Controller (Accounting & Finance)

Insite Managed Solutions • Cape Coral, FL

11d • Onsite

About The Position

As the Controller, you will serve as a key financial leader responsible for the accuracy, clarity, and integrity of our financial operations. You’ll own the monthly close, strengthen financial reporting, and ensure that our systems, processes, and controls scale with the business. In this role, you will oversee all accounting functions, lead financial planning and analysis activities, and deliver insights that help guide strategic decisions. You’ll report directly to the CFO and will regularly partner with C-Suite executives. This role requires a strong presence, polish, and professionalism. The Controller will blend hands-on execution with strategic leadership in a fast-paced professional services environment where project accounting, billable hours, and client invoicing play a central role in operational success.

Requirements

• Bachelor’s degree, preferably in finance or accounting
• 8+ years of progressive accounting experience, with 3+ years as a Controller or Assistant Controller in a professional service setting (consulting, law, engineering, IT services, etc.) preferred
• Proven experience overseeing full-cycle accounting operations
• Strong understanding of project accounting and billable-hour environments
• Advanced proficiency in Excel and experience with mid-market ERP systems
• Demonstrated success communicating financial concepts to non-financial stakeholders
• Ability to balance multiple priorities while maintaining accuracy and attention to detail
• Organized, accountable, and dependable with a commitment to operational excellence
• Motivated by continuous improvement and creating scalable, repeatable processes

Nice To Haves

• CPA or CMA
• Experience improving or implementing financial systems and automation tools
• Familiarity with professional services KPIs such as utilization, realization, and margin by project
• Background in multi-state tax compliance, sales/use tax, 1099 reporting, and state apportionment
• Ability to simplify complex financial topics and present them clearly to executives and cross-functional partners
• Experience supporting insurance renewals (professional liability/E&O, cyber, general liability)
• Demonstrated success developing teams and creating high-accountability cultures

Responsibilities

• Lead the monthly financial close process with accuracy, consistency, and disciplined follow-through
• Prepare timely financial statements (P&L, Balance Sheet, Cash Flow) and deliver clear, executive-ready financial packages
• Ensure precise and efficient client billing, including 30–50 monthly invoices, billable hours, and reimbursable expenses
• Oversee general ledger management, accounts payable/receivable, and fixed asset tracking
• Monitor project-level financial performance and partner with Operations on forecasting and margin insights
• Calculate, monitor, and report key professional services KPIs—including utilization, realization, billable ratios, and margin by client/project
• Monitor unbilled WIP and aged receivables and proactively address variances and risks
• Provide visibility into cash flow trends and support leadership with planning and scenario modeling
• Strengthen internal controls and ensure compliance across all financial processes
• Partner with external CPA firms on year-end reviews and tax filings
• Collaborate with HR on compensation modeling tied to utilization and performance metrics
• Lead, mentor, and develop a high-performing accounting team
• Drive process improvement, automation, and system optimization to enhance accuracy and efficiency
• Bring professionalism, accountability, and a solutions-focused mindset to every interaction

Benefits

• 401k
• PTO
• benefits (health, vision, dental, short/long term disability, and more eligibility within 1 month of start date)
• rotating employee events and activities
• Hawaiian Fridays
• employee celebrations

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level