Controller

Servant
•$90,000 - $120,000•Remote

About The Position

Servant is seeking a hands-on Controller to bring its accounting function in-house, establish reliable processes, and provide leadership with timely visibility into the business’s financial health. Working directly with the COO and partnering with Growth, Delivery, Resource Management, and People Ops, the Controller will oversee the full accounting cycle, tax compliance, payroll accounting, and financial reporting. The role will connect contracts, project delivery, and billing while improving visibility into cash flow and project profitability. This role will build a scalable finance function in a lean, technology-forward environment, using automation and AI-enabled tools to improve efficiency and accuracy. The Controller will own day-to-day accounting and financial operations, serve as the primary accounting and financial reporting owner in leadership discussions, and provide clear insights and recommendations.

Requirements

  • 5+ years of progressive accounting or finance experience, with hands-on responsibility for accounting operations and financial reporting.
  • Experience in a services-based, project-driven business, such as consulting, professional services, or technology services.
  • Strong knowledge of accounting principles, general ledger management, reconciliations, month-end close, and financial statements.
  • Experience with accounts payable, accounts receivable, client billing, and contract invoicing.
  • Hands-on experience with QuickBooks and Bill.com.
  • Experience with tax compliance oversight, payroll accounting, and coordination with payroll providers or external tax advisors.
  • Ability to improve processes and internal controls, interpret financial data, and communicate actionable insights to business leaders.
  • Strong spreadsheet skills, attention to detail, sound judgment, and the ability to operate independently across multiple systems and priorities.

Nice To Haves

  • Experience with Productive or another project accounting or resource management platform.
  • Familiarity with HubSpot, Salesforce, or another CRM and the connection between pipeline, contracts, delivery, and billing.
  • Experience with CashFrog or a similar cash flow forecasting tool.
  • Experience with software development cost capitalization.
  • Experience in a lean business with employees and independent contractors.
  • Experience with budgeting, forecasting, project profitability, utilization reporting, and commission accounting.
  • Experience using AI and automation to improve financial workflows and reporting.

Responsibilities

  • Own the full accounting cycle, including the general ledger, journal entries, accruals, reconciliations, and monthly close.
  • Prepare timely and accurate financial statements, including profit and loss, balance sheet, and cash flow statements.
  • Manage accounts payable, vendor payments, expenses, and approval workflows.
  • Own client and contract invoicing, monitor accounts receivable, resolve billing discrepancies, and improve collections.
  • Prepare commission journal entries and accruals, ensuring expenses are recorded in the appropriate periods.
  • Own payroll accounting, including payroll entries and reconciliation of payroll expenses, employer taxes, benefits costs, and payroll liabilities.
  • Oversee applicable state and local tax compliance, coordinating registrations, filings, reconciliations, and payments with Rippling and external tax advisors; monitor deadlines and maintain supporting documentation.
  • Partner with People Ops to review payroll tax reporting, resolve discrepancies, and support accurate, timely filings and payments. People Ops retains ownership of payroll processing, employee changes, and benefits administration through Rippling.
  • Coordinate income tax preparation, annual financial reviews, and other external accounting requirements with outside advisors.
  • Maintain accurate financial records, documentation, policies, and internal controls.
  • Deliver monthly financial reporting with clear explanations of performance, trends, and variances.
  • Give the COO and leadership team visibility into revenue, expenses, margins, cash flow, and working capital.
  • Monitor cash flow and proactively flag risks, timing gaps, and opportunities for improvement.
  • Partner with the COO on budgets, forecasts, and financial projections; analyze actual results against plan and recommend corrective actions.
  • Serve as the primary owner of accounting and financial reporting in leadership discussions, providing clear insights and recommendations.
  • Partner with Growth, Delivery, and Resource Management to connect signed contracts, project setup, delivery, and client billing.
  • Improve visibility into project costs, engagement margins, utilization, and services profitability.
  • Maintain consistency across accounting, project management, CRM, and billing systems.
  • Review project budgets, cost allocations, and revenue recognition in accordance with applicable standards and company policies.
  • Coordinate the accounting treatment and documentation of qualifying software development costs, including capitalization, with the COO and external advisors.
  • Identify opportunities to improve billing accuracy, reduce revenue leakage, and strengthen financial accountability.
  • Own and optimize financial workflows in QuickBooks and Bill.com.
  • Improve data consistency across connected systems and streamline recurring accounting processes through automation, integrations, and responsible use of AI-enabled tools.
  • Reduce manual work and recurring errors while improving close timelines, reporting, documentation, and financial controls.

Benefits

  • Health Insurance
  • HSA & FSA offerings
  • 401K with company match
  • Unlimited PTO
  • Company Holidays & Serve days
  • Remote work
  • Technology & Home Office Allotment
  • Quarterly travel + Annual Team Offsite
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