Controller

Controller Department:

Finance & Accounting Employment Type:

Full Time Location:

Home Office Compensation:

$140,000 - $165,000 / year Description The Controller is a senior finance leader responsible for stabilizing, leading, and evolving the accounting and financial operations of Chuck Latham Associates and related entities. This role requires a hands‑on, execution‑focused leader who is comfortable operating in a dynamic and evolving environment while laying the foundation for stronger processes, controls, and strategic financial insight. In the absence of a CFO, the Controller serves as the organization's top internal finance leader and a key member of the Senior Leadership Team. The role will initially require a high degree of transactional involvement, with a clear mandate to transition the finance function toward greater efficiency, automation, scalability, and strategic partnership over time. Key Responsibilities Financial Leadership & Governance Serve as the senior finance leader for the organization and an active member of the Senior Leadership Team, contributing to company‑wide planning, decision‑making, KPI development, and financial strategy. Provide financial insight, analysis, and recommendations to executive leadership to support business planning, growth initiatives, and operational decision‑making. Establish, maintain, and enhance accounting policies, procedures, and internal controls in accordance with GAAP and regulatory requirements. Oversee the overall integrity of the general ledger, financial statements, and financial reporting across all entities. Accounting Operations & Transactional Execution Lead and oversee all core accounting functions including general ledger, accounts payable, accounts receivable, payroll coordination, cash management, and month‑end and year‑end close. Step into transactional work as needed, including journal entries, reconciliations, invoice processing, cash receipts, and system clean‑up, particularly during periods of transition or staffing changes. Ensure accurate and timely financial close processes, working closely with Operations on inventory, reconciliations, and operational impacts to the general ledger. Cash Management, Lending & Compliance Own short‑ and long‑term cash flow forecasting and monitoring. Prepare borrowing base certificates, compliance certificates, and required reporting for banks, lenders, and third‑party partners. Manage lender relationships, audits, and due diligence processes, including underwriting and ongoing covenant compliance. Coordinate annual CPA reviews and work with external tax advisors on annual tax filings. Process Improvement, Systems & Automation Lead the stabilization, improvement, and modernization of finance processes, with a focus on automation, scalability, and efficiency. Act as administrator and primary owner for the ERP system, credit card programs, and related financial systems and integrations. Identify and implement process improvements that reduce manual effort, improve accuracy, and support future growth. People Leadership & Cross‑Functional Partnership Lead, develop, and support the accounting team through clear expectations, coaching, performance management, and workload prioritization. Partner closely with Operations, HR, and Sales leadership on forecasting, commissions, inventory, insurance renewals, and benefit‑related financial matters. Serve as a fiduciary member of the 401(k) committee and collaborate with external partners as needed. Planning, Forecasting & Reporting Prepare monthly financial statements, forecasts, and management reports for leadership review. Support business unit leaders with financial analysis, commission reporting, and performance insights. Participate in the development and execution of short‑ and long‑range financial and operational plans.

Skills, Knowledge and Expertise Required:

Bachelor's degree in Accounting or Finance 7+ years of progressive accounting and finance experience, including leadership responsibility Proven ability to operate hands‑on while also thinking strategically Experience working in evolving or fast‑changing environments Strong knowledge of GAAP, internal controls, and financial reporting High level of ownership, adaptability, and accountability Excellent communication skills and ability to partner cross‑functionally

Preferred:

Experience in multi‑entity or complex organizations ERP system ownership (Sage or similar systems strongly preferred) Experience leading process transformation and finance automation Familiarity with Concur, AP/PO systems, and expense platforms This role is ideal for a Controller who is comfortable stepping into a transitional environment, rolling up their sleeves, and helping build what comes next. While the position requires hands‑on execution initially, it carries a clear expectation and opportunity to shape a more strategic, scalable finance function over time. Benefits Pay range and compensation package This position is eligible for company benefits including but not limited to medical, dental and vision coverage, life and short-term and long-term disability coverage, paid time off, 401K participation and company match, and more. The pay range for the position is $140,000-$165,000 based on experience. Equal Opportunity Statement We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, age, disability, veteran status, or any other status protected by law.