What are the responsibilities and job description for the Controller position at AGM Tech Solutions - A Woman and Latina-owned IT Staffing Firm-an Inc. 5000 company?
AGM Tech Solutions
Position: Controller
Location
Hybrid/Manalapan, NJ
Department
Finance & Accounting
Reports To
Owner / Executive Leadership
Type
Full-Time
About AGM Tech Solutions
AGM Tech Solutions is a fast-growing staffing firm operating at the intersection of talent and technology. The company places IT and engineering professionals across a diverse and expanding client base that includes large enterprise programs managed through VMS platforms, as well as direct and SOW-based engagements. AGM supports both W-2 contractors and subcontractor models, with operations spanning multiple states and a payroll and billing infrastructure that runs on ADP Workforce Now, JobDiva, and QuickBooks Online. AGM is at an intentional inflection point, actively investing in the people, processes, and infrastructure required to scale predictably. The Controller role is central to that investment.
Position Summary
The Controller will serve as AGM's senior financial leader, owning the accounting function end-to-end and providing the reporting discipline, internal control structure, and financial clarity that the business requires at its current stage of growth. This role is both a hands-on operator and a strategic steward, responsible for producing accurate, timely financial information and building the systems and team that sustain that capability as the organization scales.
Reporting directly to executive leadership and owning the accounting team, the Controller will be the primary liaison on all financial matters and a critical voice in the company's growth decisions. Candidates who bring CFO-level ambition alongside controller-level execution are encouraged to apply, as the role is designed to grow with the business.
Key ResponsibilitiesFinancial Reporting & Close Management
- Own the monthly close process, including journal entries, accruals, reversals, and reconciliations, with a target close by the 15th of the following month.
- Prepare and deliver monthly financial reporting packages to executive leadership, including P&L, balance sheet, cash flow reporting, and commentary.
- Maintain and enforce the close calendar, proactively communicating any risks or delays to ownership.
- Ensure financial statements are GAAP-compliant and accurately reflect staffing industry operations, including revenue recognition, cost of revenue, and gross margin by client or engagement type.
Internal Controls & Process Integrity
- Design, implement, and maintain internal controls appropriate for a growing staffing organization, including segregation of duties, approval hierarchies, and documentation standards.
- Reduce single-point dependencies across cash management, payroll, and billing through backup protocols, approval workflows, and contingency plans.
- Maintain a centralized registry of financial systems, credentials, and access controls to support business continuity.
- Ensure all journal entries, accruals, and supporting workpapers are properly documented, retained, and auditable.
Billing, Accounts Receivable & Revenue Integrity
- Oversee weekly VMS and staffing invoicing across JobDiva, Coupa, Fieldglass, and VNDLY/Clarizen, ensuring accuracy, completeness, and timely reconciliation to QuickBooks.
- Manage SOW billing and purchase order administration, including invoicing, burn reporting, PO retention, and client submission accuracy.
- Review AR aging monthly, track collection efforts, and ensure revenue is recognized based on billing completion rather than cash receipt.
- Partner cross-functionally to eliminate manual processes, reduce rework, and establish scalable billing operations as the client portfolio expands.
Payroll & Subcontractor Accounts Payable
- Provide oversight and independent review of bi-weekly payroll processing in ADP Workforce Now, ensuring accuracy for W-2 employees, contractors, reimbursements, and commissions.
- Maintain documented payroll controls, including dual sign-off procedures and escalation protocols.
- Oversee subcontractor accounts payable, including invoice validation against JobDiva time records, PNC payment processing, and weekly payment cycles.
- Review and approve monthly commission calculations prior to payroll submissions.
Tax Compliance & State Obligations
- Manage sales tax filings across applicable jurisdictions while monitoring new compliance requirements as AGM expands.
- Maintain compliance with multi-state payroll tax regulations, including state withholding, sick leave requirements, and contractor classification rules.
- Coordinate with external tax advisors on annual filings, audits, and tax planning initiatives.
Team Leadership & Organizational Development
- Lead the accounting and finance team by establishing clear expectations, defined responsibilities, accountability measures, and organizational structure.
- Develop team members through documented processes, cross-training, and ongoing performance coaching to support growth and operational continuity.
- Serve as the primary escalation point for financial exceptions, issue resolution, and process breakdowns while reducing organizational risk through documentation and cross-training.
- Drive continuous improvement through process optimization, automation, and integration across JobDiva, ADP, and QuickBooks.
- Support onboarding and development of new finance and accounting personnel as the organization grows.
Strategic Finance & Executive Partnership
- Serve as the primary financial advisor to ownership, translating operational data into actionable insights related to margin, cash flow, working capital, and growth.
- Provide financial modeling and analysis for new client engagements, geographic expansion, compensation changes, and hiring decisions.
- Develop and maintain cash flow forecasts, budget-to-actual reporting, and gross margin analysis by client, business line, and revenue stream.
Ensure the company’s financial infrastructure, reporting, controls, and documentation are positioned to support future growth, leadership succession, and evolving business needs.
Qualifications Required
- 5 years of progressive accounting experience, including at least 2 years in a Controller or senior accounting leadership role.
- Hands-on experience with QuickBooks Online and ADP Workforce Now.
- Strong understanding of GAAP and its application within a services or staffing organization.
- Proven ability to design, implement, and maintain internal controls in a growing, process-driven environment.
- Advanced Excel skills, including Pivot Tables, VLOOKUP/XLOOKUP, data transformation, reconciliation workpapers, accrual schedules, and upload file preparations.
- Experience with ACH payment processing, bank reconciliations, cash flow monitoring, and controls related to payment authorization and banking information changes.
- Demonstrated track record of producing accurate, well-supported reconciliations and close workpapers within a structured monthly close cycle.
Preferred
- Experience managing W-2 and subcontractor payroll in a multi-state environment.
- Staffing industry experience, including VMS programs, contractor billing cycles, subcontractor payments, and staffing-specific revenue recognition.
- Working knowledge of JobDiva or a similar staffing ATS/billing platform.
- Experience with SOW billing, purchase order management, and multi-client invoice reconciliation.
- Familiarity with Excel Sync, QuickBooks import tools, or comparable data integration and transformation processes.
- Knowledge of multi-jurisdiction sales tax compliance.
- Experience working in a founder-led or owner-operated organization, with the ability to build processes and infrastructure in a dynamic environment.
- Demonstrated experience, or a strong interest in strategic financial leadership, including cash management, risk mitigation, and long-term business planning.
- CPA designation strongly preferred.
What Success Looks Like
Within the first 90 days, the Controller will develop a thorough understanding of AGM’s financial operations, identify key control, and process gaps, and establish foundational routines, including the close calendar, reporting cadence, and team accountability structure, that will support the finance function going forward.
Within six months, the Controller will have significantly reduced key-person dependencies across cash management, payroll, and billing; implemented a consistent monthly close and reporting process; and built trusted partnerships with ownership and the accounting team that enable financial data to proactively inform business decisions.
Over time, the successful candidate will grow this role into the senior financial leadership function AGM requires as it scales, helping support geographic expansion, operational growth, risk management, and strategic decision-making across the organization.