Job Description
CAP3 is seeking a motivated and experienced Controller who is passionate about financial leadership and client success.The Controller is responsible for maintaining accurate, timely, and relevant financial records for all aspects of multiple clients across various industries. The Controller plans, directs, and oversees the accounting operations of these organizations and ensures proper execution. The Controller is the primary point of contact for the clients they serve and is responsible for fostering strong client relationships. The Controller works closely with the CFO, Senior Staff Accountants, and Staff Accountants on all assigned accounts. The Controller is responsible for directing Staff Accountant and Senior Staff Accountant activities and assisting with their professional development.Essential Functions/ResponsibilitiesReview daily entry of all financial transactions for the organization that allow for proper reporting of assets, liabilities, owner’s equity, and organizational profit. Includes reviewing bank and credit card transactions, as well as customer payments and vendor bills.Complete daily review of relevant financial reports and completion of reconciliations to ensure systems are syncing properly and transactions are recorded correctly, including accounts receivable, accounts payable, inventory, and payroll.Regular communication with CFO, Senior Staff Accountants, and Staff Accountants regarding ongoing activities/transactions as well as unusual or unclear activities within the organization.Act as the main point of contact for the client.Proactively communicate necessary information for clients to make informed business decisions.Identify challenges/problems as they arise with the clients and offer possible solutions and risk mitigation steps.Direct cash management of the organization by reviewing and communicating proposed weekly cash budgets/cash flow projections with the client.Oversee payroll process and related benefit/compensation information to ensure adherence to labor laws and organizational standards.Prepare and review journal entries as needed.Complete full review and reconciliation of all accounts included on the financial statements. Review month end work papers and backup documentation.Prepare analysis and commentary on the financial performance of the organization.Prepare information for the client to make sound business decisions. This includes, but isn’t limited to dashboards, management reporting, projections, budgets, and analysis.Ensure the client has adequate tax planning, knowledge of potential tax liabilities, and strategies to reduce liability.Prepare required documentation/schedules for audits, tax preparation, and other necessary filings.Our Core Values - The CAP3 EdgeEmpowerment - Unleashing PotentialWe enable everyone to achieve more than they imagined possible.Diligence - Precision with PurposeWe take ownership of our work and deliver with discipline and excellence.Generosity - Above and BeyondWe give more than expected in every interaction—with our clients and each other.Excellence - Setting the StandardWe push for world-class results that make a real impact.Required Skills And AbilitiesExperience with Quickbooks Online or other Accounting PlatformsProficient with Microsoft ExcelExperience managing/supervising staff and reviewing their work and issuing feedbackExperience preparing and analyzing financial statements and variance reportsAbility to adapt to new technologyStrong attention-to-detailProfessional organizational and communication skillsComfortable communicating and presenting to clients and other professionalsDiscretion, integrity, high ethical standardWelcoming of feedback/coachableCommitted to ongoing personal and professional growthMulti-taskerPositive attitudeFlexible, able to prioritize and manage time wellDesire to serve and deliver exceptional client servicePreferred Skills/AbilitiesComfortable with Microsoft Teams and various other web-based applicationsExperience with payrollEducation and ExperienceBachelor’s degree and five years of relevant experienceManagement Accounting Experience PreferredCPA license preferredPhysical RequirementsProlonged periods sitting at desk and working on a computerMust be able to lift up to 15 pounds at a timeApply today to join CAP3 as our next Controller. Deadline to apply is Friday, October 31, 2025
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