POSITION TITLE: Controller
FLSA STATUS: Exempt
Reports to: Director of Finance
Supervises: AR & AP Specialist(s), Senior Accountant(s)
POSITION OVERVIEW:
The Controller is responsible for the accuracy and integrity of the company's financial records as well as the effective day-to-day operation of the Finance Department. The Controller provides hands-on leadership, manages Finance personnel, drives monthly close, oversees billing and cash flow processes, and serves as the primary operational partner to the Director of Finance.
RESPONSIBILITIES:
Lead and manage the daily operations, workflow, and personnel of the Finance Department, establishing clear priorities, performance expectations, and accountability.
Serve as the first level of escalation for Finance related operational issues and ensure timely resolution.
Ensure invoices, payments, reconciliations, collections activities, and accounting tasks continue to move without unnecessary delays.
Own and execute a 5-business day monthly close including general ledger and intercompany reconciliations, while ensuring accuracy and consistency. Assist with preparation of monthly reporting package.
Prepare, review and analyze financial statements, including P&L, Balance Sheet, Cash Flow Statement and Work in Progress.
Ensure compliance with U.S. GAAP, including proper revenue recognition for percentage of completion projects and service agreements.
Own open work order WIP, ensuring timely processing, accurate job costing and review of profitability.
Review branch financial results and investigate variances and key drivers.
Ensure billing issues requiring Operations involvement are escalated and resolved promptly.
Own the accounts receivable and collections process, including daily cash receipts, timely application of customer payments, monitoring of aged receivables, and collection issues
Monitor daily and weekly cash activity and partner with the Director of Finance on cash forecasting and working capital management.
Monitor and maintain bid contracts for renewals, expirations and rate changes.
Complete multi-jurisdictional sales tax reconciliation and prepare filings.
Assist with budgeting and forecasting.
Take ownership of special projects and other initiatives as assigned.
Support senior management with financial insights into business growth and respond to ad hoc financial data requests.
MINIMUM QUALIFICATIONS:
Education/Experience:
5+ years of experience in construction accounting or similar role
Bachelor’s degree in accounting or finance
Preferred Qualifications
Construction/Mechanical/Service industry experience highly preferred; particularly experience with WIP, Percentage of Completion/Revenue Recognition, Job Costing, Change Orders and Project/Service Billing
Ability to multitask in a fast-paced environment with strong organizational skills
High attention to detail, problem solving mindset and ability to work under pressure
Excellent leadership, analytical and communication skills
Proficiency in the use of MS Office, Advanced Microsoft Excel Skills
Experience with ERP systems and financial software; Microsoft Dynamics Business Central preferred
Ability to work as a team player
Skills Required
- 5+ years of experience in construction accounting or a similar role
- Bachelor's degree in accounting or finance
- Strong organizational, multitasking, problem-solving, analytical, leadership, and communication skills
- Ability to work under pressure in a fast-paced environment
- Proficiency in Microsoft Office
- Advanced Microsoft Excel skills
- Experience with ERP systems and financial software
- Construction, mechanical, or service industry experience, particularly WIP, percentage-of-completion revenue recognition, job costing, change orders, and project or service billing
- Experience with Microsoft Dynamics Business Central
- Ability to work as a team player
What We Do
Orion Group is a commercial field services company seeking to partner with leading family-owned service providers. Orion plans to build a national platform by investing in local businesses with great cultures, attracting the best technical and managerial talent and creating unmatched growth opportunities for them. Orion is backed by Alpine Investors, an investment firm that focuses on partnering with and developing exceptional people to grow businesses. Alpine has been an investor in the HVACR, plumbing, and electrical trades for more than a decade
