Controller / Head of Finance

Morris Heating & Cooling•Burlington, KY

5d•Onsite

About The Position

Morris Heating & Cooling is seeking a hands-on Controller / Head of Finance to own the accounting and financial reporting function end to end. We are looking for a senior finance leader to challenge operations while personally owning the ledger – preparing journal entries, running the monthly close, building the job-cost and WIP schedules, and owning billing, collections, AP, and payroll, etc. Direct MEP experience and a strong command of project accounting in a specialty trades environment – including percent-of-completion (POC) revenue recognition and work-in-progress (WIP) reporting – is required. This position must be able to bridge the company’s commercial ERP (BuildOps) with its accounting system (QuickBooks Online) so that operational and financial data are aligned.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field required
7+ years of accounting/finance experience, including direct MEP (mechanical, electrical, plumbing) experience
Hands-on command of POC/job-cost accounting, WIP, cash forecasting, billing and collections, AP, payroll, and month-end close
Proven ability to develop and maintain estimated total cost (ETC) / cost-to-complete for projects
Experience owning a full monthly close and preparing journal entries in QuickBooks Online
Strong Excel skills and comfort building and maintaining reporting

Nice To Haves

CPA and/or CMA a plus
Experience improving financial processes, controls, and cash management in a lean or growing environment a plus
Experience with BuildOps (or a comparable commercial ERP / field-service platform) and integrating it with an accounting system a plus

Responsibilities

Own percent-of-completion (POC) revenue recognition across active projects and maintain accurate work-in-progress (WIP) schedules, including over-/under-billings, earned revenue, and backlog reporting.
Partner with project managers and operations to consistently develop, review, and update estimated total cost (ETC) and estimate-at-completion figures for each project, ensuring cost-to-complete assumptions are current, defensible, and reflected accurately in the WIP.
Personally own and execute the full monthly close process, including reconciliations, accruals, and consolidated schedules that produce accurate, timely financial statements each period; establish a reliable, repeatable close with clean WIP and POC schedules and consistently updated ETC across all active projects.
Prepare and post journal entries directly in QuickBooks Online (QBO), maintaining a clean, well-documented general ledger and supporting workpapers.
Manage and continuously improve the integration between the company’s commercial ERP, BuildOps, and QuickBooks Online – troubleshooting sync issues, mapping data correctly, and ensuring invoicing, revenue, and cost data flow accurately between systems so operational and financial data reconcile without manual rework.
Maintain accurate job-costing across labor, materials, subcontractors, and equipment; analyze job-level margin and variance and surface issues to operations and leadership; stand up job-level profitability reporting that gives leadership real-time visibility into margin and tightens margin discipline across the business.
Own cash forecasting, progress billings, and collections in a project-based environment, with attention to retainage and lien/waiver processes; drive billing discipline and improve working capital.
Personally manage accounts payable and own or closely coordinate payroll, ensuring accuracy, timeliness, and proper coding to jobs.
Prepare monthly financial reporting packages – giving leadership real-time visibility into performance.
Establish and maintain internal controls, oversee tax coordination, and manage relationships with outside CPAs, bonding agents, insurers, and banking partners.
Document and improve accounting processes, procedures, and internal controls, driving toward automation, accuracy, and scalability to support accurate reporting and future growth as the business scales.