Controller

The Company

At Servant, we specialize in empowering leaders and organizations within faith communities through innovative digital transformation and change management solutions. We are dedicated to providing tailored strategies that align with our clients' values and missions, focusing on service, integrity, and excellence. Our team is passionate about driving impactful change by equipping our partners with the tools and technologies they need to thrive in a digital age.

Position

We're looking for a hands-on Controller to own Servant's day-to-day accounting and financial operations. This person will bring our accounting function in-house, establish reliable processes, and give leadership clear, timely visibility into the financial health of the business.

Working directly with the COO and partnering across Growth, Delivery, Resource Management, and People Ops, the Controller will oversee the full accounting cycle, tax compliance, payroll accounting, and financial reporting. They'll also connect contracts, project delivery, and billing while improving visibility into cash flow and project profitability.

This is an opportunity to build a scalable finance function in a lean, technology-forward environment, using automation and AI-enabled tools to improve efficiency and accuracy.

What You'll Do

Accounting & Financial Operations

• Own the full accounting cycle, including general ledger, journal entries, accruals, reconciliations, and monthly close.
• Prepare timely, accurate financial statements, including profit and loss, balance sheet, and cash flow.
• 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 accurately 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.

Financial Reporting & Business Partnership

• 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.

Project Accounting & Services Operations

• 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.

Systems & Process Improvement

• 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.

• 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.

Preferred

• 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.

• 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