Lakeside
Job DescriptionCompany Overview At KR Wolfe, we make the equipment and technology of tomorrow work today. We specialize in delivering specialized installation, integration, field service, and renovation services to clients across healthcare, education, commercial, and government secots nationwide. Guided by our vision to be the company of choice based on quality, value, and customer service, we embody SPIRIT in everything we do: Spreading Positivity, Initiating Relationships, and Inspiring Teamwork. Our Core Values—QUEST—drive us: Quality, Understanding & Care, Exceptional Service, SPIRIT, and Trust & Integrity. Position Summary Reporting directly to the CFO, the Controller will oversee all aspects of accounting operations, financial reporting, and internal controls. This role oversees accounting operations, financial reporting, internal controls, compliance, and financial systems in a multi-division, project-based environment. An ideal candidate plays a role pivotal in ensuring the accuracy, integrity, and efficiency of our financial systems, particularly as we expand our financial foundation in QuickBase. The Controller will drive financial health by implementing robust controls, analyzing divisional profitability, and mentoring a dedicated accounting team. This position requires a hands-on leader who can navigate complex billing environments, interact professionally with external stakeholders, and contribute to the overall financial strategy of the organization. Key Responsibilities Accounting Controls and Compliance: Design, implement, and continuously strengthen a comprehensive internal control framework to safeguard company assets and ensure financial integrity. • Ensure full compliance with GAAP and applicable regulatory standards, • Establish and maintain formal accounting policies and procedures, • Monitor risk areas such as retainage, over/under billings, and contract modifications, • Lead periodic internal reviews to identify control gaps and implement corrective measures, • Lead and directly supervise Accounts Payable (AP) and Accounts Receivable (AR) team members, establishing clear performance expectations, accountability standards, and development plans, • Oversee the full month-end, quarter-end, and year-end close processes to ensure timely and accurate financial reporting, • Maintain general ledger integrity through rigorous reconciliation review and approval processes, • Ensure efficient processing of invoices, payments, collections, and disbursements while strengthening internal controls, • Drive cash flow optimization through disciplined AR collection strategies and strategic AP management, • Review and approve financial statements, including P&L, balance sheet, and cash flow statements, • Partner with internal development and operations teams to enhance system workflows, reporting capabilities, and financial integration., • Implement system improvements that strengthen job costing, WIP reporting, billing accuracy, and divisional reporting, • Drive automation initiatives to reduce manual processes and improve data reliability, • Develop and maintain detailed margin analysis by division and project, • Oversee WIP schedules and over/under billing assessments, • Analyze labor efficiency, overhead allocation, and cost trends, • Deliver financial forecasting and scenario modeling to support operational decision-making, • Ensure accurate processing of progress billings, milestone invoicing, and change orders, • Monitor compliance with varying client contract requirements and billing portal systems, • Oversee retainage tracking and release processes, • Partner with project management teams to align billing schedules with project milestones, • Serve as point of contact for external vendors and partners, including banks, auditors, insurance providers, tax authorities, and legal advisors., • Facilitate annual audits, prepare audit schedules, and respond to inquiries with professionalism and precision., • Provide strategic leadership to the accounting team, including AR and AP personnel, fostering a culture of accountability, ownership, and operational excellence, • Promote cross-functional collaboration between accounting, operations, and executive leadership to ensure financial transparency and alignment, • Contribute to executive-level decision-making by providing financial insights on business development, lead budget forecasting, and growth initiatives., • Develop and monitor annual budgets, cash flow projections, and scenario analysis to support growth in healthcare, commercial, educational, and government sectors.______________________________________________________________ Required Qualifications • Bachelor's degree in Accounting, Finance, or a related field; CPA (Certified Public Accountant) certification strongly preferred., • Minimum of 7-10 years of progressive accounting experience, with at least 3-5 years in a leadership role (e.g., Controller or Senior Accounting Manager), • Experience with QuickBooks, QuickBase, excel spreadsheets, or relevant databases., • Proven expertise in GAAP, internal controls, and financial reporting, with hands-on experience in cash and accrual accounting methods., • Strong proficiency in project-based accounting, particularly using systems such as QuickBase or other databases., • In-depth knowledge of service industry accounting, including progress billings, milestone invoicing, over/under billing reporting, retainage, lien releases, and job costing., • Demonstrated ability to analyze and interpret financial statements (P&L, balance sheets, cash flows, ledgers) and perform budget-to-actual variance analysis., • Experience managing billings across multiple client portals and contracts with varying payment terms., • Excellent interpersonal and communication skills for professional interactions with external stakeholders such as banks, auditors, and insurers., • Proven track record of mentoring and developing accounting teams in a fast-paced environment., • Proficiency in Microsoft Office Suite (especially Excel for advanced financial modeling) and familiarity with data analytics tools., • Master's degree in Business Administration (MBA) or Accounting., • Experience in multi-state operations, including tax compliance, sales/use tax, and payroll taxes across jurisdictions., • Familiarity with industry-specific regulations, • Knowledge of advanced financial tools, such as BI (Business Intelligence) software for enhanced reporting. 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