Regional Controller

Regional Controller

Who We Are

Vertex Service Partners is a home improvement services group that aspires to build an enduring legacy of being the best partner for homeowners, employees, communities, and founders.

Who We are Looking For

We seek a dynamic and entrepreneurial Accounting Professional to grow with us. We are looking for an experienced Controller to handle general accounting operations by controlling and verifying financial transactions for partners within the Midwest region. Our environment is fast-paced and offers ample opportunity to grow and develop. This position requires an individual with a high level of initiative who will frequently exercise discretion and independent judgement.

We need a professional with proven skills in implementing GAAP and end-to-end transactional accounting.

The person hired will Manage the finance functions of their assigned region and report to the Partner Services finance team Director of Finance and regional operations lead in meeting organization-wide objectives. You will enjoy a broad range of responsibilities, get to know the business and operations, and build out the region’s accounting department as the region grows.

Structure of the position

This job is full time Monday – Friday 8am to 5 pm and will require occasional travel to Partner sites as needed.

Essential Responsibilities

• Manage the monthly close process, assist in transitioning Partners from Cash to Accrual Based Accounting and driving material efficiencies in the closing process
• Responsible for ensuring the accuracy and integrity of all financial transactions in accordance with GAAP.
• Responsible for general ledger maintenance, monthly close, reconciliations, variance analysis, financial statements, budgets and cash forecasts.
• Communicate regularly with ownership and senior management team in regularly scheduled meeting settings about financial performance, business opportunities and challenges
• Retain and develop team members, overseeing partner finance and accounting teams.
• Generate and monitor projections of sales, expenses, and profit against actual performance, explaining variances to actuals clearly and concisely. Suggest methods of improving the planning process as appropriate
• Assist with consolidated annual audit as needed.
• Maintain and improve business systems, processes, and controls, including budgets and key performance indicators, understanding the key financial drivers of the business to manage to those numbers with intensity, including identification of EBITDA addbacks
• Assist in implementing new ERP system (Sage Intacct) and drive integrations with non-accounting systems (i.e., ServiceTitan CRM)
• Post and process journal entries, record, and document financial transactions, and identify and resolve any financial data discrepancies.
• Ensure regulatory compliance with permits, bonds, sales and use tax, etc.
• Assist with cross-functional areas of the business as needed.

Education & Skills:

• BS Degree in Finance, Accounting, or business (Required)
• CPA Certification or working towards your certification is a plus.
• Minimum 5 years’ experience in an accounting setting with at least 3 years in a privately held company, including “hands-on” work within the accounting functions. Experience in a PE-backed company a plus.
• Knowledge of and proficiency in using Accounting and CRM Systems. Experience with Sage Intacct a plus.
• Proficient using Microsoft Office Suite, especially Excel
• Must be capable of thorough understanding of laws and regulations required for doing business in multiple states.
• Experience in an industry that experiences seasonal demand and expense timing within a fiscal year is a plus.
• Creative strategic thinker, who can apply out of the box thinking to problem-solving and big picture concepts.
• Must be a self-starter, and able to work independently and be a Team Player to meet deadlines in a high volume, fast-paced environment.
• Superior oral and written communication skills
• Highly Organized with attention to detail
• Strategic thinker who isn’t afraid to be a working manager
• Strict Confidentiality and Professional Maturity

Compensation:

Vertex will offer the selected candidate a competitive base salary plus the potential of annual bonus. The actual offer will be based on a variety of factors, including experience.

Benefits We offer:

Health Insurance- a competitive platform-wide health plan, including vision and dental

Retirement Plan: 401k with Company match

Paid Parental Leave