What are the responsibilities and job description for the Financial Controller position at Co-Source Solutions?
We are seeking a hands-on, operationally driven Controller to manage both executive financial strategy and day-to-day accounting for a fast-paced contracting and service business. This critical leadership role requires overseeing financial reporting, cash flow, budgeting, and compliance, while driving process improvements and cross-departmental efficiency. The candidate will also be the point of contact for banks, and auditors.
Key Areas of Responsibility:
- Financial Strategy & Reporting: Manage general ledgers (cash and accrual), prepare management reports, analyze profitability, and support ownership with forecasting and financial planning.
- Operational Oversight: Streamline administrative functions, vendor compliance, collections, insurance administration, and client onboarding.
- Internal Controls: Enforce procedures, maintain accurate records, and ensure financial and operational systems function consistently across multiple entities.
- Contracting, Vendor Management: Review and manage vendor agreements, subcontractor agreements, purchasing agreements, and client contracts. Assist with procurement, vendor negotiations, and purchasing coordination.
Other Responsibilities
- Manage day-to-day company accounts,
- Manage daily cash balances, cash positioning, and liquidity monitoring
- Perform and oversee bank reconciliations across multiple bank accounts and entities
- Oversee and manage AP, AR, & Collections
- Assist with financial planning
- Oversee Budget forecasting and cash flow management
- Ensure government compliance in all tasks
Qualifications
- Bachelor's degree in Accounting or Finance, 8 years experience
- Experience with time & materials costs like in HVAC, Plumbing, Law Firm industries
- Experience managing multiple entities or related companies simultaneously
- Experience working directly with banks, attorneys, vendors, insurance carriers, consultants, and external accountants
- Experience implementing accounting controls and operational procedures
- Direct report experience
- Proficiency with QuickBooks