently 2 direct reports); set clear priorities, review work product, and ensure timely, accurate deliverables.
- Create a culture of accountability and continuous improvement; provide ongoing feedback, training, and development opportunities.
- Establish team goals and key close/reporting metrics; conduct regular 1:1s and performance discussions and provide constructive coaching.
- Lead ad hoc analyses and special projects, including support for strategic initiatives, pricing/contracting changes, and process redesign.
Working Conditions & Physical Activity- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; write; type; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; talk or hear; and smell. The employee must frequently lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
QUALIFICATIONSSkills/Abilities:- Hands-on controllership mindset with the ability to execute detailed work and lead through others.
- Strong attention to detail with the ability to prioritize for a lean, fast-moving environment.
- Excellent analytical, problem-solving, and judgment skills.
- Clear written and verbal communication; able to translate accounting topics for non-accountants.
- Collaborative business partner with strong stakeholder management skills.
- Process and systems orientation; proven ability to improve close speed, accuracy, and controls.
- Strong Excel skills; comfortable working with ERP/accounting systems and BI/reporting tools.
- High integrity and commitment to confidentiality.
- People leader with experience coaching and developing a small team.
- Player-coach mindset - energized, not frustrated, by stepping into staff-level accounting work to support the team during peak periods, absences, or transitions.
- Servant-leader posture (Others First) - puts the team and the business ahead of personal credit; willing to do the work that needs doing regardless of title.
- Sound judgment under ambiguity (Wisdom) - knows when to apply the rule, when to escalate, and when to recommend a better path; operates with discernment, not just compliance.
- Personally committed to continuous learning and skill development (Growth); coaches direct reports toward the same.
Required Knowledge/Experience:- Strong knowledge of U.S. GAAP, including technology revenue recognition (ASC 606) and accrual accounting.
- Experience owning month-end close, account reconciliations, and financial statement preparation.
- Hands-on transactional accounting experience across the full cycle.
- Demonstrated willingness and ability to personally cover staff-accountant duties as needed to maintain continuity of accounting operations.
- Experience with software/technology business models (e.g., subscriptions, services, implementation, or usage-based revenue) preferred.
- Ability to design, implement, and maintain effective internal controls and accounting policies.
- Experience partnering with business leaders on budgeting, forecasting, and variance analysis.
- Experience coordinating external audit and tax provider requests; capable of managing PBC schedules and deliverables.
- Strong systems aptitude; experience with ERP/accounting systems and improving close/reporting processes (Workday a plus).
- Demonstrated people leadership experience, including supervision of direct reports.
EDUCATION/LICENSE/CERTIFICATION: - Bachelor's degree in Accounting or Finance, required.
- CPA preferred.
Experience Required: - 10+ years of progressive experience in accounting/finance roles.
- 3+ years in a controllership, assistant controller, accounting manager, or similar leadership role.
- Public accounting experience (audit) a plus.
- Experience supporting a technology, SaaS, or services-enabled business with ASC 606 considerations preferred.
- Experience with accounting systems and close automation (Workday a plus).
Smoking/vaping and the use of tobacco products are prohibited on all Company premises, including indoor and outdoor areas, parking lots, and Company-owned vehicles.
As part of our employment process, candidates who receive a conditional offer may be required to undergo pre-employment drug testing.
